LOW · Consumer

LOWES COMPANIES INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-22

• Revenue Performance and MixImportance 42 · Surprise 14
  Lowe’s reported quarterly revenue of $25.96 billion. Revenue increased 8.3% year over year. The reported revenue slightly missed analyst expectations, indicating a modest variance against consensus despite the annual…
• Pro Customer DemandImportance 17 · Surprise 24
  Lowe's is cited as gaining wallet share among professional customers alongside Home Depot and Floor & Decor. The broader home-improvement market remains pressured in larger discretionary projects, but…
• Net Income and ProfitabilityImportance 13 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share. Quarterly EPS exceeded analyst estimates. The digest does not provide reported net income, operating income, or margin figures for the quarter.
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. The dividend was described as maintained at that level in the digest. The report provides no payment date or ex-dividend date.

News · 2026-09-20

• Market Demand TrendsImportance 22 · Surprise 32
  Synchrony Financial reported high-single-digit purchase-volume growth early in the third quarter, indicating resilient consumer spending among super-prime and prime customers. The company cited its Lowe’s partnership…
• Macroeconomic Consumer PressureImportance 22 · Surprise 32
  Synchrony Financial reported high-single-digit purchase-volume growth early in Q3, led by super-prime and prime customers, indicating resilient consumer spending relevant to Lowe’s credit-card partnership. Synchrony…

News · 2026-09-19

• Revenue Performance and MixImportance 24 · Surprise 14
  Lowe’s reported an 8.3% year-over-year increase in quarterly revenue. Quarterly earnings were $4.40 per share, exceeding analyst estimates. The digest did not provide segment, geographic, or sequential revenue details.

News · 2026-09-15

• Market Demand TrendsImportance 20 · Surprise 24
  Lowe’s CEO Marvin Ellison said the company expects the second half of 2026 to resemble the first half. Elevated interest rates and broader economic uncertainty are continuing to affect home-improvement spending.…
• Macroeconomic Consumer PressureImportance 20 · Surprise 24
  Lowe’s CEO Marvin Ellison said the company expects the second half of 2026 to resemble the first half. Elevated interest rates and broader economic uncertainty are continuing to weigh on home-improvement spending.…

News · 2026-09-14

• Macroeconomic Consumer PressureImportance 10 · Surprise 6
  Third-party reporting describes a frozen U.S. housing market and low existing-home sales as pressure on Lowe’s and other home-improvement retailers. Mortgage rates remain an important demand variable, with a…

News · 2026-09-13

• Quarterly Dividend DeclarationImportance 17 · Surprise 6
  Lowe’s announced a quarterly dividend of $1.25 per share. The dividend is payable on November 4, 2026, to eligible shareholders. The announcement represents a cash return to shareholders through the company’s recurring…

News · 2026-09-11

• Quarterly Results and DividendImportance 13 · Surprise 6
  Lowe's reported quarterly EPS of $4.40, exceeding analyst estimates. The company announced a quarterly dividend of $1.25 per share. The dividend declaration provides a cash return to shareholders alongside the reported…

News · 2026-09-10

• Revenue Performance and MixImportance 43 · Surprise 32
  Lowe’s reported an 8.3% year-over-year increase in quarterly revenue. The reported growth indicates stronger quarterly sales performance compared with the prior-year period. The available reporting does not provide…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Third-party reporting states that Lowe’s declared a quarterly dividend of $1.25 per share. The dividend was reported alongside quarterly results in September 2026. The cited reports do not provide the aggregate cash…
• Net Income and ProfitabilityImportance 9 · Surprise 6
  Lowe’s reported quarterly EPS of $4.40. The result exceeded analyst estimates, indicating quarterly profitability above market expectations. The available reporting does not state net income, operating income, or…
• Guidance / OutlookImportance 7 · Surprise 6
  Third-party reporting states that Lowe’s maintained its fiscal 2026 EPS guidance. The report does not provide the numerical EPS range or identify any change to revenue, margin, or capital-expenditure expectations. The…

News · 2026-09-07

• Revenue Performance and MixImportance 36 · Surprise 14
  Lowe’s reported revenue of $25.96 billion for the latest quarter, an 8.3% increase year over year. The revenue increase equals approximately $1.99 billion compared with the prior-year period, exceeding the $779 million…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. Third-party coverage described the payment as part of Lowe’s continuing dividend program and cited the company’s long dividend-growth record. The reported…
• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share, exceeding analyst consensus estimates. The company declared a quarterly dividend of $1.25 per share. The digest did not state a change in the dividend rate,…

News · 2026-09-06

• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share, exceeding analyst consensus estimates. The company declared a quarterly dividend of $1.25 per share. The digest did not state a change in the dividend rate,…

News · 2026-09-05

• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share, exceeding analyst consensus estimates. The company declared a quarterly dividend of $1.25 per share. The digest did not state a change in the dividend rate,…

News · 2026-09-03

• Guidance / OutlookImportance 47 · Surprise 60
  Lowe’s slightly reduced its fiscal 2026 outlook in response to weaker DIY spending. The reporting did not disclose the prior or revised revenue, earnings, margin, or cash-flow guidance figures. Rising mortgage rates…
• Revenue Performance and MixImportance 36 · Surprise 14
  Lowe’s reported revenue of $25.96 billion for the latest quarter, an 8.3% increase year over year. The revenue increase equals approximately $1.99 billion compared with the prior-year period, exceeding the $779 million…
• Workforce Training InvestmentImportance 31 · Surprise 42
  The Lowe's Foundation launched the Building Futures Skilled Trades Coalition with NVIDIA, Bank of America, AT&T, Carrier, General Motors, DEWALT and Duke Energy. The coalition aims to train one million people for…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Lowe’s declared a quarterly dividend of $1.25 per share. Third-party coverage described the payment as part of Lowe’s continuing dividend program and cited the company’s long dividend-growth record. The reported…
• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share, exceeding analyst consensus estimates. The company declared a quarterly dividend of $1.25 per share. The digest did not state a change in the dividend rate,…

News · 2026-09-02

• Workforce Training InvestmentImportance 31 · Surprise 42
  The Lowe's Foundation launched the Building Futures Skilled Trades Coalition with NVIDIA, Bank of America, AT&T, Carrier, General Motors, DEWALT and Duke Energy. The coalition aims to train one million people for…
• Quarterly Results and DividendImportance 9 · Surprise 6
  Lowe’s reported quarterly earnings of $4.40 per share, exceeding analyst consensus estimates. The company declared a quarterly dividend of $1.25 per share. The digest did not state a change in the dividend rate,…

News · 2026-09-01

• Guidance / OutlookImportance 57 · Surprise 60
  Lowe's revised down its fiscal 2026 outlook on September 1, 2026. The reduction reflects continued weakness in discretionary DIY demand despite the company beating second-quarter earnings estimates. Management is…
• Workforce Training InvestmentImportance 31 · Surprise 42
  The Lowe's Foundation launched a coalition with Nvidia, General Motors, and more than 75 partners. The coalition aims to train and certify 1 million skilled tradespeople by 2035. The initiative addresses the U.S.…
• Market Demand TrendsImportance 26 · Surprise 24
  Lowe’s is facing weak discretionary DIY demand as consumers defer larger home-improvement projects. Pro customer sales, digital engagement, and Home Services are identified as key growth areas supporting demand.…
• Macroeconomic Consumer PressureImportance 26 · Surprise 24
  Cautious consumers are deferring large discretionary home-improvement projects amid an unfavorable housing and consumer backdrop. Housing-market pressure is contributing to weak DIY demand for Lowe's. Pro customer…

News · 2026-08-31

• Revenue Performance and MixImportance 36 · Surprise 14
  Lowe’s recent quarterly revenue increased 8.3% year over year to $25.96 billion. Quarterly revenue slightly missed analysts’ expectations despite the reported growth. The company exceeded consensus EPS estimates in the…

News · 2026-08-29

• Quarterly Dividend DeclarationImportance 21 · Surprise 6
  Lowe's Companies declared a quarterly dividend of $1.25 per share, equivalent to $5.00 annually. The dividend is scheduled for payment on November 4, 2026, to shareholders of record as of October 21, 2026. The reported…

News · 2026-08-28

• Dividend IncreaseImportance 34 · Surprise 42
  Lowe’s board declared a quarterly cash dividend of $1.25 per share on August 28, 2026. The dividend is payable on November 4, 2026, to shareholders of record as of October 21, 2026. The declared rate implies an…
• Quarterly Dividend DeclarationImportance 12 · Surprise 6
  Lowe’s declared a quarterly cash dividend of $1.25 per share on August 28, 2026. The dividend is payable November 4, 2026, to shareholders of record as of October 21, 2026. The announcement reflects continued…

10-Q · 2026-08-27

• Liquidity and Debt PositionImportance 75 · Surprise 64
  As of July 31, 2026, Lowe’s held $3.2 billion of cash and cash equivalents and had $5.0 billion of undrawn revolving-credit capacity. The company repaid $2.397 billion of debt in the first six months of fiscal 2026,…
• Capital Expenditure GuidanceImportance 67 · Surprise 50
  Lowe’s stated that capital expenditures support strategic initiatives, existing-store improvements, and expansion plans. Fiscal 2026 capital-expenditure guidance is approximately $2.5 billion. Capital expenditures were…
• Stock Repurchase ProgramImportance 57 · Surprise 64
  Lowe’s repurchased 1.5 million shares in the first six months of fiscal 2026, compared with 0.5 million shares in the prior-year period, a 200% increase. The average repurchase price was $243.42 per share in fiscal…
• Capital Expenditure ProgramImportance 56 · Surprise 38
  Lowe’s spent $1.063 billion on capital expenditures in the first six months of fiscal 2026, up from $1.013 billion in the prior-year period. Fiscal 2026 capital-expenditure guidance is approximately $2.5 billion.…
• Digital Channel GrowthImportance 51 · Surprise 64
  Online sales were a significant contributor to comparable sales, adding approximately 195 basis points in the second quarter of fiscal 2026 versus 85 basis points in the prior-year quarter. Online sales contributed…
• Operating Cash Flow TrendsImportance 49 · Surprise 32
  Net cash provided by operating activities was $7.009 billion in the first six months of fiscal 2026, down from $7.610 billion in the comparable 2025 period. The $601 million decrease was primarily caused by the timing…
• Dividend IncreaseImportance 49 · Surprise 14
  Lowe’s paid approximately $1.3 billion of dividends in the first six months of fiscal 2026. Dividends paid per share increased to $2.40 from $2.30 in the comparable 2025 period, a 4.3% increase. Dividend payments were…
• Revenue Performance and MixImportance 43 · Surprise 32
  Second-quarter fiscal 2026 net sales increased 8.3% to $25.956 billion from $23.959 billion in the prior-year quarter. Six-month net sales increased 9.2% to $49.034 billion from $44.888 billion. Second-quarter…
• Acquisition / Partnership / DivestitureImportance 40 · Surprise 42
  Lowe’s continued integrating Foundation Building Materials (FBM) and Artisan Design Group (ADG) to serve larger Pro customers and capture more planned Pro spending. The company recognized $96 million of pretax…
• Trade Policy and TariffsImportance 37 · Surprise 42
  The United States enacted significant trade-policy changes beginning in 2025, imposing new tariffs on most imported goods. Lowe’s stated that the 2026 tariff environment remained dynamic because of court rulings,…
• Income Tax Rate ChangesImportance 36 · Surprise 14
  The second-quarter effective income-tax rate increased to 24.4% from 24.0% in the prior-year quarter. The six-month effective tax rate increased to 24.5% from 24.0%. The higher six-month rate reduced earnings relative…
• Gross Margin DriversImportance 31 · Surprise 32
  Second-quarter gross margin declined 77 basis points to 33.04% of sales from 33.81% in the prior-year quarter. Six-month gross margin declined 74 basis points to 32.87% from 33.61%. The margin pressure primarily…
• Pro Customer DemandImportance 31 · Surprise 42
  Pro customer momentum supported growth in Rough Plumbing, Electrical, and Tools & Hardware during the second quarter. Lowe’s attributed category growth to repair and maintenance projects, in-depth brand lineups and…
• Strategic InitiativesImportance 31 · Surprise 42
  Lowe’s continued advancing its Total Home strategy through investments in differentiated assortment, in-stock positions, fulfillment capabilities, digital tools, and loyalty programs. The Company identified Pro,…
• Products and TechnologyImportance 26 · Surprise 30
  Lowe’s continued advancing its Total Home strategy through differentiated assortment, strong in-stock positions and expanded brand lineups. Rough Plumbing, Electrical, and Tools & Hardware were the leading…
• Operating Expense TrendsImportance 25 · Surprise 32
  Second-quarter SG&A expense leveraged 25 basis points to 17.17% of sales, compared with 17.42% in the second quarter of fiscal 2025. Six-month SG&A leveraged 21 basis points to 18.10% of sales from 18.31%. The…
• Operating Income and MarginsImportance 25 · Surprise 32
  Second-quarter operating margin decreased 81 basis points to 13.67% from 14.48% despite an 8.3% increase in sales. Six-month operating margin decreased 84 basis points to 12.45% from 13.29%. Second-quarter net earnings…
• Market Demand TrendsImportance 22 · Surprise 32
  Lowe’s reported second-quarter comparable sales growth of 0.2%, with a 2.3% increase in comparable average ticket offset by a 2.1% decline in comparable customer transactions. The home improvement market remained…
• Macroeconomic Consumer PressureImportance 17 · Surprise 24
  Lowe’s reported persistent pressure in discretionary DIY demand during the second quarter of fiscal 2026, alongside periods of challenging weather, elevated fuel prices, and broader economic uncertainty. Customers…

News · 2026-08-26

• Guidance / OutlookImportance 56 · Surprise 68
  Lowe’s cut its full-year outlook amid weaker-than-expected demand in the home-improvement market. The company is now associated with approximately 0.2% comparable-sales growth, versus Home Depot’s reaffirmed 1.7%…
• Revenue Performance and MixImportance 52 · Surprise 68
  Lowe's reported Q2 comparable sales growth of 0.2%, described as essentially flat. DIY demand was weak during the quarter, contributing to the subdued comparable-sales performance. Lowe's cut its full-year outlook…
• Market Demand TrendsImportance 25 · Surprise 32
  Lowe’s reported essentially flat same-store sales, with Q2 comparable sales growth of only 0.2%. The company’s DIY segment was weaker, while rival Home Depot delivered 1.7% comparable sales growth driven by its Pro…
• Macroeconomic Consumer PressureImportance 17 · Surprise 6
  Higher mortgage costs are suppressing consumer spending on home-improvement projects in the United States. The resulting weak housing market is weighing on both Lowe’s and Home Depot’s profits and limiting demand while…

News · 2026-08-24

• Trade Policy and TariffsImportance 34 · Surprise 42
  Lowe’s received an $80 million tariff refund for the quarter ended July 31, 2026. The refund significantly offset fuel and transportation costs during the quarter. Lowe’s CEO said the $80 million payment could…