Lowe's Companies Q4 Earnings Call Highlights

3 weeks ago 14

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Sat, February 28, 2026 astatine 10:41 AM CST 8 min read

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Lowe’s reported Q4 income of $20.6 billion with comparable income up 1.3% (fiscal 2025 income $86.3 billion and adjusted EPS $12.28), driven by spot successful Pro, online (online income +10.5%) and Home Services, with winter-storm request providing a boost.
For fiscal 2026 absorption guided to income of $92–$94 billion and comparable income level to +2%, with adjusted EPS of astir $12.25–$12.75, portion informing of ~30–50 bps of dilution from the FBM and ADG acquisitions that are expected to adhd astir $8 billion successful sales.
Leadership emphasized outgo discipline—cutting ~600 firm roles and targeting ~$1 billion successful productivity (PPI) savings successful 2026—while continuing investments successful store improvements, AI tools and a ~$2.5 billion capex program amid humble borderline pressure.
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Home Depot & Lowe’s: Buying the Earnings Dip

Lowe's Companies (NYSE:LOW) reported fourth-quarter income of $20.6 billion, with comparable income expanding 1.3%, arsenic the retailer pointed to spot successful Pro, online, and location services, on with incremental request tied to wintertime tempest activity. For fiscal 2025, the institution posted income of $86.3 cardinal and affirmative comparable income of 0.2%. Adjusted operating borderline was 12.1% for the year, and adjusted net per stock were $12.28, up 2% from the anterior year, according to prepared remarks from Chairman and CEO Marvin Ellison.

Management characterized the manufacture backdrop arsenic challenging, citing persistent volatility successful lodging and continued unit connected big-ticket, discretionary DIY projects. Ellison said consumers stay reluctant to marque important location investments amid inflationary pressures, elevated owe rates, and subdued user confidence. CFO Brandon Sink added that the company’s fourth-quarter comparable income benefited by astir 50 ground points from Winter Storms Fern and Gianna, with the interaction estimated astatine astir 200 ground points successful January alone.

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Comparable mean summons roseate 3.6% successful the quarter, which Sink attributed to terms increases and a premix displacement toward Pro and appliances. Comparable transactions declined 2.3%. On monthly trends, the institution reported affirmative comps of 0.4% successful November, a diminution of 1% successful December, and acceleration to 5.8% successful January arsenic tempest request lifted results.

Ellison said Lowe’s delivered “another 4th of growth” successful Pro arsenic customers responded to inventory investments, job-site transportation capabilities, enhanced work levels, and a much tailored integer experience. He besides noted Lowe’s has expanded its DEWALT assortment, saying the institution present carries its largest enactment of DEWALT powerfulness tools and accessories successful stores and online.

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