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Screener / SEC EDGAR /CIK 0000060667 /10-K filed Mar 23, 2026, compared with Mar 24, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
SBUXBBYTSLANKELOWTJX
NYSE Consumer discretionary · Home Improvement Retail

Lowe's LOW

LOW quote by TradingView

Lowe’s Companies, Inc. and subsidiaries (the Company or Lowe’s) is a Fortune® 100 company and the world’s second largest home improvement retailer. 10-K, Item 1

Headquarters
Mooresville, NC
Next results
around Nov 18, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $86.3B through the costs to a net profit of $6.7B · income statement of the 10-K

12% operating margin
Revenue to Gross profit: $28.9BRevenue to Cost of revenue: $57.4BGross profit to Operating profit: $10.2BGross profit to Operating expenses: $18.7BOperating profit to Net profit: $6.7BOperating profit to Tax & other: $3.5B Revenue: $86.3B REVENUE $86.3B +3% Y/Y Gross profit: $28.9B · 33% margin GROSS PROFIT $28.9B 33% margin · +4% Y/Y Cost of revenue: $57.4B · 67% of revenue COST OF REVENUE $57.4B 67% of revenue Operating profit: $10.2B · 12% margin OPERATING PROFIT $10.2B 12% margin · −3% Y/Y Operating expenses: $18.7B · 22% of revenue OPERATING EXPENSES $18.7B 22% of revenue Net profit: $6.7B · 8% margin NET PROFIT $6.7B 8% margin · −4% Y/Y Tax & other: $3.5B · 4% of revenue TAX & OTHER $3.5B 4% of revenue
Gross profit $28.9B 33% margin · +4% Y/Y
Operating profit $10.2B 12% margin · −3% Y/Y
Net profit $6.7B 8% margin · −4% Y/Y
The full income statement, year by year

LOW among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 3.1%, above 28% of 46 peers (their median 5.9%) REVENUE GROWTH 3.1% · above 28% Gross margin: 33.1%, above 30% of 30 peers (their median 42.2%) GROSS MARGIN 33.1% · above 30% Operating margin: 11.4%, above 26% of 39 peers (their median 16.0%) OPERATING MARGIN 11.4% · above 26% Net margin: 7.3%, above 30% of 46 peers (their median 11.0%) NET MARGIN 7.3% · above 30% FCF margin: 7.7%, above 30% of 44 peers (their median 9.5%) FCF MARGIN 7.7% · above 30%
LOW Peer median Below the median

What changed

2 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Mar 23, 2026 against Mar 24, 2025.

Risk factors
2 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +1059.6% vs revenue +3.1% (+1056.5 pts)
10-K · XBRL
Critical audit matters changed
New this year: Acquisitions - Foundation Building Materials (FBM) - Valuation of Customer Relationships (“The assets acquired and liabilities assumed in the Foundation Building Materials (“FBM”) transaction are recorded at their respective fair values at the date of the acquisition, based on management’s estimates and assumptions. Of the total assets acquired and liabilities assumed, the Company acquire”). Same as last year: Merchandise Inventory - Vendor Funds
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
0 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +1059.6% vs revenue +3.1% (+1056.5 pts)
  • Critical audit matters changed
    New this year: Acquisitions - Foundation Building Materials (FBM) - Valuation of Customer Relationships (“The assets acquired and liabilities assumed in the Foundation Building Materials (“FBM”) transaction are recorded at their respective fair values at the date of the acquisition, based on management’s estimates and assumptions. Of the total assets acquired and liabilities assumed, the Company acquire”). Same as last year: Merchandise Inventory - Vendor Funds
  • Cash from operations $9.9B vs net income $6.7B (FY ending Jan 30, 2026)
8 more checks with nothing to note
  • Inventory -0.6% vs revenue +3.1% (-3.7 pts)
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

2 paragraphs in Risk Factors that were not in the 10-K filed Mar 24, 2025. Quoted as filed.

All 2 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Mar 24, 2025 10-K, ITEM 1A
    inputs could materially affect our profitability. In addition, we use natural gas, diesel fuel, gasoline and electricity in our operations, all of which could face increased regulation as a result of climate change or other environmental concerns.
  2. Item 1A · new paragraph · not in the 10-K filed Mar 24, 2025 10-K, ITEM 1A
    access the public debt markets, we may be required to find other sources of capital, which may result in increased borrowing costs and restrict our ability to operate.

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$97.1B$86.4B$83.7B$86.3B
Net income$6.4B$7.7B$7.0B$6.7B
Operating cash flow$8.6B$8.1B$9.6B$9.9B
Free cash flow$6.8B$6.2B$7.7B$7.7B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$86.3B ▲ 3.1% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

No new filings in the last 30 days · SEC EDGAR

All filings

Nothing new. The most recent filings:

About the company

Lowe's, Mooresville, NC · from the 10-K filed Mar 23, 2026

Lowe’s Companies, Inc. and subsidiaries (the Company or Lowe’s) is a Fortune® 100 company and the world’s second largest home improvement retailer. As of January 30, 2026, Lowe’s operated 1,759 home improvement stores and outlets in the United States, representing approximately 196 million square feet of retail selling space. In addition, Lowe’s operated over 540 branch locations in the United States and Canada, which include our current year acquisitions of Foundation Building Materials (FBM) and Artisan Design Group (ADG).

Headquarters
Mooresville, NC
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
January 31
Last results
Aug 19, 2026
Incorporated in
NC

Email alerts

Sources

The 10-K filed Mar 23, 2026 (open at SEC), compared with the 10-K filed Mar 24, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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