| Stage | HD | % of rev | LOW | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $47.9B | 100.00% | $26.0B | 100.00% | HD ×1.84 |
| Gross profit | $16.1B | 33.67% | $8.6B | 33.04% | HD +0.6pp |
| Operating income | $6.8B | 14.29% | $3.5B | 13.67% | HD +0.6pp |
| Pre-tax income | $6.3B | 13.19% | $3.2B | 12.23% | HD +1.0pp |
| Net income | $4.8B | 9.96% | $2.4B | 9.24% | HD +0.7pp |
| Stage | HD | LOW | Gap · A − B |
|---|---|---|---|
| Revenue | $47.9B100.00% | $26.0B100.00% | HD ×1.84 |
| Gross profit | 33.67%$16.1B | 33.04%$8.6B | HD +0.6pp |
| Operating income | 14.29%$6.8B | 13.67%$3.5B | HD +0.6pp |
| Pre-tax income | 13.19%$6.3B | 12.23%$3.2B | HD +1.0pp |
| Net income |
| 9.96%$4.8B |
| 9.24%$2.4B |
| HD +0.7pp |
HD · DE 10-KDec 18 '25
“In addition, certain lawn and garden and compact construction products are sold through The Home Depot and Lowe's.”
LOW · DE 10-KDec 18 '25
“In addition, certain lawn and garden and compact construction products are sold through The Home Depot and Lowe's.”
HD · MAS 10-KFeb 11 '25
“In 2024, our net sales to The Home Depot were $3.0 billion (approximately 38 percent of our consolidated net sales), and our net sales to Ferguson and Lowe's were each less than 10 percent of our consolidated net sales.”
LOW · MAS 10-KFeb 11 '25
“In 2024, our net sales to The Home Depot were $3.0 billion (approximately 38 percent of our consolidated net sales), and our net sales to Ferguson and Lowe's were each less than 10 percent of our consolidated net sales.”
HD · SWK 10-KFeb 18 '25
“Lowe's accounted for approximately 14%, 14% and 15% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively, while The Home Depot accounted for approximately 14%, 13% and 13% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively.”
LOW · SWK 10-KFeb 18 '25
“Lowe's accounted for approximately 14%, 14% and 15% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively, while The Home Depot accounted for approximately 14%, 13% and 13% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively.”
HD · ADC 10-KFeb 11 '25
“Home Depot 10,680 1.7 %”
LOW · ADC 10-KFeb 11 '25
“Lowe's 17,884 2.9 %”
HD · MAC 10-KFeb 20 '26
“Home Depot 2 102,000 141,000 243,000”
LOW · MAC 10-KFeb 20 '26
“Lowe's 1 — 114,000 114,000”
HD · FBIN 10-KFeb 25 '25
“Approximately 17% of 2024 net sales were to international markets, and sales to two of the Company's customers, Lowe's Companies, Inc. ("Lowe's") and The Home Depot, Inc. ("The Home Depot"), accounted for 11% and 10% of the Company's net sales, respectively, in 2024.”
LOW · FBIN 10-KFeb 25 '25
“Net sales to Lowe's were 11 %, 11 % and 12 % of net sales in 2024, 2023 and 2022, respectively.”
HD · UFPI 10-KFeb 26 '25
“Our sales to The Home Depot and Lowes comprised 17% and 11%, respectively, of our total net sales in fiscal 2024, 17% and 12%, respectively, in 2023, and 15% and 11%, respectively, in 2022.”
LOW · UFPI 10-KFeb 26 '25
“Our sales to The Home Depot and Lowes comprised 17% and 11%, respectively, of our total net sales in fiscal 2024, 17% and 12%, respectively, in 2023, and 15% and 11%, respectively, in 2022.”
HD · TREX 10-KFeb 25 '26
“Home Depot and Lowe's purchase products directly from us for stocking on their shelves.”
LOW · TREX 10-KFeb 25 '26
“Home Depot and Lowe's purchase products directly from us for stocking on their shelves.”
HD · GFF 10-KNov 13 '24
“Home Depot accounted for approximately 11% of consolidated revenue, 8% of HBP's revenue and 15% of CPP's revenue for the year ended September 30, 2024.”
LOW · GFF 10-KNov 13 '24
“Home Depot and Menards are significant customers of HBP and Home Depot, Lowe's and Bunnings are significant customers of CPP.”
HD · UE 10-KFeb 11 '26
“The Home Depot 5 538,742 3.1% 13,891 2.9%”
LOW · UE 10-KFeb 11 '26
“Rutherford Commons (leased through 2099) (3) 196,000 100.0% 13.96 Lowe's”
HD · SMG 10-KNov 26 '24
“The Company's two largest customers accounted for the following percentages of net sales for the fiscal years ended September 30: Percentage of Net Sales 2024 2023 2022 The Home Depot 30 % 29 % 28 % Lowe's 18 % 18 % 15 %”
LOW · SMG 10-KNov 26 '24
“The Company's two largest customers accounted for the following percentages of net sales for the fiscal years ended September 30: Percentage of Net Sales 2024 2023 2022 The Home Depot 30 % 29 % 28 % Lowe's 18 % 18 % 15 %”
HD · CENT 10-KNov 27 '24
“Home Depot, our largest customer, represented approximately 17% of our total company net sales in fiscal year 2024 and 16% of our total company net sales in fiscal 2023 and 2022.”
LOW · CENT 10-KNov 27 '24
“Lowe's and Amazon are also significant customers, and together with Walmart, Home Depot and Costco accounted for approximately 54% of our net sales in fiscal 2024.”
HD · MBC 10-KFeb 13 '26
“The Home Depot, Inc. ("Home Depot") comprised approximately 13 percent, 15 percent and 16 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
LOW · MBC 10-KFeb 13 '26
“Lowe's Companies, Inc. ("Lowe's") comprised approximately 20 percent, 22 percent and 21 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
HD · SPB 10-KNov 18 '25
“Related Brands Product sales are generally through our direct sales force and network of brokers and distributors primarily with large retailers, home improvement centers, mass merchants, dollar stores, hardware stores, lawn and garden distributors, food and drug retailers, and e-commerce with a significant concentration of sales to a limited group of retailer customers each exceeding 10% of segment sales, consisting of The Home Depot, Lowe's and Walmart, representing approximately 64% segment sales for the year ended September 30, 2025.”
LOW · SPB 10-KNov 18 '25
“Related Brands Product sales are generally through our direct sales force and network of brokers and distributors primarily with large retailers, home improvement centers, mass merchants, dollar stores, hardware stores, lawn and garden distributors, food and drug retailers, and e-commerce with a significant concentration of sales to a limited group of retailer customers each exceeding 10% of segment sales, consisting of The Home Depot, Lowe's and Walmart, representing approximately 64% segment sales for the year ended September 30, 2025.”
HD · HLMN 10-KFeb 17 '26
“For the year ended December 27, 2025, Home Depot was the single largest customer, representing approximately $349.9 million or 22.5% of our total revenues and Lowe's was the second largest customer at approximately $324.4 million or 20.9% of our total revenues.”
LOW · HLMN 10-KFeb 17 '26
“For the year ended December 27, 2025, Home Depot was the single largest customer, representing approximately $349.9 million or 22.5% of our total revenues and Lowe's was the second largest customer at approximately $324.4 million or 20.9% of our total revenues.”
HD · ARLO 10-KFeb 27 '26
“We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam's Club, Home Depot, Lowe's and Costco; and to security solutions providers, including Verisure and its affiliates.”
LOW · ARLO 10-KFeb 27 '26
“We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam's Club, Home Depot, Lowe's and Costco; and to security solutions providers, including Verisure and its affiliates.”
HD · AWI 10-KFeb 24 '26
“Gross sales to Lowe's Companies, Inc. (including sales to Foundation Building Materials, Inc.) and The Home Depot, Inc. (including sales to GMS, Inc.) totaled $937.8 million and each individually exceeded 10% of our consolidated gross sales in 2025.”
LOW · AWI 10-KFeb 24 '26
“Gross sales to Lowe's Companies, Inc. (including sales to Foundation Building Materials, Inc.) and The Home Depot, Inc. (including sales to GMS, Inc.) totaled $937.8 million and each individually exceeded 10% of our consolidated gross sales in 2025.”
HD · FGI 10-KApr 10 '26
“Some of our largest customers include The Home Depot, Menards, Ferguson and Lowe's.”
LOW · FGI 10-KApr 10 '26
“Some of our largest customers include The Home Depot, Menards, Ferguson and Lowe's.”