Home improvement retail leader
The Home Depot, Inc.
Home Depot sells home improvement products and building materials to DIY consumers and professional contractors. Fiscal Q2 2026 sales rose 5.7% to $47.9 billion. It procures merchandise from Stanley Black & Decker, Masco and others, but does not disclose purchases by supplier.
Business categories Home Improvement & Furnishings Retail · Consumer Brands & Commerce · primary
- Home Improvement & Furnishings Retail: Lowe's Companies, Inc. · Williams-Sonoma, Inc.
HD Updated Oct 22, 2026 6 AI consumers· 4 recurring
Per the valuechain.wiki graph, The Home Depot, Inc. is directly linked to 5 companies (5 supply, 0 revenue relationships) and reaches 8 companies within two hops; the links are backed by 16 dated sources, 4 of them primary filings (as of 2026-10-22).
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 Behr paint, Delta faucets and other products from Masco. Masco reported $2.9 billion of 2025 net sales to Home Depot and grants it Behr-brand exclusivity in the North American retail channel. This is Masco-recognized sales, not a Home Depot-reported purchases figure.Mentions KO Newspim Published Apr 24, 2026: Masco: Plumbing Strength, Margin Improvement and Capital AllocationConfirms EN Masco Investor Relations Published Mar 3, 2026: Masco Corp. Raymond James Institutional Investors Conference TranscriptConfirms EN Masco Investor Relations Published Oct 29, 2025: Masco Corp. Q3 2025 Earnings Call Corrected Transcript - Expeditors International of Washington, Inc. High confidence· Count 4,500 containers · 2017 response period · Publicly disclosed minimum number of containers handled over several weeks for Home Depot's China-origin cargo management
The Home Depot entrusted Expeditors with origin cargo management for its China suppliers, covering more than 4,500 containers over several weeks. The companies had already maintained a strategic logistics relationship for more than ten years, and The Home Depot named Expeditors its 2017 International Partner of the Year based on this performance.Confirms EN Expeditors Published Feb 7, 2018: Expeditors Named the International Partner of the Year by The Home Depot - 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 | -6.7 |
| Stanley Black & Decker | benef1 | +7.3 | -58.9 | +35.6 | -15.2 | -3.2 | +31.4 |
| Expeditors International of Washington, Inc. | benef1 | +42.5 | -21.7 | +23.9 | -11.9 | +36.2 | +27.4 |
| Masco | benef1 | +29.6 | -32.1 | +46.6 | +10 | -10.9 | +19.1 |
| 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 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +10.5 |
| Honeywell Technologies | benef2 | -0.3 | +4.9 | +0 | +10 | -6.4 | +3.8 |
YTD as of 2026-10-21 · source: Yahoo Finance
Home Depot gained 59.5% in 2021, while supplier Masco rose 29.6% and Stanley Black & Decker 7.3%. In 2022 the retailer fell 22.0%, versus 32.1% for Masco and 58.9% for Stanley Black & Decker. As of October 21, 2026, Home Depot was down 6.7% and Lowe’s down 17.2%, while Masco gained 19.1% and Stanley Black & Decker 31.4%. Supplier shares led, but operations have not confirmed the same direction: Home Depot fiscal Q2 2026 sales rose 5.7% and comparable sales 1.7%, while Masco Q2 sales fell 3%. Masco’s $2.9 billion of Home Depot sales is a FY2025 annual figure; it disclosed no 2026 customer-level amount. Capital spending and commodity prices also affect Masco earnings. The next test is whether Home Depot comps and Masco North American volume recover together.
Analysis generated from returns as of 2026-10-21Analyses covering this node
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