Companies /Consumer Cyclical

Lowe`s Cos. Inc

NYSE: LOW Home Improvement Retail
$199.84
▼ $0.21 (−0.11%) today
Markets closed · 3:34am ET

Q4 2026 Earnings

Reported Feb 25, 2026, 8:44am ET · SEC source
$1.98
Beat +1.93%
EPS · est. $1.94
$20.6B
Beat +1.22%
Revenue · est. $20.3B
−3.9%
Trailing market
LOW vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−2%0Feb 25Feb 26report 8:44am ETearnings+0.0%−2.0%
−2%0Feb 25Feb 26earnings+0.0%−2.0%
LOW −2.0%S&P 500 +0.0%
−2%0Feb 25Feb 26report 8:44am ETearnings−0.2%−2.0%
−2%0Feb 25Feb 26earnings−0.2%−2.0%
LOW −2.0%NASDAQ −0.2%
−6%−3%0+3%Feb 24Mar 5report 8:44am ETearnings−0.7%−4.4%
−6%−3%0+3%Feb 24Mar 5earnings−0.7%−4.4%
LOW −4.4%S&P 500 −0.7%
−6%−3%0+3%Feb 24Mar 5report 8:44am ETearnings+0.2%−4.4%
−6%−3%0+3%Feb 24Mar 5earnings+0.2%−4.4%
LOW −4.4%NASDAQ +0.2%
−5.59%
Day of report
+0.52%
Next session
−1.67%
One week
−12.44%
30 days

S&P 500 over the same 30 days: −8.52%.

Did LOW Beat Earnings? Q4 2026 Results

Lowe's delivered a mixed fourth-quarter fiscal 2025 report, <a href="https://247wallst.com/investing/2026/02/25/lowes-stumbles-on-weak-guidance-while-tjx-climbs-on-broad-off-price-beat/">topping revenue estimates while falling short</a> 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

“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.”

Lowe's CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2026, Lowe's expects total sales of $92.0 to $94.0 billion (approximately 7% to 9% increase vs. prior year), comparable sales flat to up 2%, operating margin of 11.2% to 11.4%, adjusted operating margin of 11.6% to 11.8%, net interest expense of approximately $1.6 billion, effective tax rate of approximately 24.5%, diluted EPS of approximately $11.75 to $12.25, adjusted diluted EPS of approximately $12.25 to $12.75, and capital expenditures of approximately $2.5 billion. The outlook reflects ongoing uncertainty in the home improvement market.

LOW YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$6.0B$12.0B$18.0B$18.6B$20.6BRevenue$5.7B$6.7BGross Profit$1.8B$1.7BOperating Income$1.1B$999.0MNet Income
$0$6.0B$12.0B$18.0BRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.