NYSE$BJ

BJ's Wholesale Club Holdings Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

BJ's Wholesale Club reported Q3 2025, revenue of $5.18B, net income of $142M, diluted EPS of $1.02.

For Q3 2025, BJ's Wholesale Club reported revenue of $5.18B, net income of $142M, diluted EPS was $1.02. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $5.18B.
  • Net income $142M.
  • Diluted EPS $1.02.

Headline financials

Total Revenue

$5.35B

Previous: $5.1B+4.9%
EPS (adj)

$1.02

Previous: $1.17-12.8%
Comparable Club Sales

1.1%

No prior period
Comparable Club Sales ex Gas

1.8%

No prior period
Adjusted EBITDA

$301M

No prior period
Membership fee income

$126M

No prior period
Digitally enabled comp growth

30.0%

No prior period
Capital Expenditures

-$501M

Previous: -$428M-17.2%
Free Cash Flow

-$349M

Previous: -$272M-28.4%
Net Income

$152M

Previous: $156M-2.4%
Operating Income

$218M

Previous: $229M-4.8%
Gross Profit

$1.01B

Previous: $975M+4.0%
Cash & Equivalents

$45.1M

Previous: $33.9M+33.2%
Total Assets

$7.55B

Previous: $7.22B+4.6%

Revenue & EPS history

BJ's · Revenue · Quarterly

$5.35B

Q3 2025+4.9%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The release discusses BJ's Wholesale Club's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • BJ's Wholesale Club cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 2025

+1.6%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.7%

Avg return

30 days after

47%

16 / 34 earnings

Positive

+28.0%

Q1 2020

Best reaction

-14.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-2.1%-10.9%-9.8%
Q4 2025-1.5%-3.7%-1.9%
Q3 2025-2.7%+0.2%+4.5%
Q2 2025-8.5%-8.5%-9.5%
Q1 2025-1.4%-2.2%-6.1%
Q4 2024+12.2%+11.4%+15.3%
Q3 2024+12.9%+13.3%+9.4%
Q2 2024-5.5%-6.6%-7.6%
Q1 2024+9.5%+8.2%+9.9%
Q4 2023+4.6%+1.3%+5.2%
Q3 2023-5.9%-2.7%-2.8%
Q2 2023-5.1%-7.1%+3.6%
Q1 2023-8.7%-11.7%-10.8%
Q4 2022+0.6%+0.7%+1.5%
Q3 2022-7.2%-5.8%-12.7%
Q2 2022+6.7%+4.5%+13.5%
Q1 2022-2.1%+1.9%+8.5%
Q4 2021-14.2%-9.5%+2.7%
Q3 2021+16.1%+15.8%+9.1%
Q2 2021+9.6%+6.7%+13.1%
Q1 2021-6.0%-9.1%-6.3%
Q4 2020+1.3%+9.8%+15.2%
Q3 2020-2.3%+0.5%-10.9%
Q2 2020+6.2%+8.0%-7.5%
Q1 2020+28.0%+24.4%+25.1%
Q4 2019+10.4%+9.3%+20.0%
Q3 2019-10.2%-7.3%-13.0%
Q2 2019+11.0%+13.6%+16.9%
Q1 2019+4.9%+2.7%-0.6%
Q1 2018+2.1%+4.9%+6.6%
Q4 2018-5.8%-4.4%+6.3%
Q3 2018+9.9%+9.1%+12.6%
Q4 2017-0.9%-3.8%-20.6%
Q2 2018-0.9%-3.8%-20.6%
Q2 2017
Q1 2017
Q3 2017
Q2 2016
Q1 2016

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