YETI Q2 sales rise 9% to $483.9 million; raises 2026 adjusted EPS outlook
YETI reported fiscal second quarter 2026 net sales up 9% to $483.9 million, and GAAP diluted EPS up 54% to $0.94. The company raised its 2026 adjusted EPS outlook to $2.94 to $3.00 from $2.83 to $2.89, while adjusted operating income fell 7% in the quarter. Results include a $45.6 million IEEPA tariff refund benefit, and the company repurchased $130.0 million of shares.
Key points
- Net sales rose 9% to $483.9 million; GAAP diluted EPS rose 54% to $0.94, including an approximately $0.40 net tariff benefit.
- Adjusted EPS rose 2% to $0.67; adjusted operating income fell 7% to $68.2 million.
- 2026 adjusted EPS outlook raised to $2.94 to $3.00; 2026 sales growth outlook maintained at 7% to 8%.
- Repurchased 2.8 million shares for $130.0 million; about $370.0 million remained under the $500 million authorization as of July 4, 2026.
The filing
Written by AI on Nov 8, 2026, 1:39 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 August 13, 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.