Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 194.63 · gapped above the open, then crossed back over prior close. High/low 198.00 at 9:15 am ET, 194.43 at 12:00 pm ET.
Lowes Companies Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Lumber & Other Building Materials Dealers
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LOW revenue | Skew |
|---|---|---|---|
| HLMNHillman Solutions Corp. | 20.90% | 0.38% | 56× |
| MBCMasterBrand, Inc. | 20.00% | 0.63% | 32× |
| SMGScotts Miracle-Gro Co | 18.00% | 0.71% | 25× |
| SWKStanley Black & Decker, Inc. | 14.00% | 2.45% | 5.7× |
| WHRWhirlpool Corp | 13.00% | 2.34% | 5.6× |
| FBINFortune Brands Innovations, Inc. | 11.00% | 0.57% | 19× |
| UFPIUFP Industries Inc | 11.00% | 0.81% | 14× |
| AWIArmstrong World Industries Inc | 10.00% | 0.19% | 53× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Lowe's 17,884 2.9 %”
$21M relationship120× more of ADC’s book than LOW’s
basisADC fy2025 · closed 2025-12 $718MLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001558370-25-000803cik 0000917251disclosed by ADC
“Net sales to Lowe's were 11 %, 11 % and 12 % of net sales in 2024, 2023 and 2022, respectively.”
$491M relationship19× more of FBIN’s book than LOW’s
basisFBIN fy2025 · closed 2025-12 $4.5BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“The Company's two largest customers accounted for the following percentages of net sales for the fiscal years ended September 30: Percentage of Net Sales 2024 2023 2022 The Home Depot 30 % 29 % 28 % Lowe's 18 % 18 % 15 %”
$614M relationship25× more of SMG’s book than LOW’s
basisSMG fy2025 · closed 2025-09 $3.4BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Lowe's accounted for approximately 14%, 14% and 15% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively, while The Home Depot accounted for approximately 14%, 13% and 13% of the Company's consolidated net sales in 2024, 2023 and 2022, respectively.”
$2.1B relationship5.7× more of SWK’s book than LOW’s
basisSWK fy2025 · closed 2026-01 $15.1BLOW fy2025 · closed 2026-01 $86.3B
“Sales to Lowe's represented approximately 13%, 13%, and 14% of our consolidated net sales in 2024, 2023 and 2022, respectively.”
$2.0B relationship5.6× more of WHR’s book than LOW’s
basisWHR fy2025 · closed 2025-12 $15.5BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“For the year ended December 27, 2025, Home Depot was the single largest customer, representing approximately $349.9 million or 22.5% of our total revenues and Lowe's was the second largest customer at approximately $324.4 million or 20.9% of our total revenues.”
$324M relationship56× more of HLMN’s book than LOW’s
basisHLMN fy2025 · closed 2025-12 $1.6BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Lowe's Companies, Inc. ("Lowe's") comprised approximately 20 percent, 22 percent and 21 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
$547M relationship32× more of MBC’s book than LOW’s
basisMBC fy2025 · closed 2025-12 $2.7BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Home Depot and Lowe's purchase products directly from us for stocking on their shelves.”
FILING10-K0001193125-26-068732cik 0001069878disclosed by TREX
“In the retail channel, our customers include four of the six largest national hardware and home center chains, including a long-standing exclusive relationship with Lowe's where we sell A. O. Smith branded products.”
FILING10-K0000091142-26-000008cik 0000091142disclosed by AOS
“Lowe's and Amazon are also significant customers, and together with Walmart, Home Depot and Costco accounted for approximately 54% of our net sales in fiscal 2024.”
FILING10-K0000887733-24-000029cik 0000887733disclosed by CENT
“In addition, certain lawn and garden and compact construction products are sold through The Home Depot and Lowe's.”
FILING10-K0001104659-25-122321cik 0000315189disclosed by DE
“Home Depot and Menards are significant customers of HBP and Home Depot, Lowe's and Bunnings are significant customers of CPP.”
FILING10-K0000050725-24-000152cik 0000050725disclosed by GFF
“In 2024, our net sales to The Home Depot were $3.0 billion (approximately 38 percent of our consolidated net sales), and our net sales to Ferguson and Lowe's were each less than 10 percent of our consolidated net sales.”
FILING10-K0000062996-25-000004cik 0000062996disclosed by MAS
“Lowe's 2,748 0.5 % 369 1.1 % 4”
$4M relationship113× more of PECO’s book than LOW’s
basisPECO fy2025 · closed 2025-12 $765MLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Related Brands Product sales are generally through our direct sales force and network of brokers and distributors primarily with large retailers, home improvement centers, mass merchants, dollar stores, hardware stores, lawn and garden distributors, food and drug retailers, and e-commerce with a significant concentration of sales to a limited group of retailer customers each exceeding 10% of segment sales, consisting of The Home Depot, Lowe's and Walmart, representing approximately 64% segment sales for the year ended September 30, 2025.”
FILING10-K0000109177-25-000043cik 0000109177disclosed by SPB
“Our sales to The Home Depot and Lowes comprised 17% and 11%, respectively, of our total net sales in fiscal 2024, 17% and 12%, respectively, in 2023, and 15% and 11%, respectively, in 2022.”
$695M relationship14× more of UFPI’s book than LOW’s
basisUFPI fy2025 · closed 2025-12 $6.3BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam's Club, Home Depot, Lowe's and Costco; and to security solutions providers, including Verisure and its affiliates.”
FILING10-K0001736946-26-000031cik 0001736946disclosed by ARLO
“Gross sales to Lowe's Companies, Inc. (including sales to Foundation Building Materials, Inc.) and The Home Depot, Inc. (including sales to GMS, Inc.) totaled $937.8 million and each individually exceeded 10% of our consolidated gross sales in 2025.”
$162M relationship53× more of AWI’s book than LOW’s
basisAWI fy2025 · closed 2025-12 $1.6BLOW fy2025 · closed 2026-01 $86.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Lowe's 1 — 114,000 114,000”
FILING10-K0000912242-26-000016cik 0000912242disclosed by MAC
“Rutherford Commons (leased through 2099) (3) 196,000 100.0% 13.96 Lowe's”
FILING10-K0001611547-26-000022cik 0001611547disclosed by UE
“Some of our largest customers include The Home Depot, Menards, Ferguson and Lowe's.”
FILING10-K0001628280-26-024682cik 0001864943disclosed by FGI
“retailers such as Tractor Supply Co., Lowe's, Walmart, and others.”
FILING10-K0001493152-26-013862cik 0001952853disclosed by MAMO
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FILING10-K0000950170-25-026763cik 0001519751disclosed by FBIN
FILING10-K0001546380-24-000043cik 0000825542disclosed by SMG
FILING10-K0000093556-25-000007cik 0000093556disclosed by SWK
FILING10-K0000106640-25-000011cik 0000106640disclosed by WHR
FILING10-K0001822492-26-000019cik 0001822492disclosed by HLMN
FILING10-K0001941365-26-000006cik 0001941365disclosed by MBC
FILING10-K0001558370-25-001595cik 0000912767disclosed by UFPI
FILING10-K0001193125-26-065183cik 0000007431disclosed by AWI
Lowes Companies Inc has 21 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Lowes Companies Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LOW (Lowes Companies Inc) has 21 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: FGI +9.83%, in the industrials bundle.