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 9/23/2026, 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 |
Zacks.com users have recently been watching Lowe's (LOW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
While investors pile into pricey AI darlings, a handful of battle-tested Dividend Kings have quietly slipped to levels that scream value, and Wall Street analysts see serious upside ahead for 2027.
The Federal Reserve raised interest rates in September for the first time since 2023, lifting the federal funds target range to 3.75% to 4%, and updated projections showed a strong majority of officials think another increase is possible before year-end. Retail stocks had already spent weeks trading as though that outcome would break the American shopper.
Pershing Square CEO Bill Ackman warned that "hell is coming" in March 2020 before executing a $27 million credit hedge that generated $2.6 billion in proceeds, which he subsequently redeployed into equities during the COVID-19 market crash.
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 |
|---|---|---|---|---|---|---|---|
| $196.14 | $109.98B | 16.55 | 3.12% | 7.71% | — | 2.4% | |
| $305.35 | $304.47B | 21.46 | 3.24% | 8.41% | 102.69% | — | |
| $32.84 | $17.22B | 15.94 | 4.31% | 5.87% | 35.83% | — | |
| $49.09 | $5.31B | 25.57 | 5.12% | 4.93% | 9.55% | — | |
| $60.87 | $6.55B | 15.65 | -7.38% | 0.71% | 2.46% | — | |
| $69.97 | $13.8B | 18.13 | -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
Get notified when LOW posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
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 2.40%. 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.
