Home Depot (HD): FY25 Q3 earnings call, Nov 18, 2025
On its Nov 18, 2025 earnings call (FY25 Q3), Home Depot said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Innovation | Yes | 5 | 5 | ✓ | 75%transcripts from the transcript model | – |
| Synergy | Yes | 4 | 4 | ✓ | 46%transcripts from the transcript model | – |
| Tariff | Yes | 2 | 2 | ✓ | 74%transcripts from the transcript model | – |
| Black Friday | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | – |
| Inflation | No | 0 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Volatility | No | 0 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Competition / Competitor | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| E-commerce / Ecommerce | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Revenue | No | 0 | 1 | ✓ | 33%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 2 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
26 matches for “Storm”; 5 quoted, at least 25 words apart.
…comps. Our results missed our expectations primarily due to the lack of storms in the third quarter which resulted in greater-than-expected pressure in certain categories.…
…our results were below our expectations, largely due to a lack of storms relative to historic norms which most notably impacted areas of the business…
…to meet some of the highest performance standards in the industry, reducing storm damage risk, providing energy efficiency, UV protection and sound reduction. And they…
…third quarter, continued pressure in the fourth quarter from the lack of storm activity, ongoing consumer uncertainty and housing pressure, as well as the inclusion…
…We know that shipments are down double digits from the absence of storm activity this year. SRS actually comped flat for Q3. And so we…
Where the listed words were said
…of vendors across categories who continue to transform the industry with the innovation they bring to our customers on a daily basis. They include […
…operating cost in the inverse with wholesale. Of course, as we drive synergies between the two platforms, and the most important synergy is the cross-sell…
…mentioned, in our Q2 call after some policy changes were made around tariffs, we would take some moderate price moves with the entire strategy to…
…looking forward to the excitement we will bring with our annual holiday, Black Friday and Gift Center events. In our Gift Center event, we continue…
Agents: this page as TSV at /api/v1/appearances/home-depot:2025-11-18:earnings_call · words: /api/v1/brief?appearance=home-depot:2025-11-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP