Dollar Tree

Q2 FY2027 EarningsDLTR.US Q2 FY26 results significantly beat consensus across all major metrics, primarily driven by a massive $383M one-time tariff refund. Revenue of $4.89B (+7.0% YoY) slightly exceeded the $4.86B consensus, supported by a 3.7% increase in comparable store sales. The standout performance was in profitability, where Diluted EPS reached $2.70 vs. the $1.16 mean estimate, though $1.31 of this was attributable to the tariff benefit. Management raised full-year adjusted EPS guidance to $7.70-$8.05, signaling robust underlying operational momentum and continued success in the multi-price format rollout.