---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-102438"
form_type: "8-K"
ticker: "ULTA"
cik: "0001403568"
company_name: "Ulta Beauty, Inc."
filed_at: "2026-08-27T20:07:37+00:00"
generated_at: "2026-08-27T20:09:11.735614+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Ulta Beauty Q2 EPS $6.55, comp +3.8%, raises FY guidance

## Summary
- Net sales $3,035.7M, +8.9% YoY; comparable sales +3.8%; diluted EPS $6.55, +13.3%.
- Operating income $379.6M, +10.1%; gross margin 39.1% vs 39.2% on Space NK mix.
- Raised FY2026 outlook: net sales growth 6.7-7.2%, EPS $28.70-$29.00 (prior $28.36-$28.80).
- Stock repurchase plan increased to $1.8B from $1.5B; repurchased 1.4M shares for $791.1M in H1.
- SG&A as % of sales improved to 26.4% from 26.6%; Space NK acquisition aided sales.

## SEC filing metadata
- accession: 0001104659-26-102438
- form_type: 8-K
- ticker: ULTA
- cik: 0001403568
- company_name: Ulta Beauty, Inc.
- filed_at: 2026-08-27T20:07:37+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/0001104659-26-102438-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403568/000110465926102438/ulta-20260827x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-102438
- JSON: https://secwatch.observer/filing/0001104659-26-102438.json
- Plain text: https://secwatch.observer/filing/0001104659-26-102438.txt

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