Q4 Earnings Roundup: Home Depot, American Tower, and Keurig Dr Pepper Report Q4 Results

In a recent flurry of earnings reports, notable companies across diverse sectors have revealed their financial performance for the latest quarter. Home Depot (NYSE: HD), American Tower Corporation (NYSE: AMT), and Keurig Dr Pepper (NASDAQ: KDP) each presented their results, showcasing their resilience and strategic maneuvers in a challenging economic landscape. While Home Depot and American Tower exceeded market expectations with their earnings per share (EPS) and revenue, Keurig Dr Pepper also managed to surpass forecasts, albeit with more modest gains.

Home Depot reported an EPS of $2.72, surpassing the expected $2.54, while its revenue of $38.2 billion slightly edged past the anticipated $38.14 billion. American Tower’s EPS of $1.75 exceeded the forecast of $1.47, with revenue reaching $2.74 billion against the expected $2.68 billion.

Keurig Dr Pepper, on the other hand, posted an EPS of $0.60, just above the expected $0.59, and revenue of $4.5 billion, surpassing the anticipated $4.36 billion. These results reflect the companies’ strategic initiatives and market adaptability, setting a positive tone for their future endeavors.

Breaking Down the Quarterly Results

Home Depot, the world’s largest home improvement retailer, reported a decrease in sales for the fourth quarter of fiscal 2025, largely due to a shorter fiscal period compared to the previous year. Despite this, the company managed to exceed EPS expectations with a reported $2.72, compared to the anticipated $2.54. The revenue for the quarter was $38.2 billion, slightly above the expected $38.14 billion.

The company’s performance was bolstered by a modest increase in comparable sales and strategic market share gains, despite ongoing consumer uncertainty and pressures in the housing market.

American Tower Corporation, a leading player in the telecommunications real estate sector, reported robust growth in its fourth-quarter results. The company achieved an EPS of $1.75, significantly higher than the expected $1.47, and a revenue of $2.74 billion, surpassing the forecasted $2.68 billion.

This performance was driven by strong leasing demand across its global tower portfolio and data center business, underpinned by the continued deployment of 5G technology and increasing demand for data consumption.

Keurig Dr Pepper, a major beverage company, reported a 10.5% increase in net sales for the fourth quarter, reaching $4.5 billion. This was slightly above the expected $4.36 billion. The company’s EPS of $0.60 also exceeded the forecast of $0.59.

he quarter’s performance was driven by strong momentum in the U.S. Refreshment Beverages segment and favorable net price realization. The acquisition of GHOST contributed significantly to the volume/mix growth, reflecting the company’s strategic focus on expanding its brand portfolio.

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2026 Outlook and Strategic Priorities

Looking ahead, Home Depot has provided guidance for fiscal 2026, projecting total sales growth between 2.5% to 4.5% and comparable sales growth from flat to 2.0%. The company plans to open approximately 15 new stores and expects its adjusted diluted EPS to grow by up to 4.0% from the fiscal 2025 figures.

Home Depot’s strategic focus remains on enhancing its market presence and driving operational efficiency to navigate the uncertain economic environment.

American Tower’s outlook for 2026 reflects a cautious yet positive stance, with expected total property revenue growth of 2.0%. The company anticipates net income to grow by 14.1% to 24.1% and adjusted EBITDA to remain relatively flat.

American Tower is focused on leveraging its strong balance sheet to advance cost efficiency initiatives and capitalize on the robust demand for communications infrastructure, which is expected to drive long-term shareholder value.

Keurig Dr Pepper has set ambitious targets for 2026, aiming for net sales between $25.9 billion and $26.4 billion and low-double-digit growth in adjusted diluted EPS. This guidance includes an expected contribution from the acquisition of JDE Peet’s, which is anticipated to close in early April.

The company remains committed to building on its momentum by integrating JDE Peet’s and progressing towards the separation into two distinct beverage and coffee companies. Keurig Dr Pepper’s strategic initiatives are geared towards enhancing its market position and driving sustainable growth.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.