Lowe's Companies, Inc.

Informe acción NYSE:LOW

Capitalización de mercado: US$121.8b

Lowe's Companies Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Lowe's Companies han disminuido a una tasa media anual de -2.8%, mientras que en la industria Specialty Retail los beneficios disminuyeron en un 3.9% anualmente. Los ingresos han ido disminuyendo a una tasa media de 3.2% al año.

Información clave

-2.81%

Tasa de crecimiento de los beneficios

3.07%

Tasa de crecimiento del BPA

Crecimiento de la industria Specialty Retail 26.64%
Tasa de crecimiento de los ingresos-3.21%
Rentabilidad financieran/a
Margen neto7.49%
Próxima actualización de resultados19 Aug 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 11

LOW: Reaffirmed FY26 Outlook And Pro Expansion Will Support Home Improvement Recovery

Analysts have trimmed the average price target for Lowe's by about $5 to reflect softer near term housing and home improvement trends, while also pointing to steady execution, stable DIY spending, and reaffirmed 2026 guidance as key support for earnings expectations. Analyst Commentary Recent research shows a clear reset in price targets around Lowe's, with most firms trimming their numbers while still highlighting consistent execution, stable DIY trends, and reaffirmed long term guidance.
Actualización de narrativa May 28

LOW: FY26 Guidance And Steady Margins Will Support Home Improvement Cycle Upside

Lowe's updated analyst price target edges lower to about $264 from roughly $286, as analysts factor in softer revenue growth assumptions, a modestly lower profit margin outlook, and a slightly reduced future P/E multiple, despite ongoing execution and reaffirmed long-term guidance. Analyst Commentary Recent research on Lowe's shows a cluster of trimmed price targets, with most firms still acknowledging solid execution and reaffirmed long term guidance, but adjusting models to reflect a tougher housing backdrop and softer near term sales trends.
Seeking Alpha May 20

Lowe's: The DCF Still Says Buy (Earnings Review)

Summary I called Lowe's Companies, Inc. a Buy in November 2025, but the stock, after returning 25%, has underperformed and missed the April rally. Lowe's just reported Q1 2026 and beat on revenue and EPS, but full-year guidance came in below expectations. In this article, I explain what tailwind I expect to appear for LOW stock and explain why my DCF shows Lowe's undervaluation across most scenarios. Read the full article on Seeking Alpha
Actualización de narrativa Apr 23

LOW: Q4 Execution And FY26 Home Improvement Cycle Setup Will Support Upside

Analysts have adjusted the blended price target for Lowe's Companies modestly higher, within a range that now spans roughly the mid $250s to about $315, reflecting mixed reactions to Q4 results, FY26 guidance, and views on the home improvement and housing setup. Analyst Commentary Recent research paints a mixed picture, with many firms lifting price targets while a few trim expectations after Lowe's Q4 report and FY26 guidance.
Actualización de narrativa Apr 08

LOW: Q4 Execution And AI Shopping Tools Will Support Housing Cycle Upside

The analyst price target for Lowe's Companies is modestly lower at $285.58, down from $286.18, as analysts weigh recent Q4 earnings strength and market share gains against more cautious FY26 guidance and near term margin pressure. Analyst Commentary Recent research views around Lowe's are mixed, with many firms lifting price targets on the back of Q4 execution and market share gains, while others trim targets or stay cautious given FY26 guidance and margin pressure.
Actualización de narrativa Mar 25

LOW: Q4 Execution And AI Adoption Will Support Home Improvement Recovery

Analysts now see Lowe's fair value as broadly unchanged at about $286, with only a fractional shift in the price target despite a wide range of new research views that balance Q4 strength, tempered FY26 guidance, and differing expectations for how quickly the home improvement cycle could improve. Analyst Commentary Recent research paints a mixed but generally constructive picture around Lowe's, with most price targets clustering around the mid to high $200s and a spread of views on how to weigh Q4 strength against FY26 guidance and the broader home improvement backdrop.
Actualización de narrativa Mar 11

LOW: Housing And AI Adoption Will Support Home Improvement Recovery

The analyst price target for Lowe's Companies edges up to $286.48 from $286.13 as analysts factor in slightly lower modeled revenue growth and profit margins, along with a modestly higher assumed discount rate and future P/E. Analyst Commentary Recent research updates around Lowe's cluster around the same Q4 earnings print and FY26 outlook, but they split into two clear camps.
Actualización de narrativa Feb 24

LOW: Housing And AI Initiatives Will Guide Balanced Home Improvement Recovery

The analyst price target for Lowe's Companies has been lifted from $278.13 to $286.13 as analysts factor in slightly higher revenue growth assumptions, a modestly higher future P/E of about 25.7, and recent sector research pointing to steady transaction trends, an improved valuation view, and potential upside tied to do it yourself and Pro demand. Analyst Commentary Recent Street research around Lowe's centers on how the stock is priced, how steady demand looks heading into Q4 earnings, and what type of customer mix might matter most over the next stretch, especially between do it yourself projects and Pro spending.
Actualización de narrativa Jan 18

LOW: Lock-In Housing And AI Tools Will Support Gradual Home Improvement Recovery

Narrative Update The analyst price target for Lowe's Companies has been raised by about US$5 to reflect slightly higher modeled fair value, modest tweaks to revenue growth, profit margins and future P/E assumptions, as analysts point to valuation, pent up demand in home improvement and a healthier mix across do it yourself and pro customers as key supports for the update. Analyst Commentary Recent research on Lowe's highlights a mix of optimism around long term home improvement demand and caution around near term earnings visibility, with several firms adjusting price targets and ratings after the latest results and outlook updates.
Actualización de narrativa Jan 04

LOW: Lock-In Housing Dynamics Will Support Gradual Home Improvement Recovery

The analyst price target for Lowe's Companies has been modestly reduced by analysts to reflect slightly softer growth and margin assumptions. The new blended target implies only a small fair value increase to about $273 per share, as they weigh near term housing and consumer headwinds against longer term support from lock in housing dynamics and pent up home improvement demand.
Actualización de narrativa Dec 14

LOW: Pro Segment And Lock-In Effect Will Support Future DemandI updated the title after noticing it did not meet the 7-word minimum.

Analysts have trimmed their blended price target for Lowe's Companies by a few dollars, reflecting slightly higher discount rate assumptions and tempered near term guidance, despite expectations for improving revenue growth, stable margins, and long term demand supported by homeowners' lock in effect and rising home equity. Analyst Commentary Recent Street updates reflect a more nuanced stance on Lowe's, with modestly lower price targets but a generally constructive view on the company’s long term positioning and earnings power.
Actualización de narrativa Nov 30

LOW: Pro Segment Investments Will Drive Future Share Gains Amid Housing Market Tailwinds

Lowe's Companies saw its analyst fair value estimate decrease modestly to $272.50 per share from $278.56, as analysts cite cautious guidance and mixed sector signals. This comes despite some ongoing industry tailwinds.
Actualización de narrativa Nov 16

LOW: Pro Segment Investments Will Drive Share Gains Amid Margin Caution

Lowe's Companies' analyst price target has been slightly reduced from $281.84 to $278.56. Analysts cite continued improvements in operational performance and Pro segment investments, but these are offset by cautious views on margins and ongoing market challenges.
Actualización de narrativa Aug 26

Digital Tools And Acquisitions Will Capture Underserved Pro Markets

Analysts have raised Lowe’s price target to $277.71, citing stronger Q2 earnings, improved margin performance, enhanced guidance, and Pro segment expansion, though offset by continued DIY softness. Analyst Commentary Bullish analysts cite Lowe's Q2 earnings beat, with improved comps and stronger margins, as a primary reason for upward price target revisions.
Artículo de análisis Aug 22

Lowe's Companies, Inc. (NYSE:LOW) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Lowe's Companies, Inc. ( NYSE:LOW ) last week reported its latest second-quarter results, which makes it a good time...
Artículo de análisis Jul 31

Calculating The Intrinsic Value Of Lowe's Companies, Inc. (NYSE:LOW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Lowe's Companies fair value estimate is US$274 With US$227...
Artículo de análisis Jun 30

Lowe's Companies (NYSE:LOW) Will Pay A Larger Dividend Than Last Year At $1.20

Lowe's Companies, Inc. ( NYSE:LOW ) will increase its dividend from last year's comparable payment on the 6th of August...
Artículo de análisis Jun 26

Lowe's Companies (NYSE:LOW) Is Achieving High Returns On Its Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Seeking Alpha Mar 17

Lowe's: Buy The Dip On This Dividend King

Summary Lowe's is a strong long-term investment with solid profitability, disciplined cost management, and ongoing digital transformation and customer loyalty investments. The recent price dip makes Lowe's valuation attractive, trading below its historical P/E ratio and enhancing the benefits of share repurchases. AI-driven initiatives, an expanding pro customer base, and sustained online momentum position Lowe's for steady earnings growth in the coming years. Investors should view the recent dip as a buying opportunity, supported by a well-covered, growing dividend and robust share buyback strategy. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

Lowe's: Tariffs And Renewed Inflation To Hamper Home Improvement Demand

Summary Lowe's Q4 earnings report on February 26th is crucial, with analysts expecting an EPS of $1.83 and $18.25B in sales amid a negative trend. Despite maintaining high operating margins, LOW is facing worsening fundamentals, such as home sales and consumer borrowing costs, which could potentially prolong its sales decline. Since 2023, Lowe's has benefited from reduced supply side cost pressures, but that may soon reverse as inflation continues to increase and may accelerate with tariffs. With around 40% of Lowe's products imported from Mexico and Canada, investors should expect negative tariff guidance in the upcoming investor call. I remain bearish on Lowe's, expecting its high valuation to retreat this year as analysts and investors brace for prolonged strains in construction, big-ticket item sales, and renewed cost pressures. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Duopoly Discount: Lowe's Is A Better Deal Than Home Depot For DCA Investors

Summary Lowe's anticipates a 3.0-3.5% drop in comparable sales for fiscal 2024 due to reduced discretionary DIY spending amid inflation and high interest rates. Even with short-term challenges, Lowe's long-term outlook is strong, driven by aging homes, a record amount of home equity, and trends like remote work and millennial household formation. Investors seeking exposure to the industry should consider Lowe's. Their growth premium is 46.57% as compared to 56.30% for Home Depot, despite similar long-term growth drivers. Investing in Lowe's offers more value due to a lower growth premium embedded in its stock price as compared to Home Depot,. Read the full article on Seeking Alpha
Seeking Alpha Jan 01

Lowe's: Elevated Rates Leave Shares Fully Valued (Rating Downgrade)

Summary Lowe's shares have underperformed the market due to high interest rates, with a cautious outlook for 2025 amid macroeconomic uncertainties. The company's 2025 scenarios imply about $12–12.50 in EPS and $84 billion in sales, with a focus on improving its pro business and cost-cutting. LOW plans to reduce debt, increase capex, and limit share repurchases, prioritizing financial stability over aggressive buybacks in a high-rate environment. At 20x forward earnings, Lowe's shares are expensive for a rate-sensitive stock, leading to my 'Sell' rating with a fair valuation of 17–18x earnings or about $220. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Lowe's: Hammering Out Strong Results, But Don't Overpay For The Blueprint

Summary Lowe's reported strong Q3’24 results with $20.2 billion in sales and EPS of $2.89, driven by Pro and online sales growth. The company’s strategic investments in Pro loyalty programs and digital capabilities have enhanced customer experience and driven repeat business. Despite macroeconomic challenges, Lowe's has a strong track record of revenue and EBITDA growth, with a total shareholder return of 265% over the last decade. The outlook remains cautiously optimistic, with potential tailwinds from easing interest rates and long-term demand drivers like millennial household formation and Baby Boomers aging in place. I'm issuing coverage with a 'hold' rating, noting that the valuation is probably not overly expensive today, but is above historical averages. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Lowe's: Mixed Q3 Earnings And Uncertain Near Term Don't Diminish The Long Term Outlook

Summary Lowe's benefits from long-term tailwinds: Aging housing stock, home price appreciation, and rising disposable income, positioning it well for future growth despite near-term challenges. Q3 earnings showed a decline in sales and comp sales, with DIY market weakness and storm-related sales impacting margins, but Pro sales and online growth were strong. Lowe's raised its full-year guidance but lowered operating margin expectations, and a challenging market caused a selloff. Despite high debt levels, Lowe's strong cash flows, strategic investments, and improvements in Pro and online sales support a hold rating. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Lowe's Companies: Great Track Record But Not A Great Buy Right Now

Summary Lowe's is a high-quality business with a strong history of revenue growth, a stable gross profit margin, and a healthy return on invested capital. LOW has an outstanding history of 61 years of consecutive dividend growth, earning it the titles of Dividend King, Aristocrat, and Champion. The two most recent dividend increases have been rather low, around 4.5%, but the company has a very attractive long-term dividend growth history. My custom valuation model rates LOW as overvalued at the moment and is one of the drivers of my Hold rating for the stock. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Nailing It, But Barely: Lowe's Solid History Meets Uncertain Future

Summary Lowe's Companies, Inc. has a strong history of returns and dividend growth but faces challenges like declining revenue and softening consumer demand, warranting a “Hold” rating. The Pro segment and digital innovations are growth avenues, but overall sales are down, and future revenue is expected to decline further. Despite solid cash flow and smart capital management, the days of 20%+ dividend growth are likely over, with future growth expected in single digits. Lowe's valuation is high, trading at a P/E of 20.9x, suggesting either future growth optimism or overvaluation; wait for a better entry point. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Lowe's Companies. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:LOW Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
01 May 2688,4346,62317,1150
30 Jan 2686,2866,63616,7380
31 Oct 2584,2556,76116,2950
01 Aug 2583,6126,84015,9080
02 May 2583,2406,82615,7140
31 Jan 2583,6746,94015,6770
01 Nov 2483,7226,83615,6790
02 Aug 2484,0236,91315,5660
03 May 2485,3947,20215,7740
02 Feb 2486,3777,70615,4870
03 Nov 2390,2207,64218,7420
04 Aug 2393,2286,02619,4580
05 May 2395,7476,34519,6940
03 Feb 2397,0596,41620,2750
28 Oct 2295,9536,66417,8460
29 Jul 2295,3928,40117,8430
29 Apr 2295,4878,42218,1100
28 Jan 2296,2508,40918,2670
29 Oct 2195,2228,18116,8660
30 Jul 2194,6136,98017,2640
30 Apr 2194,3446,79017,5900
29 Jan 2189,5975,81118,5260
30 Oct 2085,3135,34517,6380
31 Jul 2080,3925,70416,5880
01 May 2074,0824,55815,6160
31 Jan 2072,1484,26815,2820
01 Nov 1971,7682,93915,2980
02 Aug 1971,7952,52015,2990
03 May 1971,6902,36515,4070
01 Feb 1971,3092,30716,4610
02 Nov 1871,1563,68114,6200
03 Aug 1870,5113,92314,7070
04 May 1869,1193,82114,4830
02 Feb 1868,6193,43614,4440
03 Nov 1768,9093,52615,6010
04 Aug 1767,8783,03215,4100
05 May 1766,6432,78215,3450
03 Feb 1765,0173,06214,3280
28 Oct 1662,4692,43014,0790
29 Jul 1661,0902,78713,7410
29 Apr 1660,1792,74413,5070
29 Jan 1659,0742,53413,5410
30 Oct 1558,3792,97013,4780
31 Jul 1557,7002,81813,4530

Ingresos de calidad: LOW tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(7.5%) de LOW son inferiores a los del año pasado (8.2%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de LOW han disminuido en un 2.8% al año en los últimos 5 años.

Acelerando crecimiento: LOW ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: LOW tuvo un crecimiento negativo de los beneficios (-3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Specialty Retail (0.2%).


Rentabilidad financiera

Alta ROE: El pasivo de LOW supera su activo, por lo que es difícil calcular su rentabilidad financiera.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/18 04:21
Precio de las acciones al final del día2026/06/18 00:00
Beneficios2026/05/01
Ingresos anuales2026/01/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lowe's Companies, Inc. está cubierta por 56 analistas. 33 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays