DLTR Earnings

DLTR reported its FY2026Q3 earnings on 2025-12-03, showcasing a revenue of 5.00B against an estimate of 5.00B, resulting in a 1.23% surprise. The EPS was 1.21, surpassing the expected 1.09 by 11.01% . The stock experienced a 3.61% price change on the earnings day and a 10.4% change over the next five days, reflecting market reactions to the results.

Following DLTR's FY2026Q3 earnings announcement on 2025-12-03, the stock price moved by 3.61% on the day of the release. Over the subsequent five days, it saw a 10.40% change. Historically, DLTR's stock price tends to shift by an average of +6.63% in the 10 days leading up to earnings and +3.59% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate DLTR’s annual revenue to reach 5.00B, while the EPS is projected at 3.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.56% and EPS estimates Revise Upward by 0.64% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between DLTR's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 0.56%, while EPS estimates moved Revise Upward by 0.64% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DLTR's stock price typically moves by +6.63% in the 10 days before its earnings and +3.59% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 3.00 and revenue of 5.00B.

The earnings call summary shows strong financial performance with positive drivers like Halloween sales and strategic pricing. Product development is strong with a focus on multi-price mix and customer engagement, including a new Uber Eats partnership. Market strategy and expense management are well addressed, with SG&A improvements expected. Shareholder returns are not explicitly mentioned. Q&A insights reveal confidence in EPS growth despite traffic declines, and strategic plans to enhance customer experience and manage shrink. Overall, the sentiment is positive, expecting a 2% to 8% stock price increase.