Home Depot reported FY2025 revenue of $152.7 billion and operating cash flow of $21.2 billion. The thesis depends on housing turnover, Pro demand, comparable sales, margin discipline and capital allocation.
HD: Home Depot needs housing and Pro demand proof
NYSEHDCoverage BootstrapThe Home Depot, Inc.
Thesis summary
Home Depot reported FY2025 revenue of $152.7 billion and operating cash flow of $21.2 billion. The thesis depends on housing turnover, Pro demand, comparable sales, margin discipline and capital allocation.
View article
Discuss the thesis
0 commentsCommenting requires active membershipBecome a member
Attack the thesis, not the person.Add evidence when challenging claims.No pump, spam, or low-effort comments.
No comments yet. Start the discussion with evidence, a question, or a bear case.