LOWLowe's
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
The biggest changes in the 10-K filed 2026-03-23, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Operating margin
12.5% → 11.8% (-0.7 pts) FY to 2026-01-30 vs 2025-01-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Net income
-4.4% FY to 2026-01-30 vs 2025-01-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Revenue
+3.1% FY to 2026-01-30 vs 2025-01-31“The increase in comparable sales was driven by a 3.0% increase in comparable average ticket, partially offset by a decline in comparable customer transactions of 2.8%.”
Read it in the 10-K ↗
Cash from operations
+2.5% FY to 2026-01-30 vs 2025-01-31“The increase in net cash provided by operating activities for the year ended January 30, 2026, compared to the year ended January 31, 2025, was primarily driven by changes in merchandise inventory due to inventory optimization efforts during the year, partially offset by lower net earnings and the timing of income tax payments which were previously deferred under the income tax relief announced by the IRS for businesses impacted by Hurricane Helene.”
Read it in the 10-K ↗
Gross margin
33.3% → 33.5% (+0.2 pts) FY to 2026-01-30 vs 2025-01-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
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