The earnings call highlighted Lowe's strategic acquisition of FBM and strong sales and earnings growth, bolstered by online sales and new store openings. However, challenges such as weather impacts, rising labor costs for pro customers, and a pause in share repurchases were noted. Despite these challenges, the overall sentiment was positive due to the company's strategic initiatives and positive industry outlook.

Company Guidance -

Q3 2025

In the second quarter of fiscal year 2025, Lowe's Companies, Inc. reported sales of $24 billion, with a comparable sales increase of 1.1%. The company achieved an adjusted diluted earnings per share of $4.33, marking a 5.6% rise over the previous year. Online sales grew by 7.5%, supported by enhancements in customer experience and loyalty programs. Lowe's also announced the acquisition of Foundation Building Materials (FBM), aiming to expand its pro offering and capture a larger share of the $250 billion pro market. The acquisition is expected to be accretive to adjusted diluted earnings per share in the first full year post-closing. Despite the challenging macro environment, Lowe's maintained its full-year outlook, forecasting sales between $84.5 billion and $85.5 billion, and adjusted operating margins in the range of 12.2% to 12.3%.

Acquisition of Foundation Building Materials (FBM)

Lowe's announced the acquisition of FBM, a leading distributor of interior building products, to enhance its pro offering and expand into a $250 billion addressable market.

Sales and Earnings Growth

Lowe's reported sales of $24 billion with comparable sales up 1.1%, and an adjusted diluted earnings per share of $4.33, a 5.6% increase over the previous year.

Online Sales Growth

Lowe's online sales grew by 7.5%, driven by an enhanced shopping experience and increased customer loyalty through the My Lowe's rewards program.

New Store Openings

Lowe's opened three new stores in key growth markets in Texas and Arizona, with a fourth opening soon in Georgia.

Partnerships and Marketing Initiatives

Lowe's launched a home improvement creative network with MrBeast and continued marketing with Lionel Messi and as the NFL's official home improvement partner.

Positive Macro Trends

The home improvement industry outlook remains positive, supported by an aging housing stock and substantial homeowner equity.

Lowe's (LOW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LOW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 19, 2025	2025 (Q3)	3.00 / -	2.89	―	―	―
Aug 20, 2025	2025 (Q2)	4.24 / 4.33	4.1	5.61% (+0.23)
May 21, 2025	2025 (Q1)	2.88 / 2.92	3.06	-4.58% (-0.14)
Feb 26, 2025	2024 (Q4)	1.84 / 1.93	1.77	9.04% (+0.16)
Nov 19, 2024	2024 (Q3)	2.82 / 2.89	3.06	-5.56% (-0.17)
Aug 20, 2024	2024 (Q2)	3.97 / 4.10	4.56	-10.09% (-0.46)
May 21, 2024	2024 (Q1)	2.95 / 3.06	3.67	-16.62% (-0.61)
Feb 27, 2024	2023 (Q4)	1.68 / 1.77	2.28	-22.37% (-0.51)
Nov 21, 2023	2023 (Q3)	3.03 / 3.06	3.27	-6.42% (-0.21)
Aug 22, 2023	2023 (Q2)	4.47 / 4.56	4.67	-2.36% (-0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LOW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 20, 2025	$256.36	$257.14	+0.30%
May 21, 2025	$230.03	$226.17	-1.68%
Feb 26, 2025	$239.84	$244.47	+1.93%
Nov 19, 2024	$267.74	$255.42	-4.60%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.