Lowe's Companies (LOW) delivered mixed results in Q1 FY2026 on revenue of $23.1B versus the $23.0B estimate (+10.3% YoY) and EPS of $3.03. The next Lowe's Companies (LOW) earnings date is Aug 19, 2026. Below is the full Lowe's Companies earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$23.1B (vs $23.0B est · +0.4% surprise · +10.3% YoY)
EPS
$3.03 (vs $2.97 est · +2.0% surprise · -1.0% YoY)
Share price
$218.47 (+0.1%)
Market cap
$122.5B
Lowe's Companies (LOW) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$23.1B vs $23.0B est
$3.03 vs $2.97 est
+2.0%
-0.4%
Mixed
Q4 FY2026
$20.6B vs $20.3B est
$1.98 vs $1.94 est
+2.1%
-5.1%
Mixed
Q3 FY2026
$20.8B vs $20.8B est
$3.06 vs $2.97 est
+3.0%
+4.0%
Mixed
Q2 FY2026
$24.0B vs $23.9B est
$4.33 vs $4.24 est
+2.1%
-0.3%
Mixed
Q1 FY2026
$20.9B vs $20.9B est
$2.92 vs $2.88 est
+1.4%
-3.2%
In line
Q4 FY2025
$18.6B vs $18.3B est
$1.93 vs $1.84 est
+4.9%
+1.3%
Mixed
Q3 FY2025
$20.2B vs $19.9B est
$2.89 vs $2.81 est
+2.8%
-3.2%
Mixed
Q2 FY2025
$23.6B vs $23.9B est
$4.10 vs $3.97 est
+3.3%
-0.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.3%
40.5M
$8.9B
+2.1%
Fmr LLC
6.7%
37.3M
$8.2B
+17.0%
Vanguard Capital Management LLC
6.5%
36.6M
$8.1B
+0.4%
Jpmorgan Chase & CO
6.5%
36.2M
$8.0B
-2.4%
State Street Corp
4.5%
25.3M
$5.6B
+3.6%
Undisclosed filer
2.6%
14.5M
$3.2B
+1.9%
Geode Capital Management, LLC
2.6%
14.3M
$3.1B
+1.3%
Morgan Stanley
1.8%
10.0M
$2.2B
-9.7%
Wells Fargo & Company/Mn
1.5%
8.3M
$1.8B
-5.0%
Bank Of America Corp /De/
1.5%
8.3M
$1.8B
-2.3%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Simkins Lawrence
director
2026-07-09
Buy
117
—
Taylor Colleen
director
2026-07-09
Buy
59
—
ROGERS BRIAN C
director
2026-07-09
Buy
117
—
DREILING RICHARD W
director
2026-07-09
Buy
258
—
DOUGLAS LAURIE Z
director
2026-07-09
Buy
70
—
Vagell Margrethe R
officer: EVP, Supply Chain
2026-06-18
Sell
3K
$559575
PRYOR JULIETTE WILLIAMS
officer: EVP, CLO & Corp. Sec.
2026-06-17
Sell
9K
$2.1M
PRYOR JULIETTE WILLIAMS
officer: EVP, CLO & Corp. Sec.
2026-06-17
Sell
670
—
What you'll find
Next Lowe's Companies (LOW) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Lowe's Companies reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Lowe's Companies (LOW)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Lowe's Companies's next earnings date?
Lowe's Companies's (LOW) next scheduled earnings date is Aug 19, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Lowe's Companies (LOW) beat or miss earnings?
In Q1 FY2026, Lowe's Companies (LOW) posted mixed results — revenue of $23.1B versus the $23.0B estimate (+0.4% surprise) and EPS of $3.03 versus $2.97 expected (+2.0% surprise). Magnisto decodes every Lowe's Companies (LOW) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Lowe's Companies beat earnings estimates?
Over its last 8 reported quarters, Lowe's Companies (LOW) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q1 FY2027. Magnisto tracks every Lowe's Companies (LOW) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Lowe's Companies stock move after earnings?
Over its last 8 quarterly reports, Lowe's Companies (LOW) moved an average of ±2.2% the day after earnings — ranging from -5.1% (Q4 FY2026) to +4.0% (Q3 FY2026). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Aug 19, 2026, options-implied volatility is pricing in a move of roughly ±3.2% (derived). Magnisto tracks the realized post-earnings move for every Lowe's Companies (LOW) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Lowe's Companies?
Institutions hold about 74.1% of Lowe's Companies's (LOW) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.3%), Fmr LLC (6.7%), Vanguard Capital Management LLC (6.5%). Magnisto lists Lowe's Companies's (LOW) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Lowe's Companies (LOW)?
In the most recent Form 4 filings Magnisto tracks, Lowe's Companies (LOW) insiders recorded 9 purchases and 3 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Lowe's Companies (LOW) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Lowe's Companies (LOW), anchored to the current $218.47 share price, so you can weigh the bull, base and bear cases for Lowe's Companies side by side.
Is Lowe's Companies (LOW) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Lowe's Companies fits your own thesis and risk profile. This is research, not investment advice.