LOW · Consumer

LOWES COMPANIES INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Quarterly Dividend DeclarationImportance 10 · Surprise 6
  Lowe’s announced a quarterly dividend of $1.25 per share. The digest does not specify the dividend’s record date, payment date, or any change from the prior dividend.
• Revenue Performance and MixImportance 6 · Surprise 6
  Lowe’s reported quarterly revenue of $25.96 billion, which fell short of expectations. Quarterly EPS was $4.40, above the $4.22 consensus estimate. The digest provides no year-over-year or sequential revenue comparison…

News · 2026-11-05

• Guidance / OutlookImportance 51 · Surprise 60
  Third-party reporting says Lowe’s reduced its full-year 2026 sales outlook to about US$92 billion. The reported revision reflects softer consumer demand and persistent weakness in home building, which is pressuring…
• Distribution Channels ExpansionImportance 31 · Surprise 42
  Traeger’s national expansion with Lowe’s is progressing, with Traeger products now available on lowes.com and pellets reaching stores ahead of Black Friday. Traeger plans a full in-store fixture rollout in spring 2027.…
• Market Demand TrendsImportance 30 · Surprise 24
  Lowe’s lowered its 2026 sales outlook amid softer consumer demand and persistent weakness in home building, which is pressuring its builder-oriented operations. The report says the company continues to see solid…

News · 2026-11-04

• Macroeconomic Consumer PressureImportance 20 · Surprise 24
  The report said the U.S. housing market remained constrained by high home prices and mortgage rates, limiting access for younger and first-time buyers. The 10-year Treasury yield, a benchmark for mortgage rates, moved…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. The dividend corresponds to an annualized yield of 2.3%. A separate report said Lowe’s maintained its quarterly dividend ahead of its next earnings report.

News · 2026-11-03

• Acquisition / Partnership / DivestitureImportance 29 · Surprise 30
  Lowe’s is reported to be making a significant building-materials acquisition to expand its professional-customer business. The stated strategic rationale is to capture more frequent spending from contractors and…
• Pro Customer DemandImportance 15 · Surprise 24
  Lowe’s is increasing its focus on professional customers through a significant building-materials acquisition, aiming to capture more consistent, high-frequency spending from contractors and builders. The report also…

News · 2026-11-02

• Pro Customer DemandImportance 20 · Surprise 24
  Small and medium-sized professional customers drove another quarter of growth while discretionary DIY spending remained pressured. Pro investments and repair-and-maintenance demand supported second-quarter fiscal 2026…

News · 2026-11-01

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe's declared a quarterly dividend of $1.25 per share. The report identifies the dividend as quarterly and gives the per-share amount as $1.25. It does not state a payment date or record date.

News · 2026-10-31

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. The declared quarterly rate annualizes to $5.00 per share if maintained for four quarters. A separate report cited a 2.4% dividend yield.

News · 2026-10-30

• Distribution Channels ExpansionImportance 17 · Surprise 24
  Traeger’s partnership with Lowe’s is described as expanding the grill maker’s market reach and creating customer-acquisition opportunities. The report also cites early traction for Traeger’s Westwood and Irontop…

News · 2026-10-22

• Guidance / OutlookImportance 51 · Surprise 60
  Lowe’s reportedly beat EPS expectations but delivered revenue below analysts’ forecasts. The company issued a cautious fiscal 2026 outlook. Weak do-it-yourself demand was identified as the primary factor behind the…
• Market Demand TrendsImportance 25 · Surprise 24
  Lowe’s experienced weak demand from do-it-yourself (DIY) customers during the period. The demand softness contributed to revenue coming in below forecasts, indicating pressure in the company’s core consumer…
• Macroeconomic Consumer PressureImportance 25 · Surprise 24
  Third-party reporting said Lowe’s fiscal 2026 outlook was cautious because of weak do-it-yourself (DIY) demand. The report stated that revenue came in below forecasts despite an earnings-per-share beat. The demand…

News · 2026-10-21

• Guidance / OutlookImportance 57 · Surprise 60
  Lowe’s lowered its fiscal 2026 comparable-sales outlook, citing cautious homeowners and softer consumer demand. The revised outlook indicates that elevated uncertainty among homeowners is affecting spending on…
• Revenue Performance and MixImportance 44 · Surprise 32
  Lowe's reported second-quarter fiscal 2026 revenue of $25.96 billion. Revenue increased 8.3% year over year, although the result slightly missed consensus revenue estimates. The reported revenue performance provides…
• Market Demand TrendsImportance 25 · Surprise 24
  Lowe’s lowered its fiscal 2026 comparable-sales outlook as homeowners remained cautious. The commentary indicates restrained demand from homeowner customers in the home-improvement market. The demand softness was cited…
• Net Income and ProfitabilityImportance 13 · Surprise 6
  Lowe's reported adjusted quarterly EPS of $4.40. Adjusted EPS exceeded the consensus estimate, indicating stronger-than-expected quarterly profitability. The digest does not provide reported net income, gross margin,…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe's declared a quarterly dividend of $1.25 per share. The dividend was reported alongside adjusted quarterly EPS of $4.40 and second-quarter revenue of $25.96 billion. The digest does not state the record date,…

News · 2026-10-20

• Revenue Performance and MixImportance 41 · Surprise 14
  Lowe’s second-quarter revenue increased 8.30% year over year to $25.96 billion. The reported revenue figure exceeds the $779 million materiality threshold. Adjusted earnings per share was $4.40, above consensus…
• Digital Channel and Delivery GrowthImportance 23 · Surprise 24
  Spreetail fulfills Lowe’s marketplace orders for big-and-bulky products through a network serving more than 20 sales channels. Its fulfillment network includes 13 global centers, a 97% in-stock rate, and a 99.8%…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share on October 20, 2026. The shares were scheduled to trade ex-dividend on October 21, with payment due November 4, 2026. The declaration indicates continued…

News · 2026-10-19

• Guidance / OutlookImportance 57 · Surprise 60
  Lowe’s updated its full-year 2026 sales guidance to $92.0 billion, below its earlier guidance range. The revised outlook was reported alongside second-quarter revenue of $25.96 billion, up 8.30% year over year. The…
• Revenue Performance and MixImportance 36 · Surprise 14
  Lowe's reported second-quarter revenue of $25.96 billion. Revenue increased 8.30% year over year, exceeding the materiality threshold and indicating strong quarterly growth. The digest provided no segment-level or…
• Macroeconomic Consumer PressureImportance 17 · Surprise 24
  Third-party coverage characterized consumer spending on large home-improvement projects as cautious. A separate comparison described the housing market as frozen, creating pressure for both Lowe’s and Home Depot. The…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe's declared a quarterly dividend of $1.25 per share payable on November 4, 2026. Shareholders of record on October 21, 2026 will receive the payment. The dividend implies an annualized payout of $5.00 per share and…

News · 2026-10-18

• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe's recently reported adjusted earnings of $4.40 per share. The adjusted earnings result exceeded analyst estimates. Lowe's also announced a quarterly dividend of $1.25 per share.

News · 2026-10-17

• Quarterly Results and DividendImportance 13 · Surprise 6
  Lowe's recently reported quarterly EPS of $4.40. The $4.40 quarterly EPS exceeded analyst estimates. Lowe's declared a quarterly dividend of $1.25 per share.

News · 2026-10-16

• Guidance / OutlookImportance 63 · Surprise 60
  Lowe’s lowered its fiscal 2026 sales outlook to $92.0 billion. The company reduced fiscal 2026 EPS guidance to $12.25. Comparable sales are now expected to be flat, below the company’s earlier projection. Lowe’s also…
• Holiday Promotions and LoyaltyImportance 28 · Surprise 42
  Lowe’s expects comparable sales to be flat in fiscal 2026, indicating limited near-term demand growth. The company has extended its holiday promotional period. The promotional extension suggests Lowe’s is using a…

News · 2026-10-15

• Quarterly Results and DividendImportance 31 · Surprise 6
  Lowe's reported second-quarter revenue of USD 25.96 billion and net profit of USD 2.4 billion. Third-party reporting described the company as having delivered strong quarterly earnings and revenue growth. Lowe's…
• Market Demand TrendsImportance 17 · Surprise 24
  Lowe’s is seeing higher average customer tickets alongside softer store traffic. Demand is supported by smaller home-improvement projects and professional-customer business, but fewer customer visits indicate uneven…

News · 2026-10-14

• Revenue Performance and MixImportance 43 · Surprise 32
  Second-quarter fiscal 2026 sales increased to $26.0 billion from $24.0 billion a year earlier, representing approximately 8.3% YoY growth. Comparable sales increased 0.2% during the quarter, indicating that reported…
• Digital Channel GrowthImportance 30 · Surprise 40
  Lowe’s online sales increased 15.7% year over year in the second quarter of fiscal 2026, exceeding the company’s overall comparable-sales growth. The performance indicates continued momentum in Lowe’s e-commerce…
• Market Demand TrendsImportance 30 · Surprise 32
  Lowe’s comparable sales increased only 0.2% in the second quarter of fiscal 2026, signaling largely flat underlying demand. Weakness in DIY spending constrained overall growth despite stronger online sales. The demand…
• Macroeconomic Consumer PressureImportance 30 · Surprise 32
  Lowe’s reported that ongoing weakness in do-it-yourself (DIY) spending constrained overall growth in the second quarter of fiscal 2026. Comparable sales increased only 0.2%, indicating limited broad-based demand…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. The dividend declaration was reported alongside quarterly earnings that exceeded EPS estimates. The company’s established dividend history was cited as a…
• Holiday Promotions and LoyaltyImportance 10 · Surprise 6
  Lowe’s initiated its 2026 Black Friday promotional campaign on October 29. Loyalty members receive early access to the deals, increasing the near-term emphasis on the company’s loyalty program and holiday customer…

News · 2026-10-13

• Operating Income and MarginsImportance 48 · Surprise 60
  Lowe's narrowed its fiscal 2026 adjusted operating margin guidance to 11.60%. The margin guidance change indicates updated expectations for operating profitability despite second-quarter sales growth of 8.30% year over…
• Guidance / OutlookImportance 48 · Surprise 60
  A third-party report said Lowe’s narrowed its adjusted operating margin guidance to 11.60%. The report also said Lowe’s 2026 Black Friday promotions will begin on October 29. The narrowed margin outlook is a…
• Digital Channel GrowthImportance 40 · Surprise 42
  Lowe’s invested approximately $542 million in the second quarter of fiscal 2026 to upgrade digital and fulfillment capabilities. The company is rolling out its Mylow AI assistant to support AI-enabled shopping…
• AI Productivity InvestmentImportance 40 · Surprise 42
  Lowe’s invested approximately $542.00 million in the second quarter of fiscal 2026 to upgrade digital and fulfillment capabilities. The company is deploying its Mylow AI assistant and expanding vendor partnerships to…
• Revenue Performance and MixImportance 36 · Surprise 14
  Lowe's second-quarter fiscal 2026 sales increased 8.30% year over year to US$25.96 billion. The reported sales growth represents an approximately US$1.99 billion increase from the prior-year period. The digest does not…
• Holiday Promotions and LoyaltyImportance 17 · Surprise 24
  Lowe’s 2026 holiday promotion plan begins Black Friday deals on October 29. Promotions are being extended earlier into the season and supported by the Mylow AI assistant to attract DIY and professional customers. The…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe's declared a quarterly dividend of US$1.25 per share. The dividend declaration was reported alongside the company's recent earnings performance, which exceeded EPS expectations. The digest does not state the…

News · 2026-10-12

• Guidance / OutlookImportance 48 · Surprise 60
  Lowe’s narrowed its fiscal 2026 sales and earnings guidance, according to reporting on the company’s Q2 results. The guidance revision occurred despite adjusted Q2 earnings per share of $4.40 exceeding the $4.22…
• Acquisition / Partnership / DivestitureImportance 31 · Surprise 42
  Lowe's launched a partnership with Frontdoor for Frontdoor's American Home Shield service. Frontdoor is a Memphis-based company, and the collaboration is intended to clarify the distinction between home warranties and…
• Customer DynamicsImportance 31 · Surprise 42
  Lowe’s partnered with Frontdoor, a Memphis-based home-services company, to promote Frontdoor’s American Home Shield home-warranty service. The initiative is intended to clarify the distinction between home warranties…

News · 2026-10-11

• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe's recently reported quarterly earnings per share of $4.40. The quarterly EPS result was stronger than expected. Lowe's declared a quarterly dividend of $1.25 per share.

News · 2026-10-09

• Quarterly Dividend DeclarationImportance 37 · Surprise 6
  Lowe's declared a quarterly dividend of $1.25 per share. The next reported dividend date is November 18, 2026. Lowe's has raised its dividend for 43 consecutive years, according to the reported survey coverage.
• Product Launch and TransitionImportance 31 · Surprise 42
  Lowe’s announced its 2026 holiday product and promotional lineup, with Black Friday promotions beginning October 29. The retailer also expanded benefits under its MyLowe’s Rewards program. The initiatives target…
• Market Demand TrendsImportance 25 · Surprise 32
  Lowe’s comparable sales growth was reported at 0.2%, with the increase primarily attributed to pricing rather than unit demand. Low U.S. consumer confidence and weak existing-home sales were identified as headwinds for…
• Holiday Promotions and LoyaltyImportance 25 · Surprise 42
  Lowe’s announced its 2026 holiday lineup, with Black Friday promotions beginning October 29. The lineup includes expanded benefits for the MyLowe’s Rewards program, indicating a customer-retention and promotional…
• Digital Channel and Delivery GrowthImportance 20 · Surprise 40
  Lowe's online sales increased 15.7% year over year in the second quarter of 2026. Online sales and AI-driven customer engagement were reported to be outperforming traditional stores. The digital growth was cited as a…
• Digital Channel GrowthImportance 20 · Surprise 40
  Online sales were reported as increasing 15.7% in the second quarter of 2026, exceeding the reported performance of traditional stores. The report attributed additional growth potential to AI-driven customer…
• Competition and Market PositionImportance 20 · Surprise 24
  A late-September 2026 Stifel survey found Sherwin-Williams to be the leading preferred brand among paint professionals. Sherwin-Williams or Valspar was favored by 49% of respondents, highlighting strong professional…
• Macroeconomic Consumer PressureImportance 17 · Surprise 24
  Low consumer confidence and weak existing-home sales in the United States are reported as likely to pressure demand for Lowe’s home-improvement products. A separate report characterized the housing market as weak and…

News · 2026-10-08

• Net Income and ProfitabilityImportance 9 · Surprise 6
  Lowe’s recently reported quarterly earnings per share of $4.40. The reported EPS result indicates continued quarterly profitability despite high interest rates and weak housing conditions. The company’s earnings…