Ulta Beauty, Inc. is expected to release its Q3 2026 10-Q filing on August 27, 2026. Last quarter: Ulta Beauty delivered strong Q1 FY2026 growth, with revenue up 11.1% to $3.2B and net income up 11.6% to $340.5M, driven by 5.3% comparable-sales growth, Space NK acquisition-related sales, new stores, and a 0.9-percentage-point gross-margin improvement. Source: 10-Q Item 2 MD&A, p.20
EPS Estimate
$6.29
Revenue Estimate
$3.05B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the ULTA page.
Drawn from management commentary in the Q2 2026 10-Q:
Net sales increased $315.5M, or 11.1%, to $3.2B in Q1 FY2026. Management attributed the increase primarily to a 5.3% comparable-sales gain, the acquisition of Space NK, and sales from new stores; comparable sales reflected a 3.7% increase in average ticket and a 1.6% increase in transactions. Source: 10-Q Item 2 MD&A, p.20
Gross profit rose 13.8% to $1.3B, and gross margin increased to 40.1% from 39.1%. Management stated that the improvement was primarily caused by lower inventory shrink and higher merchandise margin. Source: 10-Q Item 2 MD&A, p.20
SG&A expense increased 14.6% to $814.7M, rising to 25.8% of sales from 24.9%. The increase was primarily related to the Space NK acquisition, while the higher expense rate reflected corporate-overhead deleverage from strategic enterprise investments and store expenses, partly offset by advertising-expense leverage. Source: 10-Q Item 2 MD&A, p.20
Revenue
$3.16B
+11.08% YoY
EPS (Diluted)
$7.74
+15.52% YoY
Gross Margin
40.1%
+0.9 pts YoY
Operating Income
$448.26M
+11.57% YoY
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