← Research LibraryThe BriefFY2026 10-K · headline figures audited against SEC data
Ulta Beauty delivered strong growth, profit and free cash flow, while the Space NK acquisition added an international expansion test to a high-return U.S. model.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 9.7%OK
- Profitability — Net income declined 4.0% to $1.153B from $1.201BWatch
- Cash flow — Free cash flow grew 10.8% to $1.068B from $964.147MOK
- Margins — Operating margin contracted 148 bps to 12.37%Watch
- Accounting — Strong profitable growth with acquisition expansionNote
- Insiders — 0 purchases and 3 salesNote
Business
Ulta Beauty is a specialty beauty retailer offering cosmetics, fragrance, skin care, hair care and salon services.
Where the revenue comes from
Fiscal 2025, as Ulta Beauty, Inc. reports it. History and quarterly detail are in the app.
Leadership changes
From Ulta Beauty, Inc.'s own filings, the day they're filed.
- Kelly E. Garcia · Chief Technology Officer · departureeff. 2026-07-14
- Christopher DelOrefice · Chief Financial Officer · appointmenteff. 2025-12-05
- Ulta Beauty · Chief Financial Officer · departureeff. 2025-06-24
Latest filings
- 8-K · Company announcement2026-08-27
- 10-Q · Quarterly report2026-08-27
- 8-K · Company announcement2026-08-17
- 8-K · Company announcement2026-07-14
- 8-K · Company announcement2026-06-09
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Ulta Beauty, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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