Jack of All Trades: High Stakes 02.24.2026
Home Depot Q4 revenue $38.2B (-3.8% but beat $38.1B est), adj EPS $2.72 crushed $2.52 est (+7.8%)—first beat in year, stock +2%. FY26 guide: sales +2.5-4.5%, comps flat to +2%, EPS flat to +4%. "Frozen housing 3 years," Pro strength, GMS acquisition dilutive H1, dividend +1.3% to $2.33.