Inferra AI / Company / ROST

Ross Stores

ROST · Consumer Discretionary

Last earnings Aug 20, 2026

Key results

Net incomequarter

$1.56

(Nasdaq ROST) today reported earnings per share for the 13 weeks ended August 2, 2025 of $1.56 on net income of $508 million.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

EPSquarter

$1.59

These results compare to earnings per share of $1.59 on net income of $527 million for the 13 weeks ended August 3, 2024.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

For the six months ended August 2, 2025, earnings per share were $3.03 on net income of $987 million.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

These results compare to earnings per share of $3.05 on net earnings of $1.0 billion in the first half of 2024.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Operating marginquarter

11.5%

Operating margin for the quarter decreased 95 basis points to 11.5% compared to the prior year, primarily reflecting tariff-related costs.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Revenuequarter

$21.1 billion

is an S P 500, Fortune 500, and Nasdaq 100 (ROST) company headquartered in Dublin, California, with fiscal 2024 revenues of $21.1 billion.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Selling, general, and administrativequarter

$888,711

Selling, general and administrative 888,711 836,357 1,685,846 1,612,639

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Operating incomequarter

$638,274

Operating income 638,274 659,233 1,244,744 1,250,346

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

AI analysis

Q2 2025 · reported Aug 21, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$21.1B
EX-99 · Aug 21, 2025
EPS · Q2 2025
$1.59
EX-99 · Aug 21, 2025
Net income · Q2 2025
$1.56
EX-99 · Aug 21, 2025
Operating margin · Q2 2025
11.5%
EX-99 · Aug 21, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net income$1.56——
EPS$1.59——
Operating margin11.5%——
Revenue$21.1 billion——
Selling, general, and administrative$888,711——
Operating income$638,274——

EX-99 · Aug 21, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Outlook statement

“com Ross Stores Reports Strong Second Quarter Sales and Earnings Results Raises Second Half and Fiscal 2026 Outlook Dublin, California, August 20, 2026 -- Ross Stores, Inc.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin11.5%

Capital allocation

Dividend$ 0.4450

5130 Hacienda Drive, Dublin, CA 94568 (925) 965-4400 Update on Shareholder Payouts During the second quarter of fiscal 2025, a total of 1.9 million shares of common stock were repurchased for an aggregate price of $262 million under the Company s two-year $2.1 billion authorization approved by its Board of Directors in March 2024.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Included in this year s second quarter earnings is an approximate $0.11 per share negative impact from tariff-related costs

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

5130 Hacienda Drive, Dublin, CA 94568 (925) 965-4400 Update on Shareholder Payouts During the second quarter of fiscal 2025, a total of 1.9 million shares of common stock were repurchased for an aggregate price of $262 million under the Company s two-year $2.1 billion authorization approved by its Board of Directors in March 2024.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Forward-Looking Statements This press release and the related conference call remarks contain forward-looking statements regarding, without limitation, projected sales, costs, and earnings, planned new store growth, capital expenditures, and other matters.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

On August 19, 2026, the Company s Board of Directors declared a quarterly cash dividend of $ 0.4450 per common share, payable on September 30, 2026.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

The Company s Board of Directors declared quarterly cash dividends of $ 0.4450 per common share in March and May 2026, and $ 0.4050 per common share in March, May, August, and November 2025.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

In March 2026, the Company s Board of Directors approved a new, two-year stock repurchase program to repurchase up to $ 2.55 billion of the Company s common stock through January 29, 2028.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

During the six month period ended August 1, 2026, the Company repurchased 2.9 million shares of common stock for $ 637.5 million (excluding excise tax) under this program.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

Strategy & priorities

As a result, we remain intensely focused on delivering high-quality, branded merchandise at compelling price points to reinforce our value proposition and strengthen our competitive position to capture market share.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Note B: Fair Value Measurements FASB ASC 820, Fair Value Measurement , establishes a three-tier fair value hierarchy that prioritizes the inputs used in measuring fair value.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

Key Initiatives Our current key initiatives include the following: Merchandising: Delivering broad based assortments timely and offering more brands at compelling values for our customers.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

Marketing: Advancing our marketing initiatives to further increase customer acquisition and engagement.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

We believe these initiatives will positively contribute to our performance and support our growth plans.

SEC original ↗Ross Stores — 10-Q Quarterly report10-QSep 1, 2026

Risks & headwinds

Included in this year s second quarter earnings is an approximate $0.11 per share negative impact from tariff-related costs.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

We ended the period with second quarter sales in line with our expectations, while earnings modestly exceeded the high end of our guidance range, mainly due to lower-than-expected tariff-related costs.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Operating margin for the quarter decreased 95 basis points to 11.5% compared to the prior year, primarily reflecting tariff-related costs.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

However, given the uncertainty associated with the macroeconomic environment, we will maintain a somewhat cautious approach to planning our business for the balance of the year.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

These guidance ranges include an approximate $0.07 to $0.08 and $0.04 to $0.06 per share cost impact from the announced tariffs for the third and fourth quarters, respectively.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Conroy concluded, We expect the current uncertainty in the macro and geopolitical environments to persist through the remainder of the year.

SEC original ↗Ross Stores — Earnings release (8-K exhibit)EX-99Aug 21, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

67 documents

Earnings releases

22 documents

Presentations

0 documents

No presentations for Ross Stores are held in this edition of the library.

Transcripts

0 documents

No transcripts for Ross Stores are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Ross Stores by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.