关于公司的背景信息 - 作者在2024年5月发表过关于家得宝（NYSE: HD）的文章并分析其第一季度报告研究其新战略进展 [1] - 作者为伦敦布鲁内尔大学金融与公司治理副教授CFA持证人拥有英国杜伦大学金融学博士学位有六年印度和美国股票中长期投资经验并积极研究行为金融学公司治理激进对冲基金加密货币和并购且在顶级同行评审期刊发表文章还制作主持每周投资播客 [1] 关于公司的分析披露 - 作者没有在提及公司中持有股票期权或类似衍生品头寸且72小时内无计划建立此类头寸文章表达自己观点未从除Seeking Alpha外获取报酬与文章提及股票的公司无业务关系 [1] 关于Seeking Alpha的披露 - 过去表现不保证未来结果不提供投资是否适合特定投资者的推荐或建议观点可能不反映Seeking Alpha整体观点Seeking Alpha不是持牌证券交易商经纪人美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [2]

报告投资评级 - 增持（维持）[2] 报告核心观点 - 飓风后相关需求带动10月可比销售额增速转正但大型家装需求仍偏弱利润端保持稳健贷款利率稳定性对需求修复至关重要考虑到Q3表现较好及对Q4飓风相关需求预期公司上调全年可比收入指引 [5][7][8][9] 根据相关目录分别进行总结 销售情况 - 2024Q3报告研究的具体公司总销售额为402亿美元同比增长6.6%主要由于收购SRS和多出的第53周经营周期总可比销售额同比下降1.3%（8月为 -3.3%9月为 -2.3%10月为+1%10月增速转正和飓风需求有关）总客流量、客单价均同比下降客流量同比下降0.6%客单价同比下降0.8%分部门看木材、管道和五金部门业绩高于公司平均水平大型改造项目面临压力大额同店交易量同比下降6.8%大型可自由支配项目参与度有所下降 [5][7] 利润情况 - 2024Q3报告研究的具体公司毛利率约为33.4%同比下降约40个基点受收购SRS产品组合影响经营利润率为13.5%同比下降0.8个百分点净利润36亿美元同比下降4.3%截至2024Q3季度末库存为239亿美元同比增加11亿美元库存周转率为4.8倍高于2023Q3的4.3倍 [5][8] 需求修复相关 - 美国住房周转率处于40年来低点仅为3%房屋买卖活动减少虽可能接近低点但恢复还需时间报告研究的具体公司认为利率稳定性比大幅下降对家装需求修复更重要一旦利率稳定住房活动和大型改造项目需求或将迎来恢复 [8] 全年指引调整 - 考虑到Q3表现较好以及对Q4飓风相关需求的预期报告研究的具体公司预计2024年总销售额将增长约4%（包含SRS和第53周运营期）前指引为同比增长2.5% - 3.5%预计可比销售额将同比下降约2.5%前指引为同比下降3% - 4%预计经营利润率约为13.5%前指引为13.5% - 13.6%预计53周的摊薄EPS将同比下降约2%前指引为同比下降2% - 4% [9] 未来收入与利润预测 - 预计2024 - 2026年报告研究的具体公司收入分别为1582/1636/1711亿美元分别同比变动+3.7%/+3.4%/+4.6%归母净利润分别为149/154/167亿美元分别同比变动-1.9%/+3.8%/+8.0% [9]

The company looks well positioned to rebound next year.From an operational standpoint, Home Depot (HD 0.61%) has been dealing with a difficult environment for the past few years. Same-store sales have declined consistently since the end of 2022. Despite that, the stock has held up well, and is up by around 40% over the past year as of this writing.In its fiscal third quarter, which ended Oct. 27, same-store sales declined again. However, the decline was smaller than expected, and it looks like the company c ...

In this articleHDA warehouse for Texas Pool Supply, a company that's part of SRS Distribution, carries pool parts like filters and heaters, along with large buckets of pool chemicals. It's an example of the specialized business that Home Depot includes after acquiring SRS.Melissa Repko | CNBCPLANO, Texas — In a suburban warehouse, giant buckets of pool sanitizer and boxed-up heaters and pumps line the shelves.This isn't a Home Depot store, but these aisles — and the company behind them — will shape the home ...

Home Depot sign over entrance, Palm Beach Gardens, Florida. (Photo by: Lindsey ... [+] Nicholson/UCG/Universal Images Group via Getty Images)UCG/Universal Images Group via Getty ImagesNote: Home Depot FY’23 ended on January 28, 2024.Home Depot stock (NYSE: HD), the world’s largest home improvement retailer, fell marginally 1.3% on Tuesday, 12th November (to $403), as compared to a 0.3% decline in the S&P 500 index. In comparison, HD’s peer Lowe’s (NYSE: LOW) saw its stock down 1.7% to around $270 on the sam ...

The 2024 Q3 earnings season is slowly winding down, with just a small chunk of S&P 500 members yet to reveal their quarterly results. The period has so far been positive, with earnings growth remaining positive on the back of a strong showing from Technology yet again.Below is a chart illustrating the overall earnings picture on a quarterly basis.Image Source: Zacks Investment ResearchStay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Recently, we heard from home improvement giant Home ...

ATLANTA, Nov. 14, 2024 /PRNewswire/ -- The Home Depot®, the world's largest home improvement retailer, today announced that its board of directors declared a third-quarter cash dividend of $2.25 per share. The dividend is payable on December 12, 2024, to shareholders of record on the close of business on November 27, 2024. This is the 151st consecutive quarter the company has paid a cash dividend.The Home Depot is the world's largest home improvement specialty retailer. At the end of the third quarter, the ...

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points:Total Q3 earnings for the 458 S&P 500 members that have reported results through Wednesday, November 13th, are up +6.9% on +5.4% higher revenues, with 73.6% beating EPS estimates and 61.4% beating revenue estimates. The earnings and revenue growth pace for this group ...

Home Depot Inc HD released its third-quarter earnings report Tuesday, posting revenue and EPS beats, aided by recent bouts of extreme weather. Analysts are still bullish on the Atlanta, Georgia-based company.Home Depot Analysts: The following analysts published notes on Tuesday:Goldman Sachs analyst Kate McShane reiterated a Buy rating for Home Depot, raising its price target from $384 to $410.J.P. Morgan analyst Christopher Horvers reiterated an Overweight rating for Home Depot, raising its price target fr ...

文章中无关于公司和行业的内容无法进行总结