Home Depot beat quarterly estimates with unexpected same-store sales growth of 0.4% in Q4, defying expectations for a decline. The home-improvement giant reported adjusted earnings per share of $2.72, exceeding analyst forecasts of $2.55 amid a challenging operating environment.

The positive performance came despite a lack of storm activity, which typically boosts sales for home repairs and recovery materials. CEO Ted Decker acknowledged ongoing consumer uncertainty and pressure in the housing market, citing elevated home prices and muted hiring as contributing factors to choppy demand.

Home Depot maintained its full-year guidance, projecting flat to 2% growth in same-store sales for fiscal 2026 with adjusted EPS expected to increase flat to 4%. The retailer's performance suggests resilience in a housing market facing persistent headwinds.