$ULTA (ULTA BEAUTY) — 8-K: ULTA Q2 FY26 EPS $6.55 beats consensus $6.21 by +5.5%; revenue +8.9% YoY

ULTA printed Q2 FY26 GAAP EPS of $6.55, beating the Street’s $6.21 by $0.34, or +5.5%. Revenue rose 8.9% YoY to $3,036M. Management raised FY2026 guidance to adjusted EPS of $28.70–$29.00 and revenue growth of 6.7%–7.2%. Growth was driven by higher comparable sales, the Space NK acquisition, and new stores.

ULTA printed Q2 FY26 GAAP EPS of $6.55, beating the Street’s $6.21 by $0.34, or +5.5%. Revenue rose 8.9% YoY to $3,036M. Management raised FY2026 guidance to adjusted EPS of $28.70–$29.00 and revenue growth of 6.7%–7.2%. Growth was driven by higher comparable sales, the Space NK acquisition, and new stores.