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Verified earnings summary

Research updated: Jul 12, 2026, 12:00 AM UTC

LOW FY2026 Q1

For the quarter ended May 1, 2026, Lowe's reported positive comparable sales supported by spring execution, online growth, appliances, home services, and Pro demand, while acquisition costs and gross-margin pressure weighed on profitability; management affirmed its full-year outlook.

This page provides a source-verified release summary. It does not display a normalized metric table or post-earnings market reaction until those fields are independently verified.

Constructive signals after the release

  • Continued strength in Pro sales, supported by expanded fulfillment and service capabilities, can broaden growth beyond do-it-yourself demand.
  • Double-digit online growth and continued home-services strength can deepen omnichannel engagement and increase Lowe's share of larger home projects.
  • The ADG and FBM acquisitions add installation, design, and building-products capabilities that can extend Lowe's addressable Pro and home-project markets.

Risks that still need monitoring

  • Housing-market sensitivity

    A challenging housing backdrop can delay discretionary remodeling and large-ticket projects, limiting comparable-sales acceleration.

  • Margin dilution

    Acquisition-related amortization and a lower gross-margin rate show that sales growth may not translate proportionately into operating profit.

  • Acquisition integration

    Integrating ADG and FBM creates execution risk and materially increased goodwill and intangible assets, raising the cost of an integration shortfall.

Primary sources

Lowe's Reports First Quarter 2026 Sales and Earnings ResultsLowe's Companies, Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/20/2026, 12:00:00 AM

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Lowe's Investor RelationsLowe's Companies, Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Lowe's Form 10-Q for the Quarter Ended May 1, 2026U.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/29/2026, 12:00:00 AM

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