Home Depot shares have fallen 22% over the past twelve months, while the S&P 500 returned 17.0%, even though total sales rose 5.7% in the fiscal second quarter. On the August 18, 2026 earnings call, executives blamed a frozen housing market, with housing turnover at historical lows for four years, which is holding back demand for larger projects. Comp sales rose 1.7%, but customers made fewer trips: the average ticket climbed 2.8% while comp transactions fell 1.0%. Operating margin over the past twelve months was 12.4%, down from 14.9% three years ago, and the stock sits about 24% below its 52-week high. The article calls the housing pressure a slow-moving risk to monitor rather than an immediate emergency, with the third-quarter report as the next key test.
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