In an aerial view, a customer enters a Lowe's store on May 21, 2025 in Cotati, California.Lowe's on Wednesday posted a year over year sales increase for the quarter, but the company lowered its full-year profit outlook slightly to reflect a tougher economic backdrop.The home improvement retailer now expects full-year total sales to be $86 billion, up from its previous expectations of $84.5 to $85.5 billion, because of a recent acquisition. However, it said it expects comparable sales, an industry metric tha ...

每经AI快讯，11月19日，劳氏公司第三季度调整后每股收益超预期，股价盘前上涨5.2%。 ...

格隆汇11月19日｜劳氏第三季度调整后每股收益3.06美元，预估3美元；第三季度同店销售增长0.4％， 预估增长1.02％。劳氏预计全年调整后每股收益大约12.25美元，市场预估12.40美元；劳氏预计全年资 本支出不超过25亿美元，此前预计大约25亿美元。 ...

Lowe's Cos missed Wall Street estimates for third-quarter comparable sales on Wednesday, as customers remained wary of spending on big-ticket home remodels amid economic uncertainty and elevated borro... ...

Core Insights - Lowe's Companies, Inc. reported net earnings of $1.6 billion and diluted EPS of $2.88 for Q3 2025, a decrease from $2.99 in Q3 2024. Adjusted diluted EPS increased by 5.9% to $3.06 when excluding $129 million in pre-tax expenses related to acquisitions [1][19][20] Financial Performance - Total sales for the quarter reached $20.8 billion, up from $20.2 billion in the same quarter last year. Comparable sales increased by 0.4%, driven by an 11.4% growth in online sales and double-digit growth in home services and Pro sales [2][3] - Gross margin for the quarter was 34.19%, compared to 33.69% in the prior year, indicating improved profitability [13] - Operating income was $2.481 billion, representing 11.92% of sales, down from 12.57% in Q3 2024 [13] Capital Allocation - The company invested $8.8 billion in the acquisition of Foundation Building Materials and paid $673 million in dividends during the quarter [4][19] - Lowe's updated its full-year 2025 outlook, projecting total sales of $86.0 billion, adjusted operating margin of 12.1%, and adjusted diluted EPS of approximately $12.25 [5][9] Business Outlook - The company anticipates ongoing uncertainty in the macroeconomic environment, which has influenced its updated outlook for 2025 [5][9] - Lowe's continues to focus on enhancing its offerings to Pro customers following the recent acquisitions, aiming for sustainable long-term sales and profit growth [3][5] Operational Metrics - As of October 31, 2025, Lowe's operated 1,756 stores, covering 195.8 million square feet of retail space [3] - The company serves approximately 16 million customer transactions weekly, with total fiscal year 2024 sales exceeding $83 billion [7]

Lowe’s Companies, Inc. (NYSE:LOW) will release earnings results for the third quarter, before the opening bell on Wednesday.Analysts expect the Mooresville, North Carolina-based company to report quarterly earnings at $2.95 per share, up from $2.89 per share in the year-ago period. The consensus estimate for Lowe’s quarterly revenue is $20.84 billion, compared to $20.17 billion a year earlier, according to data from Benzinga Pro.On Nov. 14, the company's board declared a quarterly cash dividend of $1.20 per ...

Core Insights - Home Depot's disappointing results indicate that the anticipated recovery in home improvement spending has not occurred in the third quarter [1] - This lack of improvement is expected to negatively impact Lowe's performance as well [1] Company Analysis - Home Depot's results reflect a broader trend in the home improvement sector, suggesting that consumer spending in this area remains weak [1] - The failure of a rebound in spending could lead to further challenges for companies like Lowe's, which may face similar pressures in their upcoming financial results [1]

Core Insights - Home Depot's CEO Edward Decker indicated that contractors are adding fewer projects to their pipelines, and clients are opting for less expensive materials, suggesting a potential fatigue among affluent consumers [2][8] - The company reported a decline in earnings and sales growth for the fiscal third quarter, leading to lowered earnings expectations for the fiscal year due to various economic pressures [5][6] Economic Context - The home improvement sector has become increasingly reliant on affluent consumers, whose spending has been supported by the stock market; however, a market correction or job losses could disrupt this trend [4] - Home Depot noted that high interest rates and elevated home prices have deterred consumers from moving and undertaking home improvement projects, with housing turnover at a potential 40-year low [6][9] Financial Performance - Home Depot's comparable store sales in the U.S. increased by 0.1% year-over-year, with modest price increases contributing to higher average spending [9] - The number of transactions over $1,000 rose by 2.3% year-over-year, indicating that the increase is primarily due to contractors rather than consumers taking on larger projects [10]

Core Viewpoint - Lowe's Companies, Inc. is a leading home improvement retailer in the U.S., set to release quarterly earnings with an estimated EPS of $2.97 and projected revenue of $20.84 billion on November 19, 2025 [1][6] Financial Performance - Analysts project Lowe's revenues at $20.9 billion for the upcoming quarter, reflecting a 3.4% increase from the previous year, with an EPS estimate of $2.98, indicating a 3.1% rise year-over-year [4] - The company has historically delivered an average earnings surprise of 2.9% over the past four quarters, consistently exceeding market expectations [5][6] Business Strategy - Lowe's is focusing on pro-focused growth and technological investments, which are expected to positively impact its performance [4][6] - The company has a strong capital structure, with a debt-to-equity ratio of approximately -3.43, indicating effective debt management [2] Market Position - Despite strong fundamentals, Lowe's faces limited potential for price appreciation, with a P/E ratio of around 18.34 and a price-to-sales ratio of about 1.51, suggesting it may be fully valued [3] - The company benefits from robust liquidity and a strategic geographic presence, aiding in navigating market challenges [2]

We're back on [music] Morning Trade Live. Let's focus on retail earnings now. Starting first with Home Depot.The stock is falling in after the big box retailer reported weaker than expected third quarter earnings. The CEO pointing to consumer uncertainty and continued housing market pressure having a negative impact on home improvement demand. So, here's a look at the chart.Here's the price action for the major players in the sector today as well. We've got Lowe's and Costco. Uh we'll have a look at those a ...