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

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Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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

Lowe's (LOW) board has raised the quarterly dividend by 5% to $1.10 per share. The company's Total Home strategy also bodes well.

Lowe's (LOW) Hikes Dividend by 5%: Here's What You Should Know

Caterpillar

Target

Ashland Global Hlds

Donaldson

Flowers Foods

Lennox International

LyondellBasell Industries

Medtronic

Monro

Northrop Grumman

Insperity

TowneBank

Union Pacific

The latter half of May was disappointing for dividend growth investors, as Lowe's pulled back on its dividend growth rate and Union Pacific skipped its annual increase. The big increases came from smaller companies. The only double-digit boost came from chemical company Ashland, while staffing firm Insperity and regional bank TowneBank announced 9% boosts. The announcements of dividend increases will slow down as summer approaches, but we should still see double-digit boosts from Kroger, UnitedHealth and Great Southern Bancorp.

Caterpillar, Target Among 10 Companies To Announce Annual Dividend Increases In June

Lowe's beat Wall Street estimates for revenue and earnings, but management downgraded fiscal 2023 guidance. Because the business generates the bulk of its sales from DIY customers, it is exposed to changes in discretionary spending power.

This Major Retailer Just Cut Its Outlook. Is the Stock Worth Buying Anyway?

Home Depot

In this article, I discuss four important aspects related to the current environment of rising interest rates and how it affects home improvement retailers The Home Depot, Inc. and Lowe's Companies, Inc. I explain the impact of interest rates on the valuation of the stocks of The Home Depot and Lowe's Companies.

Home Depot Vs. Lowe's: 4 Important Effects Of Interest Rates

Shares of Lowe's Companies Inc. LOW, +1.22% rallied 1.5% in morning trading Friday, after the home improvement retailer raised its quarterly dividend by 4.8%, to $1.10 a share from $1.05 a share. Shareholders of record on July 26 will be paid the new dividend on Aug. 9.

Lowe's raises dividend, to lift implied yield above 2.15%

MOORESVILLE, N.C. , May 26, 2023 /PRNewswire/ -- The board of directors for Lowe's Companies, Inc. (NYSE: LOW) has declared a quarterly cash dividend of one dollar and 10 cents ($1.10) per share, payable Aug. 9, 2023, to shareholders of record as of July 26, 2023.

LOWE'S COMPANIES, INC. ANNOUNCES 5% INCREASE TO QUARTERLY CASH DIVIDEND

Ameriprise Financial

Amazon

ASML Hld

Brookfield Asset Management

Salesforce

KFA Mount Lucas Index Strategy ETF

Mastercard

Netflix

Starbucks

Schwab U.S. Large-Cap Growth ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

The debt ceiling crisis and the 2023 recession have created one of the craziest markets I and many investors have ever seen. Bond yields are trading like crypto, and no one knows what interest rates or stocks will do next.

How I Built A $10 Million Dividend Portfolio With 13 World-Beater Blue Chips

Lowe's reported quarterly financial results that could have major implications for dividend stock investors.

Is Lowe's an Excellent Dividend Stock to Buy?

Lowe's is expanding a "one-stop shop" concept that's aimed at attracting rural customers.     Up to 300 stores will feature new items like Carhartt apparel as well as products for farm, ranch, and outdoor needs.

Lowe's is trying to lure rural shoppers by copying Tractor Supply and selling livestock products, Carhartt, and Wrangler

Best Buy

Kohl's

Consumer caution dampens earnings for retailers Dick's, e.l.f. Beauty and Williams-Sonoma.

Kohl's, Best Buy, Lowe's Sales Sluggish as Shoppers Pull Back

Deere & Company

Verizon

The markets are always looking forward, and you should, too.

4 Top Dividend Stocks to Buy in May and Put Away

Lowe's deepens affinity with rural customer base, pet owners with new outdoor product assortment for work and play MOORESVILLE, N.C. , May 24, 2023 /PRNewswire/ -- Lowe's announced a new one-stop shop concept designed to bring those customers located in rural areas across the country everything needed for farm and home with a wider offering of farm, ranch and outdoor products in up to 300 additional Lowe's stores by year end.

Lowe's Broadens Rural Footprint with Farm and Ranch Offerings in Up to 300 Stores

AutoZone

Stocks finished broadly lower as fears heightened over the debt ceiling. Lowe's stock climbed despite some concerns about future growth.

Here's What Lowe's and AutoZone Stocks Are Saying About the Economy

Walmart

Retail titans, Amazon and Walmart, raced ahead, while Target, Home Depot, and Lowe's hit some stumbling blocks.

Retail Giants Vs. US Economy: Walmart, Amazon Triumph As Target, Home Depot, And Lowe's Stumble

Colgate-Palmolive

Costco

Procter & Gamble

Johnson & Johnson

Progressive

Exxon Mobil

With the debt ceiling issue rating as perhaps the single-most critical issue for the market right now, investors should consider targeting safe-haven stocks for debt default. Naturally, the U.S. government defaulting on its obligations would probably spark a ripple effect.

7 Safe-Haven Stocks to Buy for Protection From a U.S. Debt Default Disaster

Lowe's Cos. is ramping up its efforts to get specific products into the hands of customers in rural areas.

Here's how Lowe's wants to target its rural customers

Lowe's (LOW) reports lower sales year over year for first-quarter fiscal 2023 due to weak comps.

Lowe's (LOW) Q1 Earnings Surpass Estimates, Sales Fall Y/Y

Shares of Lowe's Companies Inc. bounced back Tuesday to extend their bullish trend, while those of larger rival Home Depot Inc. continued their bearish bent.

Lowe's stock holds bullish trend and keeps beating rival Home Depot's

Lowe's Companies, Inc. (NYSE:LOW ) Q1 2023 Earnings Conference Call May 23, 2023 9:00 AM ET Company Participants Kate Pearlman - Vice President, Investor Relations Marvin Ellison - Chairman and Chief Executive Officer Bill Boltz - Executive Vice President, Merchandising Joe McFarland - Executive Vice President, Stores Brandon Sink - Executive Vice President and Chief Financial Officer Conference Call Participants Liz Suzuki - Bank of America Simeon Gutman - Morgan Stanley Steven Zaccone - Citigroup Brian Nagel - Oppenheimer Seth Sigman - Barclays Kate McShane - Goldman Sachs Jonathan Matuszewski - Jefferies Steven Forbes - Guggenheim Partners Operator Good morning, everyone and welcome to Lowe's Companies First Quarter 2023 Earnings Conference Call. My name is Rob and I will be your operator for today's call.

Lowe's Companies, Inc. (LOW) Q1 2023 Earnings Call Transcript

Lowe's beat on both sales and earnings this morning but, like Home Depot a week ago, warned on guidance. Sales are falling at both home improvement retailers.

Why Lowe's Stock Popped Today

Lowe's Companies Inc (NYSE:LOW) has reversed its premarket losses, last seen up 2.7% to trade at $208.69.

Lowe's Lowers Guidance Despite Strong Quarter

The Consumer Discretionary Sector ETF NYSEARCA: XLY is set up for a reversal, and the outlook is certainly in line with that, but a growing number of reports, including the Q1 report from Lowe's NYSE: LOW, suggests that the rebound is over. The report from Lowe's confirms a shift in consumer spending that points to rapidly receding demand for discretionary items as consumer spend their money on food and healthcare products.

Can Lowe's Lead Discretionary Stocks Lower In 2023?

Lowe's Companies, Inc. (NYSE:LOW) has reported a dip in first-quarter sales and has cut its full-year forecast due to the impact of record lumber deflation, bad weather and softer-than-expected consumer demand.  The home improvement retailer reported total sales of $22.3 billion for the quarter to May 5, 2023, with comparable sales falling by 4.3%.

Lowe's reports dip in sales due to lower DIY demand, lumber deflation

Lowe's (LOW) came out with quarterly earnings of $3.67 per share, beating the Zacks Consensus Estimate of $3.48 per share. This compares to earnings of $3.51 per share a year ago.

Lowe's (LOW) Q1 Earnings and Revenues Beat Estimates

Lowe's beat expectations for its first-quarter earnings but cut its full-year earnings and revenue outlook on softer consumer spending.

News for Lowe's Stock (LOW)