Ulta Beauty Shares Soar After Strong Q2 Results and Upbeat Outlook

BOLINGBROOK, Ill., Aug. 28, 2025 - Ulta Beauty, Inc. (NASDAQ: ULTA) reported robust second-quarter fiscal 2025 results Thursday after the market close, sending its stock sharply higher in after-hours trading.

In the quarter ended August 2, Ulta Beauty posted net sales of $2.788 billion, up 9.3% from $2.552 billion a year earlier, driven by a 6.7% increase in comparable sales. Gross profit margin expanded to 39.2% from 38.3%, and operating income reached $344.9 million, representing 12.4% of net sales. Net income grew 3.3% to $260.9 million, or $5.78 per diluted share, topping Wall Street’s consensus of $5.04 per share.

Following the earnings beat, Ulta Beauty raised its full-year fiscal 2025 net sales guidance to $12.0-12.1 billion from a prior range of up to $11.7 billion, signaling sustained consumer strength in beauty categories. Comparable sales are now expected to increase 0%-1.5%, up from an earlier outlook of flat to 1.5% growth.

Investors responded favorably, sending Ulta’s shares up approximately 6% in extended trading after reaching a fresh 52-week high during regular hours.

The company will host a webcast and conference call at 4:30 p.m. ET today to discuss its results and outlook.