lululemon reported second-quarter fiscal 2026 net revenue of $2.4 billion, down 4% from a year earlier, and diluted EPS of $2.92 versus $3.10, with comparable sales down 9%. Results include $0.86 per share from IEEPA tariff refunds and associated interest, and the company revised its full-year outlook to net revenue of $10.350 billion to $10.500 billion and EPS of $9.48 to $9.73, both including that refund. For shareholders, the filing shows lower sales and profit and a third-quarter revenue forecast down 10% to 11%, with Heidi O'Neill set to become CEO next week.
Net revenue fell 4% to $2.4 billion; Americas net revenue fell 8% and Americas comparable sales fell 12%.
Diluted EPS was $2.92 versus $3.10; $0.86 per share came from $134.5 million in tariff refunds plus $4.1 million of interest.
2026 outlook: net revenue of $10.350 billion to $10.500 billion (down 5% to 7%); diluted EPS of $9.48 to $9.73; excludes further tariff refunds and share buybacks.
Q3 2026 outlook: net revenue of $2.290 billion to $2.320 billion (down 10% to 11%) and diluted EPS of $0.93 to $0.98.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
From Lululemon Athletica's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$11.10B
+4.9%
$13.26
-9.4%
14.2%
FY2025
$10.59B
+10.1%
$14.64
+20.0%
17.1%
FY2024
$9.62B
+18.6%
$12.20
+82.6%
16.1%
FY2023
$8.11B
+29.6%
$6.68
-10.8%
10.5%
FY2022
$6.26B
+42.1%
$7.49
+66.4%
15.6%
Frequently asked questions
When is Lululemon Athletica's next earnings date?
Lululemon Athletica has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Lululemon Athletica earn last quarter?
For the quarter ended Aug 2026, Lululemon Athletica reported diluted EPS of $2.92 (-5.8% year over year) on revenue of $2.42B (-4.3%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.