Q2 FY2027 EarningsQ2 FY27 beat consensus across key profitability metrics despite a top-line miss: revenue of $3.65B vs. $3.69B expected. Diluted EPS was significantly higher at $1.38 vs. $0.49 mean estimate, largely driven by a $417M net IEEPA tariff recovery that boosted gross margin to 52.8% (vs. 41.0% expected). While Gap Global saw 10% comparable sales growth, Athleta Global declined 12%, highlighting mixed brand momentum.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: GAP(GAP) the Revenue is 3.651 B (-1.99%), Miss estimate;the EBIT is 259 M (-11.3%), Beat estimate;the EPS is 1.38 (+142.1%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
3.65B1.99%
3.69B0.89%
-0.04B1.10%
EBITExceed expectations
0.26B11.30%
0.23B19.60%
+0.02B8.30%
EPSExceed expectations
1.38142.11%
0.491313.80%
+0.8887155.91%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf