MOORESVILLE, N.C., Aug. 26, 2025 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) announces that Marvin R. Ellison, chairman and chief executive officer, will participate in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference. What: Marvin Ellison participating in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference When: 1:10 p.m. ET on Wednesday, Sept. 3, 2025 Where: Listen to the audio webcast at ir.lowes.com under "Events & Presentat ...

智通财经APP获悉，根据高盛对美国零售企业Q2财报及管理层会议的分析，行业整体展现出业绩韧 性，但下半年展望趋于谨慎。 多数零售商在Q2实现超预期表现：57%企业同店销售额超出高盛预期，50%企业毛利率及营业利润率超 预期。家得宝(HD.US)、劳氏(LOW.US)、塔吉特(TGT.US)、沃尔玛(WMT.US)等巨头均实现稳健增长。 高盛注意到，目前已公布业绩的多数公司在同店销售、毛利率和营业利润率上均超出预期；但在指引方 面，更多企业选择维持或下调全年展望，而非上调，突显高盛认为下半年存在不确定性的观点，原因包 括关税影响以及产品价格可能在下半年开始走高。 高盛维持对 BJ批发俱乐部(BJ.US)、家得宝、劳氏和沃尔玛的"买入"评级，看好其策略与市场地位；对 塔吉特持"中性"。 然而，企业的业绩指引趋于保守： 仅36%企业上调全年EPS指引中点，多数维持或下调预期。这反映了 管理层对下半年通胀传导、关税成本上升及消费者不确定性的担忧。高盛指出，企业普遍认为关税影响 将在Q4全面显现。 ...

CHICAGO, ILLINOIS - AUGUST 19: Customers shop at a Home Depot store on August 19, 2025 in Chicago, Illinois. Home Depot's stock priced climbed despite reporting a slight miss in analyst's expectations during its earnings report today after the company maintained it's full-year forecast. (Photo by Scott Olson/Getty Images)Getty Images Question: Why put your money into Home Depot stock (NYSE: HD) at a price-to-earnings ratio of 28, when Lowe’s stock (NYSE: LOW) is offered at a lower ratio of 22? In fact, you ...

美国家居建材零售巨头劳氏(LOW.US)宣布以88亿美元收购Foundation Building Materials(FBM)，创下公 司史上最大并购纪录。该交易将通过混合短期和长期债务融资完成，其中包括90亿美元的过桥贷款承 诺。 FBM在美国和加拿大运营着370多个网点，为约4万家专业客户提供石膏板、隔热材料、金属框架、吊 顶系统、商用门、五金件及配套建材等产品。2024年，该公司实现营收65亿美元，调整后 EBITDA 达 6.35亿美元。 瑞银分析师Michael Lasser评价称："短期看，此举将使劳氏获得更快的履约能力、强化的专业数字工 具、贸易信贷计划及可观的交叉销售机会;长期而言，有助于其深入挖掘家装市场中规模更大的专业细 分领域。" Seeking Alpha分析师Luca Socci强调，专业客户能带来更高销售额和客单价，且具有复购特性，这正是 劳氏理想的拓展方向。 本文源自：金融界 华尔街对此反应积极： 摩根大通分析师Christopher Horvers指出，专业分销市场的并购紧迫性正显著升级。随着企业为扩大潜 在市场规模、构建差异化业务能力的竞争加剧，这将成为焦点领域。 杰富瑞分 ...

Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].

Core Insights - Lowe's Companies demonstrates strong performance with a beat-and-raise quarter, improved profitability, and strategic acquisitions aimed at expanding its Pro market presence and enhancing its position in the new home market [1][2] Financial Performance - The company reported a dividend yield of 1.87% and an annual dividend of $4.80, maintaining a dividend increase track record of 53 years [6][7] - The P/E ratio stands at 21.31, with a price target of $271.68, indicating a potential upside of 5.61% from the current price of $257.24 [11] Market Position and Growth Outlook - Despite macroeconomic challenges, Lowe's is positioned for future growth, particularly with an anticipated rebound in the housing market driven by demand in DIY and Pro segments [2] - Analysts forecast revenue and earnings growth to accelerate to high single-digits over the next few years, supported by recent acquisitions [12] Shareholder Value and Capital Management - The company has a strong balance sheet, with a 17% reduction in deficit and declining net leverage, allowing for continued investment in shareholder value [10] - Share repurchases have reduced the share count by over 25% in the last five years, contributing to upward price action [9] Stock Performance and Market Sentiment - Lowe's stock price has shown volatility, crossing critical resistance points but facing potential pullbacks within its trading range [13] - The guidance for the remainder of the year is optimistic, although it may lead to stock price fluctuations in the near term [11]

Group 1 - The decision was made to upgrade Lowe's Companies from a Hold to a Buy in early April 2023, indicating a positive outlook for the company [1] - The focus of Crude Value Insights is on cash flow and companies that generate it, which leads to value and growth prospects in the oil and natural gas sector [1] Group 2 - Subscribers have access to a stock model account with over 50 stocks, in-depth cash flow analyses of exploration and production firms, and live chat discussions about the sector [2] - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas investment community [3]

Lowe's earnings exceeded forecasts on higher sales to both construction professionals and DIY customers. https://t.co/OXuYckHH24 ...

Core Insights - Lowe's Companies, Inc. reported second-quarter fiscal 2025 results with year-over-year growth in both revenue and earnings, returning to positive comparable sales during the quarter and updating its full-year outlook following the acquisition of Artisan Design Group (ADG) [1][11] Financial Performance - Adjusted earnings per share were $4.33, exceeding the Zacks Consensus Estimate of $4.23, marking a 5.6% increase from $4.10 in the same period last year [2] - Net sales reached $23,959 million, slightly missing the consensus estimate of $23,961 million but increasing from $23,586 million year-over-year, driven by a 1.1% rise in comparable sales [3] - Adjusted gross margin improved to 33.8%, up 37 basis points from the previous year, while adjusted selling, general and administrative expenses rose to $4,149 million, maintaining a stable percentage of net sales at 17.3% [4] - Adjusted operating income increased to $3,512 million from $3,404 million a year earlier, with the operating margin expanding 23 basis points to 14.7% [5] Strategic Developments - The acquisition of ADG enhances Lowe's ability to capture a larger share of Pro planned spending and strengthens its position in new home construction [6] - Lowe's announced an agreement to acquire Foundation Building Materials (FBM) for approximately $8.8 billion, which is expected to be accretive to adjusted earnings per share in the first full year post-close [7] Financial Health - As of the end of the quarter, Lowe's had cash and cash equivalents of $4,860 million, long-term debt of $30,548 million, and a shareholders' deficit of $11,400 million [8] - For the first half of fiscal 2025, operating cash flow totaled $7,610 million, with free cash flow at $6,597 million after capital expenditures of $1,013 million [9] Outlook - Management raised its full-year sales guidance to between $84.5 billion and $85.5 billion, with comparable sales expected to be flat to up 1% [11] - Earnings per share are projected to be in the range of $12.10 to $12.35, with adjusted earnings expected between $12.20 and $12.45 per share [12] Stock Performance - Lowe's shares have increased by 17.2% over the past month, outperforming the industry's rise of 13% [13]

Core Viewpoint - Lowe's reported strong second-quarter results, exceeding earnings expectations and demonstrating resilience in a challenging operating environment for the home improvement sector [1][2][3]. Financial Performance - Adjusted earnings per share (EPS) for the quarter were $4.33, surpassing the Zacks Consensus Estimate by 2.36% and increasing by 5.4% compared to the same quarter in 2024 [1]. - Total revenues reached $23.96 billion, slightly above estimates and up from $23.59 billion in the previous year, with comparable sales increasing by 1.1% [6]. Market Response - Following the positive earnings surprise, Lowe's shares rose approximately 1% in early trading [3]. Strategic Initiatives - The company is focusing on service offerings and operational efficiency, supported by its Total Home strategy and AI-powered shopping assistant [5]. - Partnerships with Apple and NVIDIA are enhancing customer experience and operational capabilities, including the use of advanced technology for kitchen design visualization and AI integration [7]. Acquisitions - Lowe's completed the acquisition of Artisan Design Group, which is expected to enhance its reach to professional customers in the design and installation sectors [8]. - An agreement to acquire Foundation Building Materials (FBM) for $8.8 billion is anticipated to improve offerings to Pro customers and is expected to close in Q4 2025 [10]. Industry Context - The home improvement sector is facing challenges due to high mortgage rates and rising home prices, which have dampened demand [2]. - Despite these challenges, the acquisition of FBM positions Lowe's to capitalize on long-term spending in a fragmented $50 billion market, with an estimated 18 million new homes needed in the U.S. by 2033 [9]. Risks and Challenges - The housing downturn may delay a sustained recovery for home improvement companies, with ongoing inflation and potential cost increases from tariffs impacting Lowe's operations [11][12]. - Rising selling, general, and administrative (SG&A) costs and high debt levels are testing the company's financial flexibility [12].