S&P 500
7,226.20
+0.01%
Dow Jones
49,494.60
-0.62%
Nasdaq 100
27,685.40
+0.66%
Russell 2000
2,804.78
-0.02%
FTSE 100
10,364.50
0.00%
Nikkei 225
59,260.50
-0.78%
Ross Stores

ROST Q4 2026 Earnings

Reported Mar 3, 2026 at 11:03 AM ET · SEC Source

Q4 26 EPS

$2.00

BEAT +8.11%

Est. $1.85

Q4 26 Revenue

$6.64B

vs S&P Since Q4 26

+4.1%

BEATING MARKET

ROST +9.2% vs S&P +5.2%

Full Year 2026 Results

FY 26 EPS

$6.61

BEAT +1.52%

Est. $6.51

FY 26 Revenue

$22.75B

BEAT +0.88%

Est. $22.55B

Market Reaction

Did ROST Beat Earnings? Q4 2026 Results

Ross Stores capped fiscal 2026's fourth quarter with a blowout holiday performance, posting earnings of $2.00 per share against a Wall Street consensus of $1.85, an 8.11% beat, while revenue climbed 12.2% year over year to $6.64 billion, clearing the… Read more Ross Stores capped fiscal 2026's fourth quarter with a blowout holiday performance, posting earnings of $2.00 per share against a Wall Street consensus of $1.85, an 8.11% beat, while revenue climbed 12.2% year over year to $6.64 billion, clearing the $6.44 billion estimate by 3.08%. The engine behind the outperformance was a 9% surge in comparable store sales, which drove operating margins to 12.3%, well above management's own guided range of 11.5% to 11.8%. CEO Jim Conroy credited the acceleration to sharper merchandise assortments and new marketing campaigns that deepened customer engagement during the critical holiday stretch, a dynamic that appears to contrast sharply with margin pressures seen elsewhere in retail. Shares rose roughly 6% after hours as investors also digested encouraging forward guidance: management flagged a very strong start to the Spring season and projected first-quarter comparable sales growth of 7% to 8%, with full-year fiscal 2026 EPS expected in the range of $7.02 to $7.36, compared to $6.61 in fiscal 2025.

Key Takeaways

  • • Comparable store sales increased a robust 9% in Q4 on top of a 3% gain last year
  • • Operating margin of 12.3% exceeded the company's plan of 11.5% to 11.8%
  • • Compelling merchandise assortments and higher customer engagement through new marketing campaigns
  • • In-store initiatives that enhanced the customer experience during holiday season
  • • Momentum built throughout the back half of the year

ROST Forward Guidance & Outlook

For Q1 fiscal 2026 (13 weeks ending May 2, 2026), Ross Stores forecasts comparable store sales growth of 7% to 8%, with EPS projected at $1.60 to $1.67, compared to $1.47 in the prior year first quarter. For the full fiscal year 2026 (52 weeks ending January 30, 2027), same-store sales growth is projected at 3% to 4% on top of a 5% gain in fiscal 2025. Full-year fiscal 2026 EPS is projected in the range of $7.02 to $7.36, compared to $6.61 in fiscal 2025. Management noted a very strong start to the Spring season.

24/7 Wall St

ROST YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

“We are pleased to report that business momentum accelerated further in the fourth quarter, with both sales and earnings significantly surpassing our expectations. Throughout the holiday season, we delivered compelling merchandise assortments to our stores, benefited from higher customer engagement through our new marketing campaigns, and executed in‑store initiatives that enhanced the customer experience.”

— Jim Conroy, Q4 2026 Earnings Press Release

Back to ROST Stock Page