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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Horvers | JPMorgan | 14 | 0% |
| Peter Benedict | Robert W. Baird | 11 | 0% |
| Simeon Gutman | Morgan Stanley | 10 | 20% |
| Steve Zaccone | Citigroup | 8 | 0% |
| Seth Sigman | Barclays | 8 | 0% |
| Steve Forbes | Guggenheim | 8 | 0% |
| Zach Fadem | Wells Fargo | 7 | 0% |
| Mike Lasser | UBS | 6 | 17% |
| Brian Nagel | Oppenheimer | 6 | 0% |
| Dave Bellinger | Mizuho Securities | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 14 | 0% |
| Robert W. Baird | 1 | 11 | 0% |
| Morgan Stanley | 1 | 10 | 20% |
| Barclays | 1 |
| 8 |
| 0% |
| Citigroup | 1 | 8 | 0% |
| Guggenheim | 1 | 8 | 0% |
| Wells Fargo | 1 | 7 | 0% |
| Oppenheimer | 1 | 6 | 0% |
Lowe's delivered a fourth consecutive quarter of positive comparable sales at +0.6% despite February winter storms that dragged comps down 1.4% in the month, with recovery to +2.1% in March as spring arrived. Total revenue surged 10.3% to $23.1 billion, though the bulk of the gain came from the FBM and ADG acquisitions rather than organic growth; those acquisitions also compressed gross margin by 70 basis points and adjusted operating margin by 43 basis points to 11.5%. Pro, online (+15.5%), and home services continued to outperform DIY discretionary, which remains constrained by what management called the most difficult housing market since the financial crisis. Management affirmed full-year guidance of $12.25-$12.75 adjusted EPS, signaling confidence that PPI initiatives and acquisition synergies will offset tariff, fuel, and transportation cost pressures in the back half.
Demand | Competitive Dynamics | Macroeconomic | Margin | M&A | Pricing | Revenue Growth | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 7 | 2 | 2 | 7 | 3 | 3 | ||
| 2024Q4 | 7 | 3 | 5 | 4 | 2 | 3 | 2 | |
| 2025Q1 | 6 | 3 | 2 | 2 | 2 | 1 | 4 | 2 |
| 2025Q2 | 5 | 7 | 2 | 1 | 8 | 1 | 2 | 1 |
| 2025Q3 | 5 | 4 | 1 | 4 | 5 | 3 | 2 | 2 |
| 2025Q4 | 5 | 3 | 3 | 2 | 1 | 3 | 1 | 1 |
| 2026Q1 | 10 | 3 | 6 | 1 | 1 | 3 | 1 | 1 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 7 | 7 | 6 | 5 | 5 | 5 | 10 |
| Competitive Dynamics | 2 | 3 | 3 | 7 | 4 | 3 | 3 |
| Macroeconomic | 2 | 5 | 2 | 2 | 1 | 3 | 6 |
| Margin | 7 | 4 | 2 | 1 | 4 | 2 | 1 |
| M&A | 2 | 8 | 5 | 1 | 1 | ||
| Pricing | 3 | 2 | 1 | 1 | 3 | 3 | 3 |
| Revenue Growth | 3 | 4 | 2 | 2 | 1 | 1 | |
| Guidance Reliability | 3 | 2 | 2 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LOW Lowe's | 5 | +10.3% | |
| HD The Home Depot, Inc. | 4 | +4.8% |