Citable filing context

LOW filing events and research context

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LOW's research view summarizes recent SEC filing context, starting with earnings from May 20, 2026.

LOW filing events and research context
FiledItemContext
May 20, 2026earningsLowe's reported Q1 2026 diluted EPS of $2.90 on $23.1 billion sales, with comparable sales up 0.6%.
Feb 25, 2026earningsLowe's reported Q4 2025 adjusted diluted EPS of $1.98 on $20.6 billion in sales, with comparable sales up 1.3%.
Nov 19, 2025earningsLowe's reported Q3 2025 diluted EPS of $2.88, adjusted EPS of $3.06, and 0.4% comparable sales growth.
May 20, 2026Guidance: adjusted_diluted_eps12.25 to 12.75
May 20, 2026Guidance: adjusted_operating_margin11.60 to 11.80
May 20, 2026Guidance: capital_expendituresnot reported to 2.50
May 28, 2026mda_quarterlyLowe's reported a 10.3% net sales increase to $23.1 billion for the first quarter of fiscal 2026, with comparable sales up 0.6%, driven by a 1.5% rise in average ticket despite a 0.9% decline in customer transactions. Net earnings remained consistent at $1.6 billion, resulting in diluted EPS of $2.90, or $3.03 adjusted for $96 million in intangible asset amortization from the 2025 acquisitions of Artisan Design Group (ADG) and Foundation Building Materials (FBM). These acquisitions, which expanded Pro customer offerings in interior surface finishes and building products, impacted profitability, causing a 70 basis point gross margin decline and a 32 basis point deleveraging in depreciation and amortization, though SG&A leveraged 17 basis points. The company generated $3.4 billion in operating cash flow, using $521 million for capital expenditures and repaying $2.4 billion in bond maturities. Share repurchases totaled $365 million, with $10.5 billion remaining in the program, and dividends increased to $1.20 per share. Liquidity remains strong with $0.8 billion cash and $4.6 billion in undrawn credit facilities. Despite a challenging macroeconomic environment and initial weather impacts, demand improved, with strength in Rough Plumbing, Lawn & Garden, and Appliances, reflecting continued growth in the Pro and Online channels. The tariff environment remains dynamic, with uncertainty surrounding potential IEEPA tariff refunds.
Mar 23, 2026businessLowe’s Companies, Inc. is the world’s second-largest home improvement retailer, operating 1,759 stores and over 540 branch locations across the U.S. and Canada, encompassing approximately 196 million square feet of retail space. The company’s updated 2024 "Total Home" omnichannel strategy centers on five pillars: driving Pro customer penetration, accelerating online sales, expanding home services, creating a loyalty ecosystem, and increasing space productivity. A core focus is serving the professional customer, including small-to-medium tradespeople, remodelers, and property managers. Recent acquisitions of Foundation Building Materials (FBM) and Artisan Design Group (ADG) are expanding Lowe's reach to larger Pro customers in residential and commercial markets, supported by enhanced product assortments, improved job site delivery, and a redesigned loyalty program. Lowe's also serves individual homeowners and renters for both DIY and do-it-for-me projects. The company monitors key demand indicators like home price appreciation, housing stock age, and construction activity. Lowe's competes in a highly fragmented market against national chains, specialty retailers, and online platforms, with competitive factors including location, product assortment, pricing, fulfillment, customer service, and omnichannel capabilities leveraging technologies like AI.

Source: SEC EDGAR filing text and events; period May 20, 2026; filed May 20, 2026.

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