Home improvement retail leader
The Home Depot, Inc.
Home Depot sells home improvement products, building materials and related services to DIY consumers and professional contractors. It sources merchandise from major manufacturers including Masco and Stanley Black & Decker, while the GMS acquisition expanded its specialty building-products distribution network.
HD Updated Sep 12, 2026 3 AI consumers· 3 recurring
Per the valuechain.wiki graph, The Home Depot, Inc. is directly linked to 4 companies (4 supply, 0 revenue relationships) and reaches 7 companies within two hops; the links are backed by 10 dated sources, 4 of them primary filings (as of 2026-09-12).
Financials & Segments
- Total revenue · US$164.683 billion for the fiscal year ended February 1, 2026 (batch label FY2026, SEC XBRL)
- Segments · Building Materials · Décor · Hardlines · Other, including SRS and GMS
Revenue from
- Professional contractors and maintenance customers High confidence· Revenue share 50 percent (est.) · 2025-05 · Approximate Pro customer share of Home Depot sales reported by Newspim
Professional remodelers, general contractors, homebuilders, maintenance operators and tradespeople are a core source of recurring demand. Home Depot does not disclose the exact sales mix, while Newspim reported in May 2025 that Pros represented about half of sales. - DIY and do-it-for-me consumers High confidence
This customer group consists of homeowners who complete projects themselves or purchase installation services through Home Depot. The 10-K identifies consumers as one of two primary customer groups but does not disclose separate revenue for them.Mentions EN Harvard Joint Center for Housing Studies Published Apr 10, 2025: Interactive Tool Highlights Disparities in Remodeling Spending
Pays to
- Masco High confidence· Amount $2.9B · FY2025 · Scale of the procurement relationship measured by Masco-reported net sales to Home Depot
Home Depot sources home improvement products from Masco, including Behr paint and Delta faucets. Masco reported $2.9 billion of 2025 net sales to Home Depot, a supplier-reported measure of the relationship rather than Home Depot's own purchases figure.Confirms EN Masco Investor Relations Published Oct 29, 2025: Masco Corp. Q3 2025 Earnings Call Corrected Transcript - Stanley Black & Decker High confidence· Revenue share 15 percent · FY2025 · Procurement relationship measured by Home Depot's share of Stanley Black & Decker consolidated net sales
Home Depot procures Stanley Black & Decker tools and outdoor products for resale. Stanley Black & Decker disclosed that Home Depot represented approximately 15% of its consolidated net sales in 2025. - CRH plc Medium confidence
Home Depot is a retail customer for building and outdoor-living products made by CRH subsidiary Oldcastle APG and identified Oldcastle APG as a product partner in its 2025 investor materials, but did not disclose the transaction value.Confirms EN The Home Depot, Inc. Published Dec 9, 2025: The Home Depot 2025 Investor Conference Presentation - Carrier Global Corporation Medium confidence
The Home Depot offers installation of Carrier-branded HVAC systems in the United States, while public materials do not disclose the value of Carrier-related sales or their share of Carrier revenue.
Investments
- GMS Inc. High confidence· Contract value $5.5B · acquisition completed 2025-09-04 · Enterprise value of the GMS acquisition, including net debt
Home Depot acquired GMS through its SRS Distribution subsidiary in September 2025. The transaction expanded its specialty distribution capabilities in wallboard, ceilings, steel framing and complementary building products.Confirms EN The Home Depot Published Sep 4, 2025: The Home Depot and its Subsidiary SRS Distribution Complete Acquisition of GMS
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| The Home Depot, Inc. | node | +59.5 | -22 | +12.8 | +15 | -9.3 | -4.7 |
| Stanley Black & Decker | benef1 | +7.3 | -58.9 | +35.6 | -15.2 | -3.2 | +33.9 |
| Masco | benef1 | +29.6 | -32.1 | +46.6 | +10 | -10.9 | +16.1 |
| Carrier Global Corporation | benef1 | +45.3 | -22.7 | +41.5 | +20.3 | -21.8 | +14.3 |
| CRH plc | benef1 | +27.1 | -20.5 | +81.3 | +35.9 | +35.9 | -23.6 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +42.9 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Honeywell Technologies | benef2 | -0.3 | +4.9 | +0 | +10 | -6.4 | +3.8 |
YTD as of 2026-09-04 · source: Yahoo Finance
The Home Depot, Inc. operates across Home improvement retail leader. It remained weak at -9.3% in 2025 and -4.7% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. It sources merchandise from major manufacturers including Masco and Stanley Black & Decker, while the GMS acquisition expanded its specialty building-products distribution network.
Analysis generated from returns as of 2026-09-04