Revenue segments as reported by the company.

Home Decor

Building Products

Hardlines

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lowe's

Orchard Supply Hardware is an American retailer of home improvement and gardening products. Headquartered in San Jose, California, Orchard Supply Hardware has dozens of locations throughout California, with expansions into Oregon and Florida.

Orchard Supply Hardware

Rona is a Canadian retailer of home improvement and construction products and services. Founded in 1939, the company operates a mixture of company-owned and franchised retailers under multiple banners, including Rona, its big box formats Rona Home & Garden and Réno-Dépôt, as well as smaller brands such as Rona Cashway, Marcil Centre de Rénovation, and Dick's Lumber. On February 3, 2016, U.S. retailer Lowe's announced that it would acquire Rona for $3.2 billion pending government approval. Lowe's plans to maintain the Rona name in mid-sized stores post-merger.

Rona

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

LOW reports Q1 earnings growth despite sales decline and discretionary weakness

Despite a decline in comparable sales, LOW's adjusted operating margin expanded, and the company remains optimistic about the future of the home improvement business. Challenges include weakness in discretionary spending, particularly in big-ticket DIY purchases, and questions about the potential duration of this weakness. However, the company sees opportunities in the Pro customer strategy and the rural stores expansion.

LOW reports Q2 earnings with declining sales but expanded margins

LOW's Q2 performance reflects a decline in comparable sales but an expansion in operating margin and strong online sales growth. The company faces challenges from cautious consumer spending and industry-specific pressures. However, LOW remains optimistic about outperforming sales outlook and sees opportunities in sustaining demand and expanding margins through strategic initiatives.

Lowe's Q3 2023: Challenges in DIY Spending, Optimism for Long-Term Growth

Lowe's Q3 2023 faced challenges in DIY spending and online sales, but saw positive performance in Pro sales comp and strategic initiatives. The company remains optimistic about the mid- to long-term outlook for the home improvement industry. Ongoing focus on productivity improvements and meeting customer demand presents opportunities for growth.

Lowe's reports mixed Q4 sales but strong earnings growth

Lowe's Q4 earnings call highlighted mixed sales performance but strong earnings growth. The company is investing in its workforce and focusing on the Pro business for future growth. Opportunities lie in leveraging industry trends and technology advancements while managing challenges like declining lumber prices and flat gross margins.

Lowe's reports Q1 earnings growth despite challenges, eyes rural expansion

Lowe's Q1 2024 earnings call highlighted a mixed performance with challenges in comparable sales offset by positive Pro sales growth. The company's focus on market share gains, productivity initiatives, and Pro segment strength drove earnings growth. Despite short-term pressures, Lowe's remains positive about the future, especially with opportunities in rural store expansion and customer segment spending.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Alphabet

Bill Ackman's Pershing Square Capital Management LP boosted its position in Alphabet Inc. during the second quarter, according to recent disclosures.

Bill Ackman's Pershing Square boosts Alphabet stake, cuts back on Lowe's

Lowe's is a leading home improvement retailer with a strong business model and a focus on customer satisfaction. The company benefits from long-term tailwinds in the home improvement market, including the aging housing stock and the undersupply of homes. LOW stock has a competitive advantage as a one-stop shop for customers, with a wide range of products and a strong omnichannel presence.

Lowe's: A Stable Player With A Lot Of Margin For Improvement

Costco

Walmart

During this ongoing uncertainty, finding income-generating stocks for retirement has become a complex puzzle. Investors seek reliable avenues to ensure a worry-free retirement as the golden year approach.

3 Income-Generating Stocks for a Worry-Free Retirement

Jacobs Solutions Inc

Mastercard

Jacobs Solutions is primed to benefit from an estimated $2 trillion of new federal spending. Lowe's has an impressive record of increasing its dividend for 49 consecutive years.

3 Best Dividend Stocks for Retirement

Home Depot

There are many legendary pairs of business rivals in the world, with both sides of the aisle persistently aiming to steal market share from one another.

Home Depot vs. Lowe's: Which Stock Should Investors Consider?

As 2023 progresses, visits to home-improvement retailers Home Depot Inc. and Lowe's Cos. are increasing, according to foot-traffic data from analytics company Placer.ai.

These home-improvement retailers are seeing better foot traffic, research says

In the ever-changing landscape of the retail industry, home improvement giants The Home Depot Inc ( HD , Financial) and Lowe's Companies Inc ( LOW , Financial) have been facing their fair share of challenges. These retail powerhouses have been competing for the attention and loyalty of DIY enthusiasts and professional contractors for decades.

Home Depot and Lowe's Face Challenges Amidst Market Volatility

Dollar General

Flowers Foods

Johnson & Johnson

McDonald's

PepsiCo

As the Nasdaq starts to plateau and more economists signal volatility ahead, it might once again be time to look for a port in the storm. Last year, investors that bought into the safest stocks had solid insulation from the widespread market selloff.

The 7 Safest Stocks to Buy in August

Automatic Data Processing

Albemarle

Cardinal Health

Illinois Tool Works

NextEra Energy

Realty Income Corp

In recent years, dividend aristocrats have become a popular choice among investors of all stripes. Dividend aristocrats, or S&P 500 index components with at least 25 consecutive years of dividend growth, have historically delivered total returns on par with the S&P 500 but with lower volatility.

7 Dividend Aristocrats That Have Raised Their Payouts for 25 Years or More

AbbVie

Accenture Plc

Applied Materials

ASML Hld

Best Buy

Blackrock Inc

Cisco Systems

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Garmin

Infosys

KLA-Tencor

Lockheed Martin

Lam Research

Monolithic Power Systems

Merck

Paychex

Rollins

Schwab US Dividend Equity ETF

Snap-on

Skyworks Solutions

Taiwan Semiconductor Manufacturing

Texas Instruments

Visa

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF™, with a few minor twists. The portfolio gained 2.44% in July, underperforming the S&P 500 by 0.77%. Year-to-date, the portfolio is up 14.72%. Since inception, the portfolio is generating 2.75% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Performance Since Launch

Analysts at the Telsey Advisory Group downgraded Lowe's and Home Depot stock amid a housing market that is weakened by falling home sales and mortgage increases.

Home Depot, Lowe's stock downgraded on housing headwinds

The housing market will remain weak throughout 2024, Telsey Advisory Group argues. That will weigh on home-improvement stocks.

Home Depot and Lowe's Stocks Are Downgraded Ahead of Earnings

The shares of home improvement retailers Home Depot Inc (NYSE:HD) and Lowe's Companies Inc (NYSE:LOW) are taking a hit today, after Telsey Advisory Group downgraded both to "market perform" from "outperform.

2 Home Improvement Stocks Downgraded

Caterpillar

Chubb

Cincinnati Financial

Gorman-Rupp

Nordson

National Fuel Gas

Philip Morris

PPG Industries

Sysco

The answer is simple for those worried about high market valuations hurting future returns. Don't buy overvalued stocks. While the average investor is at risk of a lost decade or two, smart investors buying fast-growing aristocrats trading at reasonable prices have nothing to fear. The ten dividend aristocrats are trading at a 15% discount that offers a 16% annual return potential long-term, similar to what they have delivered for 30 years.

The Ultimate 10 Retirement Salvation Dividend Aristocrats For August

Darden Restaurants

EPAM Systems

Motorola Solutions

Norwegian Cruise Line

Insulet

August isn't a great month for the S&P 500 — it's actually the third-worst month of the year. But savvy investors can still pick up big gains.

8 Stocks Thrive In August — As The Rest Of The S&P 500 Withers

Lowe's is a sound investment choice with a strong record of dividend increases and a projected upward movement in stock price. Recent financial results were impacted by temporary factors, but Lowe's is expected to rebound as market conditions improve. The emergence of the inside bar for 2022 presents a strong bullish case for Lowe's.

Buy Lowe's Bullish Momentum (Technical Analysis)

DexCom

Paycom Software

Apple

Arch Capital

Broadridge Financial

Salesforce

Cintas Corp

Etsy

Keysight

Microsoft

Nasdaq

Subscribers to  Chart of the Week  received this commentary on Sunday, July 23.

25 S&P 500 Stocks to Target Next Month

News for Lowe's Stock (LOW)