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Buy Day today: Neutral (60) Mixed market breadth · no major macro event
LOW

Lowe's Companies Inc

Consumer Cyclical · Home Improvement Retail

196.10$ +2.7% vs. previous close Closing price · As of: Sep 22, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Lowe's Companies Inc (LOW). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — LOW
Segment Q2 2025 Q3 2025
Reportable Segment $20.93B 100.0% $23.82B 100.0%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating income — LOW
Segment Q2 2025 Q3 2025
Reportable Segment $2.49B 11.9% $3.48B 14.6%

Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.

Revenue by region

Revenue by region — LOW
Segment Q2 2025 Q3 2025 Q2 2026 Q3 2026
United States $20.93B 100.0% $23.96B 100.0% $23.01B 99.7% $25.88B 99.7%
CANADA $0 0.0% $0 0.0% $68.0M 0.3% $73.0M 0.3%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating metrics

Operating metrics are the figures a company uses to measure its own business — customer counts, stores, deliveries or the churn rate. None of them appear in the financial statements, and they often explain earlier than revenue does why revenue is moving.

Operating metrics — LOW
Metric Q2 2025 Q3 2025 Q4 2025 Q2 2026 Q3 2026
Customer transactions 199.0M 225.0M 187.0M 197.0M -1.0% 219.0M -2.7%
Total sales floor square feet 195.0M 196.0M 196.0M 196.0M +0.5% 196.0M +0.0%
Average retail store size (selling square feet) 112,000 112,000 111,000 112,000 +0.0% 111,000 -0.9%
Number of retail stores 1,750 1,753 1,756 1,759 +0.5% 1,761 +0.5%
Average ticket $105 $106 $109 $108 +2.4% $108 +1.4%
Total product categories 14 14 14 13 -7.1% 13 -7.1%
Comparable average ticket growth 2.1% 2.9% 3.4% 1.5% -28.6% 2.3% -20.7%
Comparable customer transactions decline 3.8% 1.8% 3.0% -0.9% -123.7% 2.1% +16.7%
Comparable sales growth 1.1% 0.4% 0.6% 0.2% -81.8%

These metrics are not part of the financial statements; they sit in the narrative text of the filings. We read them out of the SEC filings using artificial intelligence and check every single figure against the original passage in the report; anything that is not found there verbatim is discarded. Source: SEC EDGAR (annual and quarterly reports, 10-K/10-Q).

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: September 22, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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