LOWE'S REPORTS FOURTH QUARTER 2025 SALES AND EARNINGS RESULTS

Rhea-AI Summary

Lowe's (NYSE: LOW) reported Q4 2025 net earnings of $1.0B and diluted EPS of $1.78 (adjusted diluted EPS of $1.98, +2.6% YoY). Total Q4 sales were $20.6B, comparable sales +1.3%.

The company recognized $149M pre-tax acquisition expenses and returned $2.6B to shareholders in fiscal 2025, including $673M in Q4 dividends. Fiscal 2026 outlook: $92.0–$94.0B sales, comparable sales flat to +2%, adjusted diluted EPS $12.25–$12.75, and capex ~$2.5B.

Positive

• Total sales of $20.6B in Q4
• Adjusted diluted EPS $1.98 (+2.6% YoY)
• Full‑year 2026 sales guidance of $92.0–$94.0B
• Adjusted diluted EPS guidance of $12.25–$12.75
• Returned $2.6B to shareholders in fiscal 2025

Negative

• GAAP diluted EPS declined to $1.78 from $1.99
• Recognized $149M pre‑tax acquisition expenses in Q4
• Comparable sales modestly increased only 1.3% in Q4
• Guidance assumes comparable sales only flat to +2%

Key Figures

Q4 2025 net earnings: $1.0 billion Q4 2025 diluted EPS: $1.78 Q4 2025 adjusted EPS: $1.98 +5 more

8 metrics

Q4 2025 net earnings $1.0 billion Quarter ended Jan. 30, 2026

Q4 2025 diluted EPS $1.78 GAAP EPS vs $1.99 in Q4 2024

Q4 2025 adjusted EPS $1.98 Up 2.6% vs prior year adjusted EPS

Q4 2025 total sales $20.6 billion Quarter vs $18.6 billion prior-year quarter

Q4 2025 comp sales 1.3% Comparable sales increase for the quarter

FY 2026 sales outlook $92.0–$94.0 billion Full-year 2026 guidance, 7%–9% growth vs prior year

FY 2026 EPS outlook $11.75–$12.25 Diluted EPS guidance for fiscal 2026

FY 2026 capex outlook $2.5 billion Planned capital expenditures for fiscal 2026

Market Reality Check

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Historical Context

5 past events · Latest: Feb 18 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 18	Community impact program	Positive	+0.3%	Announced $100M Community Impact commitment and nationwide renovation nominations.
Feb 18	Earnings call notice	Neutral	+0.3%	Scheduled Q4 & Fiscal 2025 earnings conference call and webcast details.
Feb 17	Payments partnership	Positive	-2.2%	Affirm partnership to offer installment payment options online and in app.
Feb 05	Loyalty program launch	Positive	-0.3%	Launched MyLowe’s Rewards Kids Club to deepen family and loyalty engagement.
Jan 16	Sports partnership	Positive	+0.2%	Expanded Inter Miami CF partnership, including jersey sleeve and stadium role.

Pattern Detected

Recent news has generally produced modest price reactions, with some positive strategic or partnership updates met by small gains and, at times, negative moves, indicating that upbeat headlines do not always translate into strong stock responses.

Recent Company History

Over the past months, Lowe’s issued a mix of community, partnership, and customer engagement news. A $100 million Community Impact commitment and initiatives like the MyLowe’s Rewards Kids Club and the Inter Miami CF partnership highlighted brand-building and outreach. Payments flexibility was expanded via an Affirm partnership. An earnings call announcement on Feb. 18, 2026 set expectations for today’s results, positioning this release as a key financial update following largely strategic and marketing-oriented news.

Market Pulse Summary

This announcement details Q4 2025 results with sales of $20.6 billion, comparable sales up 1.3%, and...

Analysis

This announcement details Q4 2025 results with sales of $20.6 billion, comparable sales up 1.3%, and adjusted EPS of $1.98, alongside fiscal 2026 guidance for $92–$94 billion in sales and EPS of $11.75–$12.25. It follows recent strategic and partnership news that produced modest price moves. Investors may watch how margins track within the guided 11.2%–11.4% operating range and whether comparable sales stay near the forecasted flat to +2% corridor.

Key Terms

diluted earnings per share, adjusted diluted earnings per share, non-gaap financial measure, operating margin, +2 more

6 terms

diluted earnings per share financial

"reported net earnings of $1.0 billion and diluted earnings per share (EPS) of $1.78"

Diluted earnings per share is a measure of a company's profit allocated to each share of stock, taking into account all possible shares that could be created through stock options, convertible bonds, or other securities. It shows the lowest possible earnings per share if all these potential shares were issued, helping investors understand the worst-case scenario for their ownership. This figure matters because it provides a more conservative view of a company's profitability per share.

adjusted diluted earnings per share financial

"Adjusted Diluted EPS1 of $1.98"

Adjusted diluted earnings per share is the company’s net profit per share after accounting for potential extra shares (from options or convertible securities) and removing one‑time or unusual items so the number reflects ongoing business results. Think of it like timing a runner’s steady pace after excluding a few unexpected stops; it gives investors a clearer view of sustainable profit available to each share. Investors use it to compare companies and judge underlying profitability and valuation without short‑term distortions.

non-gaap financial measure regulatory

"Adjusted diluted earnings per share is a non-GAAP financial measure."

A non-GAAP financial measure is a way companies present their financial results that excludes certain expenses or income to show how they believe their core business is performing. It matters because it can give a clearer picture of how the company is really doing, but it can also be used to make results look better than they actually are.

operating margin financial

"Operating income as a percentage of sales (operating margin) of 11.2% to 11.4%"

Operating margin shows how much profit a company makes from its core business activities after paying for costs like wages and materials. It’s useful because it tells you how efficiently a company is running—higher margins mean it keeps more money from each dollar of sales, which can indicate better management or stronger products.

capital expenditures financial

"Capital expenditures of approximately $2.5 billion"

Capital expenditures are the money a company spends to buy or improve big assets like buildings, equipment, or machines that will last a long time. These investments matter because they help the company grow and operate more efficiently, similar to how upgrading a home’s appliances or adding a new room can make it better and more valuable.

effective income tax rate financial

"Effective income tax rate of approximately 24.5%"

The effective income tax rate is the share of a company’s pre-tax profit that it actually pays in income taxes, calculated by dividing total tax expense by pre-tax income. For investors, it shows how much tax reduces a company’s earnings — like knowing the difference between a car’s sticker price and what you actually pay after fees and discounts — and helps compare profitability and cash available for growth or dividends.

AI-generated analysis. Not financial advice.

— 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 $1.78 for the quarter ended Jan. 30, 2026, compared to diluted EPS of $1.99 in the fourth quarter of 2024. During the fourth quarter, the company recognized $149 million in pre-tax expenses associated with the acquisitions of Foundation Building Materials (FBM) and Artisan Design Group (ADG). Excluding these expenses, fourth quarter 2025 adjusted diluted EPS¹ increased 2.6% to $1.98 compared to the prior year adjusted diluted EPS¹.

Total sales for the quarter were $20.6 billion, compared to $18.6 billion in the prior-year quarter. Comparable sales for the quarter increased 1.3%, driven by continued growth in Pro, online, and home services sales, as well as strong holiday performance.

"We delivered strong results this quarter, as our Total Home strategy is resonating with both our Pro and DIY customers, which was evident during a great holiday season. Given our outperformance this quarter, we awarded $125 million in discretionary bonuses to our frontline associates in recognition of their hard work and outstanding customer service," said Marvin R. Ellison, Lowe's chairman, president and CEO. "While the housing macro remains pressured, we are focused on directing what is within our control, which includes our ongoing productivity initiatives. We remain confident that we are well-positioned to take share regardless of the macro environment."

As of Jan. 30, 2026, Lowe's operated 1,759 stores representing approximately 196 million square feet of retail selling space.

Capital Allocation
With a disciplined focus on its capital allocation program, the company remains committed to generating sustainable shareholder value. During the quarter, the company paid $673 million in dividends. For the fiscal year, the company returned $2.6 billion to shareholders through dividends.

1 Adjusted diluted earnings per share is a non-GAAP financial measure. Refer to the "Non-GAAP Financial Measures Reconciliation" section of this release for additional information, as well as reconciliations between the Company's GAAP and non-GAAP financial results.

Lowe's Business Outlook

The company is introducing its outlook for fiscal 2026, which reflects ongoing uncertainty in the home improvement market.

Full Year 2026 Outlook

• Total sales of $92.0 to $94.0 billion or an increase of approximately 7% to 9% compared to prior year
• Comparable sales expected to be flat to up 2% as compared to prior year
• Operating income as a percentage of sales (operating margin) of 11.2% to 11.4%
• Adjusted¹ operating income as a percentage of sales (adjusted operating margin) of 11.6% to 11.8%
• Net interest expense of approximately $1.6 billion
• Effective income tax rate of approximately 24.5%
• Diluted earnings per share of approximately $11.75 to $12.25
• Adjusted¹ diluted earnings per share of approximately $12.25 to $12.75
• Capital expenditures of approximately $2.5 billion

A conference call to discuss fourth quarter 2025 operating results is scheduled for today, Wednesday, Feb. 25, at 9 a.m. ET. The conference call will be available by webcast and can be accessed by visiting Lowe's website at ir.lowes.com and clicking on Lowe's Fourth Quarter 2025 Earnings Conference Call Webcast. Supplemental slides will be available approximately 15 minutes prior to the start of the conference call. A replay of the call will be archived at ir.lowes.com.

	1 Adjusted diluted earnings per share is a non-GAAP financial measure. Refer to the "Non-GAAP Financial Measures Reconciliation" section of this release for additional information, as well as reconciliations between the Company's GAAP and non-GAAP financial results.

Lowe's Companies, Inc.

Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 100 home improvement company serving approximately 16 million customer transactions a week, with total fiscal year 2025 sales of more than $86 billion. Lowe's employs approximately 300,000 associates and operates over 1,700 home improvement stores, 530 branches and 130 distribution centers. Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. For more information, visit Lowes.com.

Disclosure Regarding Forward-Looking Statements

This press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995.  Statements including words such as "believe", "expect", "anticipate", "plan", "desire", "project", "estimate", "intend", "will", "should", "could", "would", "may", "strategy", "potential", "opportunity", "outlook", "scenario", "guidance", and similar expressions are forward-looking statements.  Forward-looking statements involve, among other things, expectations, projections, and assumptions about future financial and operating results, objectives (including objectives related to environmental and social matters), business outlook, priorities, sales growth, shareholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for products and services including customer acceptance of new offerings and initiatives, macroeconomic conditions and consumer spending, share repurchases, and Lowe's strategic initiatives, including those relating to acquisitions and dispositions and the impact of such transactions on our strategic and operational plans and financial results.  Such statements involve risks and uncertainties, and we can give no assurance that they will prove to be correct.  Actual results may differ materially from those expressed or implied in such statements.

A wide variety of potential risks, uncertainties, and other factors could materially affect our ability to achieve the results either expressed or implied by these forward-looking statements including, but not limited to, changes in general economic conditions, such as volatility and/or lack of liquidity from time to time in U.S. and world financial markets and the consequent reduced availability and/or higher cost of borrowing to Lowe's and its customers, slower rates of growth in real disposable personal income that could affect the rate of growth in consumer spending, inflation and its impacts on discretionary spending and on our costs, shortages, and other disruptions in the labor supply, interest rate and currency fluctuations, home price appreciation or decreasing housing turnover, age of housing stock, the availability of consumer credit and of mortgage financing, trade policy changes or additional tariffs, outbreaks of pandemics, fluctuations in fuel and energy costs, inflation or deflation of commodity prices, natural disasters, geopolitical or armed conflicts, acts of both domestic and international terrorism, and other factors that can negatively affect our customers.

Investors and others should carefully consider the foregoing factors and other uncertainties, risks and potential events including, but not limited to, those described in "Item 1A - Risk Factors" in our most recent Annual Report on Form 10-K and as may be updated from time to time in Item 1A in our quarterly reports on Form 10-Q or other subsequent filings with the SEC. All such forward-looking statements speak only as of the date they are made, and we do not undertake any obligation to update these statements other than as required by law.

LOW-IR

Contacts:	Shareholder/Analyst Inquiries:		Media Inquiries:
	Kate Pearlman		Steve Salazar
	704-775-3856		steve.j.salazar@lowes.com
	kate.pearlman@lowes.com

 

Lowe's Companies, Inc. Consolidated Statements of Current Earnings and Accumulated Deficit (Unaudited) In Millions, Except Per Share and Percentage Data
	Three Months Ended								Fiscal Year Ended
	January 30, 2026				January 31, 2025				January 30, 2026				January 31, 2025
Current Earnings	Amount		% Sales		Amount		% Sales		Amount		% Sales		Amount		% Sales
Net sales	$  20,584		100.00		$  18,553		100.00		$  86,286		100.00		$  83,674		100.00
Cost of sales	13,903		67.54		12,456		67.14		57,401		66.52		55,797		66.68
Gross margin	6,681		32.46		6,097		32.86		28,885		33.48		27,877		33.32
Expenses:
Selling, general and administrative	4,409		21.42		3,822		20.59		16,791		19.46		15,682		18.74
Depreciation and amortization	564		2.74		445		2.40		1,941		2.25		1,729		2.07
Operating income	1,708		8.30		1,830		9.87		10,153		11.77		10,466		12.51
Interest – net	403		1.96		328		1.77		1,406		1.63		1,313		1.57
Pre-tax earnings	1,305		6.34		1,502		8.10		8,747		10.14		9,153		10.94
Income tax provision	306		1.49		377		2.04		2,093		2.43		2,196		2.63
Net earnings	$       999		4.85		$    1,125		6.06		$    6,654		7.71		$    6,957		8.31
Weighted average common shares outstanding      – basic	560				562				559				567
Basic earnings per common share (1)	$      1.78				$      2.00				$    11.87				$    12.25
Weighted average common shares outstanding      – diluted	561				563				560				568
Diluted earnings per common share (1)	$      1.78				$      1.99				$    11.85				$    12.23
Cash dividends per share	$      1.20				$      1.15				$      4.75				$      4.55
Accumulated Deficit
Balance at beginning of period	$  (11,165)				$  (13,993)				$  (14,799)				$  (15,637)
Net earnings	999				1,125				6,654				6,957
Cash dividends declared	(673)				(645)				(2,664)				(2,578)
Share repurchases	—				(1,286)				(30)				(3,541)
Balance at end of period	$  (10,839)				$  (14,799)				$  (10,839)				$  (14,799)

(1) Under the two-class method, earnings per share is calculated using net earnings allocable to common shares, which is derived by reducing net earnings by the earnings allocable to participating securities.  Net earnings allocable to common shares used in the basic and diluted earnings per share calculation were $997 million and $1,122 million for the three months ended January 30, 2026, and January 31, 2025, respectively.  Net earnings allocable to common shares used in the basic and diluted earnings per share calculation were $6,636 million and $6,940 million for the fiscal years ended January 30, 2026, and January 31, 2025, respectively.

 

Lowe's Companies, Inc. Consolidated Statements of Comprehensive Income (Unaudited) In Millions, Except Percentage Data
	Three Months Ended								Fiscal Year Ended
	January 30, 2026				January 31, 2025				January 30, 2026				January 31, 2025
	Amount		% Sales		Amount		% Sales		Amount		% Sales		Amount		% Sales
Net earnings	$       999		4.85		$    1,125		6.06		$    6,654		7.71		$    6,957		8.31
Cash flow hedges – net of tax	(3)		(0.01)		(4)		(0.02)		(17)		(0.02)		(13)		(0.02)
Other	—		—		—		—		—		—		1		0.01
Other comprehensive loss	(3)		(0.01)		(4)		(0.02)		(17)		(0.02)		(12)		(0.01)
Comprehensive income	$       996		4.84		$    1,121		6.04		$    6,637		7.69		$    6,945		8.30

 

Lowe's Companies, Inc. Consolidated Balance Sheets (Unaudited) In Millions, Except Par Value Data
		January 30, 2026		January 31, 2025
Assets
Current assets:
Cash and cash equivalents		$                           982		$                        1,761
Short-term investments		370		372
Receivables - net		1,090		94
Merchandise inventory - net		17,300		17,409
Other current assets		1,213		722
Total current assets		20,955		20,358
Property, less accumulated depreciation		18,362		17,649
Operating lease right-of-use assets		4,303		3,738
Long-term investments		319		277
Deferred income taxes - net		—		244
Goodwill		3,945		311
Intangible assets - net		5,908		277
Other assets		352		248
Total assets		$                      54,144		$                      43,102
Liabilities and shareholders' deficit
Current liabilities:
Current maturities of long-term debt		$                        2,431		$                        2,586
Current operating lease liabilities		713		563
Accounts payable		9,762		9,290
Accrued compensation and employee benefits		1,285		1,008
Deferred revenue		1,477		1,358
Other current liabilities		3,795		3,952
Total current liabilities		19,463		18,757
Long-term debt, excluding current maturities		37,490		32,901
Noncurrent operating lease liabilities		4,043		3,628
Deferred income taxes - net		1,039		—
Deferred revenue - Lowe's protection plans		1,262		1,268
Other liabilities		764		779
Total liabilities		64,061		57,333
Shareholders' deficit:
Preferred stock, $5 par value: Authorized - 5.0 million shares; Issued and outstanding - none		—		—
Common stock, $0.50 par value: Authorized - 5.6 billion shares; Issued and outstanding - 561 million and 560 million, respectively		281		280
Capital in excess of par value		370		—
Accumulated deficit		(10,839)		(14,799)
Accumulated other comprehensive income		271		288
Total shareholders' deficit		(9,917)		(14,231)
Total liabilities and shareholders' deficit		$                      54,144		$                      43,102

 

Lowe's Companies, Inc. Consolidated Statements of Cash Flows (Unaudited) In Millions
	Fiscal Year Ended
	January 30, 2026		January 31, 2025
Cash flows from operating activities:
Net earnings	$                        6,654		$                        6,957
Adjustments to reconcile net earnings to net cash provided by operating activities:
Depreciation and amortization	2,194		1,972
Noncash lease expense	572		520
Deferred income taxes	256		9
Loss on property and other assets – net	53		5
Gain on sale of business	—		(177)
Share-based payment expense	247		221
Changes in operating assets and liabilities:
Merchandise inventory – net	703		(514)
Other operating assets	(243)		93
Accounts payable	73		633
Other operating liabilities	(645)		(94)
Net cash provided by operating activities	9,864		9,625
Cash flows from investing activities:
Purchases of investments	(1,693)		(1,286)
Proceeds from sale/maturity of investments	1,658		1,204
Capital expenditures	(2,213)		(1,927)
Proceeds from sale of property and other long-term assets	82		105
Proceeds from sale of business	—		177
Acquisitions of businesses - net	(10,088)		—
Other – net	(10)		(11)
Net cash used in investing activities	(12,264)		(1,738)
Cash flows from financing activities:
Net proceeds from issuance of debt	6,974		—
Repayment of debt	(2,587)		(545)
Proceeds from issuance of common stock under share-based payment plans	149		159
Cash dividend payments	(2,636)		(2,566)
Repurchases of common stock	(211)		(4,053)
Other – net	(68)		(42)
Net cash provided by/(used in) financing activities	1,621		(7,047)
Net (decrease)/increase in cash and cash equivalents	(779)		840
Cash and cash equivalents, beginning of period	1,761		921
Cash and cash equivalents, end of period	$                           982		$                        1,761

Lowe's Companies, Inc.
Non-GAAP Financial Measure Reconciliation (Unaudited)

To provide additional transparency, the Company has presented the non-GAAP financial measure of adjusted diluted earnings per share for the three months ended January 30, 2026 and January 31, 2025.  This measure excludes the impact of certain items, further described below, not contemplated in Lowe's Business Outlook to assist analysts and investors in understanding operational performance for the fourth quarter of fiscal 2025.

Fiscal 2025 Impacts:
During fiscal 2025, the Company recognized financial impacts from the following:

• In the fourth quarter of fiscal 2025, the Company recognized pre-tax expenses of $149 million consisting of transaction costs and intangible asset amortization related to the acquisition of Artisan Design Group and Foundation Building Materials (Acquisition of businesses).

Fiscal 2024 Impacts:
During fiscal 2024, the Company recognized financial impacts from the following:

• In the fourth quarter of fiscal 2024, the Company recognized pre-tax income of $80 million consisting of a realized gain on the contingent consideration associated with the fiscal 2022 sale of the Canadian retail business (Canadian retail business transaction).

In addition, the Company has presented full year fiscal 2026 guidance of the non-GAAP financial measures adjusted operating margin and adjusted diluted earnings per share, which exclude the impact of intangible asset amortization, and related tax effects if applicable, related to the acquisitions of Artisan Design Group and Foundation Building Materials.  When evaluated with our GAAP results, we believe these non-GAAP measures provide investors with meaningful measures of comparable performance.

Adjusted operating margin and adjusted diluted earnings per share should not be considered an alternative to, or more meaningful indicator of, the Company's operating margin or diluted earnings per share as prepared in accordance with GAAP.  The Company's methods of determining non-GAAP financial measures may differ from the method used by other companies and may not be comparable.

A reconciliation between the Company's GAAP and non-GAAP financial results is shown below and available on the Company's website at ir.lowes.com.

	Three Months Ended
	January 30, 2026						January 31, 2025
Adjusted Diluted Earnings Per Share	Pre-Tax Earnings		Tax1		Net Earnings		Pre-Tax Earnings		Tax1		Net Earnings
Diluted Earnings Per Share, As Reported					$       1.78						$       1.99
Acquisition of businesses	0.27		(0.07)		0.20		—		—		—
Canadian retail business transaction	—		—		—		(0.14)		0.08		(0.06)
Adjusted Diluted Earnings Per Share					$       1.98						$       1.93

1 Represents the tax benefit or expense related to the item excluded from adjusted diluted earnings per share.

Our adjusted operating margin and adjusted diluted earnings per share guidance for fiscal 2026 excludes an expected 40 basis point and $0.50 after tax impact, respectively, from intangible asset amortization. 

View original content to download multimedia:https://www.prnewswire.com/news-releases/lowes-reports-fourth-quarter-2025-sales-and-earnings-results-302696423.html

SOURCE Lowe's Companies, Inc.

FAQ

What were Lowe's (LOW) Q4 2025 earnings and adjusted EPS?

Lowe's reported diluted EPS of $1.78 for Q4 2025, with adjusted diluted EPS of $1.98. According to the company, net earnings were $1.0 billion and total Q4 sales reached $20.6 billion, with comparable sales up 1.3%.

What is Lowe's (LOW) full‑year 2026 sales and EPS outlook?

Lowe's forecasts fiscal 2026 sales of $92.0 to $94.0 billion and adjusted diluted EPS of $12.25 to $12.75. According to the company, comparable sales are expected to be flat to up 2% and operating margin around 11.6%–11.8%.

How did acquisitions affect Lowe's (LOW) Q4 2025 results?

Lowe's recorded $149 million in pre-tax acquisition expenses in Q4 2025 related to FBM and ADG acquisitions. According to the company, excluding these expenses adjusted diluted EPS increased 2.6% year‑over‑year to $1.98.

How much did Lowe's (LOW) return to shareholders in fiscal 2025?

Lowe's returned $2.6 billion to shareholders in fiscal 2025, including $673 million in Q4 dividend payments. According to the company, this reflects its disciplined capital allocation and ongoing shareholder return priorities.

What drove Lowe's (LOW) comparable sales growth in Q4 2025?

Comparable sales increased 1.3% in Q4 2025, driven by growth in Pro, online, and home services plus strong holiday performance. According to the company, Total Home strategy resonated with both Pro and DIY customers.

What capital spending did Lowe's (LOW) guide for fiscal 2026?

Lowe's guided capital expenditures of approximately $2.5 billion for fiscal 2026. According to the company, this capex supports store operations, distribution, and initiatives under its Total Home strategy while maintaining disciplined allocation.