PENNSYLVANIA, UNITED STATES - 2024/11/17: An exterior view of a Lowe's home improvement store in Selinsgrove. (Photo by Paul Weaver/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesThe stock of Lowe’s Companies ( LOW) has fallen 5.6% over the last day to $263.02. Our multi-factor analysis suggests it may be time to sell. We hold a bearish view on the shares, with downside potential toward $184. Weak operating trends and soft financial performance are not fully reflected in it ...

Core Viewpoint - Lowe's issued weaker-than-expected guidance for the current fiscal year, overshadowing stronger fourth-quarter results, leading to a decline in shares by over 4% intra-day [1] Company Performance - For fiscal 2026, Lowe's projected comparable sales growth between flat and up 2%, below the Bloomberg consensus expectation of a 2% increase [3] - Adjusted diluted earnings per share are forecasted to be approximately $12.25 to $12.75, which is below analyst projections of $13 [3] - In the quarter ended in January, adjusted earnings per share were $1.98, an increase from $1.93 a year earlier and ahead of consensus estimates of $1.94 [4] - Comparable sales increased by 1.3%, exceeding expectations of 0.47% growth [4] - Net sales rose by 11% to $20.58 billion, surpassing forecasts of $20.35 billion [4] Industry Context - The U.S. housing market is under persistent pressure due to high home prices and subdued hiring trends, leading to uneven demand conditions [2] - Despite moderating interest and mortgage rates, these dynamics have negatively impacted retailers like Lowe's that depend on home improvement and repair spending [2] - CEO Marvin Ellison noted that the housing environment "remains pressured" and emphasized a focus on controllable factors, including productivity initiatives [2]

Core Insights - Lowe's experienced growth in its Pro, online, and Home Services segments during the fourth quarter, while the DIY segment remained subdued [1][2] Pro Business - The Pro business showed positive comp sales driven by broad-based growth across categories and regions, although specific results were not disclosed [3] - Core Pro customers are focusing on smaller-ticket repair projects, with stable backlogs reported [3] - Recent enhancements to the Pro offerings include the relaunch of MyLowe's Pro Rewards and the introduction of an AI-enabled Pro Companion to assist sales teams [4] Online Business - Lowe's online sales increased by 10.5% year over year in the fourth quarter, surpassing comp sales growth of 1.3% [9] - Both DIY and Pro customers are increasingly shifting their shopping online due to improved user experience and fulfillment options [10] Home Services - The Home Services segment achieved high-single-digit growth, which includes home installation and assembly services provided by local independent installers [11] - The company has improved the customer experience in Home Services by streamlining the installation process through digital tools and enhanced service [12]

Earnings SnapshotNet sales rose 10.9% to $20.584 billion from $18.553 billion and exceeded the $20.334 billion analyst estimate.During the quarter, the company recognized $149 million in pre-tax expenses associated with the acquisitions of Foundation Building Materials (FBM) and Artisan Design Group (ADG), which impacted reported results.Excluding these expenses, adjusted diluted EPS increased 2.6% to $1.98 from $1.93 a year earlier and beat the $1.94 analyst estimate.The company has issued its fiscal 2026 ...

Lowe’s reported its fiscal fourth-quarter results this morning, posting beats on both the top and bottom lines that highlighted the effectiveness of its Total Home strategy in a pressured housing environment.Total sales reached $20.6 billion, up 11% year-over-year, exceeding the Zacks Consensus Estimate of $20.36 billion. Adjusted EPS came in at $1.98, up 2.6% from the prior-year quarter and surpassing expectations of $1.95, even after absorbing $149 million in pre-tax acquisition-related expenses. This per ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Takeaways Lowe's Q4 earnings and sales beat estimates, with comps up 1.3% on Pro and holiday strength.LOW posted higher net sales but saw its operating margin narrow to 8.3% from 9.9% last year.Lowe's expects FY26 sales of $92B-$94B and adjusted EPS of $12.25-$12.75.Lowe’s Companies, Inc. (LOW) posted fourth-quarter fiscal 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The Mooresville, NC-based home improvement retailer posted another quar ...

Lowe’s (NYSE:LOW) Q4 2026 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsBrandon Sink - EVP and CFOJonathan Matuszewski - SVPJoseph McFarland III - EVP of StoresKate McShane - Managing DirectorKate Pearlman - Vice President of Investor Relations and TreasurerMarvin Ellison - Chairman, President, and CEOWilliam Boltz - EVP of MerchandisingConference Call ParticipantsBrian Nagel - Managing Director and Senior AnalystChristopher Horvers - Senior AnalystMichael Lasser - Equity Research AnalystP ...

Lowe’s (NYSE:LOW) Q4 2026 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsBrandon Sink - EVP and CFOJonathan Matuszewski - SVPJoseph McFarland III - EVP of StoresKate McShane - Managing DirectorKate Pearlman - Vice President of Investor Relations and TreasurerMarvin Ellison - Chairman, President, and CEOWilliam Boltz - EVP of MerchandisingConference Call ParticipantsBrian Nagel - Managing Director and Senior AnalystChristopher Horvers - Senior AnalystMichael Lasser - Equity Research AnalystP ...

Lowe’s (NYSE:LOW) Q4 2026 Earnings call February 25, 2026 09:00 AM ET Speaker9I'll now turn the call over to Kate Pearlman, Vice President of Investor Relations and Treasurer.Speaker6Thank you. Good morning. Here with me today are Marvin Ellison, Chairman and Chief Executive Officer, Bill Boltz, our Executive Vice President, Merchandising, Joe McFarland, our Executive Vice President, Stores, and Brandon Sink, our Executive Vice President and Chief Financial Officer. I would like to remind you that our notic ...