What changed
DLTR printed adjusted EPS of $2.70, beating consensus of $1.13 by $1.57, or +138.6%. Revenue rose 6.9% YoY to $4,886M. FY2026 adjusted EPS guidance was raised to $7.70–$8.05, with Q3 FY26 guided to $0.80–$0.95. The beat included a $1.31 benefit from the net impact of tariff refunds.
Why it matters
DLTR printed adjusted EPS of $2.70, beating consensus of $1.13 by $1.57, or +138.6%. Revenue rose 6.9% YoY to $4,886M. FY2026 adjusted EPS guidance was raised to $7.70–$8.05, with Q3 FY26 guided to $0.80–$0.95. The beat included a $1.31 benefit from the net impact of tariff refunds.