Lowe's Companies (LOW) Q4 2025 (USD): adj. EPS 1.98 (exp. 1.94), Revenue 20.6bln (exp. 20.35bln)

• Q4 SSS: +1.3% (exp. flat)

• FY EPS view 12.25-12.75 (exp. 12.90)
• Next FY Rev. view 92-94bln(exp. 93.31bln)
• FY26 SSS seen flat to +2%

Lowe's reported better-than-expected Q4 EPS and revenue, indicating strong performance relative to market expectations. However, guidance for FY EPS and revenue fell short, suggesting potential headwinds ahead, particularly with flat same-store sales projections for FY26. This mix of positive results and cautious outlook could lead to volatility in Lowe's stock as investors weigh immediate performance against long-term growth prospects.