ROSS STORES (ROST) Company Report

10% rise in Q3 2025 sales to $5.6 billion and 7% comparable-store sales growth, outpacing expectations.
Q3 operating margin reached 11.6%, despite a 35 bp tariff-related decline and a $0.05 per share hit this quarter.
Opened 40 new stores and repurchased $262 million of stock, underscoring expansion and shareholder-return focus.
Raised full-year EPS guidance to $6.38–$6.46 and boosted Q4 EPS and same-store sales outlook.
Analysts maintained Buy ratings, with one target lifted to $192, despite elevated insider selling.

7 days ago

Morningstar

Ross Stores reports Q3 2026 results

ROST

Earnings

Guidance Update

Share Buyback

Total sales rose 10% to $5.6 billion, with comparable store sales up 7%, driving an operating margin of 11.6% and EPS of $1.58 on net income of $512 million (vs. $1.48 on $489 million LY).
Consolidated inventories increased 9%, average store inventories +15%, and the company opened 36 Ross and 4 dd’s DISCOUNTS stores in Q3, completing a 90-store expansion YTD; expects to end the year with 1,903 Ross and 360 dd’s locations after 10 closures/relocations.
Repurchased 1.7 million shares for $262 million in Q3 and remains on track to complete $1.05 billion in share buybacks for the full year.
Fourth-quarter guidance raised: comparable-store sales up 3–4%, EPS of $1.77–$1.85, with total sales growth of 6–8% and operating margin of 11.5–11.8%; full-year EPS now expected at $6.38–$6.46.
Tariff-related costs impacted Q3 EPS by ~$0.05, are forecast to be negligible in Q4, and roughly $0.15 for the full year.

7 days ago

Transcript

Ross Stores reports Q3 2026 results and raises guidance

ROST

Earnings

Guidance Update

Share Buyback

Q3 total sales rose 10% to $5.6 billion with 7% comparable-store sales growth, driving an operating margin of 11.6% and EPS of $1.58 versus $1.48 last year.
Year-to-date sales reached $16.1 billion with 3% comps and EPS of $4.61 on net income of $1.5 billion.
For Q4, Ross expects 3–4% comps and EPS of $1.77–$1.85, lifting full-year 2025 EPS guidance to $6.38–$6.46.
The company repurchased 1.7 million shares for $262 million in Q3, remaining on track for $1.05 billion in buybacks this year.
Inventory levels at quarter end were up 9% consolidated and 15% at average store, positioning Ross for the holiday season.

7 days ago

Transcript

Ross Stores reports Q3 FY2026 results

ROST

Earnings

Guidance Update

Share Buyback

Ross delivered 10% sales growth to $5.6 billion, with 7% comparable-store sales and an 11.6% operating margin in Q3 FY2026, driving EPS of $1.58 (includes a ~$0.05 tariff impact).
For the first nine months, Ross posted $16.1 billion in sales, 3% comparable-store sales growth, and EPS of $4.61.
Management raised Q4 guidance to comps +3%–4% and EPS of $1.77–$1.85, and lifted FY 2025 EPS outlook to $6.38–$6.46; tariffs are now expected to be neutral in Q4.
Year-to-date, the company opened 90 net new stores (80 Ross, 10 dd’s), ended Q3 with inventories up 9%, and repurchased 1.7 million shares for $262 million toward a $1.05 billion buyback plan.

7 days ago

Transcript

Ross Stores reports third quarter results and raises guidance

ROST

Earnings

Guidance Update

Share Buyback

EPS of $1.58 on net income of $512 million, with sales of $5.6 billion (up 10%) and comparable store sales +7%
Year-to-date (9 months) EPS of $4.61 on net income of $1.5 billion and sales of $16.1 billion, with comp store sales +3%
Repurchased 1.7 million shares for $262 million in Q3; on track to repurchase $1.05 billion in fiscal 2025
Fourth-quarter comp store sales expected up 3–4%, Q4 EPS guidance of $1.77–1.85, full-year EPS raised to $6.38–6.46

7 days ago

8-K

Agree Realty reports Q3 2025 results

ROST

Earnings

Guidance Update

Invested $451 million in 110 retail net lease properties; raised full-year 2025 investment guidance to $1.50 billion–$1.65 billion and AFFO per share guidance to $4.31–$4.33.
Q3 net income per share of $0.45 (+7.9% YoY), Core FFO per share of $1.09 (+8.4%), and AFFO per share of $1.10 (+7.2%).
Declared a $0.256 monthly dividend for September, a 2.4% YoY increase.
Ended the quarter with over $1.9 billion of liquidity; net debt to recurring EBITDA of 5.1× (3.5× pro forma) and an A- issuer rating from Fitch.

Oct 21, 2025, 8:05 PM

Press Release

Ross Stores completes fiscal 2025 store expansion

ROST

New Projects/Investments

Ross opened 36 Ross Dress for Less and 4 dd’s DISCOUNTS locations across 17 states in September and October, completing its fiscal 2025 plan of 90 new stores.
The retailer now operates 2,273 total stores—including 1,909 Ross Dress for Less and 364 dd’s DISCOUNTS—in 44 states, DC, Guam, and Puerto Rico.
Management remains confident in its expansion, targeting at least 2,900 Ross and 700 dd’s DISCOUNTS locations over time.
Ross Stores reported $21.1 billion in fiscal 2024 revenues.

Oct 13, 2025, 12:30 PM

Press Release

Filings & Transcripts

View All Documents

Recent SEC filings and earnings call transcripts for ROST.

No recent filings or transcripts found for ROST.