Home Depot Could Swing $14.6 Billion After Earnings - Home Depot (NYSE:HD), La-Z-Boy (NYSE:LZB), Jack Hen
Benzinga Pro says options markets are pricing earnings-driven swings for several companies. Home Depot (HD) reports Q2 2026 results before the open; analysts expect $4.73 EPS on $47.34B revenue. Options imply a 4.34% move, about $14.6B in market value. The article also lists implied moves for Toll Brothers (TOL), Jack Henry (JKHY), Keysight (KEYS), Amer Sports (AS), La-Z-Boy (LZB) and Klarna (KLAR).
How this was made
The 30-second read
Why it matters
For each named company, the actionable element is the options-implied percentage move around the scheduled earnings release, which frames expected volatility and potential hedging or straddle pricing decisions.
Market read
This is an earnings-volatility setup piece, not a new fundamental disclosure. It helps traders size event risk using options-implied ranges.
What to watch
The article provides implied move sizes but not the distribution skew (call vs put demand) or specific guidance sensitivities, which often drive direction more than magnitude.
Background
Benzinga Pro options data are used to estimate implied earnings moves for a multi-stock watchlist, with consensus EPS and revenue expectations cited for each.
Ticker impact
Home Depot reports Q2 2026 results Tuesday, with options pricing a 4.34% implied move and $14.6B market value at stake.
Likely moderate post-earnings reaction unless guidance meaningfully deviates from consensus.
The article provides consensus EPS and revenue expectations plus the options-implied move, but no new guidance or surprise datapoint beyond the setup.
La-Z-Boy reports Q1 2027 results after the close, with options pricing a 10.90% implied move and about $182M market value at stake.
High probability of a wide after-hours move; direction depends on earnings and demand commentary versus expectations.
The text discloses consensus EPS/revenue and the implied move magnitude, but does not provide any new operational or guidance information.
Toll Brothers reports Q3 2026 results after the close, with options implying a 5.29% move and roughly $735M of market value in play.
Expect a mid-single-digit percentage swing if results or financing-sensitive margin commentary diverges from consensus.
The article provides consensus figures and implied move size, but no new company-specific development beyond the scheduled earnings event.
Jack Henry reports Q4 2026 results after the close, with options pricing a 5.56% implied move and about $621M of market cap at stake.
Directionally sensitive to recurring revenue durability and product adoption pace; magnitude likely near the implied range.
The article includes consensus EPS/revenue and implied move, but no incremental disclosure like guidance changes or filings.
Keysight reports Q3 2026 results after the close, with options implying a 9.01% move and about $5.57B of market value at stake.
Potential for a large post-earnings repricing if revenue growth or outlook differs from consensus.
The text provides consensus EPS/revenue and implied move size, but not any new quarter-specific information beyond the earnings setup.
Amer Sports reports Q2 2026 results before the open, with options pricing a 9.37% implied move and about $1.81B of market value at stake.
Expect a large open-to-close reaction if brand demand or profitability trends miss or beat expectations.
The article discloses consensus EPS/revenue and implied move magnitude, but no new guidance or operational update.
Klarna reports Q2 2026 results before the open, with options implying a 14.59% move and about $1.15B of market value at stake.
Very wide probability-weighted range; direction hinges on growth, credit performance, and profitability versus consensus.
The article provides consensus loss and implied move size, but no new quarter-specific disclosures beyond the scheduled earnings event.
Market effects
Event-risk read-through for home improvement, housing, industrial tech, consumer discretionary, and fintech earnings sensitivity to demand and credit conditions.
Primarily US-listed large-cap and mid-cap earnings catalysts; limited direct cross-region spillover implied by the text.
Amer Sports and Klarna earnings can influence broader global consumer and fintech sentiment, but the article provides no cross-border policy or macro shock.
Counterpoint
Implied moves can be overstated if consensus is already positioned for volatility; realized moves may compress if results land near expectations.
Key entities
- companyHome Depot
Reports Q2 2026 results before the opening bell; options imply a 4.34% move.
- companyLa-Z-Boy
Reports Q1 2027 results after the close; options imply a 10.90% move.
- companyToll Brothers
Reports Q3 2026 results after the close; options imply a 5.29% move.
- companyJack Henry & Associates
Reports Q4 2026 results after the close; options imply a 5.56% move.
- companyKeysight Technologies
Reports Q3 2026 results after the close; options imply a 9.01% move.
