NASDAQ$ROST
Ross Stores Inc · Q4 2025 earnings
Q4 2025 earnings · · Investor relations
Briefing
Ross Stores reported Q4 2025 sales of $6.6B with net income of $646M and diluted EPS of $2.00.
Fourth-quarter sales rose 12% to $6.64 billion with comparable store sales up 9%. Net income was $646 million versus $587 million; diluted EPS was $2.00 (+12% vs adjusted prior year). Full-year sales reached a record $22.8 billion with 5% comp growth and EPS of $6.61. The board authorized a new $2.55 billion repurchase program (+21%) and a 10% dividend increase to $0.445 per share.
- Q4 sales $6.64B (+12% YoY); comparable sales +9%.
- Q4 operating margin 12.3%, above plan; EPS $2.00 beat guidance.
- FY25 EPS $6.61; $1.05B of stock repurchased in the year.
- New $2.55B buyback authorization and higher dividend.
- Strong start to spring 2026 cited by management.
Headline financials
Revenue & EPS history
Ross Stores · Revenue · Quarterly
$6.64B
Forward guidance
Q1 FY26 comps are forecast up 7–8% with EPS of $1.60–$1.67; full-year FY26 comps +3–4% and EPS $7.02–$7.36 versus $6.61 in FY25.
Tailwinds
- Momentum from holiday carrying into spring season.
- Larger buyback and dividend signal cash-return confidence.
- Merchandising and marketing driving share gains.
Headwinds
- Prior-year tariff costs still referenced in YoY EPS bridge.
- Off-price sector remains sensitive to macro swings.
- Guidance assumes sustained comp strength.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+0.8%
Avg return
Earnings day
+0.5%
Avg return
5 days after
+0.6%
Avg return
30 days after
64%
42 / 66 earnings
Positive
+11.8%
Q3 2017
Best reaction
-22.6%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | +2.3% | +1.6% | +1.3% | |
| Q4 2025 | -0.6% | +4.7% | +8.7% | |
| Q3 2025 | +5.4% | +10.7% | +13.7% | |
| Q2 2025 | +1.1% | +3.2% | +0.4% | |
| Q1 2025 | -9.7% | -8.2% | -16.1% | |
| Q4 2024 | +2.0% | -2.8% | -4.2% | |
| Q3 2024 | +4.9% | +10.8% | +7.1% | |
| Q2 2024 | +0.8% | -0.4% | +0.2% | |
| Q1 2024 | +8.1% | +4.7% | +13.5% | |
| Q4 2023 | -1.2% | -2.8% | -6.8% | |
| Q3 2023 | +3.9% | +5.4% | +8.0% | |
| Q2 2023 | +3.0% | +2.2% | +2.6% | |
| Q1 2023 | +0.9% | -1.8% | +3.9% | |
| Q4 2022 | -0.2% | +1.4% | -7.0% | |
| Q3 2022 | +11.5% | +19.5% | +18.1% | |
| Q2 2022 | -2.0% | -5.2% | -2.8% | |
| Q1 2022 | -22.6% | -16.4% | -19.4% | |
| Q4 2021 | +4.0% | -2.1% | -1.0% | |
| Q3 2021 | -3.2% | -0.9% | -7.3% | |
| Q2 2021 | -0.7% | -0.2% | -7.6% | |
| Q1 2021 | -1.5% | -1.0% | -7.9% | |
| Q4 2020 | -7.9% | -6.2% | -0.0% | |
| Q3 2020 | -2.1% | +1.9% | +5.7% | |
| Q2 2020 | -3.4% | +1.1% | +2.2% | |
| Q1 2020 | +3.3% | +4.1% | +2.7% | |
| Q4 2019 | -2.2% | -8.5% | -29.1% | |
| Q3 2019 | +1.0% | +4.4% | +4.3% | |
| Q2 2019 | -2.6% | -3.0% | -0.9% | |
| Q1 2019 | -1.9% | -3.4% | +10.0% | |
| Q4 2018 | +0.9% | -4.9% | +4.1% | |
| Q3 2018 | -10.5% | -11.9% | -15.4% | |
| Q2 2018 | +1.8% | +1.3% | +4.4% | |
| Q1 2018 | -6.4% | -6.5% | +4.1% | |
| Q4 2017 | -3.3% | -1.2% | +2.3% | |
| Q3 2017 | +11.8% | +12.5% | +17.6% | |
| Q2 2017 | +8.6% | +8.9% | +11.7% | |
| Q1 2017 | +1.1% | +0.8% | -2.3% | |
| Q4 2016 | -3.4% | -3.0% | -3.7% | |
| Q3 2016 | +6.5% | +8.0% | +8.9% | |
| Q2 2016 | +4.4% | +3.2% | -0.6% | |
| Q1 2016 | -3.4% | — | — | |
| Q4 2015 | +5.0% | — | — | |
| Q3 2015 | +9.5% | — | — | |
| Q2 2015 | -10.2% | — | — | |
| Q1 2015 | -3.9% | — | — | |
| Q4 2014 | +7.5% | — | — | |
| Q3 2014 | +8.7% | — | — | |
| Q2 2014 | +6.4% | — | — | |
| Q1 2014 | +1.1% | — | — | |
| Q4 2013 | +1.5% | — | — | |
| Q3 2013 | -6.9% | — | — | |
| Q2 2013 | +3.4% | — | — | |
| Q1 2013 | +1.0% | — | — | |
| Q4 2012 | +5.4% | — | — | |
| Q3 2012 | -2.5% | — | — | |
| Q2 2012 | +1.4% | — | — | |
| Q1 2012 | +1.1% | — | — | |
| Q4 2011 | +2.3% | — | — | |
| Q4 2009 | +2.3% | — | — | |
| Q3 2010 | +1.0% | — | — | |
| Q3 2011 | +1.0% | — | — | |
| Q2 2011 | +0.3% | — | — | |
| Q2 2010 | +0.3% | — | — | |
| Q4 2010 | +5.3% | — | — | |
| Q1 2011 | +5.3% | — | — | |
| Q1 2010 | +5.3% | — | — |
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