Home Depot sets May 19 earnings call, annual meeting follows May 21

Store leaders get a clear calendar marker before the next big readout from The Home Depot: the company will hold its first-quarter earnings conference call at 9 a.m. ET on May 19, with the annual meeting of shareholders set for May 21. For associates, department heads and store managers, that makes the next two weeks a useful window to listen for how management reads spring demand and what it expects for the rest of the season.

The company’s investor-relations calendar also puts the next two earnings releases on the board, with Q2 set for August 18 and Q3 for November 17. That matters because the May 19 update is the first major management checkpoint of the spring selling season, when stores are juggling project traffic, Pro demand, online fulfillment and the staffing pressure that comes with warmer weather and a busier job-site calendar.

The most immediate signal to watch is sales momentum. Home Depot said fiscal 2025 net sales were $164.7 billion and earnings were $14.2 billion, and in the fourth quarter comparable sales rose 0.4% overall and 0.3% in the U.S. Management also said fiscal 2026 organic sales are expected to increase by a mid-single-digit percentage. If executives sound more confident about traffic, project mix and ticket size, store teams will hear that as a sign the spring calendar is holding up.

The second signal is Pro demand. Home Depot’s annual report says the company’s growth strategy is to drive the core and culture, deliver a frictionless interconnected experience, and win with the Pro. That is the language store leaders should listen for again on May 19, especially any remarks about contractor activity, trade relationships and whether the company still sees strength in professional customers even as housing affordability stays pressured.

A third point is staffing pressure. In its first-quarter 2025 call, Home Depot discussed weather-sensitive engagement, smaller home-improvement projects and pressure on larger remodeling projects from higher interest rates. That mix affects everything from break scheduling to department coverage, especially when project customers and Pro traffic come in waves. If management talks about changing customer behavior, store leaders should think about whether labor plans still match the floor reality.

A fourth signal is inventory and supply chain capacity. Home Depot says its competitive advantages include its store base, knowledgeable associates, digital and interconnected experience, supply chain network and deep relationships with Pros. Any comment on fulfillment speed, replenishment or availability will matter on the floor, where out-of-stocks can stall a project and frustrate a contractor fast.

The company, founded in 1978 and based in Atlanta, Georgia, operates more than 2,300 stores in the United States, Canada and Mexico. It opened 12 stores in fiscal 2025 and plans 15 more in fiscal 2026, a reminder that the chain is still expanding even as it manages a volatile home-improvement market. For store teams, May 19 is the next moment to hear whether corporate leadership thinks the spring pipeline is strong enough to carry that growth.