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.
6 matches for “Tariff”; 5 quoted, at least 25 words apart.
…got, you know, larger tax refunds coming, perhaps also a more manageable tariff environment. Could you talk through these dynamics, particularly, you know, as you…
…tax stimulus benefit, but we're not planning on a lot of it. Tariffs, I mean, this news is breaking by the moment. Billy, why don't…
…50% of our projects are sourced domestically and haven't been subject to tariffs. Obviously, the announcement on Friday and then the administration over the weekend,…
Just to give you some context, you know, we're mostly done with tariff-related pricing actions as it relates to the impacts, you know, back to…
…onto our balance sheet. It also reflects higher costs of inventory, reflecting tariffs, and in some year-over-year, increase in inventory levels, as we leaned into…
Where the listed words were said
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