Macy's, Inc. — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-31) · sourced from SEC EDGAR
Next earnings (estimated): Sat, May 2, 2026 — 0 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-31 | $7.92B | ↓-1.1% | $507M | ↑+48.2% | 9.4% |
| 2025-11-01 | $4.91B | ↑+0.2% | $11M | ↓-60.7% | 0.9% |
| 2025-08-02 | $5.00B | ↓-1.9% | $87M | ↓-42.0% | 3.0% |
| 2025-05-03 | $4.79B | ↓-4.1% | $38M | ↓-38.7% | 2.0% |
| 2025-02-01 | $8.01B | ↓-4.4% | $342M | ↑+367.2% | 6.2% |
| 2024-11-02 | $4.90B | ↓-2.7% | $28M | ↓-31.7% | 1.3% |
| 2024-08-03 | $5.10B | ↓-3.5% | $150M | ↑+889.5% | 4.4% |
| 2024-05-04 | $5.00B | ↓-3.3% | $62M | ↓-58.9% | 2.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$7.92B
↓-1.1% -$91M YoY
Net Income
$507M
↑+48.2% +$165M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 71 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-0.2pts
38.1%
Operating Margin↑+3.2pts
9.4%
Net Margin↑+2.1pts
6.4%
Go deeper
M Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyM Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics