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Home Depot beats Q4 earnings; Lowe's beats sales but misses EPS amid bold acquisitions.

Company Fundamentals
15 Apr 2026
24/7 Wall Street
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Neutral
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Home Depot and Lowe's reported Q4 results showing different strategies amid housing market challenges. Home Depot beat earnings estimates with $2.72 EPS and modest sales growth, leveraging its large distribution network. Lowe's missed EPS estimates at $1.98 but exceeded sales expectations with 10.95% revenue growth, driven by major acquisitions in building materials and design. Both companies expect housing market recovery to aid growth, with Lowe's pursuing aggressive expansion and Home Depot focusing on steady margin improvement. Investors should watch how Lowe's manages acquisition costs and margin targets in 2026.

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