Home Depot (HD) Q1 2026 (USD): EPS 3.43 (exp. 3.41), Revenue 41.8bln (exp. 41.61bln); backs FY26 guidance

SSS:  Q1 SSS 0.6% (exp. 0.8%) US comparable sales +0.4% Comparable customer transactions fell 1.3% Comparable average ticket rose 2.2% Total customer transactions declined 0.9% to 391.1mln Average ticket increased 2.3% to USD 92.76. COMMENTARY: CEO says demand was relatively similar to FY25, despite greater consumer uncertainty and housing affordability pressure. CFO says the homeowner is perhaps more financially protected than other consumer cohorts, so HD continues to see engagement. GUIDANCE:Reaffirms FY26 guidance for total sales growth about 2.5%-4.5%, comparable sales growth about flat to 2.0% (exp. 1.4%), EPS growth about flat to 4.0% from 14.23 and, adj. EPS growth about flat to 4.0% from 14.69.