Lowe's faces a challenging outlook characterized by persistent top-line volatility and structural margin limitations within the competitive home improvement sector.
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 11/7/2026, 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 |
Housing is stalling, guidance is shrinking, and buybacks have gone quiet. Yet one line item at Lowe's keeps climbing, and the size of next spring's raise could reveal how worried management really is.
Boston Trust Walden Corp lessened its holdings in shares of Lowe's Companies, Inc. (NYSE: LOW) by 9.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 185,216 shares of the home improvement retailer's stock after selling 20,396 shares during the
Housing stocks soared in response to the Democratic victory in the midterm election. Interest rates edged lower, a sign investors expect inflation to ease.
Investment newsletters' favorite Dividend Aristocrat stocks
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 |
|---|---|---|---|---|---|---|---|
| $224.55 | $125.91B | 18.93 | 3.12% | 7.34% | — | 2.1% | |
| $343.47 | $342.48B | 24.05 | 3.24% | 8.41% | 102.69% | 2.67% | |
| $36.35 | $19.06B | 19.40 | 4.31% | 6.13% | 37.64% | 2.52% | |
| $51.25 | $5.54B | 22.81 | 5.12% | 5.05% | 9.74% | — | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $82.22 | $16.21B | 17.40 | -3.4% | 12.07% | — | 1.51% |
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 over the trailing twelve months. Revenue was $86.29B in fiscal year 2025. That is 903% more than the $8.60B of fiscal year 1996.
Lowe's Companies, Inc. (LOW) grew revenue by 8.2% over the trailing twelve months, compared with the twelve months before.
Yes. Lowe's Companies, Inc. (LOW) earned $6.64B in net income over the trailing twelve months (a 7.3% net margin).
Yes. Lowe's Companies, Inc. (LOW) pays a dividend that yields 2.10% at the current price, a moderate yield.
Lowe's Companies, Inc. (LOW) generated $7.00B in free cash flow over the trailing twelve months.
