Q2 FY2027 EarningsBJ.US Q2 FY26 results significantly beat consensus across all major metrics, driven by a 15.9% YoY surge in net sales and robust membership fee growth. Revenue reached $6.23B, exceeding expectations by 4.80%, while Diluted EPS of $1.36 beat the $1.17 consensus by 16.24%. A one-time $10.6M gain from a sale-leaseback transaction and aggressive share repurchases ($124.1M in Q2) further bolstered the bottom-line performance, although merchandise gross margins saw a slight 20bps contraction due to pricing investments.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: BJs Wholesale Club(BJ) the Revenue is 6.227 B (+15.73%), Beat estimate;the EBIT is 252.36 M (+16.55%), Beat estimate;the EPS is 1.36 (+19.3%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
6.23B15.73%
5.94B10.43%
+0.28B5.30%
EBITExceed expectations
0.25B16.55%
0.22B2.18%
+0.03B14.37%
EPSExceed expectations
1.3619.30%
1.17392.98%
+0.186116.32%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf