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.
6 matches for “Weather”; 5 quoted, at least 25 words apart.
…quarter. We don't plan per storms per se, but there's always some weather impact in the baseline. And given last year, a pretty significant storm…
…essentially the exact same as Q2. In adjusting, again, for storm and weather, call that underlying business to be about a 1% comp in each…
…if you look at the monthly basis, even with the really tough weather/hurricane driven compare in October. Maybe you also look at the last --…
…lowest quarter of the year for GMS' fiscal year. There was also weather impact Home Depot, SRS and GMS. No one was immune to the…
…think that regionally, the most acute difference, again, is the storm and weather patterns. On the larger, the higher income cohort, we don't see anything…
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