What to Expect From Lowe's Q4 2025 Earnings Report

Company Overview - Lowe's Companies, Inc. has a market cap of $150.6 billion and operates as a home improvement retailer, providing a variety of products for construction, maintenance, repair, remodeling, and home décor through multiple channels including stores, website, and mobile apps [1] Financial Performance - Analysts expect Lowe's to report an adjusted EPS of $1.95 for fiscal Q4 2025, reflecting a 1% increase from $1.93 in the same quarter last year [2] - For fiscal 2025, the anticipated adjusted EPS is $12.26, representing a 2.2% increase from $12 in fiscal 2024, with further growth expected to over 6% year-over-year to $13 in fiscal 2026 [3] Recent Developments - Following the release of stronger-than-expected Q3 2025 results, Lowe's shares rose over 4%, reporting total sales of $20.8 billion and an adjusted EPS of $3.06. The company also raised its full-year 2025 sales projection to $86 billion while maintaining an adjusted EPS target of approximately $12.25 [5] - The company experienced strong online sales growth of 11.4%, double-digit growth in home services, and continued expansion in Pro sales, which contributed to positive investor sentiment [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, Lowe's shares have gained 2.8%, underperforming the S&P 500 Index's 13.3% rise and the State Street Consumer Discretionary Select Sector SPDR ETF's 3.9% return [4] - The consensus view among analysts is cautiously optimistic, with a "Moderate Buy" rating. Out of 29 analysts, 19 recommend "Strong Buy," one suggests "Moderate Buy," eight indicate "Hold," and one gives "Strong Sell." The average price target for Lowe's is $281.79, indicating a potential upside of nearly 5% from current levels [6]