8-K
filed March 12, 2026, 7:59 PM ET
ticker ULTA
CIK 0001403568
earnings
confidence high
sentiment positive
materiality 0.80
Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55
Ulta Beauty, Inc.
2025-FY EPS reported
$25.64
revenue$12,392,820,000
- Q4 net sales $3.90B (+11.8% YoY); comparable sales +5.8%. Diluted EPS $8.01 vs $8.46 YoY.
- Fiscal 2025 net sales $12.39B (+9.7%); comp +5.4%; diluted EPS $25.64 (+1.2%).
- Q4 gross margin 38.1% (flat YoY); SG&A 25.7% of sales (+230 bps) due to strategic investments.
- FY2026 guidance: net sales growth 6-7%, comp +2.5-3.5%, diluted EPS $28.05-$28.55.
- Returned $890.5M via share repurchases in FY2025; $1.8B remains under $3.0B buyback program.
Key facts
Extracted from this filing and checked against the source text.
Earnings Releases
SEC 8-K Item 2.02
confidence 0.95
Ulta Beauty, Inc. reported Thirteen Weeks Ended January 31, 2026 results: revenue $3,898.4 million, EPS $8.01.
- Period
- Thirteen Weeks Ended January 31, 2026
- Revenue
- $3,898.4 million
- EPS
- $8.01
- Result
- reported results
Exact text from the filing
earnings per share $ 8.01 $ 8.46 $ 25.64 $ 25.34 Fourth Quarter of Fiscal 2025 Compared to Fourth Quarter of Fiscal 2024 ● Net sales increased 11.8% to $3.9 billion, primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores . ● Comparable sales increased 5.8%, driven by a 4.2% increase in average
View on SEC.gov
Earnings Releases
SEC 8-K Item 2.02
confidence 0.95
Ulta Beauty, Inc. reported Fifty-two Weeks Ended January 31, 2026 results: revenue $12,392.8 million, EPS $25.64.
- Period
- Fifty-two Weeks Ended January 31, 2026
- Revenue
- $12,392.8 million
- EPS
- $25.64
- Result
- reported results
Exact text from the filing
was $476.9 million, or 12.2% of net sales. ● Diluted earnings per share was $8.01. Full Year of Fiscal 2025 Compared to Full Year of Fiscal 2024 ● Net sales increased 9.7% to $12.4 billion , primarily due to increased comparable sales, the acquisition of Space NK, and sales from new stores . ● Comparable sales increased 5.4% , driven by a 3.3% increase in average
View on SEC.gov
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