ROSS STORES (ROST) Company Report

Ross Stores delivered 12% total sales growth to $6.6 billion and 9% comparable-store sales in Q4, with EPS of $2.00 versus $1.79 last year. For fiscal 2025, sales rose 8% to $22.8 billion and EPS increased to $6.61 from $6.32.
For Q1 2026, the company expects comps up 7–8% and EPS of $1.60–$1.67; full-year 2026 guidance assumes comps up 3–4% and EPS of $7.02–$7.36.
Completed its two-year, $2.1 billion share repurchase program and authorized a new $2.55 billion buyback; also raised the quarterly dividend 10% to $0.445 per share.
Plans to open 110 new stores in 2026 (85 Ross Dress for Less, 25 dd’s DISCOUNTS), ending FY 2025 with 2,267 locations and expanding into new markets like New York Metro and Puerto Rico.

3 hours ago

Transcript

Ross Stores reports Q4 2026 results and FY 2026 outlook

ROST

Earnings

Guidance Update

Share Buyback

Q4 total sales rose 12% to $6.6 billion, with comparable-store sales up 9%, net income of $646 million and EPS of $2.00 (+21% ex-sale).
Full-year 2025 sales increased 8% to $22.8 billion, comps up 5%, and EPS was $6.61 (+10% ex-items).
Q1 guidance calls for comps up 7–8% and EPS of $1.60–1.67; full-year 2026 comps are expected up 3–4%, sales up 5–7%, and EPS of $7.02–7.36.
Capital return: completed a $2.1 billion buyback (1.5 million shares), announced a new $2.55 billion repurchase authorization, and raised the quarterly dividend by 10% to $0.445/share.
Store footprint: ended FY 2025 with 2,267 locations (1,904 Ross, 363 dd’s), added 90 net new stores, and plans 110 openings in 2026 (85 Ross, 25 dd’s).

3 hours ago

Transcript

Ross Stores reports Q4 2026 results

ROST

Earnings

Guidance Update

Share Buyback

Q4 total sales grew 12% to $6.6 billion, with comparable store sales up 9%; Q4 net income was $646 million and EPS was $2.00, versus $587 million and $1.79 a year ago.
Fiscal 2025 sales rose 8% to $22.8 billion, with comps +5%; full-year net income was $2.1 billion, and EPS was $6.61.
Q1 FY2026 guidance: comparable store sales are forecast to increase 7–8%, with EPS of $1.60–$1.67 and total sales growth of 10–12%.
Store expansion: plans to open 110 new locations in 2026 (85 Ross, 25 dd’s), aiming to grow to 2,900 Ross and 700 dd’s over time.
Capital return: board authorized a $2.55 billion share repurchase over FY2026–27 and approved a 10% quarterly dividend increase to $0.445 per share.

4 hours ago

Transcript

Ross Stores reports Q4 earnings well above guidance

ROST

Earnings

Share Buyback

Guidance Update

Ross Stores reported Q4 sales up 12% to $6.6 billion, with comparable-store sales up 9% and EPS of $2.00, well above guidance of $1.77–$1.85.
For fiscal 2025, the company achieved record sales of $22.8 billion, with comparable-store sales up 5% and EPS of $6.61.
The Board authorized a new $2.55 billion share repurchase program through fiscal 2027 and raised the quarterly dividend 10% to $0.445 per share, payable March 31, 2026.
Fiscal 2026 guidance calls for Q1 comparable-store sales growth of 7–8% with EPS of $1.60–$1.67, and full-year comparable-store sales growth of 3–4% with EPS of $7.02–$7.36.

5 hours ago

Press Release

Ross Stores reports Q4 FY2025 earnings and issues FY2026 guidance

ROST

Earnings

Share Buyback

Guidance Update

Ross Stores reported total sales up 12% to $6.6 billion in Q4 FY2025, with comparable store sales rising 9% and EPS of $2.00, well above guidance.
The Board approved a new two-year $2.55 billion stock repurchase authorization and increased the quarterly dividend by 10% to $0.445 per share.
For Q1 FY2026, comparable store sales are forecast to grow 7–8% with EPS of $1.60–1.67, and full-year EPS guidance is $7.02–7.36.

5 hours ago

8-K

Ross Stores reports strong Q4 with 9% same-store sales and $6.6B revenue

ROST

Earnings

Guidance Update

Ross posted 9% comparable-store sales growth and $6.6 billion revenue, up 12% year-over-year in Q4, topping estimates.
Net income was $646 million, or $2.00 per share, with operating margin expanding to 12.3%.
Company forecasts Q1 comparable sales up 7–8% with EPS of $1.60–$1.67, and fiscal 2026 same-store sales of 3–4% and EPS of $7.02–$7.36.
Shares jumped about 6.5% in after-hours trading to $210.50, contributing to a roughly 44% gain over the past year.

1 day ago

WSJ

Ross Stores reports 10% Q3 sales growth, raises annual forecast

ROST

Earnings

Guidance Update

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.

Nov 21, 2025, 5:17 AM

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.

Nov 20, 2025, 9:15 PM

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.

Nov 20, 2025, 9:15 PM

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.

Nov 20, 2025, 9:15 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for ROSS STORES.

Q4 2026

Mar 3, 2026

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Q3 2026

Nov 20, 2025

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Q2 2026

Aug 21, 2025

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ROSS STORES (ROST)

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