Home Depot reported quarterly revenue of $41.8 billion for the period ended May 2026, while Lowe's reported $23.1 billion for the same period, highlighting Home Depot's continued dominance in the home improvement retail industry. Over the past eight quarters, Home Depot's revenue ranged from $38.2 billion to $45.3 billion, consistently outpacing Lowe's, which ranged from $18.6 billion to $24.0 billion. Home Depot benefits from a professional contractor customer base that contributes about half its sales. Both companies faced share price declines amid interest rate headwinds and a soft housing market, with Home Depot hitting a 52-week low of $289.10 in May and Lowe's falling to $203.40 in June. Home Depot's price-to-sales ratio briefly dipped below two for the first time in a year, while Lowe's remains at a compelling 1.3 times sales and recently raised its dividend 4% to $1.25 per share.
The Home Depot IncInterest rate headwinds and soft housing market pressure Home Depot's revenue and share price.
Lowe's Companies IncInterest rate headwinds and soft housing market pressure Lowe's revenue and share price.
Hertz Global Holdings Inc