09:07 AM EDT, 08/19/2025 (MT Newswires) -- Home Depot's ( HD ) fiscal second-quarter results rose less than market expectations year over year, but the home improvement retailer reaffirmed its full-year outlook.

The company on Tuesday posted adjusted earnings of $4.68 a share for the quarter ended Aug. 3, up from $4.67 the year before, but below the FactSet-polled consensus of $4.72. Sales advanced 4.9% to $45.28 billion, but fell short of the Street's view for $45.41 billion.

"Our second-quarter results were in line with our expectations," Chief Executive Ted Decker said in a statement. "The momentum that began in the back half of last year continued throughout the first half as customers engaged more broadly in smaller home improvement projects."

Sales improved "notably" during the quarter despite significant weather-related headwinds early in the period and persistently high interest rates, Truist Securities said in a Tuesday client note. "The quarter started very slow (likely impacted by weather/precipitation) but accelerated nicely over the last six weeks or so," according to the brokerage.

Home Depot ( HD ) reiterated its fiscal 2025 outlook for adjusted EPS to decrease about 2% from the previous year's figure of $15.24. Sales are still pegged to rise by roughly 2.8% annually. The Street is looking for adjusted EPS of $14.99 and sales of $164.18 billion for the ongoing year.

Comparable sales moved 1% higher at the company level in the second quarter, less than the 1.2% increase modeled by the market. The retailer maintained its full-year comparable sales growth guidance of around 1%, while the average analyst estimate on FactSet is for a gain of 1.1%.

In the US, comparable sales rose 1.4%, reflecting the third consecutive quarter of positive same-store sales, Truist said. The number of transactions slipped 0.9% to 446.8 million, while the average ticket prices inclined to $90.01 from $88.90 in the prior-year period.

The company's operating margin came in at 14.5% for the second quarter, down from 15.1% a year ago. The company's margins suggested that "tariffs have had little bite, as the (Home Depot ( HD )) team expected," Truist said.

"Home Depot ( HD ) continues to build out their infrastructure and capabilities to capitalize on what should eventually be an acceleration in home improvement/repair activity," the brokerage wrote in its note. Truist has a buy rating on Home Depot's ( HD ) stock.