Lowe’s earnings (lower) for Q4 2025

Louie Wall Street’s quarterly revenue and profit forecasts topped Wednesday, as the retailer’s quarterly sales grew more than 10% year over year.

The home improvement company said it expects total sales for the entire current fiscal year to be between $92 billion and $94 billion, representing an increase of approximately 7% to 9% from the previous year. It said it expects adjusted earnings per share to be between $12.25 and $12.75 for the full year. Lowe’s said it expects comparable sales, a measure that takes one-time factors, to be roughly flat at 2%.

In a press release, CEO Marvin Ellison said the company’s strategy resonates with its clients and home professionals, even as rising mortgage rates and slowing real estate sales challenge its industry.

“While the overall housing economy remains under pressure, we are focused on steering what is within our control, which includes our ongoing production initiatives,” he said. “We remain confident that we are well positioned to gain share regardless of the macro environment.”

Shares fell in premarket trading as Lowe’s per-share forecast for the year fell short of analysts’ consensus forecast of $12.95, according to LSEG.

Here’s what Lowe’s reported for its fiscal fourth quarter compared to Wall Street estimates, according to a survey of analysts by LSEG:

• EPS: $1.98 was revised from $1.94 expected
• profit: $20.58 billion compared to $20.34 billion expected

Lowe’s net income for the three-month period ended Jan. 30 fell to $999 million, or $1.78 per share, from $1.13 billion, or $1.99 per share, in the same quarter a year ago.

Revenues increased from $18.55 billion in the same period last year.

Comparable sales for the quarter rose 1.3%, higher than the 0.2% that analysts expected, according to StreetAccount. The growth was driven by its gains with home professionals, online sales and home services, along with a strong holiday season, the company said in a press release.

her competitor, Home DepotWall Street stocks on Tuesday beat Wall Street’s earnings and revenue forecasts, but stuck to conservative full-year guidance. Its quarterly results reflect that demand for home improvement remains tepid, as American consumers continue to postpone large projects due to rising borrowing costs and housing prices as well as economic concerns.

Like Home Depot, Lowe’s felt influenced by the industry’s tougher background. Both companies have acquired companies that cater to contractors and other professionals, which tend to be a steady source of business.

Last year, Lowe’s acquired Foundation Building Materials, a distributor of drywall, insulation and other interior building products to major residential and commercial professionals, for about $8.8 billion. It also bought Artisan Design Group, which provides design services and installation of flooring, cabinetry and countertops to homebuilders and property managers, for about $1.33 billion.

Lowe’s has also taken its own steps to reach customers who are delaying homebuying, such as launching a third-party marketplace to expand its merchandise mix, tapping influencers to increase its social media exposure, and reaching out to young families by relaunching its children’s program.

As of Tuesday’s close, Lowe’s shares were up about 16% year to date, outpacing the S&P 500’s gain of about 1% over the same period. Its stock is up about 15% over the past year, roughly matching the S&P 500’s gain of about 16% over that time.