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Ulta Beauty, Inc. (ULTA) Q2 FY2026 8-K Filings and Company Events

CIK 0001403568 · Nasdaq · Latest period: Q2 FY2026 (ended 2026-08-01, 10-Q accession 0001104659-26-102442) · Annual report: FY2025 10-K (filed 2026-03-26, accession 0001104659-26-035243) · Next expected filing: 10-Q ~2026-12-03

More for Ulta Beauty: Company index · Financial statements · 10-K and 10-Q summary

PeriodQ2 FY2026

Published

This page digests the material Form 8-K filings Ulta Beauty, Inc. (ULTA) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-08-01, as reported in the 10-Q filed with the SEC.

Filings that contain financial statements

Ulta furnishes its quarterly results as Exhibit 99.1 to Form 8-K. Each release below includes condensed consolidated statements of income, a condensed balance sheet and a statement of cash flows (year-to-date), unaudited unless noted.

  • Form 8-K filed August 27, 2026, accession 0001104659-26-102438: second quarter of fiscal 2026 (13 and 26 weeks ended August 1, 2026), with prior-year comparatives.
  • Form 8-K filed June 2, 2026, accession 0001104659-26-069464: first quarter of fiscal 2026 (13 weeks ended May 2, 2026).
  • Form 8-K filed March 12, 2026, accession 0001104659-26-027061: fourth quarter and full fiscal 2025 (13 and 52 weeks ended January 31, 2026).
  • Form 8-K filed December 4, 2025, accession 0001104659-25-118457: third quarter of fiscal 2025 (13 and 39 weeks ended November 1, 2025).
  • Form 8-K filed August 28, 2025, accession 0001558370-25-011803: second quarter of fiscal 2025 (13 and 26 weeks ended August 2, 2025).

Earnings and guidance

  • August 27, 2026 (0001104659-26-102438), second quarter of fiscal 2026. Net sales rose 8.9% to $3,035.7 million, comparable sales rose 3.8%, operating income rose 10.1% to $379.6 million and diluted EPS rose 13.3% to $6.55. Gross margin was 39.1% versus 39.2%, which the company attributed to Space NK business mix. Ulta raised fiscal 2026 guidance: net sales growth to 6.7%-7.2% (from 6%-7%), comparable sales growth to 3.2%-3.7% (from 2.5%-3.5%), operating income growth to 8.3%-9.3% (from 6.5%-9%), and diluted EPS to $28.70-$29.00 (from $28.36-$28.80). Capital expenditures guidance of $400-$450 million was unchanged. The release headline states the fiscal 2026 repurchase plan was increased to $1.8 billion from $1.5 billion; $791.1 million was repurchased in the first six months, and the company expects to use the remaining $1.0 billion of the $3.0 billion authorization (announced October 2024) by the end of fiscal 2026. Short-term debt was $339.6 million and cash $158.5 million at quarter end.
  • June 2, 2026 (0001104659-26-069464), first quarter of fiscal 2026. Net sales rose 11.1% to $3,163.9 million, comparable sales rose 5.3%, operating income rose 11.6% to $448.3 million and diluted EPS rose 15.5% to $7.74. Ulta repurchased 958,323 shares for $555.0 million. It raised guidance for operating income growth to 6.5%-9% (from 6%-9%) and diluted EPS to $28.36-$28.80 (from $28.05-$28.55); net sales and comparable sales guidance were unchanged.
  • March 12, 2026 (0001104659-26-027061), fourth quarter and fiscal 2025. Fiscal 2025 net sales rose 9.7% to $12,392.8 million, comparable sales rose 5.4% and diluted EPS was $25.64 (fourth quarter: net sales up 11.8%, EPS $8.01). Ulta repurchased 2.0 million shares for $890.5 million in the year and had $1.8 billion remaining under the $3.0 billion authorization. Initial fiscal 2026 guidance: net sales growth 6%-7%, comparable sales growth 2.5%-3.5%, operating income growth 6%-9%, diluted EPS $28.05-$28.55, capital expenditures $400-$450 million.
  • December 4, 2025 (0001104659-25-118457), third quarter of fiscal 2025. Net sales were $2,857.6 million (versus $2,530.1 million) and diluted EPS was $5.14, unchanged from the prior year. Fiscal 2025 guidance was raised: net sales to approximately $12.3 billion (from $12.0-$12.1 billion), comparable sales to 4.4%-4.7% (from 2.5%-3.5%), operating margin to 12.3%-12.4% (from 11.9%-12.0%) and diluted EPS to $25.20-$25.50 (from $23.85-$24.30). Short-term debt was $551.7 million.
  • August 28, 2025 (0001558370-25-011803), second quarter of fiscal 2025. Net sales rose 9.3% to $2,788.5 million and diluted EPS was $5.78 (versus $5.30). Fiscal 2025 guidance was raised: net sales to $12.0-$12.1 billion (from $11.5-$11.7 billion) and diluted EPS to $23.85-$24.30 (from $22.65-$23.20). Results include Space NK from its July 10, 2025 acquisition. Short-term debt was $289.1 million, drawn on the revolving credit facility mainly to fund that acquisition.

M&A and partnerships

  • Space NK (closed July 10, 2025). The Form 10-K filed March 26, 2026 (0001104659-26-035243) states that on July 10, 2025 Ulta acquired 100% of Space NK Limited, a U.K. and Ireland luxury beauty retailer, funded with cash on hand and revolving credit facility borrowings, and recorded goodwill of $213.8 million. The company describes the deal as not material to its consolidated financial statements. Ulta did not file a Form 8-K under an acquisition item (Item 1.01 or 2.01) for the signing or closing; the transaction appears in the August 28, 2025 earnings release (0001558370-25-011803) and in later periodic reports.
  • Target partnership to end (August 14, 2025, 0001104659-25-078160). Ulta and Target agreed not to renew the Ulta Beauty at Target shop-in-shop partnership when the agreement concludes in August 2026. Ulta said the conclusion is not expected to be material to fiscal 2025 results or its long-term financial targets.

Management and board

  • June 24-25, 2025 (0001558370-25-009003). Christopher Lialios, Senior Vice President and Controller, became Interim Chief Financial Officer effective June 24, 2025, after CFO Paula Oyibo left the company.
  • July 25, 2025 (0001558370-25-009612). Ulta disclosed a July 21, 2025 separation agreement with Ms. Oyibo providing two years of base salary ($754,000 per year), a fiscal 2025 bonus at target and other benefits.
  • August 21, 2025 (0001558370-25-011702). The board expanded from ten to twelve directors and appointed Martin Brok and Stephenie Landry, effective September 1, 2025.
  • October 16, 2025 (0001104659-25-099926). Christopher DelOrefice, previously CFO of Becton Dickinson, was appointed Chief Financial Officer effective December 5, 2025, at a $980,000 base salary.
  • December 18, 2025 (0001104659-25-122603). The company adopted an Executive Severance Plan on December 15, 2025 for its executive officers, providing two times base salary plus bonus-linked and benefit payments on a qualifying termination.
  • June 9, 2026 (0001104659-26-071896). At the annual meeting, stockholders approved the 2026 Incentive Award Plan (5,001,201 shares available, including 3,500,000 newly authorized) and certificate amendments providing officer exculpation and exclusive forum provisions.
  • July 14, 2026 (0001104659-26-083524). Director Kelly Garcia was named Chief Technology Officer effective August 31, 2026 and will resign from the board on that date.
  • August 17, 2026 (0001104659-26-097497). Brieane Olson, CEO of PacSun, was appointed an independent director effective August 31, 2026.

Routine items

The June 13, 2025 Form 8-K (0001558370-25-008584) reported 2025 annual meeting results; directors were elected, Ernst & Young was ratified and executive compensation was approved in an advisory vote.

FAQ · Ulta Beauty 8-K filings and events

What has Ulta Beauty, Inc. (ULTA) reported in its recent 8-K filings?

Ulta furnishes its quarterly results as Exhibit 99.1 to Form 8-K. Each release below includes condensed consolidated statements of income, a condensed balance sheet and a statement of cash flows (year-to-date), unaudited unless noted. Form 8-K filed August 27, 2026, accession 0001104659-26-102438: second quarter of fiscal 2026 (13 and 26 weeks ended August 1, 2026), with prior-year comparatives. Form 8-K filed June 2, 2026, accession 0001104659-26-069464: first quarter of fiscal 2026 (13 weeks ended May 2, 2026).

When does Ulta Beauty, Inc. (ULTA) next file with the SEC?

Ulta Beauty, Inc. (ULTA) is expected to file its next Form 10-Q with the SEC on or around December 3, 2026. That date is a projection rather than a company-announced date: it is derived from Ulta Beauty, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-08-01, SEC accession 0001104659-26-102442.

How this page was built

This page was built from 16 of Ulta Beauty, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.

A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.

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Built from Ulta Beauty, Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.