Lowe's Companies, Inc. Announced Q4 2025 Earnings on February 25, 2026, Reporting "sales were $20.6 billion" for the quarter.

Lowe's Companies, Inc. reported fourth-quarter 2025 sales of $20.6 billion, with comparable sales increasing 1.3%. For the full fiscal year 2025, the company delivered sales of $86.3 billion and positive comparable sales of 0.2%. Fourth-quarter GAAP diluted earnings per share were $1.78, while adjusted diluted earnings per share reached $1.98. The adjusted operating margin rate for the quarter was 9%, and the fiscal year 2025 adjusted operating margin was 12.1%. Management highlighted that the company generated $7.7 billion in free cash flow in 2025.

During the quarter, Lowe's navigated a challenging macroeconomic environment and persistent housing market volatility by focusing on its "perpetual productivity improvement" (PPI) initiatives, which included the elimination of approximately 600 corporate and support roles. The company also rewarded its frontline associates with a discretionary bonus of $125 million for their performance. Recent strategic moves included the integration of acquisitions Foundation Building Materials (FBM) and Artisan Design Group (ADG), which are expected to support cross-selling opportunities and help build an interior solutions deployment for homebuilders.

Looking ahead to fiscal 2026, Lowe's issued cautious guidance, forecasting full-year sales ranging from $92 billion to $94 billion and comparable sales in a range of flat to up 2%. The company expects 2026 adjusted diluted earnings per share of approximately $12.25 to $12.75. On the product and partnership front, Lowe's expanded its DEWALT tool assortment, became the first big-box retailer to offer Toto toilets, and announced an exclusive national home improvement partnership with the National Association of Homebuilders (NAHB). Additionally, the company will be activating an expanded relationship with the influencer Mr. Beast later in the spring.