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Unlock Q2 2025 Earnings Insights with Qunatical
Welcome to Qunatical’s exclusive analysis of Q2 2025 earnings for Palo Alto Networks (PANW) and Home Depot (HD). From cybersecurity breakthroughs to retail resilience, we break down the numbers, trends, and strategies driving these market leaders. Dive in to discover what’s fueling their success and stay ahead in the investment game!
Q2 2025 Earnings Dashboard
Deep Dive into Palo Alto Networks (PANW) & Home Depot (HD)
Comparative Overview
A snapshot of key financial metrics for PANW and HD, showcasing their Q2 2025 performance side by side.
Palo Alto Networks (PANW)
Revenue
$2.54B (+16% YoY)
Adjusted EPS
$0.95 (+27% YoY)
Stock Reaction (After-Hours)
+5.9% to +6%
Home Depot (HD)
Revenue
$45.3B (+4.9% YoY)
Adjusted EPS
$4.68 (+0.2% YoY)
Stock Reaction
+3.2% to +5%
Year-over-Year Growth Comparison
| Metric | Palo Alto Networks (PANW) | Home Depot (HD) |
|---|---|---|
| Revenue Growth YoY | 16.0% | 4.9% |
| EPS Growth YoY | 27.0% | 0.2% |
Palo Alto Networks (PANW)
Unpacking PANW’s stellar Q2 2025 results, driven by AI and cybersecurity demand.
Performance vs. Estimates
| Metric | Actual | Estimate |
|---|---|---|
| Revenue ($B) | $2.54 | $2.44–$2.50 |
| Adjusted EPS ($) | $0.95 | $0.88–$0.89 |
Key Highlights
- ▶Beat Estimates: Outperformed analyst expectations for revenue and EPS.
- ▶NGS Surge: Next-Gen Security ARR jumped 32% YoY to $5.58B.
- ▶Robust Pipeline: RPO grew 24% YoY to $15.8B.
- ▶Strong Guidance: FY26 outlook projects $10.48–$10.53B revenue, $3.75–$3.85 EPS.
- ▶Leadership Transition: CTO Nir Zuk retired; Lee Klarich named new CTO.
Context
AI-driven cybersecurity demand fuels growth, despite a 10% stock drop from a $25B acquisition.
Home Depot (HD)
Exploring HD’s steady Q2 2025 performance, with strength in professional sales.
Performance vs. Estimates
| Metric | Actual | Estimate |
|---|---|---|
| Revenue ($B) | $45.3 | $45.5 |
| Adjusted EPS ($) | $4.68 | $4.71–$4.72 |
Key Highlights
- ▶Market Confidence: Stock rose despite a slight miss on estimates.
- ▶Pro Segment Growth: Professional sales up 3.2%, over 50% of total sales.
- ▶Margin Strength: Gross margin of 33.4% beat estimates of 33.2%.
- ▶Stable Guidance: Reaffirmed FY25 outlook of 2.8% sales growth, ~2% EPS decline.
Context
Resilient performance in a tough U.S. housing market, with focus on professional customers and smaller DIY projects.
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Thank you for exploring our Q2 2025 earnings analysis for PANW and HD. At Qunatical, we’re committed to delivering cutting-edge financial insights to empower your investment decisions. Keep up with the latest market trends and expert analyses by visiting Qunatical for more reports like this one. Stay informed, stay ahead!
