YETI Holdings, Inc. (YETI)

YETI Holdings topped profit expectations and revenue came in line in the second fiscal quarter of 2026, reported August 13, as adjusted EPS of $0.67 beat the $0.54 estimate by 24.1% while revenue of about $483.9 million matched the $483.8 million consensus. Revenue rose 8.5% from a year ago, when it was $445.9 million, and net income increased 39.4% to roughly $71.3 million from $51.2 million a year earlier. Gross profit came in at about $322.5 million, with gross margin near 66.7%, while operating income reached roughly $93.5 million and operating margin was about 19.3%. Adjusted EPS was also up from $0.66 a year ago. The company generated operating cash flow of about $62.5 million and repurchased about $130.0 million of stock during the period. Consensus for the next period calls for EPS of $0.85 on revenue of $523.4 million.