Home Depot (HD): FY27 Q1 earnings call, May 19, 2026
On its May 19, 2026 earnings call (FY27 Q1), Home Depot said 5 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 · 5 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 | 7 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 2 | 2 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 2 | ✓ | 39%transcripts from the transcript model | – |
| Competition / Competitor | Yes | 1 | 1 | ✓ | 28%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | – |
| Synergy | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Lumber | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – |
| Volatility | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Revenue | No | 0 | 0 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| E-commerce / Ecommerce | No | 0 | 0 | ✓ | 23%n=2+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 12%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.
50 matches for “Customer”; 5 quoted, at least 25 words apart.
…In the U.S., our Northern and Western divisions had positive comps as customers engaged in outdoor projects when weather was favorable. In local currency, Mexico…
…As Ann-Marie will detail in a moment, our associates are providing excellent customer service. We're also moving more store tasking to our Merchandising Execution Team,…
…leading wholesale distributor of heating, ventilation, and air conditioning equipment, serving residential and commercial customers through 42 locations in five states across the Southeastern U.S.
…of our enterprise to create a superior value proposition for the pro customer. HVAC distribution represents an addressable market of approximately $100 billion and increases…
…market opportunity. We know we have the right to win in this space as we continue developing differentiated capabilities to better serve residential pro customers.
Where the listed words were said
…last year on the button, despite the fact that we had all tariff headwinds coming at us. Yes, there's probably a little bit more uncertainty…
…remarkably resilient core customer who's engaging with the values and the great innovation that Billy Bastek and his team are delivering. You know, we're on…
…comparatives to SRS. It's remarkable SRS's performance in Q1. They beat their competition in each sector by hundreds and hundreds of basis points. We have…
…still very early in the year. Number two, there are some potential tailwinds here. You know, we've talked in our sector about tariff refunds. We…
Agents: this page as TSV at /api/v1/appearances/home-depot:2026-05-19:earnings_call · words: /api/v1/brief?appearance=home-depot:2026-05-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP