Lowe's (LOW) Q4 Earnings and Revenues Surpass Estimates

Core Insights - Lowe's reported quarterly earnings of $1.93 per share, exceeding the Zacks Consensus Estimate of$1.83 per share, and showing an increase from $1.77 per share a year ago, representing an earnings surprise of 5.46$18.55 billion for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 1.13%, although this is a slight decrease from year-ago revenues of $18.6 billion [2] - Lowe's has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Lowe's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is$3.12 on revenues of $21.26 billion, and for the current fiscal year, it is$12.56 on revenues of $84.49 billion [7] Industry Context - The Retail - Home Furnishings industry, to which Lowe's belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Lowe's stock may also be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] Stock Performance - Since the beginning of the year, Lowe's shares have declined by approximately 1.8%, contrasting with the S&P 500's gain of 1.3% [3] - The current estimate revisions trend for Lowe's is mixed, resulting in a Zacks Rank 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]