AI brief of an SEC Form 8-K · Ulta Beauty (ULTA)

Ulta Beauty Q3 sales rise 12.9%, raises fiscal 2025 EPS outlook to $25.20-$25.50

Positive Impact 4 of 5 earnings Written later

Ulta Beauty reported third-quarter fiscal 2025 net sales of $2.9 billion, up 12.9%, with comparable sales up 6.3%. Diluted earnings per share were flat at $5.14, while operating margin fell to 10.8% from 12.6%. The company raised its fiscal 2025 diluted EPS outlook to $25.20 to $25.50 from $23.85 to $24.30.

Key points

  • Net sales rose to $2.9 billion from $2.5 billion; comparable sales rose 6.3% versus 0.6% a year earlier.
  • Net income was $230.9 million, down from $242.2 million; diluted EPS was $5.14, flat year over year.
  • Operating income was $309.4 million, or 10.8% of net sales, compared with $318.5 million, or 12.6%.
  • Fiscal 2025 guidance now calls for net sales of approximately $12.3 billion and comparable sales growth of 4.4% to 4.7%.

The filing

CompanyUlta Beauty (ULTA)
Form8-K, current report
Filed with the SECDec 4, 2025, 4:07 PM ET
Accession number0001104659-25-118457

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 04, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.