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.
18 matches for “Delivery”; 5 quoted, at least 25 words apart.
…over 1,300 branches. Combined, we now command a fleet of approximately 16,000 delivery assets in a professional sales force of over 5,000 associates. What we…
…time and complete. Over the last several quarters, we've leaned into faster delivery for customers using our proprietary model, which leverages all of our assets…
…optimal store for fulfillment based on distance, inventory availability, and speed of delivery, which improves the likelihood of a successful delivery. While early, these efforts…
…when they shop with us online, in store, and through job site delivery. In previous quarters, we have talked about the project planning tool and…
…workspace, Pros can access the project planning tool to organize and stage delivery for large jobs, build material lists more effectively through our AI-powered material…
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…
…Billy Bastek will share, our merchants are providing exceptional value in product innovation through strategic supplier partnerships, which delivered strong event performance. Last week, we…
…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