Ulta Beauty Q4 sales up 11.8%, EPS falls to $8.01; sees FY2026 EPS $28.05-$28.55
Ulta Beauty reported fourth-quarter net sales of $3.9 billion, up 11.8% from a year earlier, but diluted EPS fell to $8.01 from $8.46 as operating margin declined to 12.2% from 14.8%. The company also guided fiscal 2026 to net sales growth of 6% to 7% and diluted EPS of $28.05 to $28.55, which compares with $25.64 in fiscal 2025.
Key points
- Q4 net sales rose 11.8% to $3.9 billion; comparable sales rose 5.8%.
- Q4 diluted EPS was $8.01 versus $8.46 a year earlier; operating margin was 12.2% versus 14.8%.
- Fiscal 2026 outlook: net sales growth of 6% to 7%, operating income growth of 6% to 9%, diluted EPS of $28.05 to $28.55.
- Fiscal 2025 diluted EPS was $25.64; the company repurchased shares worth $890.5 million during the year.
The filing
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 March 12, 2026.
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.