Lowes Companies Stock Price, News & Analysis

Lowe's (NYSE: LOW) reported third quarter 2025 net earnings of $1.6 billion and diluted EPS of $2.88 for the quarter ended Oct. 31, 2025, versus diluted EPS of $2.99 a year earlier.

Third quarter adjusted diluted EPS (ex-acquisition costs) rose 5.9% to $3.06. Total sales were $20.8 billion (+$0.6B YoY) with comparable sales +0.4%, driven by online sales +11.4%, double-digit home services growth and continued Pro growth. The company closed the Foundation Building Materials (FBM) acquisition and invested $8.8 billion for that deal during the quarter.

Updated full-year 2025 outlook: $86.0B sales, flat comps, adjusted operating margin 12.1%, adjusted diluted EPS ~$12.25, net interest expense ~$1.4B, capex up to $2.5B.

Lowe's (NYSE: LOW) declared a quarterly cash dividend of $1.20 per share, payable on Feb. 4, 2026 to shareholders of record as of Jan. 21, 2026.

This announcement provides a concrete cash return to shareholders and sets the payment and record dates for investors planning around the dividend.

Lowe's (NYSE: LOW) will hold its Third Quarter 2025 Earnings Conference Call at 9 a.m. ET on Wednesday, Nov. 19, 2025. A live webcast and supplemental materials will be available via the Quarterly Earnings section of Lowe's Investor Relations website at ir.lowes.com, with supplemental materials posted 15 minutes before the call.

A webcast replay will be available from noon ET on Nov. 19, 2025 through Nov. 18, 2026 via Events & Presentations on the Lowe's Investor Relations site by selecting Q3 2025 Lowe's Companies, Inc. Earnings Conference Call.

Building Homes for Heroes, Lowe's (NYSE:LOW), and the Town of Mooresville will break ground on Freedom Hill on Nov. 11, 2025, a purpose-built community estimated to accommodate up to 15 mortgage-free homes for veterans and first responders. The Town donated the land, Lowe's and its customers funded the initiative via Round-Up for Charity, and Building Homes for Heroes will provide wraparound services including financial guidance, health resources, and emergency assistance.

The organization aims to deliver 50 homes in 2025 and reach its 500th home before end of 2026; full construction is expected to begin in 2026. The groundbreaking follows a Veterans Day parade and will include a ceremony at 2 p.m.

Lowe's (NYSE:LOW) unveiled its 2025 holiday program on Oct. 21, 2025, featuring seasonal in-store experiences, member perks, exclusive products and multi-week promotions. Savings begin Oct. 30 with Early Black Friday offers through Nov. 26, one-day online Thanksgiving deals on Nov. 27, Black Friday in-store Doorbusters on Nov. 28, Cyber Monday online deals on Dec. 1, and weekly December deal drops.

Benefits include early access, free member gifts, MyLowe's Rewards and Pro Rewards perks, AI assistant Mylow help, exclusive products (Grinch, Bumble, The Elf on the Shelf "fit"), MrBeast curated picks and a new Heart & Herd pet brand. Stores closed Thanksgiving and Christmas Day.

Lowe's (NYSE: LOW) completed the acquisition of Foundation Building Materials on October 9, 2025 in a transaction valued at approximately $8.8 billion. Foundation Building Materials is a North American distributor of interior building products including drywall, metal framing, ceiling systems, commercial doors and hardware, and insulation.

Under prior owners American Securities and CD&R, FBM grew to a network of over 370 locations serving 40,000 Pro customers and delivered 27% per annum revenue growth and 31% per annum EBITDA growth since 2021. FBM will join Lowe's Total Home strategy to expand products and services for Pro and consumer customers.

Lowe's (NYSE: LOW) completed its acquisition of Foundation Building Materials (FBM) on Oct. 9, 2025, adding an industry-leading building materials distributor with over 370 locations across the U.S. and Canada.

The deal is intended to expand Lowe's Pro product assortment, speed fulfillment, improve digital tools, and provide a trade credit platform. Management expects the acquisition, together with Artisan Design Group, to strengthen Lowe's Pro footprint in key geographies (California, the Northeast, Midwest) and support growth opportunities within a $250 billion total addressable market.

FBM leadership, led by founder Ruben Mendoza, will remain in place; financial and legal advisors were disclosed.

Lowe's (NYSE:LOW) has launched its new 'Earn Your Sunday' marketing campaign featuring NFL stars Saquon Barkley, Justin Jefferson, Christian McCaffrey, C.J. Stroud, and Dak Prescott. The campaign, part of Lowe's 7th consecutive year as the NFL's official home improvement partner, encourages fans to complete home projects before game day.

The initiative includes a first-ever Earn Your Sunday Tour for MyLowe's Rewards members, featuring interactive experiences at select Lowe's stores and NFL stadiums during NBC Sunday Night Football® games. Lowe's will also serve as the presenting sponsor of Football Night in America, with the campaign running across national television, digital, and social media platforms throughout the NFL season.

Lowe's Companies (NYSE:LOW) announced that its board of directors has declared a quarterly cash dividend of $1.20 per share. The dividend will be paid on November 5, 2025, to shareholders who are on record as of October 22, 2025.