The mixed results show Lowe's executing well operationally (positive comp sales, rising adjusted EPS) but facing margin pressure from recent acquisitions. The strong sales growth and maintained guidance suggest resilience in the home improvement sector despite macro headwinds. Traders should monitor the integration of Foundation Building Materials and Artisan Design Group, as acquisition costs are expected to continue impacting GAAP results.
Price Chart
Executive Summary
Lowe's reported Q4 2025 results with total sales of $20.6 billion (up 10.9% YoY) and comparable sales up 1.3%. GAAP diluted EPS was $1.78, down 10.6% YoY, but adjusted EPS rose 2.6% to $1.98 after excluding $149 million in acquisition-related expenses. The company provided full-year 2026 guidance projecting 7-9% sales growth and EPS of $11.75-$12.25, while returning $2.6 billion to shareholders through dividends.
Key Financial Metrics
Key Facts
- Q4 2025 total sales: $20.6 billion (up 10.9% YoY from $18.6 billion)
- Q4 2025 comparable sales: +1.3%
- Q4 2025 GAAP diluted EPS: $1.78 (down 10.6% YoY)
- Q4 2025 adjusted diluted EPS: $1.98 (up 2.6% YoY)
- FY 2026 guidance: Sales of $92.0-$94.0 billion (7-9% growth), EPS of $11.75-$12.25
- Company returned $2.6 billion to shareholders through dividends in fiscal 2025
Financial Impact
Sales increased by $2.0 billion YoY, adjusted EPS increased by 2.6% YoY
Segment Breakdown
| Segment |
|---|
| Pro |
| online |
| home services |
Risk Factors
- Acquisition-related expenses ($149 million in Q4) are pressuring GAAP earnings
- Ongoing macroeconomic uncertainty in the housing market
- Operating margin declined to 8.3% from 9.87% in prior year
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (LOW) — Batch item 1 | 0000060667-26-000020 |
| Exhibit: exhibit992-02252026.htm | 0000060667-26-000020 |
| Document: low-20260225.htm | 0000060667-26-000020 |
| Document: 0000060667-26-000020-index-headers.html | 0000060667-26-000020 |
| Document: 0000060667-26-000020-index.html | 0000060667-26-000020 |
| Document: 0000060667-26-000020.txt | 0000060667-26-000020 |
| 8-K Filing (LOW) — Batch item 7 | 0000060667-26-000020 |
| CONTEXT: Previous Earnings (2026-02-25) | 0000060667-26-000020 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | Press Release | $204.70 $187.26 | ▼ −8.52% | ▼ −8.33% | $180.80 (−11.68%) |
Aug 19, 2026 6w ago | 8-K | $220.00 $194.19 | ▲ +11.73% | ▲ +9.78% | $180.80 (+17.82%) |
Aug 19, 2026 6w ago | Press Release | $220.00 $194.19 | ▼ −11.73% | ▼ −9.78% | $180.80 (−17.82%) |
Aug 12, 2026 7w ago | Press Release | $215.97 $196.59 | ▲ +8.97% | ▲ +7.08% | $180.80 (+16.28%) |
May 20, 2026 19w ago | 8-K | $220.43 $217.27 | ▲ +1.43% | ▲ +1.39% | $180.80 (+17.98%) |
May 12, 2026 20w ago | ANALYST-UPGRADE | $224.39 $216.19 | ▼ −3.65% | ▼ −1.93% | $180.80 (−19.42%) |
May 12, 2026 20w ago | Court Ruling | $224.52 $216.19 | ▼ −3.71% | ▼ −1.98% | $180.80 (−19.47%) |
May 12, 2026 20w ago | Court Ruling | $224.52 $216.19 | ▼ −3.71% | ▼ −1.98% | $180.80 (−19.47%) |
Apr 16, 2026 24w ago | DEFA14A | $242.34 $220.45 | ▼ −9.03% | ▼ −14.85% | $180.80 (−25.39%) |
Mar 2, 2026 30w ago | Court Ruling | $257.17 $232.58 | ▼ −9.56% | ▼ −1.63% | $180.80 (−29.70%) |
US Market Status
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