Dollar Tree Q2 EPS $2.70 Beats, Raises FY26 Outlook to $7.70–$8.05
DLTR sits 53% above its 52-week low of $84.71.
Summary
Dollar Tree reported Q2 EPS of $2.70 on 3.7% comparable sales growth, raised full-year adjusted EPS guidance to $7.70–$8.05, and repurchased $605M in shares.
Key Events · Earnings and Guidance · DLTR
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Q2 EPS $2.70, Sales +7.0%
Net sales rose 7.0% to $4.9B with 3.7% comparable store growth (3.3% ticket, 0.4% traffic). Diluted EPS of $2.70 included a $1.31 tariff refund benefit.
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FY26 Guidance Raised
Full-year adjusted EPS outlook increased to $7.70–$8.05, including ~$0.60 tariff refund benefit. Q3 outlook set at $0.80–$0.95 with 3–4% comp growth.
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$605M Buyback in Q2
Repurchased 5.6M shares for $605M; $2.5B remains under authorization. Q3 quarter-to-date repurchases totaled $5.3M.
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Tariff Refund Impact
Q2 included $383M in IEEPA tariff refunds ($369M cost of sales, $14M interest), partially offset by $37M reinvestment and $13M duties on aluminum pans/paper plates.
Analysis · DLTR · Trade & Services
A strong second quarter saw comparable sales rise 3.7% and EPS reach $2.70, well above the prior-year $0.75. The results include a $1.31 per-share benefit from tariff refunds, which flatters the headline number — excluding that, core EPS was roughly $1.39. Management raised full-year adjusted EPS guidance to $7.70–$8.05, up from prior expectations, and returned $605 million to shareholders through buybacks. The multi-price strategy continues to gain traction, with about 6,600 stores now converted. The key watch item is whether the tariff refund benefit masks underlying margin pressure as the company reinvests $0.50 per share in Q3.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, DLTR was trading at $130.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $25.4B. The 52-week trading range was $84.71 to $142.40. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.