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Lowe's10-Q: Acquisition completed

Recent acquisitions contribute to 77 basis point drop in gross margin.

What happened

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.

Source

SEC EDGARAug 27, 2026

Quarterly report (Form 10-Q)

Lowe's 10-Q

Filing excerpt

For the second quarter of 2026, gross margin as a percentage of sales decreased 77 basis points compared to 2025. The gross margin decline for the quarter was driven by the operational cost structure of acquisitions during 2025 and increased fuel costs...

sec.gov/Archives/edgar/data/60667/000006066726000117/low-20260731.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Acquisition completed

What this signalsIntegration work after a deal often opens needs for new systems and services.

Fiscal year end
07/31
Filed
Aug 27, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$96M (pre-tax expenses from acquisitions in Q2 2026)
Percent
-77% (basis point decrease in gross margin vs prior year)

Details

CIK
60667
Accession number
0000060667-26-000117
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Active integration needs
Signal category
Strategic

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Sep 1, 2026
signal_type
sec-10q
signal_subtype
acquisitionCompleted

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/13c3d3dc-ebaf-4237-8c75-f438c71264f5 returns this record as JSON. POST /v1/companies/enrich returns every signal for lowes.com.

{
  "signal_id": "13c3d3dc-ebaf-4237-8c75-f438c71264f5",
  "signal_type": "sec-10q",
  "signal_subtype": "acquisitionCompleted",
  "detected_at": "2026-09-01T07:03:38.448+00:00",
  "company": {
    "name": "Lowe's",
    "domain": "lowes.com"
  },
  "data": {
    "detail": "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. This creates an urgent need for solutions that can streamline post-merger integration, optimize financial consolidation, and improve operational efficiency to mitigate the negative impact on profitability.",
    "metrics": {
      "pct": -0.77,
      "timeframe": "current_quarter",
      "pct_context": "basis point decrease in gross margin vs prior year",
      "dollar_context": "pre-tax expenses from acquisitions in Q2 2026",
      "dollar_millions": 96
    },
    "summary": "Recent acquisitions contribute to 77 basis point drop in gross margin.",
    "excerpts": "For the second quarter of 2026, gross margin as a percentage of sales decreased 77 basis points compared to 2025. The gross margin decline for the quarter was driven by the operational cost structure of acquisitions during 2025 and increased fuel costs...",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/60667/000006066726000117/low-20260731.htm",
    "filing_date": "2026-08-27",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/31",
    "sales_relevance": "Active integration needs",
    "signal_category": "strategic"
  }
}

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