Q2 FY2027 EarningsQ2 FY2026 results missed revenue consensus ($2.42B vs. $2.46B) but significantly beat Diluted EPS ($2.92 vs. $1.79 expected). The EPS beat was primarily driven by a $134.5M one-time tariff refund, which contributed $0.86 per share and boosted gross margin by 560 bps. Comparable sales declined 9% YoY, reflecting deepening challenges in the Americas market (-12% comp), leading management to cut full-year revenue and EPS guidance below prior street expectations.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Lululemon(LULU) the Revenue is 2.416 B (-4.34%), Miss estimate;the EBIT is 453.65 M (-13.39%), Beat estimate;the EPS is 2.92 (-5.81%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
2.42B4.34%
2.46B2.62%
-0.04B1.72%
EBITExceed expectations
0.45B13.39%
0.29B45.35%
+0.17B31.96%
EPSExceed expectations
2.925.81%
1.787742.33%
+1.132336.52%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf