Home Depot (HD): FY27 Q2 earnings call, Aug 18, 2026
On its Aug 18, 2026 earnings call (FY27 Q2), Home Depot said 14 of the 21 words Kalshi and Polymarket listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
21 words · 14 settled yes · our count agreed on 21 of 21- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 80 | 80 | ✓ | 86%transcripts from the transcript model | Hear it 0:01, Quarter 15+ times | – |
| Customer 20+ times | Yes | 39 | 39 | ✓ | 79%transcripts from the transcript model | Hear it 3:45, Customer 20+ times | – |
| Delivery | Yes | 25 | 25 | ✓ | 95%transcripts from the transcript model | Hear it 6:06, Delivery | – |
| Tariff | Yes | 14 | 20 | ✓ | 88%n=3+tx from settlement history blended with transcripts | Hear it 14:35, Tariff | – |
| Project 10+ times | Yes | 10 | 10 | ✓ | 77%transcripts from the transcript model | Hear it 3:49, Project 10+ times | – |
| Innovation | Yes | 4 | 4 | ✓ | 87%n=3+tx from settlement history blended with transcripts | Hear it 11:07, Innovation | – |
| Mexico | Yes | 4 | 4 | ✓ | 70%transcripts from the transcript model | Hear it 4:01, Mexico | – |
| Volatility | Yes | 4 | 4 | ✓ | 33%n=3+tx from settlement history blended with transcripts | Hear it 29:56, Volatility | – |
| Build | Yes | 3 | 3 | ✓ | 83%transcripts from the transcript model | Hear it 52:10, Build | – |
| Relationship 2+ times | Yes | 3 | 3 | ✓ | 61%transcripts from the transcript model | Hear it 7:34, Relationship 2+ times | – |
| Weather | Yes | 2 | 4 | ✓ | 81%n=1+tx from settlement history blended with transcripts | Hear it 47:30, Weather | – |
| Storm | Yes | 1 | 1 | ✓ | 88%transcripts from the transcript model | Hear it 48:51, Storm | – |
| Lumber | Yes | 1 | 1 | ✓ | 48%n=1+tx from settlement history blended with transcripts | Hear it 9:39, Lumber | – |
| Inflation | Yes | 0 | 1 | ✓ | 38%n=3+tx from settlement history blended with transcripts | – | |
| Synergy | No | 0 | 0 | ✓ | 58%n=3+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 2 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – | |
| Competition | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – | |
| Revenue | No | 0 | 0 | ✓ | 35%n=3+tx from settlement history blended with transcripts | – | |
| E-Commerce | No | 0 | 0 | ✓ | 30%transcripts from the transcript model | – | |
| Shutdown | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
25 matches for “Delivery”; 5 quoted, at least 25 words apart.
…our interconnected experience, we're making progress on a multitude of initiatives, including delivery. We know speed of delivery is important to our customers, and today,…
…delivery on tens of thousands of products in three hours or less. In addition, we've evolved our appliance delivery model to better serve direct purchases.
…driven by the many investments we have made across our systems, capabilities for pros, product assortment, job lock quantities, delivery, sales teams, and specialized services.
…interconnected experience is a key component of our strategy, and our faster delivery speeds are resonating with customers and driving greater engagement. As Ann mentioned,…
…put this in perspective, over the last 18 months, we've reduced our delivery lead times approximately 45% in the U.S., which is leading to greater…
Where the listed words were said
Greetings, and welcome to The Home Depot second quarter 2026 earnings conference call. At this time, all participants are in listen-only mode. A brief question-and-answer…
Our customers continued to engage in home improvement projects, and throughout the quarter, we saw broad-based demand across the business. in the U.S., our Northern…
…a result of our investments, we are now able to provide next-day delivery coverage on key SKUs to nearly 60% of the population. We are…
…in June, and +2.2% in July. In the second quarter, we received IEEPA tariff refunds, which reduced our cost of goods sold by $685 million.
…our expectations as customers continued to engage in smaller repair and maintenance projects. In the second quarter, we saw broader engagement with 13 of our…
…products and projects that are resonating with our customers. We focused on innovation, expanded assortments, and reduced friction points, all to deliver a compelling value…
Yeah, no. Both Canada and Mexico out-comped the company, which was fantastic. I know we called out Canada last quarter, but it was great to…
…four years now. I do not think that we have seen much volatility from the recent increase in rates. We do know that when we…
…the message is we're starting clean into 2027, so we're going to build off where our guide is currently. Is the message that ultimately should…
…national production home builders, SRS itself leveraging GMS in terms of those relationships in the past, we have seen a lot of success with this…
…it relates to the monthly cadence, and you mentioned some of the weather pieces, there's actually just two really small pieces that drove that. In…
…In the back half of 2025, we saw the least amount of storm activity in many years, and SRS was pressured by the lack of…
Agents: this page as TSV at /api/v1/appearances/home-depot:2026-08-18:earnings_call · words: /api/v1/brief?appearance=home-depot:2026-08-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP