Q2 FY2027 EarningsQ2 FY26 performance beat consensus across key metrics: revenue of $3.04B vs. $2.98B expected, and diluted EPS of $6.55 vs. $6.20 expected. Comparable sales growth of 3.8% and the acquisition of Space NK drove an 8.9% YoY revenue increase, while operating margin improved to 12.5% despite a slight gross margin contraction. Management significantly raised FY26 guidance, now forecasting diluted EPS of $28.70-$29.00 against the prior range of $28.36-$28.80, supported by an increased $1.8B buyback program.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Ulta Beauty(ULTA) the Revenue is 3.036 B (+8.87%), Beat estimate;the EBIT is 379.64 M (+10.09%), Beat estimate;the EPS is 6.55 (+13.32%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.04B8.87%
2.98B7.00%
+0.05B1.87%
EBITExceed expectations
0.38B10.09%
0.36B4.38%
+0.02B5.71%
EPSExceed expectations
6.5513.32%
6.20227.30%
+0.34786.02%
Upcoming earnings report - Q3 FY2027
Available dateDec 3, 2026
Estimate Revenue$2.985 B
Estimate EBIT$322.69 M
Estimate EPS$5.5935
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