文章核心观点 - 公司在过去16个季度中每个季度都超出了预期,平均正面惊喜为7.9% [3] - 公司的销售增长比利润增长更难管控,这表明疫情期间的特殊经济周期正在逐步消退 [3] - 分析师对公司未来几个季度和2026年的预期并未大幅下调,表明他们预计公司基本面不会出现严重恶化 [5] 根据目录分别总结 公司最新财报和预期 - 分析师预计公司第二季度调整后每股收益为4美元,同比下降12% [7] - 第二季度销售额预计同比下降4%至240亿美元 [7] - 全年调整后每股收益预计下降近8%至12.17美元,销售额预计下降2.5%至842.6亿美元 [7] - 销售和利润下降主要是由于高价位可选消费品需求疲软,反映了宏观环境的挑战,但公司的专业客户业务仍保持稳健增长 [7] 公司估值分析 - 公司当前市盈率为19倍,虽然不算便宜但与过去20年的平均水平一致 [8] - 如果公司在2026-2027财年恢复10%和9%的增长,预计总回报率约为8% [8] - 根据企业价值/息税前利润和企业价值/息税折旧摊销前利润等指标,公司估值处于合理区间 [9] - 根据自由现金流收益率,公司目前略有溢价,但仍处于历史平均水平附近 [10][11] - 即使在8%的权益资本成本假设下,公司也需要以3.8%的永续增长率才能达到240美元的合理估值 [11] 结论 - 公司凭借强大的盈利能力、规模优势和知名品牌,在疫情期间和之后表现出色 [12] - 销售和利润的下降主要是由于基数效应和宏观环境的挑战 [12] - 公司当前估值合理,不存在严重的估值隐忧,仍是一只值得长期持有的优质股票 [12]

Wall Street analysts expect Lowe's (LOW) to post quarterly earnings of $3.96 per share in its upcoming report, which indicates a year-over-year decline of 13.2%. Revenues are expected to be $23.92 billion, down 4.2% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings r ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Lowe's (LOW) reports results for the quarter ended July 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 20, 2024, might help the stock move higher if these key numbers are better than expectations. ...

MOORESVILLE, N.C., Aug. 13, 2024 /PRNewswire/ -- Lowe's Companies, Inc. (NYSE: LOW) announced today that it will hold its Second Quarter 2024 Earnings Conference Call at 9 a.m. Eastern time on Tuesday, Aug. 20. A webcast will be available by visiting the Quarterly Earnings section of the Lowe's Investor Relations website, ir.lowes.com. Supplemental materials will be available 15 minutes before the start of the conference call.What: Second Quarter 2024 Earnings Conference CallWhen: 9 a.m. EST on Tuesday, Aug ...

As Lowe's Companies, Inc. (LOW) prepares to unveil its second-quarter fiscal 2024 earnings on Aug 20 before the opening bell, investors are keenly observing the company's performance. With a projected decline in both the top and bottom-line figures, the upcoming earnings release prompts a critical question: can Lowe’s meet or exceed expectations despite these anticipated decreases in profitability?The Zacks Consensus Estimate for the to-be-reported quarter’s revenues is pegged at $24 billion, which suggests ...

Lowe's Media Network Unlocks More Opportunities that Deliver Growth for Brand PartnersMOORESVILLE, N.C., Aug. 8, 2024 /PRNewswire/ -- Lowe's Companies, Inc. is making new advancements to its media network to deliver a world-class retail media experience with enhanced white glove service for its brand advertisers. To support its strategic growth, Lowe's has rebranded its retail media network with a new logo and a simplified name: Lowe's Media Network. Lowe's also announced expanded placements on the Lowe's a ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Lowe's (LOW) , which belongs to the Zacks Building Products - Retail industry.When looking at the last two reports, this home improvement retailer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 4.72%, on average, in the last two quarters.For the last reported quarter, Lowe's came out with earnings of $3.06 p ...

These stocks are underperforming the markets this year, but they have loads of potential in the long run.If you have $5,000 that you can afford to invest in the stock market, you'll have to decide between investing in just one stock or spreading it across multiple investments. What's more challenging, however, is finding a safe place to invest that $5,000.Three growth stocks that are not only safe but also cheap right now are United Parcel Service (UPS 0.16%), PDD Holdings (PDD -0.83%), and Lowe's (LOW -1.6 ...

"We are excited to highlight Truffle, a versatile color that taps into the warm beauty of nature, offering a timeless and durable foundation for our customers' design needs," said Monica Reese, Lowe's Director of Trend and Style. "Truffle complements a wide range of styles, from modern minimalism to rustic chic, and layers beautifully with a broad palette of colors from soft neutral hues to deep bold palettes, truly elevating the style of any space."To choose the 2025 Color of the Year, Lowe's and STAINMAST ...

In the latest market close, Lowe's (LOW) reached $245.51, with a +1.7% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 1.08%. Meanwhile, the Dow experienced a rise of 0.75%, and the technology-dominated Nasdaq saw an increase of 2.64%.Prior to today's trading, shares of the home improvement retailer had gained 12.96% over the past month. This has outpaced the Retail-Wholesale sector's loss of 1.42% and the S&P 500's loss of 0.44% in that time.Market pa ...