10-Q · latest 10
What Lowe's's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
Gross margin fell 77 basis points in Q2 due to acquisition integration costs and rising fuel prices.
Lowe's is facing significant profit pressure from the operational costs of integrating recent acquisitions and higher fuel expenses.
-77%
YoY decrease in gross margin as a percentage of sales for Q2 2026
Deloitte & Touche LLP
Lowe's launches multi-year technology transformation to modernize core systems.
The company is overhauling its distribution, replenishment, accounting, and finance systems as part of a multi-year modernization effort.
distribution systemsreplenishment systemsaccounting systemsfinance systems
Comparable customer transactions fell 2.1% in Q2, indicating a drop in store traffic.
Despite a higher average ticket size, Lowe's is seeing fewer customer transactions, a key indicator of retail health and customer volume.
-2.1%
Decline in comparable customer transactions
The company's online channel is a significant growth driver, increasing its contribution to comparable sales by over 100 basis points year-over-year.
e-commerceDeloitte & Touche LLP
Recent acquisitions contribute to 77 basis point drop in gross margin.
Lowe's is facing significant margin pressure from the operational costs of its 2025 acquisitions of Artisan Design Group and Foundation Building Materials, which are driving ongoing amortization expenses of $96 million per quarter.
$96M
pre-tax expenses from acquisitions in Q2 2026
-77%
basis point decrease in gross margin vs prior year
- SEC EDGAR
10-Q
Filed · 7 signals
Lowe's allocates part of $2.5B FY2026 CapEx for multi-year technology transformation.
With a total capital expenditure budget of approximately $2.5 billion for fiscal 2026, Lowe's is funding a multi-year modernization of its core distribution, replenishment, accounting, and finance systems.
$2.5B
Total capital expenditures guidance for fiscal 2026, funding strategic initiatives including technology transformation.
distribution systemsreplenishment systemsaccounting systemsfinance systems
Lowe's launches multi-year technology transformation for core systems
The company is modernizing its distribution, replenishment, accounting, and finance systems.
distribution and replenishment systemsaccounting and finance systems
$96M
pre-tax expenses for intangible asset amortization related to acquisitions in Q1 2026
Gross margin declined 70 basis points due to costs from recent acquisitions
Lowe's gross margin decreased year-over-year, a decline attributed to the operational cost structure of businesses acquired in 2025, including Artisan Design Group and Foundation Building Materials.
-70%
Year-over-year decrease in gross margin as a percentage of sales
Deloitte & Touche LLP
Online sales drove 185 basis points of comparable sales growth in Q1
The company's investment in its online channel is paying off, contributing significantly to comparable sales growth.
onlinee-commercefulfillment technologyDeloitte & Touche LLP
Showing 10 of 15 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Lowe's earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Acknowledges significant pain point in fulfilling large Pro orders efficientlyThe CEO explicitly stated challenges in efficiently delivering large orders like drywall to job sites, which was a key driver for the FBM acquisition. This highlights a need for solutions in logistics, fulfillment technology, and supply chain integration to support their Pro business. | |
| Investing heavily in enterprise-scale AI with a detailed future roadmapCompany is leveraging an OpenAI platform for customer-facing virtual assistants and internal developer productivity, with plans for more high-impact AI initiatives. This signals significant, ongoing budget for AI/ML platforms, data services, and implementation partners. | |
| Accelerating online sales with 11.4% growth and building out a new marketplace.Lowe's is focused on enhancing its online experience and expanding its product assortment via a new marketplace without owning inventory. This signals investment in e-commerce platforms, digital experience tools, and third-party seller integration technology. | |
| Crediting tech-enabled solutions for double-digit growth in Home ServicesInvestments in technology for scheduling, quoting, and payment have removed customer friction and are a key driver of strong performance. This indicates a high willingness to continue investing in CX technology that delivers measurable ROI. | |
| Leveraging loyalty ecosystem of 30M members to drive personalized marketing.Lowe's is using its MyLowe's Rewards program to gain deep customer insights and create data-driven marketing campaigns. This indicates a need for data analytics, customer data platforms (CDPs), and marketing automation technologies to manage and monetize this large dataset. | |
| Spent $597 million in quarterly CapEx on strategic growth imperatives.Lowe's is actively deploying capital towards its strategic initiatives, with over half a billion dollars in capital expenditures in a single quarter. This demonstrates a healthy budget for projects related to technology, store improvements, and supply chain enhancements. |
Signal API · MCP
Track Lowe's with the Signal API
One POST /v1/companies/enrich call with lowes.com returns Lowe's 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"lowes.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .