BJ's Wholesale Club Holdings, Inc. (BJ)

BJ’s Wholesale Club beat expectations on both the top and bottom line in the second fiscal quarter of 2026, based on preliminary results reported August 21, with EPS of $1.36 topping the $1.17 estimate (+16.2%) and revenue of $6.227 billion topping the $5.968 billion estimate (+4.3%). Revenue rose ~16% to about $6.2 billion (up from about $5.4 billion a year ago), while net income increased ~15% to roughly $173.9 million from around $150.7 million. Profitability came through at a gross margin of ~18% and an operating margin of ~4%, with gross profit of about $1.1 billion and operating income of roughly $252 million. EPS rose ~19% from $1.14 a year ago. The company generated operating cash flow of about $140 million and repurchased roughly $225.7 million of stock during the quarter. Looking ahead, consensus for the next period calls for EPS of $1.24 on revenue of $5.943 billion.