Home Depot vs. Lowe's: A Look at Recent Revenue Trends for These Home Improvement Giants

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Robert Izquierdo, The Motley Fool

Sat, July 11, 2026 astatine 4:50 PM CDT 4 min read

Home Depot: Maintaining Steady Revenue Scale

Home Depot (NYSE:HD) chiefly generates gross by selling gathering materials, location betterment items, and installation services to assorted consumers and contractors.

It announced a strategical concern with Hertz to payment subject unit connected May 1, 2026, and reported astir 12% EBIT borderline for the 4th ended May 3, 2026.

Lowe's: Navigating Operational Adjustments

Lowe's (NYSE:LOW) operates arsenic a location betterment retailer offering operation materials, appliances, and repair services to homeowners and professionals.

While completing a imperishable workforce simplification astatine its North Carolina facilities successful aboriginal 2026, it recorded 33% gross borderline for the 4th ended May 1, 2026.

Why Revenue Matters for Retail Investors

Revenue represents the full magnitude of wealth brought successful by a company's operations earlier expenses, making it a captious starting constituent for evaluating wide concern scale.

Home Depot vs Lowe's Companies Revenue chart

Quarterly Revenue for Home Depot and Lowe's

Data source: Company filings. Data arsenic of July 10, 2026.

Foolish Take

Examining the gross trends for Home Depot and Lowe's reveals the former's dominance successful the location betterment retail industry. Home Depot benefits greatly from its nonrecreational contractor lawsuit base, which contributes astir fractional its sales.

Although the outpouring and summertime months correspond cardinal seasonal periods for income growth, some companies saw stock prices autumn arsenic involvement complaint headwinds and a brushed lodging marketplace enactment downward unit connected their stocks. Home Depot shares dropped to a 52-week debased of $289.10 successful May portion Lowe's fell to $203.40 successful June.

Consequently, Home Depot's banal valuation became charismatic astatine a price-to-sales ratio (P/S) of 1.99, the archetypal clip successful the past twelvemonth it's been beneath two, aft it reported results for its fiscal fist 4th ended May 3. This caused investors to leap backmost into the stock, and present its income aggregate has edged past 2 again.

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