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CLAIM #29721 · The Home Depot Inc (HD) · 2026Q1 earnings call · May 19, 2026 · due Jan 31, 2028

Most of those are guaranteed contracts, including commercial sales from Home Depot relationships that SRS will now do roofing on a number of our warehouses, and we would look to double that next year.

Ted Decker · CEO

PENDING
graded after results covering Jan 31, 2028 are reported

How to check this claim

Look at: Annualized cross-sell run rate revenue across Home Depot/SRS/GMS relationships

It came true if: Cross-sell run rate >= $800 million (double the ~$400 million cited)

Where: Management commentary on earnings calls (HD investor disclosures/quarterly call transcripts)

In context

t to absolutely cross-sell and marry our customers through CRM systems. We want to marry and provide exposure of the catalogs and then also leverage our delivery assets and our strategic vendor partners because don't forget, we have to partner with our supplier partners here, we are truly the leading distributor of almost every product that we sell. So we're early days on the cross-selling. It's largely manual today. It's introductions to customers to our sales forces. It's SRS to Home Depot, it's Home Depot to SRS, it's SRS and GMS. GMS had more exposure to the larger new builder and they're introducing each of SRS and Home Depot to that builder. And we would say this year, we're looking at something like $400 million of cross-sell run rate. So that will come over the course of the year. Most of those are guaranteed contracts, including commercial sales from Home Depot relationships that SRS will now do roofing on a number of our warehouses, and we would look to double that next year. So we want best-in-class platforms that increasingly cross-sell together as we leverage the power of The Home Depot enterprise in what is still a highly fragmented space. And then Mike, maybe you can provide some detail to what we're doing. Unknown Executive: Yes. To your point, Ted, we're really pleased with our sales teams, rhythms working across the enterprise together, together as the Home Depot, SRS, GMS, HD Supply, you mentioned construction resources as well. And that's evident by the success we're seeing with that cross-selling between SRS, GMS and HD Supply, and our teams on the call center, tool. We've talked about this a little bit at the investor conference. We talked about it after Q4 earnings as well. And that's led to a national account structure between our companies. And

Verify independently

SEC filings for HD · Claim quote is verbatim from the 2026Q1 earnings call.