The Home Depot shared its financial results for its 2025 second quarter that spanned May 6-Aug. 4, which showed solid sales growth and comparable sales while margins were flat.

The Big Picture

• Total 2Q sales of $45.3 billion increased 4.9% year-over-year (+9.4% in 1Q)
• 2Q comparable sales were up 1.0% (-0.3% in 1Q). By month, comp sales were -0.3% in May, flat in June and +3.1% in July). In the U.S., comp sales rose 1.4% (+0.2% in 1Q) and were +0.3% in May, +0.5% in June and +3.3% in July.
• 2Q gross margin of 33.4% was essentially flat year-over-year and trailed 1Q’s 33.8%
• Operating profit of $6.6 billion was up 0.3% year-over-year, while net profit of $4.6 billion dipped 0.2%
• Average ticket per transaction rose 1.4% year-over-year, which the company attributed to a higher mix of larger-ticket items, inflation in key commodities and reduced promotional activity. That average was flat in 1Q.
• Big-ticket transactions (>$1,000) were up 2.6% year-over-year. They were up 0.3% in 1Q
• Comp sales on digital platforms increased approximately 12% year-over-year after rising 8% during 1Q
• In mid-June, the company eclipsed one year since acquiring SRS Distribution — HD’s largest ever transaction at $18 billion
• HD ended 2Q with 2,353 retail stores and over 800 branches across North America and over 470,000 employees

MDM’s 2Q25 MarketPulse Report (store link) 

Pro vs. DIY Comps

The Home Depot has never broken out figures for Pro vs. DIY performance, but regularly touches on them in earnings calls. The company said that 2Q comp sales were positive in both Pro and DIY and “relatively in line with one another.” In 1Q, Pro comp sales were positive and outpaced DIY.

In the Store: MDM’s U.S. MRO Market Trends Report 

Category Level Detail

Here’s what the company noted regarding performance by product category in its 2Q financial report and earnings call:

• 12 out of 16 merchandising departments posted positive sales comp — the broadest strength seen in over two years — after only six departments grew during 1Q
• Categories that performed particularly well include:
  • Building materials, lumber and hardware — indicating strength in foundational Pro-heavy areas
  • Seasonal items like patio, grills, and live goods — indicative of strong DIY engagement
  • Other standout categories mentioned: storage, bath, electrical, kitchen, millwork, power, plumbing and appliances.