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Home Depot10-Q: Restructuring

Recent GMS acquisition contributed $1.3B in Q1 sales, signaling major post-merger integration efforts.

What happened

The integration of GMS, following the SRS acquisition, creates significant complexity in consolidating disparate systems, supply chains, and business processes.

Source

SEC EDGARMay 26, 2026

Quarterly report (Form 10-Q)

Home Depot 10-Q

Filing excerpt

The increase in net sales for the first quarter of fiscal 2026 was primarily driven by sales from GMS, which was acquired on September 4, 2025 and contributed $1.3 billion of net sales during the first quarter of fiscal 2026.

sec.gov/Archives/edgar/data/354950/000162828026038247/hd-20260503.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Restructuring

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
05/03
Filed
May 26, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.3B (Net sales contributed by GMS acquisition in Q1 2026)

Details

CIK
354950
Accession number
0001628280-26-038247
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Change management needs
Signal category
Workforce

Topics and mentions

Vendors

  • GMS Inc.
  • SRS Distribution Inc.

Extraction

Confidence
High
Relevance
85%
Sentiment
Neutral
Detected
Jun 2, 2026
signal_type
sec-10q
signal_subtype
restructuring

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/df1efde7-8eda-423a-a51a-c108878765bb returns this record as JSON. POST /v1/companies/enrich returns every signal for homedepot.com.

{
  "signal_id": "df1efde7-8eda-423a-a51a-c108878765bb",
  "signal_type": "sec-10q",
  "signal_subtype": "restructuring",
  "detected_at": "2026-06-02T08:18:25.92+00:00",
  "company": {
    "name": "Home Depot",
    "domain": "homedepot.com"
  },
  "data": {
    "detail": "The integration of GMS, following the SRS acquisition, creates significant complexity in consolidating disparate systems, supply chains, and business processes. This opens doors for consultants, system integrators, and software vendors specializing in post-merger integration and data management.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Net sales contributed by GMS acquisition in Q1 2026",
      "dollar_millions": 1300
    },
    "summary": "Recent GMS acquisition contributed $1.3B in Q1 sales, signaling major post-merger integration efforts.",
    "excerpts": "The increase in net sales for the first quarter of fiscal 2026 was primarily driven by sales from GMS, which was acquired on September 4, 2025 and contributed $1.3 billion of net sales during the first quarter of fiscal 2026.",
    "relevance": 0.85,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/354950/000162828026038247/hd-20260503.htm",
    "filing_date": "2026-05-26",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "05/03",
    "sales_relevance": "Change management needs",
    "signal_category": "workforce",
    "vendors_mentioned": [
      "GMS Inc.",
      "SRS Distribution Inc."
    ]
  }
}

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