Lowe's Companies, Inc.

Report azionario NYSE:LOW

Capitalizzazione di mercato: US$130.8b

Lowe's Companies Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di Lowe's Companies sono diminuiti a un tasso medio annuo di -1.5%, mentre il settore Specialty Retail ha visto gli utili diminuire a un tasso medio annuo di 2.2%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 3.1%.

Informazioni chiave

-1.46%

Tasso di crescita degli utili

4.73%

Tasso di crescita dell'EPS

Specialty Retail Crescita del settore26.64%
Tasso di crescita dei ricavi-3.07%
Rendimento del capitale proprion/a
Margine netto7.69%
Prossimo aggiornamento sugli utili20 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Lowe's: Approaching Fair Value Amid Housing Weakness (Upgrade)

Apr 28

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Aug 22
Lowe's Companies, Inc. (NYSE:LOW) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

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

Jul 31
Calculating The Intrinsic Value Of Lowe's Companies, Inc. (NYSE:LOW)

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

Jun 30
Lowe's Companies (NYSE:LOW) Will Pay A Larger Dividend Than Last Year At $1.20

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

Jun 26
Lowe's Companies (NYSE:LOW) Is Achieving High Returns On Its Capital

Shareholders Will Most Likely Find Lowe's Companies, Inc.'s (NYSE:LOW) CEO Compensation Acceptable

May 23
Shareholders Will Most Likely Find Lowe's Companies, Inc.'s (NYSE:LOW) CEO Compensation Acceptable

Lowe's: Buy The Dip On This Dividend King

Mar 17

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

Feb 19

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

Feb 03

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

Jan 01

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

Dec 24

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

Nov 21

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

Nov 15

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

Sep 19

Lowe's: Critical Valuation Assessment Going Into Q2 Earnings

Aug 16

Lowe's: Still Too Dear Given The State Of The Housing Sector And Consumers

Jul 03

Ripartizione dei ricavi e delle spese

Come Lowe's Companies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:LOW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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
01 May 1556,9492,73213,3580

Guadagni di qualità: LOW ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di LOW (7.7%) sono inferiori rispetto allo scorso anno (8.3%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di LOW sono diminuiti del 1.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: LOW ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: LOW ha avuto una crescita negativa degli utili ( -4.4% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Specialty Retail ( -1.1% ).

Rendimento del capitale proprio

ROE elevato: Le passività di LOW superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/30 22:19
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2026/01/30
Utili annuali2026/01/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lowe's Companies, Inc. è coperta da 55 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Peter BenedictBaird
Michael LasserBarclays