Overview
Home improvement retailer's Q4 sales rose, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations, rising 2.6% yr/yr
Company awarded $125 mln in bonuses to frontline associates
Outlook
Lowe's expects full-year 2026 total sales of $92 bln to $94 bln
Company forecasts diluted EPS of $11.75 to $12.25 for 2026
Lowe's anticipates capital expenditures of approximately $2.5 bln in 2026
Result Drivers
COMPARABLE SALES GROWTH - Driven by growth in Pro, online, and home services sales, and strong holiday performance
TOTAL HOME STRATEGY - Strategy resonated with both Pro and DIY customers, contributing to strong results
PRODUCTIVITY INITIATIVES - Focused on productivity initiatives to maintain position despite pressured housing market
Company press release: ID:nPn405NSMa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $20.58 bln | $20.34 bln (24 Analysts) |
Q4 Adjusted EPS | Beat | $1.98 | $1.94 (25 Analysts) |
Q4 EPS | $1.78 | ||
Q4 Net Income | $999 mln | ||
Q4 Comparable Sales GROWTH | 1.30% | ||
Q4 Operating Income | $1.71 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the home improvement products & services retailers peer group is "buy"
Wall Street's median 12-month price target for Lowe's Companies Inc is $285.00, about 2.3% above its February 24 closing price of $278.59
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 18 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)