LOW · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
LOWES COMPANIES INC · 2026-08-27 · Importance 43 · Surprise 32 · No source text
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 comparable sales increased 0.2%, driven by a 2.3% increase in comparable average ticket that was partially offset by a 2.1% decline in customer transactions. Nine of 13 product categories posted positive comparable sales, led by Rough Plumbing, Electrical, and Tools & Hardware, while Pro and online channels supported growth.
Key facts
- Net sales in the second quarter of fiscal 2026 improved 8.3% to $26.0 billion compared to net sales of $24.0 billion in the second quarter of fiscal 2025. source
- Net sales increased 9.2% to $49.0 billion in the first six months of 2026 compared to 2025. source
- Comparable sales for the second quarter of fiscal 2026 increased 0.2%, consisting of an increase in comparable average ticket of 2.3%, partially offset by a decrease of 2.1% in comparable customer transactions. source
- Average ticket was $107.90 for the three months ended July 31, 2026 and $105.49 for the three months ended August 1, 2025. source
- Average ticket was $107.78 for the six months ended July 31, 2026 and $105.74 for the six months ended August 1, 2025. source
- Nine of our 13 product categories experienced positive comparable store sales in the second quarter of 2026, led by Rough Plumbing, Electrical, and Tools & Hardware. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +16.0% | Net sales increased 9.2% to $49.0 billion in the first six months of 2026 compared to 2025. |
| revenue | positive | realized | +7.7% | Net sales in the second quarter of fiscal 2026 improved 8.3% to $26.0 billion compared to net sales of $24.0 billion in the second quarter… |