---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-027061"
form_type: "8-K"
ticker: "ULTA"
cik: "0001403568"
company_name: "Ulta Beauty, Inc."
filed_at: "2026-03-12T23:59:59+00:00"
generated_at: "2026-05-15T13:10:34.513497+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Ulta Beauty Q4 EPS $8.01, sales up 11.8%; guides FY26 EPS $28.05-$28.55

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-027061
- form_type: 8-K
- ticker: ULTA
- cik: 0001403568
- company_name: Ulta Beauty, Inc.
- filed_at: 2026-03-12T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/ulta-20260312x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-027061
- JSON: https://secwatch.observer/filing/0001104659-26-027061.json
- Plain text: https://secwatch.observer/filing/0001104659-26-027061.txt

## Key facts
- Earnings Releases
  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
  source text: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm
- Earnings Releases
  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
  source text: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1403568/000110465926027061/0001104659-26-027061-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.