Lowe's reported fourth quarter sales of $20.6 billion and adjusted EPS of $1.98, exceeding analyst expectations. The results were driven by a comparable sales increase of 1.3%, significantly higher than estimates, though the company provided a cautious outlook for fiscal year 2026, citing uncertainty in the home improvement market.
Key Highlights
- Fourth quarter comparable sales increased 1.3%, well ahead of the 0.2% consensus estimate, driven by growth in the Pro customer segment, online, and home services.
- The company introduced a cautious full-year 2026 outlook, forecasting comparable sales to be flat to up 2% and adjusted diluted EPS between $12.25 and $12.75.
- For the full fiscal year 2025, total sales were over $86 billion, and the company returned $2.6 billion to shareholders through dividends.