$M (MACY'S) — 8-K: Q2 FY26 EPS $0.63 beats by $0.26 (+71.2%); revenue $4.87B, +1.1% YoY

Macy's Q2 FY26 adjusted EPS of $0.63 crushed consensus of $0.37 by $0.26, a 71.2% beat. Revenue rose 1.1% YoY to $4.866B, and FY2026 guidance was raised to adjusted EPS of $2.15-$2.35 on revenue of $21.7B-$21.8B. Strength was broad-based, led by Bloomingdale's 11.3% comparable sales growth and a fifth straight quarter of positive Macy's comps.

Macy's Q2 FY26 adjusted EPS of $0.63 crushed consensus of $0.37 by $0.26, a 71.2% beat. Revenue rose 1.1% YoY to $4.866B, and FY2026 guidance was raised to adjusted EPS of $2.15-$2.35 on revenue of $21.7B-$21.8B. Strength was broad-based, led by Bloomingdale's 11.3% comparable sales growth and a fifth straight quarter of positive Macy's comps.