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The Home Depot: Inside the Housing Cycle, Storm Sensitivity, & Pro Services Expansion!

The Home Depot’s third quarter earnings report for 2025 presents a mixed picture, with both positive developments and areas of concern. The company reported total sales of $41.4 billion, a 2.8% increase from the same period last year, and a slight increase in comp sales by 0.2% in the U.S. However, adjusted diluted earnings per share decreased slightly to $3.74 from $3.78 a year ago, indicating some pressure on profitability. One of the key factors adversely affecting Home Depot’s performance was the lack of storm activity during the quarter, which traditionally boosts demand for products like roofing and power generation. This absence of storms, coupled with consumer uncertainty and pressure in the housing market, particularly affected demand in the home improvement sector. On the positive side, Home Depot continues to execute effectively, claiming to have gained market share despite these challenges.