Lowe's Companies, Inc. · LOW · Next earnings

Lowe's Companies, Inc. reports Wednesday, Nov 18, 2026

LOW reports before market open with consensus EPS at $2.87 and revenue at $22.38B. Last quarter: Lowe’s Keeps Investing as Demand Signals Diverge

Reports Before market open14 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.87 Calendar consensus
Consensus revenue $22.38B Calendar consensus
Report date Nov 18, 2026 Wednesday, date estimated
Session Before market open 14 days away

Where LOW left off: FY2027 Q2

Full report

Lowe’s Keeps Investing as Demand Signals Diverge

EPS surprise +4.3% Reported $4.40 vs $4.22
Revenue surprise -0.7% Reported $25.96B vs $26.13B
Stock move +2.0% Event window
Subsequent drift -11.7% Up to 20 sessions

Management lowered full-year 2026 guidance to the low end of its prior range, including about $92 billion of sales and $12.25 adjusted EPS.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated fuel and transportation costs could pressure margins.
  • Higher mortgage rates and cautious consumers may weigh on housing-sensitive demand.
  • Weather-related volatility and competitive pricing linked to tariff refunds remain potential headwinds.
  • Integration benefits from FBM and ADG must offset differing exposure to residential construction.

Questions analysts left open

  • Competitive promotions and tariff-refund timing could pressure July comps and margins.
  • Online transaction softness and weaker DIY traffic remain areas to monitor.
  • Fuel, transportation and input costs, weather, and mortgage rates add demand and margin risk.

Ask FN2 about LOW next report

Transcript, numbers and history already loaded

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the LOW recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent LOW quarters

All LOW earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.