Dollar Tree Q2 FY2026 Earnings: A $369M Tariff Refund Behind a $690M Quarter
Dollar Tree's Q2 FY2026 operating income hit $690.1M, but $368.7M of IEEPA tariff refunds drove 755 of the 850 bp gross-margin gain; comps rose 3.7%.
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Ulta Beauty Q2 FY2026 Earnings: $3.0B in Sales, 3.8% Comps and No Tariff Refund
Ulta's Q2 FY2026 sales rose 8.9% to $3.04B on 3.8% comps, with operating income up 10.1% to $379.6M and no tariff refund in the margin.
BlackBerry Q2 FY2027: Revenue Up 26% to $163M, a Record QNX Quarter and a Sixth Straight Profit
BlackBerry's Q2 FY2027 revenue rose 26% to $163.3M on a record $80.3M QNX quarter, lifting net income to $33.9M — a sixth straight GAAP profit.
FactSet FY2026: GAAP EPS Missed at $14.57, Adjusted Beat at $18.01
FactSet's FY2026 GAAP EPS of $14.57 missed guidance while adjusted EPS of $18.01 beat it. We walk the $126.0M gap between the two net incomes, item by item.
H&M Q3 2026: Operating Profit Up 23% on Flat Sales, 1.6 Points One-Off
H&M's Q3 2026 operating profit rose 23% to SEK 6,037M on 0.3% sales growth; strip out 1.6 margin points of one-off tariff effects and it's ~4%.
THOR Industries FY2026: Sales Flat at $9.6B, Profit Down 31% as RV Margins Narrow
THOR Industries' FY2026 sales were flat at $9.61B, but net income fell 31% to $177.5M as gross margin slid from 14.0% to 12.6%. See the open ledger.
UNFI FY2026: $31.2B of Sales, $84M of Profit, a 0.27% Net Margin
UNFI swung from a $118M loss to $84M profit on $31.2B of sales, a 0.27% margin; $50M of insurance recoveries and a $37M LIFO benefit won't repeat.
TD SYNNEX FY2026 Q3: $21.6B of Revenue and the 1.9% Margin of Moving Other People's GPUs
TD SYNNEX's Q3 FY2026 revenue rose 37.7% to $21.6B at a 1.93% net margin, while inventory grew $5.8B and free cash flow hit −$976M. Read it in a public ledger.
KB Home FY2026 Q3: $1.30B Revenue and a Backlog Growing Again
KB Home's FY2026 Q3 revenue fell 20% to $1.30B and net income 41% to $65.3M, yet housing margin rose to 16.5% and backlog grew for the first time in four years.
Accenture FY2026: The $308M Severance Line Behind the 15.3% Margin
Accenture's FY2026 revenue rose 6% to $74.2B and GAAP operating margin hit 15.4%, but excluding severance the gain is 20 bps — and debt doubled to $10B.
Buying a Small Business With an Earnout: Bridging the Valuation Gap Without Blowing Up Your Books
Earnouts pay out about 21 cents per promised dollar. Buyers book them at fair value under ASC 805; sellers report under IRS installment rules.
Jabil FY2026: $36B of Revenue and the 2.9% Margin of Building AI Servers for Others
Jabil's FY2026 revenue rose 21% to $36.0B, yet GAAP net income was $1.04B — a 2.9% margin. Trace the AI-server economics and $13.09 core EPS in a public ledger.