Dollar Tree, Inc. (DLTR)

Dollar Tree beat expectations on earnings while revenue came in line, with results for the second fiscal quarter of 2026 reported August 27, 2026 showing revenue rose 7.0% to roughly $4.9 billion (up from $4.570 billion a year ago) as the company continued to operate across its Dollar Tree and Family Dollar banners. EPS of $2.70 topped the $1.15 estimate (+134.8%) and was up from $0.77 a year ago, while revenue of $4.891 billion came in line with the $4.861 billion estimate (+0.6%). Profitability metrics were elevated, with gross profit of about $2.1 billion translating to a gross margin of ~43%, and operating income of roughly $690 million corresponding to an operating margin near 14%. Net income surged 173.1% to about $514.5 million (up from $188.4 million a year ago), alongside operating cash flow of roughly $921.5 million. For the next period, consensus calls for EPS of $1.41 on revenue of $5.039 billion.