Lowe`s Cos., Inc.
LOW - Insider Information
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+ FollowMarket Cap$117.41B
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Earnings Call Q2 2026
August 19, 2026 - AI Summary
Q2 performance: sales up, comps slightly positive; momentum offset by softer DIY
- Sales: $26B, +8.3% YoY.
- Comparable sales: +0.2% (May -0.4%, June +1.7%, July -1.2%).
- Drivers / mix: Strength in Pro, Online, and Home Services helped offset persistent macro pressure, softer DIY discretionary demand, and challenging Memorial Day weather.
- Price vs volume: Avg ticket +2.3% (modest price inflation + Pro strength), transactions -2.1% (pressure in weather-sensitive outdoor/seasonal categories).
Profitability & costs: better than expected flow-through, but margin pressured by acquisitions and inputs
- Gross margin: 33%, -80 bps YoY (adjusted); pressured by dilutive impact from FBM and ADG, partially offset by favorable credit revenue.
- Tariff/refund effects: Included ~$80M (~30 bps) gross margin benefit from tariff refunds, largely offset by elevated fuel/transportation costs.
- Operating margin: Adjusted operating margin rate 14%, -62 bps YoY.
- Earnings (per share): GAAP diluted EPS $4.27; adjusted diluted EPS $4.40. Both included $0.11 benefit from tariff refunds. Adjusted EPS exceeded expectations even excluding that benefit.
Cash flow & capital allocation: strong free cash flow; dividend commitment; leverage target
- Free cash flow: $3.1B in Q2.
- Capex: $542M.
- Dividends: $673M paid ($1.20/share), reinforcing dividend aristocrat status.
- Leverage: Adjusted debt/EBITDA 3.0x, with goal to reach 2.75x by mid-2027.
- ROIC: 25.5%.
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$115.92
49.5% downside
Current Fair Value
49.5% downsideOvervalued by 49.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $117.41 Billion |
|---|---|
| Enterprise Value | $157.87 Billion |
| Annual dividend | $4.90 |
| Dividend yield | 2.34% |
| Earnings per Share | $11.87 |
| Beta | 0.88 |
| Outstanding Shares | 559,000,000 |
Return
| Return on Equity | -89.31% |
|---|---|
| Return on Assets | 11.89% |
| Return on Invested Capital | 28.46% |
Valuation & Multiples
| P/E Ratio | 17.66 |
|---|---|
| PEG | 42343.74 |
| Price to Sales | 1.43 |
| Price to Book Ratio | -16.39 |
| Enterprise Value to Revenue | 1.75 |
| Enterprise Value to EBIT | 15.96 |
| Enterprise Value to Net Income | 23 |
| Total Debt to Enterprise | 0.28 |
| Debt to Equity | -5.87 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 19, 2026
EPS Estimate
$4.22
Consensus analyst estimateRevenue Estimate
$26.13 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 18, 2026
EPS Estimate
$2.87
Consensus analyst estimateRevenue Estimate
$22.38 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 4.11, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 4.1096▲ 316.39% |
|---|---|
| Total Calls | 1,022▼ 99.98% |
| Total Puts | 4,200▼ 99.91% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.78%▼ 75.75% |
|---|---|
| Total Invested | $4.91B▼ 95.05% |
| Investors Holding | 1,082▼ 1673.00% |
About Lowe`s Cos., Inc.
300,000 employees
CEO: Marvin Ellison
Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 50 home improvement company serving approximately 18 million customers a week in the United States and Canada. With fiscal year 2019 sales of $72.1 billion, Lowe's and its related business...