Lowe's (LOW)

Q2 revenue $26B, comp sales +0.2%, adjusted EPS $4.40 with $0.11 tariff benefit offset by elevated fuel costs; updated FY to $92B sales and 11.6% operating margin reflecting cautious consumer and pro competitive pressuring.

Lowe's delivered Q1 2026 sales of $23.1B (+10.3% YoY) with +0.6% comps driven by Pro, Online (+15.5%), and Home Services strength, while affirming FY2026 guidance of $92-94B sales and $12.25-12.75 adjusted EPS despite persistent DIY discretionary weakness.

Lowe's delivered Q4 2025 sales of $20.6B with 1.3% comp growth and adjusted EPS of $12.28, maintaining flat operating margins despite macro headwinds; 2026 guidance projects $92-94B sales with 11.6-11.8% adjusted operating margins, supported by $1B productivity gains and strategic AI investments.

LOW 2027年第2季度财报电话会议的AI生成分析。

LOW 2027年第1季度财报电话会议的AI生成分析。

LOW 2026年第4季度财报电话会议的AI生成分析。

Analyse générée par IA de la conférence téléphonique des résultats du T2 2027 de LOW.

Analyse générée par IA de la conférence téléphonique des résultats du T1 2027 de LOW.

Analyse générée par IA de la conférence téléphonique des résultats du T4 2026 de LOW.

Análisis generado por IA de la llamada de resultados del T2 2027 de LOW.

Análisis generado por IA de la llamada de resultados del T1 2027 de LOW.

Análisis generado por IA de la llamada de resultados del T4 2026 de LOW.

KI-generierte Analyse des Q2 2027 Earnings Calls von LOW.

KI-generierte Analyse des Q1 2027 Earnings Calls von LOW.

KI-generierte Analyse des Q4 2026 Earnings Calls von LOW.