HD
Home Depot, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Home Depot has 24 disclosed suppliers and 0 disclosed customers in SEC filings.
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.12%
vs ±3.7% implied · ×0.03
shaded = implied · ▲▼ = realized
SentenceFor 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.
basisHLMN FY2025 revenue $1.6BHD FY2025 revenue $165BFY mismatch
SentenceThe 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.
basisMBC FY2025 revenue $2.7BHD FY2025 revenue $165BFY mismatch
Table…est tenants by total revenues for the year ended December 31, 2025
| Tenant | Number of Stores | Square Feet | % of Total Square Feet | 2025 Revenues (1) (in thousands) | % of Total Revenues |
|---|---|---|---|---|---|
| The Home Depot | 5 | 538,742 | 3.1% | 13,891 | 2.9% |
basisUE FY2025 revenue $472MHD FY2025 revenue $165BFY mismatch
SentenceOur retailers include Ace Hardware, Amazon, Costco, The Home Depot, and Best Buy, among others, as well as a significant number of independent retailers that cater to local communities and specific categories, such as hardware, camping, outdoor, farm, ranch, barbecue, and other categories.
SentenceApproximately 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.
SentenceThe Company's top-ten customers in 2025 included (in alphabetical order): Amazon.com Inc., Costco Wholesale Corporation, Grainger Inc., Office Depot Inc., Staples Inc., Target Corporation, The Home Depot Inc., The Kroger Co., Uline Inc. and Walmart Inc. and subsidiaries.
SentenceRelated 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.
SentenceLowe'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.
SentenceU.S. sales increased primarily due to growth in online retail sales, new distribution and increased promotional programs, which included a significant promotional program for the sale of limited-edition cans involving Disney Entertainment, The Home Depot, and WD-40 Brand.
Home Depot, Inc.
329.25
—
Expected move
Inputs8Q avg ±2.1%·×1.57·rich
straddle ±5.8%
spot 329.20exp Nov 20ATM strike 330ATM straddle 22.55IV 36%