Home improvement retailer Lowe’s (NYSE: LOW) will be announcing earnings results this Wednesday before the bell. Here’s what to look for.
Lowe's beat analysts’ revenue expectations last quarter, reporting revenues of $20.58 billion, up 10.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but full-year EPS guidance missing analysts’ expectations.
Is Lowe's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Lowe’s revenue to grow 9.7% year on year, a reversal from the 2% decrease it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Lowe's has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Lowe’s peers in the home furnishing and improvement retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Floor And Decor posted flat year-on-year revenue, missing analysts’ expectations by 2.8%, and Arhaus reported flat revenue, in line with consensus estimates. Floor And Decor traded up 4.5% following the results while Arhaus was down 14.3%.
Read our full analysis of Floor And Decor’s results here and Arhaus’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the home furnishing and improvement retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 11.8% on average over the last month. Lowe's is down 13.7% during the same time and is heading into earnings with an average analyst price target of $279.76 (compared to the current share price of $218.53).
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