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Kohl's (KSS) Q4 FY26 earnings results (fourth quarter fiscal 2026)
10-K filed Mar 19, 2026
Kohl's (KSS) reported revenue of $5.2B for the fourth quarter fiscal 2026 (Q4 FY26), -4% from a year earlier and +45% from the quarter before. Operating margin was 4.1%, net earnings $125M (2.4% of revenue).
Kohl's, Q4 FY26: revenue $5.2B (-4% year over year), operating margin 4.1%, net earnings $125M, operating cash flow $750M. The chart follows the revenue to costs, profit and cash.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $5.2B | +45% | -4% |
| Operating profit | $212M | +190% | +68% |
| Net earnings | $125M | 16× | +160% |
| Operating cash flow | $750M | +505% | +26% |
| Free cash flow | $686M | 43× | +38% |
What changed
Revenue was $5.2B in Q4 FY26, down 4% year over year and up 45% from the previous quarter. Product was the largest line at 96% of revenue.
Operating profit was $0.21B, a 4.1% margin (up 1.8 points year over year). Total costs fell 6% while revenue fell 4%. Net earnings were $0.12B, up 160% year over year. The effective tax rate was 18.3%.
Operating cash flow was $0.75B (up 26% year over year), 600% of net earnings. Non-cash charges added back $0.17B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.44B. Capital expenditures of $0.06B left free cash flow of $0.69B.
Questions
What was Kohl's revenue in the fourth quarter fiscal 2026?
Kohl's (KSS) reported revenue of $5.2B for the fourth quarter fiscal 2026 (Q4 FY26), -4% from a year earlier and +45% from the quarter before.
Was Kohl's profitable in the fourth quarter fiscal 2026?
Operating profit was $212M (4.1% of revenue) and net earnings $125M.
Source: Kohl's 10-K on SEC EDGAR.