Ulta Beauty Full Year 2025 Earnings: EPS Beats Expectations

Ulta Beauty (NASDAQ:ULTA) Full Year 2025 Results

Key Financial Results

• Revenue: US$11.3b (flat on FY 2024).
• Net income: US$1.20b (down 7.0% from FY 2024).
• Profit margin: 11% (in line with FY 2024).
• EPS: US$25.44 (down from US$26.19 in FY 2024).

ULTA Sales Performance

• Like-for-like sales growth: 0.7% vs FY 2024.

All figures shown in the chart above are for the trailing 12 month (TTM) period

Ulta Beauty EPS Beats Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.4%.

In the last 12 months, the only revenue segment was One-Stop Shopping contributing US$11.3b. Notably, cost of sales worth US$6.46b amounted to 57% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to US$2.84b (78% of total expenses). Explore how ULTA's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US.

Performance of the American Specialty Retail industry.

The company's shares are up 2.5% from a week ago.

Balance Sheet Analysis

While it's very important to consider the profit and loss statement, you can also learn a lot about a company by looking at its balance sheet. We've done some analysis and you can see our take on Ulta Beauty's balance sheet.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.