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Dollar Tree

DLTR

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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.

Financial report interval: 2026.05.01 - 2026.07.31

Overview: Dollar Tree(DLTR) the Revenue is 4.891 B (+7.02%), Beat estimate;the EBIT is 690.1 M (+192.4%), Beat estimate;the EPS is 2.7 (+260%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
4.89B7.02%
4.86B6.35%
+0.03B0.67%
EBITExceed expectations
0.69B192.42%
0.32B34.30%
+0.37B158.12%
EPSExceed expectations
2.7260.00%
1.156154.14%
+1.5439205.86%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf