Every material Form 8-K Lowe's has filed with the SEC since November 19, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lowe's appointed five executive officers, effective September 1, 2026, including a new chief information and AI officer and chief marketing officer. The company says the roles are meant to connect its Pro, digital, loyalty, fulfillment and Home Services capabilities and to speed up growth work. The filing gives no financial figures or compensation terms for the appointments.
Five executive vice president appointments were made on August 28, 2026, effective September 1, 2026.
Appointees include Joseph M. McFarland III (Pro and Home Services), Quonta D. Vance (Stores) and Seemantini Godbole (Chief Information and AI Officer).
Adam D. Filipponi takes the role of Strategy and Business Development, and Jennifer E. Wilson becomes Chief Marketing Officer.
The filing does not disclose compensation terms or any departing officers.
Lowe's reported second-quarter 2026 net earnings of $2.4 billion and diluted EPS of $4.27, flat from a year earlier, while total sales rose to $26.0 billion from $24.0 billion. The company lowered the top end of its fiscal 2026 diluted EPS and comparable sales outlook, which matters to shareholders because the forecast now points to flat comparable sales and a narrower earnings range.
Q2 diluted EPS was $4.27, the same as the prior-year quarter; adjusted diluted EPS rose 1.6% to $4.40 from $4.33.
Q2 comparable sales rose 0.2%, and online sales grew 15.7%; total sales were $26.0 billion versus $24.0 billion.
Fiscal 2026 diluted EPS is now about $11.75 (previously $11.75 to $12.25); adjusted diluted EPS is about $12.25 (previously $12.25 to $12.75).
Q2 EPS included an $0.11 benefit from IEEPA tariff refunds, and $96 million in pre-tax acquisition-related expenses.
Lowe's reported first-quarter 2026 results for the period ended May 1, 2026. Total sales rose to $23.1 billion from $20.9 billion, and comparable sales increased 0.6%, but diluted EPS was $2.90 versus $2.92 a year earlier. The company said adjusted diluted EPS, which excludes $96 million of acquisition-related amortization, rose 3.8% to $3.03, and it affirmed its full-year 2026 outlook.
Total sales were $23.1 billion versus $20.9 billion in the prior-year quarter; comparable sales rose 0.6%.
Diluted EPS was $2.90 versus $2.92 a year earlier; adjusted diluted EPS was $3.03, up 3.8%.
Net earnings were $1.6 billion, and the company paid $674 million in dividends during the quarter.
Full-year 2026 outlook was affirmed, including diluted EPS of approximately $11.75 to $12.25.
Lowe's reported fourth quarter 2025 results on February 25, 2026, with total sales up to $20.6 billion from $18.6 billion and comparable sales up 1.3%. GAAP diluted EPS fell to $1.78 from $1.99, while adjusted diluted EPS, a non-GAAP measure, rose 2.6% to $1.98 after excluding $149 million in pre-tax acquisition-related expenses. The company also introduced fiscal 2026 guidance, with diluted EPS of $11.75 to $12.25 and adjusted diluted EPS of $12.25 to $12.75, and the filing does not compare that guidance with earlier outlooks.
Diluted EPS was $1.78 versus $1.99 a year earlier; adjusted diluted EPS was $1.98, up 2.6% from $1.93.
Total sales were $20.6 billion versus $18.6 billion; comparable sales rose 1.3%.
Fiscal 2026 outlook: total sales of $92.0 to $94.0 billion and diluted EPS of $11.75 to $12.25.
Fourth quarter included $149 million in pre-tax expenses tied to the Foundation Building Materials and Artisan Design Group acquisitions.
Lowe's reported third-quarter 2025 sales of $20.8 billion, up from $20.2 billion a year earlier, but diluted EPS fell to $2.88 from $2.99. Adjusted diluted EPS rose 5.9% to $3.06 after excluding $129 million in acquisition-related expenses. The company raised its full-year sales outlook to $86.0 billion but lowered its comparable sales and adjusted operating margin outlook, so the update is mixed for shareholders.
Net earnings were $1.6 billion ($1,616 million) versus $1.7 billion ($1,695 million) in the prior-year quarter.
Comparable sales rose 0.4%, with online sales up 11.4%.
Full-year comparable sales are now expected to be flat, previously flat to up 1%; adjusted operating margin is now 12.1%, previously 12.2% to 12.3%.
Full-year adjusted diluted EPS is now approximately $12.25, previously $12.20 to $12.45.
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