Lowe’s Shares Stumble After Warning Of ‘Uncertainty’ In Home Improvement Market
Lowe’s Q4 sales grew 10.9%, driven by pro and online segments, but full-year outlook remains cautious amid housing market and tariff uncertainties.
- On Wednesday, Lowe's Cos reported quarterly revenue of $20.58 billion and adjusted earnings of $1.98 per share, beating estimates, but shares fell after cautious full-year guidance below Wall Street expectations.
- Housing-Market indicators show slowing home turnover and elevated mortgage rates, which mute remodeling demand, while tariff policy remains uncertain after recent Supreme Court and President Donald Trump actions.
- Same-Store sales rose 1.3% in the quarter, with nine of 14 merchandising categories delivering positive comps led by electrical, kitchen and baths, paint and millwork, as Lowe's plans $2.5 billion capital expenditures and invests in pro and home services.
- The company moved to reduce costs through job cuts and productivity actions, cutting 600 corporate and support roles earlier this month while tightening management bonus payout rules and return-to-office requirements.
- Home Depot's stronger quarter contrasted with signs of homeowner caution, while analysts note Lowe's recent acquisitions bulk up its pro business to gain share amid pressures likely lasting into 2026.
15 Articles
15 Articles
Lowe's Q4 Earnings Show Resilience Despite Housing Slump
Quick Read Lowe’s (LOW) beat Q4 expectations with $1.98 EPS and revenue up 10.9% to $20.58B. Shares fell 6%. Lowe’s FY2026 guidance projects comparable sales flat to up 2% amid pressured housing macro. FBM and Artisan Design Group acquisitions added $293M in costs but drove bulk of revenue growth. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Ea…
Home Depot: Homeowners signaling signs of economic concerns
Home Depot reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain. Comparable sales, which track performance at locations open at least a year, rose 0.4% in the quarter ended Feb. 1, better than the average of estimates compiled by Bloomberg. Earnings per share, excluding some items, also outpaced expectations in the period. The results suggest…
Lowe's Reports Fourth Quarter 2025 Sales and Earnings Results
Comparable Sales Increased 1.3% — — Diluted EPS of $1.78; Adjusted Diluted EPS1 of $1.98 — — Provides Full Year 2026 Outlook — MOORESVILLE, N.C., Feb. 25, 2026 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) today reported net earnings of $1.0 billion and diluted earnings per share (EPS) of…
Lowe's provides cautious forecasts as customers delay costly home remodels
Lowe's Cos forecast full-year sales and profit below Wall Street estimates on Wednesday, a more cautious projection than larger rival Home Depot amid a stagnant U.S. housing market and guarded consumer spending.
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