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.
16 matches for “Storm”; 5 quoted, at least 25 words apart.
…results were largely in line with our expectations, reflecting the lack of storm activity in the third quarter and ongoing consumer uncertainty and pressure in…
…% and expanded market share, despite pressured industry demand and lack of storms in the back half of the year. This is a testament to…
…who did a great job serving our customers during the recent Winter Storm Fern that impacted many of our communities we serve, particularly in our…
…stock and ready to serve our communities before, during, and after the storm. As always, I'm extremely proud of how our team showed up for…
…our guidance at the end of Q3, we knew that given the absence of storms in Q3, the industry was likely to see pricing performance.
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…
Also now, with the advent of AI tools, we're introducing a number of project management and list builders for our pros, including things like an…
…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