LOW beats Q1 earnings and sales estimates as Pro momentum, spring demand and online sales growth drive comps amid a tough housing market.
Lowe's Companies Inc (NYSE:LOW) is shrugging off a first-quarter earnings beat this morning, last seen down 3.2% at $211.30.
The headline numbers for Lowe's (LOW) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lowe's Companies Inc (NYSE:LOW) shares fell about 4% in early trading on Wednesday after the home improvement retailer reaffirmed a full-year outlook that came in slightly below Wall Street expectations, despite reporting first quarter earnings and revenue that topped analyst estimates. Lowe's continues to expect total sales of $92 billion to $94 billion versus Wall Street expectations of about $93.07 billion for the full year.
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.
Lowe's reported higher first-quarter sales boosted by growth in its online channel, even as a stagnant housing market continues to weigh on home improvement activity.
LOW reports fiscal Q1 2026 results on May 20. Investors anticipate $22.91B revenues and $2.96 EPS as Pro momentum meets DIY softness.
ROST heads into Q1 earnings with double-digit sales and EPS growth expected as strong traffic, merchandising and new stores support momentum.
Lowe's is set to report its latest quarterly results ahead of the opening bell on Wednesday, with the stock seen making a big move in the days that follow.
Lowe's Companies is set to announce its 64th consecutive annual dividend increase in late May, despite recent EPS stagnation. LOW's dividend growth slowed to 4% last year, with a predicted 3.3–4.2% increase to $4.96–$5.00 and a forward yield of 2.27–2.29%. Management is pivoting toward professional customers and completed two strategic acquisitions in 2025 to support growth amid flat EPS guidance for 2026.
Besides Wall Street's top-and-bottom-line estimates for Lowe's (LOW), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2026.
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