Lowe's Companies, Inc. has reported its fourth quarter 2025 sales and earnings results, showcasing an increase in comparable sales by 1.3%. The company's net earnings amounted to $1.0 billion, with diluted earnings per share (EPS) at $1.78, compared to $1.99 in the fourth quarter of the previous year. Adjusted diluted EPS1 for the same period increased by 2.6% to $1.98, excluding $149 million in pre-tax expenses associated with the acquisitions of foundation building materials (FBM) and artisan design group (ADG).
Total sales for the quarter were $20.6 billion, a notable increase from $18.6 billion in the prior-year quarter. This growth was primarily driven by a 1.3% increase in comparable sales, attributed to continued growth in pro, online, and home services sales, alongside a strong holiday performance.
Despite the challenging housing macro environment, Lowe's remains confident in its ability to capture market share. As of January 30, 2026, the company operated 1,759 stores, representing approximately 196 million square feet of retail selling space.
Lowe's also demonstrated its commitment to shareholder value through its capital allocation program, having paid $673 million in dividends during the quarter and returning $2.6 billion to shareholders through dividends for the entire fiscal year.
Looking ahead to the full year 2026, Lowe's introduced its outlook, anticipating total sales of $92.0 to $94.0 billion, reflecting an increase of approximately 7% to 9% compared to the previous year. Comparable sales are expected to be flat to up 2% as compared to the prior year, with a focus on maintaining an operating margin of 11.2% to 11.4%.
As a result of these announcements, the company's shares have moved 0.2% on the market, and are now trading at a price of $277.55. If you want to know more, read the company's complete 8-K report here.
