Revenue: As of FY2026 Q3, the actual value is USD 5.348 B, beating the estimate of USD 5.339 B.EPS: As of FY2026 Q3, the actual value is USD 1.15, beating the estimate of USD 1.0775.EBIT: As of FY2026 Q3, the actual value is USD 218.35 M.<h3>Segment Revenue</h3><ul><li>Net Sales: $5,221,866 thousand for the thirteen weeks ended November 1, 2025, compared to $4,984,385 thousand for the same period in 2024, representing a 4.8% increase. For the thirty-nine weeks ended November 1, 2025, net sales were $15,511,867 thousand, compared to $14,883,793 thousand for the same period in 2024, representing a 4.2% increase.</li><li>Membership Fee Income: $126,297 thousand for the thirteen weeks ended November 1, 2025, compared to $114,979 thousand for the same period in 2024, representing a 9.8% increase. For the thirty-nine weeks ended November 1, 2025, membership fee income was $370,019 thousand, compared to $339,485 thousand for the same period in 2024, representing a 9.0% increase.</li><li>Total Revenues: $5,348,163 thousand for the thirteen weeks ended November 1, 2025, compared to $5,099,364 thousand for the same period in 2024, representing a 4.9% increase. For the thirty-nine weeks ended November 1, 2025, total revenues were $15,881,886 thousand, compared to $15,223,278 thousand for the same period in 2024, representing a 4.3% increase.</li></ul><h3>Operational Metrics</h3><ul><li>Net Income: $152,050 thousand for the thirteen weeks ended November 1, 2025, compared to $155,748 thousand for the same period in 2024, representing a 2.4% decrease. For the thirty-nine weeks ended November 1, 2025, net income was $452,523 thousand, compared to $411,755 thousand for the same period in 2024, representing a 9.9% increase.</li><li>Operating Income: $218,351 thousand for the thirteen weeks ended November 1, 2025, compared to $229,383 thousand for the same period in 2024, representing a 4.8% decrease. For the thirty-nine weeks ended November 1, 2025, operating income was $638,526 thousand, compared to $593,813 thousand for the same period in 2024, representing a 7.5% increase.</li><li>Gross Profit: $1,010,000 thousand for the thirteen weeks ended November 1, 2025, compared to $975,500 thousand for the same period in 2024. For the thirty-nine weeks ended November 1, 2025, gross profit was $2,990,000 thousand, compared to $2,820,000 thousand for the same period in 2024.</li><li>Selling, General and Administrative Expenses (SG&amp;A): $788,151 thousand for the thirteen weeks ended November 1, 2025, compared to $733,580 thousand for the same period in 2024. For the thirty-nine weeks ended November 1, 2025, SG&amp;A was $2,335,389 thousand, compared to $2,205,674 thousand for the same period in 2024.</li><li>Adjusted EBITDA: $301,385 thousand for the thirteen weeks ended November 1, 2025, compared to $308,292 thousand for the same period in 2024, representing a 2.2% decrease. For the thirty-nine weeks ended November 1, 2025, adjusted EBITDA was $891,082 thousand, compared to $826,027 thousand for the same period in 2024, representing a 7.9% increase.</li></ul><h3>Cash Flow</h3><ul><li>Net Cash Provided by Operating Activities: $639,101 thousand for the thirty-nine weeks ended November 1, 2025, compared to $628,955 thousand for the same period in 2024.</li><li>Adjusted Free Cash Flow: $141,148 thousand for the thirty-nine weeks ended November 1, 2025, compared to $201,402 thousand for the same period in 2024.</li></ul><h3>Unique Metrics</h3><ul><li>Digitally Enabled Comparable Sales Growth: 30% for the third quarter of fiscal 2025, reflecting a two-year stacked comp growth of 61%.</li><li>Comparable Club Sales: Increased by 1.1% year-over-year for the third quarter of fiscal 2025. Excluding gasoline sales, comparable club sales increased by 1.8% year-over-year.</li></ul><h3>Outlook / Guidance</h3><ul><li>Comparable Club Sales: Excluding the impact of gasoline sales, expected to increase 2.0% to 3.0% year-over-year for fiscal 2025.</li><li>Adjusted EPS: Expected to range from $4.30 to $4.40 for fiscal 2025.</li><li>Capital Expenditures: Approximately $800 million for fiscal 2025.</li></ul>

BJs Wholesale Club | 8-K: FY2026 Q3 Revenue Beats Estimate at USD 5.348 B