Lowes Companies (LOW) earnings
- Jul 2026
- Jan 2026
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 25,956 | +8.3% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 13.7 | −0.8 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 2,399 | +0.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
19 of 23 judged targets kept · 29 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q1 adjusted operating margin rate | approximately 20 basis points below the bottom end of our full-year guide, due to the dilutive impact of the acquisitions | Jan 2026 | Adjusted operating margin rate of 11.5% was down 43 basis points versus prior year, also in line with our expectations | Achieved |
| Full-year adjusted diluted EPS | approximately $12.25 to $12.75 | Jan 2026 | full year adjusted diluted earnings per share of approximately $12.25 and to $12.75 | On Track |
4 of LOWES COMPANIES INC's 52 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 50 more targets are in the full ledger.
Price
Performance −19.9% 1Y
1Y: $244.7 on 17 Oct 2025 → $195.92. High $287.39 (13 Feb 2026), low $179.5 (5 Oct 2026).
- Previous close
- $197.38
- 52-week range
- $179.5 – $287.39
- One year
- −19.13%
Overview
- Symbol
- LOW
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
19 of 23 judged targets kept · 29 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q1 adjusted operating margin rate | approximately 20 basis points below the bottom end of our full-year guide, due to the dilutive impact of the acquisitions | Jan 2026 | Adjusted operating margin rate of 11.5% was down 43 basis points versus prior year, also in line with our expectations | Achieved |
| Full-year adjusted diluted EPS | approximately $12.25 to $12.75 | Jan 2026 | full year adjusted diluted earnings per share of approximately $12.25 and to $12.75 | On Track |
The full ledger
Open LOWES COMPANIES INC’s full ledger
A free account opens 5 company ledgers a month. All 52 tracked commitments, with each call’s wording and source.
Financials
What the filings say
Net profit, year on year: 0% (quarter to jul 2026 against aug 2025).
| Line item | Nov 2024 | Jan 2025 | May 2025 | Aug 2025 | Oct 2025 | Jan 2026 | May 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 20,170 | 18,554 | 20,930 | 23,959 | 20,813 | 20,584 | 23,078 | 25,956 |
| Operating profit | 2,536 | 1,830 | 2,494 | 3,469 | 2,481 | 1,709 | 2,554 | 3,549 |
| Operating margin | 12.6% | 9.9% | 11.9% | 14.5% | 11.9% | 8.3% | 11.1% | 13.7% |
| Profit before tax | 2,219 | 1,503 | 2,157 | 3,156 | 2,129 | 1,305 | 2,155 | 3,175 |
| Tax rate | 23.6% | 25.2% | 23.9% | 24.0% | 24.1% | 23.4% | 24.4% | 24.4% |
| Net profit | 1,695 | 1,124 | 1,641 | 2,398 | 1,616 | 999 | 1,628 | 2,399 |
| EPS ($ per share) | 2.99 | — | 2.93 | 4.28 | 2.88 | — | 2.90 | 4.28 |
| Line item | Feb 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Feb 2023 | Feb 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 3,452 | 1,727 | 1,117 | -5,115 | -14,862 | -15,637 | -14,799 | -10,839 |
| Total liabilities | 30,864 | 37,499 | 45,298 | 49,456 | 57,962 | 56,845 | 57,333 | 64,061 |
| Fixed assets | 18,432 | 18,769 | 19,155 | 19,071 | 17,567 | 17,653 | 17,649 | 18,362 |
| Investments | 218 | 160 | 506 | 271 | 384 | 307 | 372 | 370 |
| Total assets | 34,508 | 39,471 | 46,735 | 44,640 | 43,708 | 41,795 | 43,102 | 54,144 |
| Line item | Feb 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Feb 2023 | Feb 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 6,193 | 4,296 | 11,049 | 10,113 | 8,589 | 8,140 | 9,625 | 9,864 |
| Cash from investing | -1,080 | -1,369 | -1,894 | -1,646 | -1,309 | -1,901 | -1,738 | -12,264 |
| Cash from financing | -5,124 | -2,735 | -5,191 | -12,016 | -7,049 | -6,666 | -7,047 | 1,621 |
| Net cash flow | -77 | 205 | 3,974 | -3,557 | 215 | -427 | 840 | -779 |
| Capital expenditure | -1,174 | -1,484 | -1,791 | -1,853 | -1,829 | -1,964 | -1,927 | -2,213 |
| Free cash flow | 5,019 | 2,812 | 9,258 | 8,260 | 6,760 | 6,176 | 7,698 | 7,651 |
LOW revenue by segment
| Segment | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 89% | 92% | 93% | +0.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2027 · share of revenue
- US 100%
- CA <1%
As LOW cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
43 filings between Nov 24, 2025 and Sep 15, 2026.
Open market
decisions to buy or sellPurchases
$231.1K
1 purchase by 1 insider
Sales
$13.17M
7 sales by 5 insiders
43% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 14
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Ellison Marvin R | — | $4.70M | Jan 9, 2026 |
| Dupre Janice | — | $3.14M | Jun 16, 2026 |
| Vance Quonta D | — | $2.67M | Mar 4, 2026 |
| PRYOR JULIETTE WILLIAMS | — | $2.10M | Jun 17, 2026 |
| Vagell Margrethe R | — | $559.6K | Jun 18, 2026 |
| Simkins Lawrence | $231.1K | — | Nov 24, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Filipponi Adam D EVP, Strategy & Business Dev | Award | 3,212 | $0 |
| Sep 15, 2026 | Godbole Seemantini EVP, CI & AI Officer | Award | 396 | $0 |
| Sep 15, 2026 | Vance Quonta D EVP, Stores | Tax withheld | 848 | $165.0K |
| Sep 15, 2026 | Wilson Jennifer Elizabeth EVP, Chief Marketing Officer | Award | 2,891 | $0 |
| Sep 15, 2026 | Vance Quonta D EVP, Stores | Award | 2,009 | $0 |
| Jun 18, 2026 | Vagell Margrethe R EVP, Supply Chain | Sale | 2,500 | $559.6K |
| Jun 17, 2026 | PRYOR JULIETTE WILLIAMS EVP, CLO & Corp. Sec. | Sale | 9,330 | $2.10M |
| Jun 17, 2026 | PRYOR JULIETTE WILLIAMS EVP, CLO & Corp. Sec. | Gift | 670 | $0 |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Option exercise | 2,200 | $239.6K |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Option exercise | 5,500 | $746.0K |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Option exercise | 2,450 | $207.2K |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Option exercise | 4,000 | $321.7K |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Gift | 476 | $0 |
| Jun 16, 2026 | Dupre Janice EVP, Human Resources | Sale | 14,150 | $3.14M |
| Jun 15, 2026 | PRYOR JULIETTE WILLIAMS EVP, CLO & Corp. Sec. | Tax withheld | 9,768 | $2.15M |
| Jun 10, 2026 | Vagell Margrethe R EVP, Supply Chain | Gift | 455 | $0 |
| Apr 1, 2026 | McFarland Joseph Michael EVP, Stores | Tax withheld | 2,314 | $546.1K |
| Apr 1, 2026 | Vagell Margrethe R EVP, Supply Chain | Award | 4,653 | $0 |
| Apr 1, 2026 | Griggs Dan Clayton Jr SVP, Tax & CAO | Award | 1,526 | $0 |
| Apr 1, 2026 | Sink Brandon J EVP, Chief Financial Officer | Award | 8,349 | $0 |
| Apr 1, 2026 | Griggs Dan Clayton Jr SVP, Tax & CAO | Tax withheld | 214 | $50.5K |
| Apr 1, 2026 | Sink Brandon J EVP, Chief Financial Officer | Tax withheld | 1,518 | $358.2K |
| Apr 1, 2026 | PRYOR JULIETTE WILLIAMS EVP, CLO & Corp. Sec. | Award | 5,141 | $0 |
| Apr 1, 2026 | McFarland Joseph Michael EVP, Stores | Award | 9,535 | $0 |
| Apr 1, 2026 | Dupre Janice EVP, Human Resources | Award | 5,185 | $0 |
| Apr 1, 2026 | Vagell Margrethe R EVP, Supply Chain | Tax withheld | 214 | $50.5K |
| Apr 1, 2026 | Dupre Janice EVP, Human Resources | Tax withheld | 959 | $226.3K |
| Apr 1, 2026 | Vance Quonta D EVP, Pro & Home Services | Tax withheld | 327 | $77.2K |
| Apr 1, 2026 | Vance Quonta D EVP, Pro & Home Services | Award | 4,793 | $0 |
| Apr 1, 2026 | Godbole Seemantini EVP, Chief Information Officer | Tax withheld | 1,477 | $348.5K |
| Apr 1, 2026 | Boltz William P EVP, Merchandising | Award | 9,535 | $0 |
| Apr 1, 2026 | Boltz William P EVP, Merchandising | Tax withheld | 2,237 | $527.9K |
| Apr 1, 2026 | Ellison Marvin R Chairman, President & CEO | Award | 37,292 | $0 |
| Apr 1, 2026 | Godbole Seemantini EVP, Chief Information Officer | Award | 9,145 | $0 |
| Apr 1, 2026 | Ellison Marvin R Chairman, President & CEO | Tax withheld | 7,875 | $1.86M |
| Mar 4, 2026 | Vance Quonta D EVP, Pro & Home Services | Sale | 10,369 | $2.67M |
| Mar 4, 2026 | Vance Quonta D EVP, Pro & Home Services | Option exercise | 10,369 | $1.06M |
| Jan 9, 2026 | Ellison Marvin R Chairman, President & CEO | Sale 10b5-1 plan | 7,323 | $1.91M |
| Jan 9, 2026 | Ellison Marvin R Chairman, President & CEO | Sale 10b5-1 plan | 7,153 | $1.86M |
| Jan 9, 2026 | Ellison Marvin R Chairman, President & CEO | Sale 10b5-1 plan | 3,524 | $925.1K |
| Dec 15, 2025 | Vance Quonta D EVP, Pro & Home Services | Tax withheld | 211 | $52.5K |
| Dec 9, 2025 | Griggs Dan Clayton Jr SVP, Tax & CAO | Gift | 149 | $0 |
| Nov 24, 2025 | Simkins Lawrence Director | Purchase | 1,000 | $231.1K |
| Sep 15, 2025 | Vance Quonta D EVP, Pro & Home Services | Tax withheld | 344 | $93.6K |
| Sep 11, 2025 | McFarland Joseph Michael EVP, Stores | Option exercise | 43,810 | $5.00M |
| Sep 11, 2025 | McFarland Joseph Michael EVP, Stores | Sale | 41,590 | $11.34M |
| Sep 11, 2025 | McFarland Joseph Michael EVP, Stores | Sale | 2,220 | $606.5K |
| Sep 5, 2025 | Sink Brandon J EVP, Chief Financial Officer | Sale | 8,192 | $2.20M |
| Sep 5, 2025 | Sink Brandon J EVP, Chief Financial Officer | Option exercise | 2,395 | $244.8K |
| Sep 5, 2025 | Sink Brandon J EVP, Chief Financial Officer | Option exercise | 733 | $79.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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