Ulta Beauty Second Quarter 2026 Earnings: Beats Expectations

Ulta Beauty (NASDAQ:ULTA) Second Quarter 2026 Results

Key Financial Results

• Revenue: US$2.79b (up 9.3% from 2Q 2025).
• Net income: US$260.9m (up 3.3% from 2Q 2025).
• Profit margin: 9.4% (in line with 2Q 2025).
• EPS: US$5.80 (up from US$5.32 in 2Q 2025).

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

Ulta Beauty Revenues and Earnings Beat Expectations

Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 15%.

Looking ahead, revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in the US.

Performance of the American Specialty Retail industry.

The company's shares are down 6.9% 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.