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Ulta Beauty, Inc.

ULTA Consumer Discretionary Other Specialty Stores
$635.01
▲ +5.3% Today
as of Oct 22, 16:53 ET
Last 30 days +15.74% Sep 14 → Oct 22
$522.16 $552.46 $582.77 $613.07 $643.37 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$611.82
High
$637.26
Low
$611.82
Volume
$811,128
Avg Vol
$667,350
Mkt Cap
$23.8B
P/E (TTM)
30.52
Beta
—
52w High
$714.97
52w Low
$443.60
Div Yield
—
Shares Out
$43M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 13:43 Insider Monkey
Ulta Beauty, Inc. (ULTA) Gains 21% During the Third Quarter
Oct 20 · 22:17 Simply Wall St.
Ulta Beauty (ULTA), What Is Behind The Fresh Attention?
Oct 20 · 20:50 Zacks
Ulta Beauty (ULTA) Beats Stock Market Upswing: What Investors Need to Know
▸ Show all 25 press releases & news Free account →

ULTA earnings at a glance

The options market is pricing a move of about ±1.8% after the report, a range of roughly $623.31 to $646.71 from today's $635.01. Over its last 1 reports the stock rose the next day 1 time and fell 0, moving ±1.1% on average; after the most recent report on May 29, 2025 it moved +1.1%. That means options currently expect more movement than ULTA has typically delivered. ULTA beat the consensus EPS estimate in 2 of its last 2 reported quarters. Implied volatility is currently 44%. The share price of $635.01 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$444
$715
71% of range
Avg surprise (last 2)
+15.5%
Avg reaction (last 1)
+1.1%
100% positive
Latest IV / EM
44%
EM ±1.8% · $565 · Oct 9

Earnings trends

EPS — actual vs estimate Actual Estimate
$5.03$5.71$6.38$7.06$7.74 Actual $6.88Actual $6.02Actual $5.07Actual $6.47Actual $5.30Actual $5.14Actual $6.70Est $5.77Actual $5.78Est $5.03Actual $5.14Actual $7.74Actual $6.55 AprJulOctMayAugNovApr/2025Jul/2025NovMayAug
Revenue vs Net Income Revenue Net income
$0$831M$1.7B$2.5B$3.3B Nov 24May 25Aug 25Nov 25May 26Aug 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Sat Aug 1, 2026Aug 2026 $6.55 — — — — financials
Sat May 2, 2026May 2026 $7.74 — — — — financials
Sat Nov 1, 2025Nov 2025 $5.14 — — — — financials
Thu Aug 28, 2025Jul/2025 $5.78 $5.03 +14.9% — — earnings
Thu May 29, 2025Apr/2025 $6.70 $5.77 +16.1% — +1.1% earnings
Sat Nov 2, 2024Nov 2024 $5.14 — — — — financials
Sat Aug 3, 2024Aug 2024 $5.30 — — — — financials
Sat May 4, 2024May 2024 $6.47 — — — — financials
Sat Oct 28, 2023Oct 2023 $5.07 — — — — financials
Sat Jul 29, 2023Jul 2023 $6.02 — — — — financials
Sat Apr 29, 2023Apr 2023 $6.88 — — — — financials

Financials

Income statement (quarterly)

MetricAug 2026May 2026Jan 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Revenue$3.04B$3.16B—$2.86B$2.79B$2.85B—$2.53B
Cost of revenue$1.85B$1.90B—$1.70B$1.70B$1.73B—$1.52B
Gross profit$1.19B$1.27B—$1.16B$1.09B$1.11B—$1.01B
Operating income$380M$448M—$309M$345M$402M—$319M
Net income$282M$340M—$231M$261M$305M—$242M
EPS (diluted)$6.55$7.74—$5.14$5.78$6.70—$5.14

Balance sheet (quarterly)

MetricAug 2026May 2026Jan 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Cash & equivalents$158M$166M$424M$205M$243M$455M$703M$178M
Inventory————————
Total current assets$3.07B$3.02B$3.14B$3.37B$3.07B$2.94B$3.03B$2.95B
Total assets$6.96B$6.90B$7.00B$7.01B$6.63B$5.99B$6.00B$5.96B
Long-term debt————————
Total liabilities$4.32B$4.31B$4.20B$4.38B$4.03B$3.56B$3.51B$3.63B
Total equity$2.64B$2.58B$2.80B$2.63B$2.60B$2.43B$2.49B$2.33B

Implied volatility — last 90 days

30%71%113%154%195% Jun 06 — IV 94% · EM ±9.6%Jun 07 — IV 183% · EM ±17.1%Jun 08 — IV 42% · EM ±3.5%Jun 09 — IV 41% · EM ±2.9%Jun 10 — IV 45% · EM ±2.7%Jun 11 — IV 34% · EM ±1.4%Jun 15 — IV 35% · EM ±2.5%Jun 16 — IV 38% · EM ±2.2%Jun 17 — IV 41% · EM ±1.7%Jun 19 — IV 31% · EM ±3.4%Jun 22 — IV 39% · EM ±3.3%Jun 23 — IV 38% · EM ±2.7%Jun 24 — IV 38% · EM ±2.3%Jun 25 — IV 53% · EM ±2.2%Jun 29 — IV 36% · EM ±8.6%Jun 30 — IV 38% · EM ±8.8%Jul 01 — IV 42% · EM ±1.8%Jul 03 — IV 38% · EM ±4.2%Jul 06 — IV 40% · EM ±3.3%Jul 07 — IV 36% · EM ±2.6%Jul 08 — IV 39% · EM ±2.3%Jul 09 — IV 43% · EM ±1.8%Jul 13 — IV 40% · EM ±3.3%Jul 14 — IV 42% · EM ±3.0%Jul 15 — IV 51% · EM ±3.0%Jul 16 — IV 61% · EM ±2.5%Jul 20 — IV 39% · EM ±3.3%Jul 21 — IV 36% · EM ±2.6%Jul 22 — IV 40% · EM ±2.4%Jul 23 — IV 49% · EM ±2.0%Jul 27 — IV 46% · EM ±3.9%Jul 28 — IV 43% · EM ±3.1%Jul 29 — IV 55% · EM ±3.2%Jul 30 — IV 47% · EM ±2.0%Aug 03 — IV 50% · EM ±10.4%Aug 04 — IV 53% · EM ±10.9%Aug 05 — IV 53% · EM ±10.6%Aug 06 — IV 53% · EM ±10.3%Aug 07 — IV 53% · EM ±10.1%Aug 10 — IV 54% · EM ±9.6%Aug 11 — IV 56% · EM ±9.7%Aug 12 — IV 57% · EM ±9.5%Aug 13 — IV 60% · EM ±9.6%Aug 14 — IV 60% · EM ±9.4%Aug 17 — IV 70% · EM ±9.7%Aug 18 — IV 72% · EM ±9.5%Aug 19 — IV 73% · EM ±9.2%Aug 20 — IV 79% · EM ±9.3%Aug 21 — IV 83% · EM ±9.1%Aug 24 — IV 103% · EM ±8.6%Aug 25 — IV 124% · EM ±8.9%Aug 26 — IV 147% · EM ±8.7%Aug 27 — IV 196% · EM ±8.2%Aug 31 — IV 39% · EM ±3.2%Sep 01 — IV 42% · EM ±3.1%Sep 02 — IV 43% · EM ±2.5%Sep 03 — IV 48% · EM ±2.0%Sep 07 — IV 44% · EM ±3.7%Sep 08 — IV 37% · EM ±2.7%Sep 09 — IV 45% · EM ±2.7%Sep 10 — IV 46% · EM ±1.9%Sep 14 — IV 40% · EM ±3.3%Sep 15 — IV 39% · EM ±2.8%Sep 16 — IV 41% · EM ±2.4%Sep 17 — IV 75% · EM ±3.1%Sep 21 — IV 37% · EM ±3.1%Sep 22 — IV 38% · EM ±2.7%Sep 23 — IV 38% · EM ±2.3%Sep 24 — IV 48% · EM ±2.0%Sep 28 — IV 31% · EM ±7.4%Sep 29 — IV 31% · EM ±7.2%Sep 30 — IV 40% · EM ±2.4%Oct 01 — IV 49% · EM ±2.0%Oct 06 — IV 33% · EM ±2.4%Oct 07 — IV 41% · EM ±2.4%Oct 08 — IV 44% · EM ±1.8%

Sector peers

DKS
Dick's Sporting Goods Inc
$12.5B $148.78+4.0%
JD
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$35.4B $25.68-4.0%
FCFS
FirstCash Holdings, Inc.
$9.1B $184.78-14.0%
ASO
Academy Sports and Outdoors, Inc.
$3.3B $61.78+3.6%
RH
RH
$2.4B $140.15+17.1%
BOBS
Bob's Discount Furniture, Inc.
$1.9B $16.31+7.4%

ULTA earnings FAQ

What is ULTA's expected move for earnings?

Options currently price a move of about ±1.8%, or $11.70 per share either way from $635.01.

How does ULTA stock usually react to earnings?

Across the last 1 reports the average next-day move was ±1.1%, up 1 times and down 0 times.

What is ULTA's implied volatility?

ULTA's at-the-money implied volatility is about 44% based on the latest options snapshot.

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