Lowe's ($LOW) FY-2025: Q4 profit dragged despite sales recovery.
- Adjusted EPS: $1.98, 2% above expectation, but down 0.5% year-over-year
- Sales: $20.6B, beating expectation by 1.3% and up 11% from last year
- Adjusted operating margin: 9.0%, falling 41 bps vs last year
- Comparable sales were up 1.3%; Gross margin improved 0.22 percentage points
Stronger revenues point to demand resilience, but higher costs and diluted margins show that growth is not translating cleanly to the bottom line. Competitive and housing market risks remain significant.
Earnings call at 09:00 am EST today.