| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | August 19, 2026 | 3/12 | 2 high, 4 medium flags | 0 | 0 | Call sheet → |
| Q1'26 | May 20, 2026 | 8/12 | 5 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q4'25 | February 25, 2026 | 9/12 | 2 medium, 4 low flags | 6 | 1 | Call sheet → |
| Q3'25 | November 19, 2025 | 10/12 | 3 medium, 3 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Pending | Extract cost synergies from FBM and ADG overlapping spend Mentioned progress but no specific dollar amounts disclosed |
| Q1'26 | Pending | Deliver positive comparable sales for full year 2026 Q1 delivered 0.6%, within guidance range |
| Q1'26 | Pending | Return to 2.75x leverage ratio by mid-2027 Currently at 3.1x, repaid $2.4B in Q1, on track |
| Q1'26 | Pending | Drive $1 billion in productivity improvements Reaffirmed target, split between gross margin and expense benefits |
| Q1'26 | Pending | Complete national rollout of workwear and pet to all stores by end of year On track with 1000+ stores completed, remainder planned for 2026 |
| Q1'26 | Pending | Continue to expect ADG and FBM to contribute approximately $8 billion to sales Reaffirmed the $8B contribution target for 2026 |
| Q4'25 | Delivered | Marketplace platform scaling with quality sellers Exceeded expectations on seller count and quality, though financials still not disclosed |
| Q4'25 | Delivered | $1 billion productivity (PPI) initiatives annually Delivered another $1 billion in 2025 and guiding for same in 2026 |
| Q4'25 | Delivered | MyLowe's Rewards program driving customer preference Reached 30 million members with strong engagement metrics as projected |
| Q4'25 | Missed | Home services double-digit growth momentum Decelerated from double-digit to high single-digit growth without explanation |
| Q4'25 | Delivered | Front-end transformation rollout across store portfolio Completed in Q4 as promised, improving checkout experience and labor productivity |
| Q4'25 | Delivered | SKU rationalization achieving 15% reduction by end of 2025 Completed multiyear goal on schedule with inventory productivity benefits |
| Q4'25 | Delivered | Pro Extended Aisle multiyear build-out continuing through 2026 Added new suppliers and markets weekly as promised, though still no financial metrics |
| Q4'25 | Pending | FBM integration on track with cost synergies by leveraging combined scale Early days claim with no specific timeline or dollar target provided |
| Q3'25 | Exceeded | FBM acquisition expected to close in 2025 subject to regulatory approvals Closed in October, ahead of year-end expectation |
| Q3'25 | Delivered | Capital expenditures approximately $2.5 billion Maintained at up to $2.5 billion for full year |
| Q3'25 | Pending | Adjusted diluted EPS approximately $12.2 to $12.45 Now expecting approximately $12.25, within prior range but at lower end |
| Q3'25 | Missed | Adjusted operating margin range of 12.2% to 12.3% Now expecting approximately 12.1%, below prior range due to FBM dilution |
| Q3'25 | Pending | Sales in range of $84.5B to $85.5B with comp sales flat to up 1% Now expecting roughly flat comps for year, at bottom end of prior guidance range |
| Q3'25 | Delivered | We expect ADG to negatively impact consolidated operating margin by 15 basis points annualized ADG pressured Q3 operating margin by approximately 15 basis points as expected |
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