Home Depot Expands Delivery and Supply Chain

The Home Depot is expanding its supply chain to speed up customer deliveries nationwide. In the second quarter of fiscal 2026, more than 65% of in-stock parcel orders arrived the same day or the next day. The retailer also launched Express Delivery across the country, offering tens of thousands of items within three hours. Management stated that the majority of these express orders arrive in less than one hour.

The company has also shortened wait times for larger products. Delivery lead times for big-and-bulky goods fell roughly 45% across the United States over the past 18 months. About 55% of stocked bulky deliveries now reach buyers within two days. Additionally, Home Depot stocks select appliances for next-day delivery, a service that now covers key items for nearly 60% of the population.

Over the past year, Home Depot shares have fallen 23.5%, compared with a 29.4% decline for its industry. The stock currently trades at a forward price-to-earnings ratio of 20.55X, compared to the industry average of 18.71X. Zacks Consensus Estimates project earnings per share growth of 2.1% for fiscal 2026 and 6.9% for fiscal 2027.