Stock Market Live June 12, 2026: S&P 500 (SPY) Green on End of War Hopes
Q4 26 EPS
$1.98
BEAT +1.93%
Est. $1.94
Q4 26 Revenue
$20.58B
BEAT +1.22%
Est. $20.34B
vs S&P Since Q4 26
-23.6%
TRAILING MARKET
LOW -16.6% vs S&P +7.0%
Full Year 2026 Results
FY 26 EPS
$12.28
BEAT +0.17%
Est. $12.26
FY 26 Revenue
$86.29B
BEAT +0.27%
Est. $86.05B
Market Reaction
Did LOW Beat Earnings? Q4 2026 Results
Lowe's delivered a mixed fourth-quarter fiscal 2025 report, topping revenue estimates while falling short on the bottom line as acquisition-related costs weighed on earnings. Adjusted diluted EPS came in at $1.98, missing the $2.07 consensus estimate… Read more Lowe's delivered a mixed fourth-quarter fiscal 2025 report, topping revenue estimates while falling short on the bottom line as acquisition-related costs weighed on earnings. Adjusted diluted EPS came in at $1.98, missing the $2.07 consensus estimate by 4.35%, while revenue of $20.58 billion edged past the $20.35 billion expectation and climbed 10.9% year-over-year, with a meaningful lift from the recently completed acquisitions of Foundation Building Materials and Artisan Design Group. Comparable sales grew 1.3%, supported by strength in Pro, online, and home services channels, though adjusted operating margin contracted to 9.02% from 9.43% a year earlier, reflecting integration pressures and $149 million in pre-tax acquisition-related expenses. For fiscal 2026, Lowe's guided total sales of $92 billion to $94 billion and adjusted diluted EPS of $12.25 to $12.75, while flagging continued uncertainty in the housing market, a headwind that has weighed broadly on home improvement retailers navigating persistently high mortgage rates.
Key Takeaways
- • Continued growth in Pro, online, and home services sales
- • Strong holiday performance including record-setting Black Friday and Cyber Monday weekend
- • Positive comp sales in 9 of 14 product categories in Q4
- • 12 of 15 regions delivered positive comp sales growth in Q4
- • Comparable sales increased 1.3% in Q4
- • Online sales growth of 10.5% in Q4
- • Average ticket of $107.28 with positive comp ticket growth of 3.6%
- • Positive Pro comp sales driven by broad-based growth across categories and regions
LOW YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
“We delivered strong results this quarter, as our Total Home strategy is resonating with both our Pro and DIY customers, which was evident during a great holiday season. Given our outperformance this quarter, we awarded $125 million in discretionary bonuses to our frontline associates in recognition of their hard work and outstanding customer service.”
— Marvin R. Ellison, Q4 2026 Earnings Press Release
LOW Earnings Trends
LOW vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LOW EPS Trend
Earnings per share: estimate vs actual
LOW Revenue Trend
Quarterly revenue: estimate vs actual
LOW Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $2.97 | $3.03 | +2.12% | $23.08B | +0.85% |
| Q4 26 BEAT FY | $1.94 | $1.98 | +1.93% | $20.58B | +1.22% |
| FY Full Year | $12.26 | $12.28 | +0.17% | $86.29B | +0.27% |
| Q3 26 BEAT | $2.95 | $3.06 | +3.61% | $20.81B | -0.15% |
| Q2 26 BEAT | $4.24 | $4.33 | +2.15% | $23.96B | +0.01% |
| Q1 26 BEAT | $2.88 | $2.92 | +1.48% | $20.93B | -0.18% |