Lowe`s Cos. Inc NYSE:LOW Price, Chart, News & Insight

Lowe’s Stock Rises 2.2% as Pro and Online Growth Offset Weak DIY Demand

Lowe’s (NYSE: LOW) shares rose about 2.2% on Wednesday after the home-improvement retailer reported second-quarter 2026 results showing continued comparable-sales growth, strong momentum in its Pro and digital businesses, and resilient profitability despite persistent pressure on discretionary DIY spending.

The positive stock reaction comes even as Lowe’s narrowed its full-year outlook toward the lower end of its previous ranges, suggesting investors are focusing on underlying business momentum and the company’s ability to maintain earnings in a difficult home-improvement environment.

Sales Rise as Pro and Online Businesses Strengthen

Second-quarter sales increased to $26.0 billion from $24.0 billion a year earlier. Comparable sales rose 0.2%, marking Lowe’s fifth consecutive quarter of positive comparable-sales growth.

Growth was led by Pro customers and home services, while online sales jumped 15.7%. These gains helped offset continued weakness in discretionary DIY spending, which remains sensitive to housing-market conditions and consumer spending patterns.

Net earnings reached $2.4 billion, while diluted EPS was unchanged from a year earlier at $4.27. Excluding $96 million of pre-tax expenses related to the acquisitions of Foundation Building Materials and Artisan Design Group, adjusted EPS increased 1.6% to $4.40.

Both reported and adjusted EPS included an $0.11 benefit from IEEPA tariff refunds.

Lowe’s Narrows 2026 Outlook

The main weakness in the report came from Lowe’s updated full-year guidance. The company now expects fiscal 2026 sales of approximately $92 billion, compared with its previous $92 billion-$94 billion range.

Comparable sales are now expected to be flat, versus the previous forecast of flat to 2% growth. Adjusted EPS is projected at approximately $12.25, compared with the previous $12.25-$12.75 range, while adjusted operating margin is expected at 11.6%.

The guidance reduction indicates that Lowe’s continues to expect a challenging consumer environment, particularly for larger discretionary DIY projects.

Why LOW Stock Is Rising

Despite the softer full-year outlook, Wednesday’s 2.2% gain likely reflects several encouraging underlying trends. Pro, online and home-services sales continue to grow, comparable sales remained positive despite weak DIY demand, and adjusted EPS still increased year over year.

For investors, the report also provides evidence that Lowe’s efforts to expand beyond its traditional DIY customer base are helping make the business more resilient. The strength of its Pro segment is particularly important as Lowe’s competes with Home Depot for professional contractors and larger project spending.

The key issue ahead will be whether continued growth in Pro and digital channels can offset prolonged weakness in discretionary home-improvement demand during the second half of 2026.

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WS News 08-19-26

Lowe's Slips 2.6% as Tepid Comp Sales and Acquisition Costs Disappoint Alongside TJX's Blowout

Lowe's fell 2.6% today in a session where the contrast with TJX's standout performance next door in the retail space could hardly have been sharper. The home improvement giant delivered a solid but uninspiring first quarter that affirmed rather than raised its full-year outlook, leaving investors wanting more.

Total sales for the quarter ended May 1, 2026 came in at $23.1 billion, up from $20.9 billion a year ago, with the increase largely reflecting the acquisitions of Foundation Building Materials and Artisan Design Group rather than organic momentum. Comparable sales grew just 0.6%, the fourth consecutive positive comp quarter but a figure that signals a business still navigating a difficult housing market rather than accelerating through it. Online sales were a genuine bright spot, growing 15.5%, alongside continued strength in appliances, home services and Pro sales.

GAAP diluted EPS came in at $2.90, essentially flat with $2.92 a year ago, weighed down by $96 million in pre-tax acquisition-related expenses. Adjusted diluted EPS grew a more respectable 3.8% to $3.03. Net earnings were $1.6 billion. The company paid $674 million in dividends during the quarter but did not repurchase shares, directing capital instead toward integration of its recent acquisitions.

The full-year 2026 outlook was affirmed rather than raised, with total sales of $92 billion to $94 billion, comparable sales of flat to up 2%, and adjusted diluted EPS of $12.25 to $12.75. The absence of an upgrade, coming on a day when TJX raised guidance across every metric, likely amplified the negative market reaction.

CEO Marvin Ellison acknowledged the challenging housing macro while pointing to spring execution and Pro momentum as reasons for confidence. The 2.6% decline reflects a market that found the results adequate but not compelling — particularly on a day when the bar for retail outperformance was set conspicuously high by a direct peer.

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WS Investor 05-20-26

Lowe’s launches spring promotions with free same-day delivery on mulch

March 25, 2026 — Lowe’s kicked off its spring home improvement season with a series of promotions, including free same-day delivery on mulch for loyalty program members on eligible orders over $25.

The retailer’s “SpringFest” campaign, running from March 26 to April 22, features discounts across key categories such as lawn and garden, outdoor equipment, appliances, and paint, alongside exclusive offers for MyLowe’s Rewards and Pro members.

Lowe’s said the initiative aims to support homeowners and professional contractors as demand rises for seasonal projects, combining savings, loyalty incentives, and expanded delivery options to enhance customer convenience.

The company also highlighted growing membership engagement, with its rewards program surpassing 30 million users nationwide.
PRNewswire

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WS Investor 03-25-26

Lowe's Companies Inc. Launches HomeCare+ Subscription Service

Lowe's Companies Inc. introduced HomeCare+, a nationwide home maintenance subscription priced at $99 per year, aimed at simplifying routine household upkeep for its MyLowe’s Rewards members.

The service includes two annual in-home visits by Lowe’s associates, covering up to seven essential maintenance tasks per visit such as HVAC filter replacement, dryer vent cleaning, water heater flushing, and safety-related battery replacements. The program is designed to reduce the burden of routine home maintenance while leveraging Lowe’s in-store workforce for service delivery.

HomeCare+ also integrates into Lowe’s broader loyalty ecosystem, offering members additional benefits such as discounts on maintenance-related products and upgraded rewards status. The initiative reflects Lowe’s strategy to deepen customer engagement through recurring service-based offerings beyond traditional retail sales.
PRNewswire

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WS Investor 03-17-26

Lowe's Companies, Inc. posts Q4 comparable sales growth, outlines 2026 outlook

Lowe’s reported fourth-quarter net earnings of $1.0 billion and diluted EPS of $1.78 for the period ended Jan. 30, 2026, compared with $1.99 a year earlier. Adjusted diluted EPS rose 2.6% year over year to $1.98, excluding $149 million in pre-tax acquisition-related expenses tied to Foundation Building Materials and Artisan Design Group.

Quarterly sales increased to $20.6 billion from $18.6 billion in the prior-year period, while comparable sales rose 1.3%, driven by growth in Pro, online and home services, along with solid holiday demand. During the quarter, the company paid $673 million in dividends and returned $2.6 billion to shareholders for the full fiscal year.

For fiscal 2026, Lowe’s expects total sales of $92.0 billion to $94.0 billion, representing growth of approximately 7% to 9%, with comparable sales projected to be flat to up 2%. The company forecasts diluted EPS of $11.75 to $12.25 and capital expenditures of about $2.5 billion.

Source: PR Newswire

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The Investor 02-25-26

Lowe's Companies, Inc. (NYSE: LOW) announced that it will hold its Fourth Quarter Earnings Conference Call at 9 a.m. Eastern time on Wednesday, Feb. 25

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Global Finance News 02-18-26

Lowe's Companies Inc. announced enhancements to its Pro offering aimed at small- to medium-size contractors, expanding product access, digital tools and rewards benefits to simplify purchasing and day-to-day business management.

The company expanded its Pro Extended Aisle, giving builders access to job-lot quantities, real-time inventory and pricing, bulk quoting and direct-to-jobsite delivery through a growing supplier network.

Digital upgrades on Lowes*com and the Lowe’s app now allow Pros to build and submit quotes from the job site, track orders, access full purchase history, generate spend reports by job or client, use a “Buy It Again” reorder tool, authorize crew purchases and integrate with QuickBooks and Quicken. A digital wallet also supports multiple payment methods.

Through MyLowe’s Pro Rewards, members earn points on qualifying purchases redeemable for MyLowe’s Money and products, receive free shipping and can access 5% daily savings with the Pro Rewards Credit Card. Additional benefits include a 20% paint discount after qualifying annual spend. The program features tiered levels—Gold, Platinum and Titanium—structured to help smaller Pros reach status faster.

Lowe’s also strengthened industry partnerships, including its role as NAHB’s Exclusive Member Savings Program Home Improvement Retailer, offering linked members preferred pricing, bulk discounts and customized quotes.

The company said the combined enhancements are designed to help contractors source materials more efficiently, manage spending and keep projects on schedule.

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The Investor 02-17-26

Lowe's Companies, Inc. launched MyLowe’s Rewards Kids Club, expanding its long-running Kids Workshops into a more integrated family-focused platform. For the first time, parents can add children directly to their MyLowe’s Rewards profile, enabling digital tracking of workshop participation through badges, simplified registration for multiple kids, and access to free monthly, in-store DIY workshops supported by Lowe’s associates.

The Kids Club combines hands-on building activities with small in-store experiences designed to foster family connection and reduce screen time, responding to research showing strong parent interest in shared, screen-free activities. Registration for the program is now open, with the next nationwide workshop scheduled for February 21.

Source: Lowe’s Companies, Inc., February 5, 2026

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WS Investor 02-06-26

Inter Miami CF and Lowe’s have renewed and expanded their partnership, elevating Lowe’s to a Main Partner of the club, Official Jersey Sleeve Partner across all teams, and a Founding Partner of Miami Freedom Park. The enhanced agreement builds on a collaboration that began in 2024 and coincides with Inter Miami’s preparation for the opening of its new stadium and entertainment district in 2026, following the club’s 2025 MLS Cup victory. Under the expanded partnership, Lowe’s will support construction and development across Miami Freedom Park, including the stadium and surrounding public spaces, while also strengthening its presence in player development, fan engagement, and community initiatives. Lowe’s will continue its role as presenting partner of the Dreams Cup, reinforcing its focus on youth development, and will maintain community events, on-site activations, and digital integrations tied to the club’s growing national profile.

Source: Lowe's Companies, Inc. press release via PRNewswire, January 16, 2026

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Global Finance News 01-18-26

Lowe’s Companies, Inc. (LOW) Q3 2025: modest growth, higher adjusted EPS, outlook tweaked after FBM deal

Lowe’s Companies, Inc. reported third quarter 2025 net earnings of 1.6 billion dollars, with diluted EPS of 2.88 dollars, down from 2.99 dollars a year earlier due to 129 million dollars of pre-tax acquisition-related costs for Foundation Building Materials (FBM) and Artisan Design Group (ADG). Excluding these items, adjusted diluted EPS rose 5.9% to 3.06 dollars.

Total sales increased to 20.8 billion dollars from 20.2 billion dollars in the prior-year quarter, while comparable sales edged up 0.4%, supported by 11.4% online growth, double-digit gains in home services and continued growth in Pro customer sales. As of 31 October 2025, Lowe’s operated 1,756 stores, covering 195.8 million square feet of selling space.

The company deployed 8.8 billion dollars during the quarter to acquire FBM and paid 673 million dollars in dividends, reaffirming its focus on long-term shareholder returns.

For full-year 2025, Lowe’s now expects total sales of about 86.0 billion dollars and flat comparable sales versus 2024. The company guides to an adjusted operating margin of 12.1%, net interest expense of roughly 1.4 billion dollars, an effective tax rate of about 24.0%, and adjusted diluted EPS of approximately 12.25 dollars, with capital expenditures up to 2.5 billion dollars. The updated outlook incorporates FBM and reflects ongoing macroeconomic uncertainty.

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Global Finance News 11-19-25

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