Q3 26 EPS
$1.21
BEAT +11.80%
Est. $1.08
Q3 26 Revenue
$4.75B
BEAT +1.23%
Est. $4.69B
vs S&P Since Q3 26
-21.1%
TRAILING MARKET
DLTR -15.8% vs S&P +5.4%
Market Reaction
Did DLTR Beat Earnings? Q3 2026 Results
Dollar Tree delivered a notably strong third quarter for fiscal 2026, posting adjusted diluted EPS of $1.21 and beating the $1.08 consensus estimate by 11.80%, as its accelerating multi-price transformation continued to gain traction with shoppers. R… Read more Dollar Tree delivered a notably strong third quarter for fiscal 2026, posting adjusted diluted EPS of $1.21 and beating the $1.08 consensus estimate by 11.80%, as its accelerating multi-price transformation continued to gain traction with shoppers. Revenue of $4.75 billion edged past the $4.69 billion consensus by 1.23%, though it reflected a 37.2% year-over-year decline following the divestiture of the Family Dollar segment. The single clearest driver of the beat was the company's multi-price strategy, which powered a 4.2% comparable store sales increase, lifted by a 4.5% rise in average ticket, while a record Halloween season underscored growing consumer enthusiasm for the format. Gross margin expanded 40 basis points to 35.8%, aided by improved pricing mark-on and lower freight costs, even as tariff headwinds and higher store payroll weighed on operating margin. With shares recently hitting a 52-week high, management raised its full-year adjusted EPS outlook to $5.60 to $5.80 and guided Q4 revenue of $5.40 billion to $5.50 billion, projecting comparable sales growth of 4% to 6%.
Key Takeaways
- • Multi-price strategy driving strong momentum and record Halloween season
- • 4.2% same-store net sales growth driven by 4.5% increase in average ticket
- • Improved mark-on from pricing initiatives
- • Lower domestic and import freight costs
- • Favorable sales mix
- • Conversion of approximately 646 stores to Dollar Tree 3.0 multi-price format in Q3
DLTR YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
DLTR Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our multi-price strategy drove strong momentum across our business in the third quarter and helped deliver an all-time record Halloween season. Today's Dollar Tree is a preferred destination for a wide range of shoppers – whether they rely on us for everyday essentials, appreciate a fast and easy trip, or enjoy the excitement of discovering something unexpected.”
— Mike Creedon, Q3 2026 Earnings Press Release
DLTR Earnings Trends
DLTR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DLTR EPS Trend
Earnings per share: estimate vs actual
DLTR Revenue Trend
Quarterly revenue: estimate vs actual
DLTR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 FY | — | $2.56 | — | $5.45B | -0.25% |
| FY Full Year | $5.74 | $5.75 | +0.10% | $19.41B | -0.07% |
| Q3 26 BEAT | $1.08 | $1.21 | +11.80% | $4.75B | +1.23% |
| Q2 26 BEAT | $0.41 | $0.77 | +87.67% | $4.57B | +2.01% |
| Q1 26 BEAT | $1.21 | $1.26 | +4.51% | $4.64B | +2.39% |
| Q4 25 MISS FY | $2.19 | $2.11 | -3.65% | $5.00B | -57.64% |
| FY Full Year | $5.44 | $5.10 | -6.33% | $17.58B | -43.14% |