Lowes Companies Inc

Company facts

Industry

Retail-Lumber & Other Building Materials Dealers

Headquarters

Mooresville, North Carolina

Most recent report

8-K, filed Sep 2, 2026

Incorporated

North Carolina

Filings on record

1,000+ filings

On EDGAR

CIK 60667

Fiscal year ends

January

Filer status

Large accelerated filer

What to read: Jul 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 2 positive, 5 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Core financial data with acquisitions, margin compression, and debt changes.
  Notable

  • $80.0M IEEPA tariff refund recognized in Q2 2026 as a contingent gain.
  • FBM acquired for $8.8B cash; Other segment sales jumped from $138M to $1.94B year-over-year.

• Management's Discussion (Item 2)

  Dense with financial results, tariff refunds, debt paydown, and share repurchase surge for Q2/H1 2026.
  Positive

  • Net sales improved 8.3% to $26.0 billion in Q2 2026.
  • Dividend per share increased to $2.40 in H1 2026 from $2.30.
  Notable

  • Comparable sales growth decelerated to 0.2% in Q2 2026 from 1.1%.
  • Net earnings and diluted EPS stayed flat at $2.4B and $4.27 in Q2 2026.
  • $80M pre-tax tariff refund recognized in Q2 2026; future IEEPA refund collections uncertain.

What changed: Jul 2026 vs. May 2026

About 12% of LOW's Jul 2026 10-Q is new information. 28 paragraphs were added, 92 changed, and 16 removed. Below are the most important lines SECSift identified.

• Item 2 38
• Item 1 34
• Item 4 2
• Item 5 1
• Item 6 1