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 $2.88 and revenue at $22.41B. Last quarter: Lowe's Q1 FY2026: Spring Demand and AI Tools Drive Modest Beat

Reports Before market open59 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.88 Calendar consensus
Consensus revenue $22.41B Calendar consensus
Report date Nov 18, 2026 Wednesday, date estimated
Session Before market open 59 days away

Where LOW left off: FY2026 Q1

Full report

Lowe's Q1 FY2026: Spring Demand and AI Tools Drive Modest Beat

EPS surprise +2.0% Reported $3.03 vs $2.97
Revenue surprise +0.4% Reported $23.08B vs $22.98B
Stock move +1.2% Event window
Subsequent drift +0.5% Up to 20 sessions

FY2026 guidance was maintained at the levels introduced in Q4 FY2025: total sales of $92-94B, comparable sales flat to +2%, adjusted EPS of $12.25-$12.75, and adjusted operating margin of 11.6-11.8%. Management did not raise guidance despite the Q1 beat, preserving cushion for macro uncertainty and acquisition integration costs.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated interest rates and low housing turnover limiting DIY demand
  • Labor shortages affecting skilled-trade availability
  • Higher fuel, resin, and plastics costs from oil price volatility
  • Tariff and trade policy uncertainty (IEEPA, Section 122/232/301)
  • Weather variability affecting seasonal sales

Questions analysts left open

  • Progress and revenue impact of the Pro Extended Aisle initiative
  • Timing and magnitude of acquisition-related cost synergies from FBM and ADG
  • Promotion cadence and its effect on margins
  • Margin pressure from transportation and commodity cost inflation
  • Potential macro headwinds from higher rates and continued DIY weakness

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Recent LOW quarters

All LOW earnings
+1.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.