Lowe's Q4 sales and adjusted EPS beat estimates

Lowes Companies

25/02/2026 11:08

Overview

Home improvement retailer's Q4 sales rose, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations, rising 2.6% yr/yr

Company awarded $125 mln in bonuses to frontline associates

Outlook

Lowe's expects full-year 2026 total sales of $92 bln to $94 bln

Company forecasts diluted EPS of $11.75 to $12.25 for 2026

Lowe's anticipates capital expenditures of approximately $2.5 bln in 2026

Result Drivers

COMPARABLE SALES GROWTH - Driven by growth in Pro, online, and home services sales, and strong holiday performance

TOTAL HOME STRATEGY - Strategy resonated with both Pro and DIY customers, contributing to strong results

PRODUCTIVITY INITIATIVES - Focused on productivity initiatives to maintain position despite pressured housing market

Company press release: ID:nPn405NSMa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$20.58 bln
$20.34 bln (24 Analysts)
Q4 Adjusted EPS
Beat
$1.98
$1.94 (25 Analysts)
Q4 EPS
$1.78
Q4 Net Income
$999 mln
Q4 Comparable Sales GROWTH
1.30%
Q4 Operating Income
$1.71 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the home improvement products & services retailers peer group is "buy"

Wall Street's median 12-month price target for Lowe's Companies Inc is $285.00, about 2.3% above its February 24 closing price of $278.59

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)