Tranzactioneaza Lowe's Companies (US.LOW) - 221.27 USD (%) Tranzactioneaza

Lowe’s a depasit asteptarile Wall Street privind veniturile si castigurile trimestriale, cu vanzari in crestere de peste 10% fata de anul trecut. Compania estimeaza pentru intregul an fiscal vanzari intre 92 mld. si 94 mld. USD si un profit ajustat pe actiune (EPS) intre 12.25 si 12.75 USD. Cresterile au fost impulsionate de segmentul profesional, vanzarile online si serviciile pentru casa, in ciuda ratei ridicate a dobanzilor ipotecare si a unui sector imobiliar mai lent. Lowe’s a realizat achizitii strategice, precum Foundation Building Materials si Artisan Design Group, si a implementat initiative pentru a atrage clienti care intarzie proiectele de renovare, ceea ce a contribuit la aprecierea actiunilor cu aproximativ 16% YTD. (Sursa: lowes low q4 2025 earnings 2026)

Lowe’s a raportat o crestere anuala a vanzarilor si un profit ajustat pe actiune de 3.06 USD (vs. 2.97 USD prognozat), dar a redus estimarea de profit pentru intreg anul la aproximativ 12.25 USD pe fondul incertitudinilor macroeconomice si al unei piete imobiliare slabe. Veniturile au ajuns la 20.81 mld. USD, iar vanzarile din magazine comparabile (un indicator al performantei reale, fara efectul deschiderilor sau inchiderilor de unitati) au crescut cu 0.4%, in timp ce profitul net a scazut la 1.62 mld. USD. Compania mizeaza pe dezvoltarea segmentului dedicat firmelor de constructii si profesionistilor, prin achizitii precum Foundation Building Materials (8.8 mld. USD) si Artisan Design Group (1.33 mld. USD). Rivalul Home Depot a redus, de asemenea, estimarile de profit pentru 2025, invocand o cerere slaba in sectorul imobiliar si incertitudinea consumatorilor. (Sursa: lowes low q3 earnings 2025)

Lowe’s a depasit asteptarile in T2 cu un EPS de 4.33 USD fata de 4.24 USD estimat si venituri de 23.96 mld. USD. Profitul net a urcat la 2.4 mld. USD fata de 2.38 mld. USD anul trecut, iar vanzarile comparabile au crescut cu 1.1%. Compania a anuntat achizitia Foundation Building Materials pentru 8.8 mld. USD dupa ce anterior a cumparat Artisan Design Group, consolidandu-si oferta pentru clientii Pro. Pentru anul fiscal curent Lowe’s estimeaza venituri de 84.5 – 85.5 mld. USD si un EPS intre 12.10 – 12.35 USD. (Sursa: lowes low q2 earnings 2025)

Lowe’s a mentinut prognoza pentru 2025, sustinuta de cresterea vanzarilor catre profesionisti, in ciuda unei scaderi de 1.7% a vanzarilor comparabile si a unei incetiniri in zona DIY (Do-It-Yourself). In T1, compania a raportat venituri de 20.93 mld. USD, aproximativ in linie cu estiamarile de 20.94 mld. USD, si un profit pe actiune de 2.92 USD, peste asteptarile analistilor de 2.88 USD. De asemenea, profitul net a scazut la 1.64 mld. USD, de la 1.76 mld. USD in perioada similara din anul precedent. Lowe’s estimeaza venituri anuale de pana la 84.5 mld. USD si un profit pe actiune de maximum 12.40 USD. (Sursa: lowes low q1 earnings 2025)

Lowe’s a depasit estimarile Wall Street pentru T3 2024, raportand venituri de 20.17 mld. USD, peste asteptarile de 19.95 mld. USD, si un profit ajustat pe actiune de 2.89 USD, fata de estimarile de 2.82 USD. Totusi, compania anticipeaza o scadere anuala a vanzarilor comparabile intre 3% - 3.5%, usor mai buna decat prognoza anterioara de -3.5% pana la -4%. Lowe’s estimeaza, de asemenea, venituri totale intre 83 – 83.5 mld. USD pentru 2024, ajustate fata de previziunea anterioara. (Sursa: lowes low q3 earnings 2024)

In mai, preturile caselor din SUA articles in medie cu 3.1% vs perioada similara din 2022, marcand cel mai sever declin dupa decembrie 2011. Vanzarile articles cu peste 20% vs perioada similara din 2022.

In schimb, increderea dezvoltatorilor imobiliari din SUA 061928742023 in iunie pentru a 6-a luna consecutiv, indicand o expansiune a activitatii pentru prima data in ultimele 11 luni.

Prezent ieri si miercuri in Congresul SUA, cu ocazia prezentarii raportului semestrial de politica monetara, Jerome Powell, presedintele Rezervei Federale, powell expects more fed rate hikes ahead as inflation fight has a long way to go 2023 ca dobanda cheie ar putea fi majorata din nou pana la finalul acestui an.

In aceasta dupa-amiaza, investitorii cme fedwatch tool o probabilitate de 76% pentru o majorare de 25 bps a dobanzii cheie, la 5.5%, cu ocazia urmatorului anunt de politica monetara al Rezervei Federale din 26 iulie.

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Home Depot, marele retailer american care opereaza magazine de bricolaj, a declarat ca va plati un dividend trimestrial de 1.90 USD/actiune, in linie cu cel declarat anterior. Randamentul anualizat al dividendului pentru urmatoarele 12 luni este de 2.37%, raportand calculul la ultimul pret de inchidere din sedinta de ieri. Dupa ultimul trimestru, Home Depot, dar si rivalii de la Lowe’s (US.LOW), au raportat rezultate bune, datorita unei cereri puternice pentru articole de bricolaj. Cu toate acestea, companiile anticipeaza o diminuare a cererii, incepand cu aceasta luna. (Sursa: Seeking Alpha.com, CNBC.com)

Wood prices were a leading indicator of the supply-chain problems and inflation that followed pandemic lockdowns. Prices shot up in the summer of 2020 as cooped-up Americans remodeled en masse and demand for suburban houses soared. By last spring, lumber cost more than twice the prepandemic high. Now, two-by-four prices are flashing caution. Lumber futures for July delivery ended Friday at $695.10 per thousand board feet, down 52% from a high in early March. On-the-spot wood prices have plunged, too. Pricing service Random Lengths said Friday that its framing composite index, which tracks cash sales, fell about 12% last week to end at $794. That is down from $1,334 in March, just before the Federal Reserve raised interest rates for the first time since 2018.&nbsp

Canfor Corp. , one of the continent’s biggest lumber producers, said Thursday that it was extending reduced operating schedules at its sawmills in Western Canada and will implement two-week rotating downtimes this summer because lumber is stacking up in its yards. Canfor said its Canadian sawmills have been operating at about 80% of production capacity since late March. Besides home construction, lumber traders and analysts are eyeing the aisles of Home Depot (US.HD) and Lowe’s (US.LOW). They are looking for signs that consumers are shifting spending away from home-improvement projects to entertainment and vacations.

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Many large companies, including retailers, have been able to increase profits during the Covid-19 pandemic even while facing rising costs for shipping and staffing. Passing along price increases to customers while cutting expenses has been a common path to raising profit margins, but the latest results suggest there might be limits to that strategy amid current economic conditions.&nbsp

The broader concerns within the retail and consumer-goods sectors weighed on companies including Best Buy Co. (US.BBY), Macy’s Inc. (US.M), Dick’s Sporting Goods Inc. (US.DKS), Dollar General Corp. (US.DG) and Costco Wholesale Corp. (US.COST) in Wednesday trading. Shares of those companies dropped more than 10% on Wednesday. Lowe’s (US.LOW) Cos. said comparable sales fell 4% in its first quarter, driven lower by cooler weather and reduced spending from consumers completing their own home renovations. Home Depot Inc. (US.HD) reported a quarterly sales increase of 3.8%, but said fewer shoppers visited the home-improvement chain’s stores.

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