Zacks Investment Research·2d ago
Lowe's (LOW) Dips More Than Broader Market: What You Should KnowIn the latest trading session, Lowe's (LOW) closed at $184.35, marking a -1.55% move from the previous day.
Lowe's faces a challenging outlook characterized by persistent top-line volatility and structural margin limitations within the competitive home improvement sector. While the company maintains aggressive capital return programs, the deepening negative equity p...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains highly sensitive to macroeconomic cycles, swinging from a 17.1% contraction in 2023Q4 to a 10.9% expansion by 2025Q4, while operating margins struggle to scale consistently.
Lowe's offers specialized services and resources for professional customers, including Pro offers, credit, and business tools.
Lowe's is the exclusive retailer for unique products like the Lowe's Katrina Cottage, providing easy construction and affordability.
The company demonstrates robust profitability and cash flow generation, supporting its financial stability.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 19, 2026 | $4.40+4.3% vs $4.22 | $26.0B-0.7% vs $26.1B |
Q2 2026 May 20, 2026 | $3.03+2.0% vs $2.97 | $23.1B+0.4% vs $23.0B |
Q1 2026 Feb 25, 2026 | $1.98+2.1% vs $1.94 | $20.6B+1.2% vs $20.3B |
Q4 2025 Nov 19, 2025 | $3.06+3.0% vs $2.97 | $20.8B+0.1% vs $20.8B |
In the latest trading session, Lowe's (LOW) closed at $184.35, marking a -1.55% move from the previous day.
Both companies' results have been hurt by economic forces beyond their control. Home Depot's results have held up better than those of its longtime rival.
Both home improvement giants have taken a beating this year, but one stock offers retirement investors far more than a discounted price tag, and the difference comes down to where each company stands when the housing market stays frozen.
Dividend Kings are underperforming SPY in September, with a -4.22% average return versus SPY's marginal gain. Despite aggregate weakness, 29 Dividend Kings appear both undervalued and offer a long-term expected return of at least 10%. Recent dividend increases and higher projected earnings growth have modestly improved the Kings' average dividend growth rate to 4.49%.
Benchmark LOW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lowe's Companies, Inc. (LOW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $180.80 | $101.38B | 15.26 | 3.12% | 7.71% | — | 2.6% | |
| $282.85 | $282.03B | 19.88 | 3.24% | 8.41% | 102.69% | — | |
| $31.09 | $16.31B | 15.09 | 4.31% | 5.87% | 35.83% | — | |
| $45.49 | $4.92B | 23.69 | 5.12% | 4.93% | 9.55% | — | |
| $56.25 | $6.05B | 14.46 | -7.38% | 0.71% | 2.46% | — | |
| $68.36 | $13.48B | 17.71 | -3.4% | 11.61% | 2328.95% | — |
Lowe's Companies, Inc. (LOW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lowe's Companies, Inc. (LOW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Jun 2, 2026·SEC
May 20, 2026·SEC
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Lowe's Companies, Inc. (LOW) stock FAQ — growth, dividends, profitability & financials explained
Lowe's Companies, Inc. (LOW) reported $90.43B in revenue for fiscal year 2025. This represents a 951% increase from $8.60B in 1996.
Lowe's Companies, Inc. (LOW) grew revenue by 3.1% over the past year. Growth has been modest.
Yes, Lowe's Companies, Inc. (LOW) is profitable, generating $6.64B in net income for fiscal year 2025 (7.7% net margin).
Yes, Lowe's Companies, Inc. (LOW) pays a dividend with a yield of 2.60%. This makes it attractive for income-focused investors.
Lowe's Companies, Inc. (LOW) generated $7.00B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
