XNYS · Consumer Discretionary · Home Improvement Retail
Lowe's is the second-largest home improvement retailer globally, with 1,761 stores in the US, after the 2023 divestiture of its Canadian locations. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two-thirds of products sold. Lowe's primarily targets retail do-it-yourself (more than 60% of sales) and do-it-for-me customers, but has expanded its professional business clients to more than 30% from less than 20% in the past seven years (set to expand further with growth of FBM locations). We estimate Lowe's captures a high-single-digit share of the domestic home improvement market, based on US Census data and management's market size estimates.
Lowe's posted a modest quarter: EPS **$4.40** edged estimates by $0.02, but revenue missed at **$26.0B**, suggesting demand is still sluggish in home improvement retail. The lift came mainly from margins and scale, not top-line acceleration, though the FBM/ADG acquisitions support a stronger pro business mix.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-19 | Q2 2026 | 4.38 | 4.40 | +0.46% | $25.96B | ✅ Beat | +0.49% | -4.38% | — |
| 2026-05-20 | Q1 2026 | 2.96 | 3.03 | +2.36% | $23.08B | ✅ Beat | +1.66% | -1.90% | +0.52% |
| 2026-02-25 |
| Q4 2025 |
| 1.95 |
| 1.98 |
| +1.54% |
| $20.58B |
| ✅ Beat |
| +0.51% |
| -1.67% |
| -12.44% |
| 2025-11-19 | Q3 2025 | 2.96 | 3.06 | +3.38% | $20.81B | ✅ Beat | — | — | — |
| 2025-08-20 | Q2 2025 | 4.24 | 4.33 | +2.12% | $23.96B | ✅ Beat | — | — | — |
| 2025-05-21 | Q1 2025 | 2.88 | 2.92 | +1.39% | $20.93B | ✅ Beat | — | — | — |
| 2025-02-26 | Q4 2024 | 1.84 | 1.93 | +4.89% | $18.55B | ✅ Beat | — | — | — |
| 2024-11-19 | Q3 2024 | 2.82 | 2.89 | +2.48% | $20.17B | ✅ Beat | — | — | — |
Showing last 8 quarters.