ROSS STORES $ROST Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.3B (Est. $6.15B) 🟢; +13% YoY 🔹 EPS: $2.66; includes $0.60 benefit from IEEPA tariff refunds 🔹 Comparable Store Sales: +10% YoY 🔹 Net Income: $851M; +68% YoY Raises FY26 Guide: 🔹 EPS: $8.61-$8.77 (Est. $7.78) 🟢 🔹 New Store Opening Plan: 115 locations Q3 Guide: 🔹 EPS: $1.75-$1.83 (Est. $1.73) 🟢 🔹 Comparable Store Sales: +6%-+7% Q4 Guide: 🔹 EPS: $2.17-$2.26 🔹 Comparable Store Sales: +4%-+5% Other Q2 Metrics: 🔹 Comparable Store Sales: +10% YoY 🔹 Operating Margin Expansion: +610 bps 🔹 New Stores Opened: 47 Capital Return: 🔹 Buybacks: $319M; 1.4M shares Comments: 🔸 “Despite facing significantly more challenging year-over-year comparisons in the back half, we are raising our outlook for both the third and fourth quarters.” 🔸 “Based on our strong first half results and our updated second half guidance, we are increasing our 2026 fiscal year earnings per share projections to be in the range of $8.61 to $8.77”