Lowe's Companies, Inc.
NYSE: LOW
Stock price
214.61 USD
(+0%) TODAY
Financial Performance
5Y price score: 5
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 215.5%
US$ Per
Share
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199.4
52-week range
293.0
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.8 %
Dividend Yield TTM
2.3 %
Market cap $
$ 120,333
Price / Earnings TTM
18.1
Price / Book TTM
(16.1)
PEG TTM
-
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(15.3) %
14.1 %
215.5 %
Free cash flow per share growth
(16.6) %
10.7 %
253.8 %
Earnings per share growth
-
52.9 %
334.1 %
Business Summary:
Latest Earnings Call Takeaways
2027 Q2 (Aug 19, 2026)
1) Strategy & Leadership
- Lowe's continues to focus on its Total Home strategy, which has shown resilience with five consecutive quarters of positive comparable sales.
- The company is committed to operational discipline and productivity improvement initiatives (PPI) to navigate current macro pressures.
- Leadership emphasized the importance of maintaining a disciplined approach to pricing despite competitive pressures, particularly from competitors leveraging tariff refunds.
2) Financial & Segment Results
- Q2 2026 sales reached $26 billion, an 8.3% increase YoY, with comparable sales up 0.2%.
- Online sales grew by 15.7%, driven by enhancements in digital experience and the introduction of the AI agent, Mylow.
- Gross margin was 33%, down 80 basis points YoY, influenced by elevated costs and acquisitions, but partially offset by tariff refunds.
- Adjusted diluted EPS was $4.40, exceeding expectations even without tariff benefits.
| Metric | Q2 2026 | Q2 2025 | YoY Change |
|---|---|---|---|
| Sales | $26 billion | $24 billion | +8.3% |
| Comparable Sales | +0.2% | +X% | +X% |
| Gross Margin | 33% | 33.8% | -80 bps |
| Adjusted Diluted EPS | $4.40 | $X.XX | +X% |
3) Problems / Headwinds
- The company faces persistent macroeconomic pressures, including elevated fuel prices and cautious consumer spending, particularly in discretionary DIY categories.
- Weather conditions negatively impacted sales, especially during the critical Memorial Day weekend.
- The competitive landscape has intensified, with some competitors aggressively pricing seasonal items, affecting Lowe's July performance.
4) Operational or Product Plans
- Lowe's plans to expand its assortment of premium appliances and outdoor furniture to capture demand across various customer segments.
- The company is enhancing its Pro offerings and digital tools to better serve small- and medium-sized Pro customers.
- Upcoming initiatives include leveraging the MyLowe's Rewards program and focusing on seasonal events like Labor Day to drive traffic and sales.
5) Guidance & Outlook / Investor Angle
- Lowe's updated its full-year 2026 guidance to approximately $92 billion in sales with flat comparable sales and an adjusted operating margin of about 11.6%.
- The outlook reflects continued pressures in residential construction and cautious consumer behavior but maintains a focus on long-term growth through strategic investments.
- The company expects Q3 comparable sales to align with the full-year outlook, with adjusted diluted EPS projected to be approximately 7% below prior year levels.
Bottom line: Lowe's is navigating a challenging macro environment with a disciplined approach to pricing and operational efficiency. While facing headwinds in discretionary spending and competitive pressures, the company's strategic investments and strong online performance position it for long-term growth, making it a potentially attractive opportunity for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteLowe's Companies, Inc. — Financial Overview, Stock Price, Market Cap
Lowe's Companies, Inc. is a company. Founded in 1921. As of August 26, 2026, the company's market capitalization is $120333329270 with a current stock price of $214.61.
