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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Lowe's (LOW) is 5/10.
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.
Scored from Lowe's’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $18.55B | -0.3% | $2.00 | +13.0% | 30.5% | 9.4% | 6.1% | $363M |
| FY2025 Q1 | $20.93B | -2.0% | $2.92 | -4.6% | 31.2% | 11.9% | 7.8% | $2.86B |
| FY2025 Q2 | $23.96B | +1.6% | $4.27 | +2.4% | 31.9% | 14.5% | 10.0% | $3.74B |
| FY2025 Q3 | $20.81B | +3.2% | $2.88 | -3.7% | 31.9% | 11.9% | 7.8% | $90M |
| FY2025 Q4 | $20.58B | +10.9% | $1.78 | -11.0% | 39.2% | 8.3% | 4.9% | $964M |
| FY2026 Q1 | $23.08B | +10.3% | $2.90 | -0.7% | 32.7% | 11.1% | 7.1% | $2.83B |
| FY2026 Q2 | $25.96B | +8.3% | $4.27 | 0.0% | 33.0% | 13.7% | 9.2% | $3.12B |