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.
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
ROST Earnings Trends
ROST vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ROST EPS Trend
Earnings per share: estimate vs actual
ROST Revenue Trend
Quarterly revenue: estimate vs actual
ROST Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $1.85 | $2.00 | +8.11% | $6.64B | — |
| FY Full Year | $6.51 | $6.61 | +1.52% | $22.75B | +0.88% |
| Q3 26 BEAT | $1.42 | $1.58 | +10.90% | $5.60B | +3.53% |
| Q2 26 BEAT | $1.54 | $1.56 | +1.41% | $5.53B | -0.23% |
| Q1 26 BEAT | $1.43 | $1.47 | +2.46% | $4.98B | +0.58% |