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.
4 matches for “Storm”; 4 quoted, at least 25 words apart.
…are looking at a higher comp in the second half of the year, and that is solely driven by a return to normal storm activity.
…Could you maybe frame that out? Also, as you think about the storm headwinds from the back half of last year, you know, to what…
…of May. Really pleased with some of the performance there. As for storms, as you mentioned, we did have 56 basis points of impact in…
…that Q2 and Q3 of last year had some of the lowest recorded hail and hurricane storms in history, their back half was significantly pressured.
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