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Jan 30
Lowe's Q4 2025 Earnings Report
Lowe’s reported higher sales with positive comparable growth, while earnings declined year over year due to acquisition-related expenses.
Key Takeaways
Lowe’s delivered Q4 revenue growth of 1.3% in comparable sales driven by Pro, online, and holiday demand. Adjusted EPS increased year over year, though GAAP EPS and net income declined due to acquisition-related costs.
Revenue increased year over year with comparable sales up 1.3%.
Adjusted EPS rose to 1.98 despite GAAP EPS declining to 1.78.
Net income declined year over year due to acquisition-related expenses.
Operating margin compressed compared to the prior year.
Revenue by Geographic Location
Forward Guidance
For fiscal 2026, Lowe’s guided for total sales between 92000000000 and 94000000000 with comparable sales expected to be flat to up 2% and adjusted EPS between 12.25 and 12.75.
Positive Outlook
- Total sales expected to grow 7% to 9% year over year.
- Comparable sales expected to be flat to up 2%.
- Adjusted operating margin guided between 11.6% and 11.8%.
- Adjusted EPS projected between 12.25 and 12.75.
- Capital expenditures planned at approximately 2500000000.
Challenges Ahead
- Operating margin guided below prior year levels.
- Macroeconomic uncertainty in home improvement market.
- Net interest expense expected to be approximately 1600000000.
- Effective tax rate projected at approximately 24.5%.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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