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Lowe’s recently released financial results for the fourth quarter of 2025 and an outlook for the full year 2026.
Total sales for Q4 were $20.6 billion, up from $18.6 billion in Q4 2024. Comparable sales increased 1.3% in the fourth quarter, primarily due to growth in Pro, online and home services sales, as well as strong holiday performance.
The company reported net earnings of $1.0 billion in Q4 and diluted earnings per share of $1.78, down from $1.99 in Q4 2024. Lowe’s operated 1,759 stores as of Jan. 30, 2026.
“We delivered strong results this quarter, as our Total Home strategy is resonating with both our Pro and DIY customers, which was evident during a great holiday season. Given our outperformance this quarter, we awarded $125 million in discretionary bonuses to our frontline associates in recognition of their hard work and outstanding customer service,” says Marvin R. Ellison, Lowe’s chairman, president and CEO. “While the housing macro remains pressured, we are focused on directing what is within our control, which includes our ongoing productivity initiatives. We remain confident that we are well-positioned to take share regardless of the macro environment.”
Lowe’s outlook for the full year of 2026 includes expected total sales to reach between $92.0 to $94.0 billion or an increase of approximately 7% to 9% compared to 2025. Comparable sales are expected to be flat to up 2% as compared to 2025 and diluted earnings per share of approximately $11.75 to $12.25 are expected in 2026.
Lowe’s executives also highlighted notable achievements and forward-looking statements during the Q4 2025 earnings call. Ellison commented on the workforce reduction Lowe’s saw earlier this month, citing the move will create greater financial agility for the company. Comments were made about success surrounding the MyLowe’s rewards program, including the MyLowe’s Rewards Kids Club program, the company’s partnership with Mr. Beast through the Lowe’s Creator Program and the Mylow Companion AI tool launched in May. New Pro-focused programs and AI-powered inventory stocking tools were also mentioned, with plans to roll them out in Lowe’s stores in 2026.
