Home Depot (HD): FY26 Q4 earnings call, Feb 24, 2026
On its Feb 24, 2026 earnings call (FY26 Q4), Home Depot said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 5 | 6 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 3 | 3 | ✓ | 71%transcripts from the transcript model | – |
| Synergy | Yes | 2 | 2 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 2 | 2 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 1 | 2 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Inflation | Yes | 1 | 1 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| ICE / Border | Yes | 1 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Volatility | Yes | 1 | 2 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| Weather | No | 0 | 0 | ✓ | 87%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – |
| Competition / Competitor | No | 0 | 0 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| E-commerce / Ecommerce | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
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.
18 matches for “Delivery”; 5 quoted, at least 25 words apart.
…focused on enhancing our capabilities, from sales support to project management to delivery, all to better support pros throughout the life of their projects. This…
…are seeing across our interconnected platforms. This quarter, we continued to enhance delivery, reliability, and communication with the rollout of real-time delivery tracking for big…
…planning tools and some of the initiatives you guys have to improve delivery. I don't know if maybe you could just explore the topics on…
…our sales force, order management, as you say, our trade credit platform. Delivery has gotten better and better. We've been looking for Two Sigma on…
…that have resulted in, you know, higher sales there. Record levels of delivery reliability from our order management investments, and we're continuing to take that…
Where the listed words were said
…higher level, and then Billy can talk a little more specifically about tariffs. I mean, we very purposefully, obviously, have a range, and we maintain…
…project management and list builders for our pros, including things like an AI takeoff scheme, letting pros build projects, just typing in the type of…
…mean, that was the opportunity for us to focus further on revenue synergies. We've had a number of examples where we've approached our customers in…
…Supply, reps to be able to contact SRS or GMS, sales rep to have that common approach. Very much focused on driving these revenue synergies.
…in our relationships with our growers allows us to continue to drive innovation and value to meet the needs of our customers and improves their…
…customers also tell us they have concerns over general economic uncertainty, including inflation, growing job concerns, and higher financing costs. As we look ahead to…
…this point on how spring is gonna play out. There will definitely be some damage, repair from all this ice and snow in the north.
Thanks, Michael. I don't think it would lead to significantly more volatility over time. I think with the dramatic fall in roofing shipments in 2024,…
Agents: this page as TSV at /api/v1/appearances/home-depot:2026-02-24:earnings_call · words: /api/v1/brief?appearance=home-depot:2026-02-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP