ULTA BEAUTY, 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 — ~1 days away. 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 | $3.90B | ↑+11.8% | $357M | ↓-9.3% | 12.2% |
| 2025-11-01 | $2.86B | ↑+12.9% | $231M | ↓-4.7% | 10.8% |
| 2025-08-02 | $2.79B | ↑+9.3% | $261M | ↑+3.3% | 12.4% |
| 2025-05-03 | $2.85B | ↑+4.5% | $305M | ↓-2.6% | 14.1% |
| 2025-02-01 | $3.49B | ↓-1.9% | $393M | ↓-0.3% | 14.8% |
| 2024-11-02 | $2.53B | ↑+1.7% | $242M | ↓-2.9% | 12.6% |
| 2024-08-03 | $2.55B | ↑+0.9% | $253M | ↓-15.8% | 12.9% |
| 2024-05-04 | $2.73B | ↑+3.5% | $313M | ↓-9.8% | 14.7% |
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
$3.90B
↑+11.8% +$411M YoY
Net Income
$357M
↓-9.3% -$37M 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 · 65 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-0.2pts
38.1%
Operating Margin↓-2.6pts
12.2%
Net Margin↓-2.1pts
9.1%
Go deeper
ULTA 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 SankeyULTA 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