TGTConsumer & retailtarget.com
| Metric | Nov 2024 | Feb 2025* | May 2025 | Aug 2025 | Nov 2025 | Jan 2026* | May 2026 | Aug 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $25.67B | $30.91B | $23.85B | $25.21B | $25.27B | $30.45B | $25.44B | $26.54B | ▲ +5.3% |
| Gross profit | $7.27B | $8.04B | $6.72B | $7.31B | $7.13B | $8.11B | $7.38B | $8.94B | ▲ +22.3% |
| Operating income | $1.17B | $1.47B | $1.47B | $1.32B | $948.00M | $1.38B | $1.14B | $2.56B | ▲ +94.4% |
| Net income | $854.00M | $1.10B | $1.04B | $935.00M | $689.00M | $1.04B | $781.00M | $1.88B | ▲ +100.7% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 1.85 $ | — | 2.27 $ | 2.05 $ | 1.51 $ | — | 1.71 $ | 4.11 $ | ▲ +100.5% |
| Margins (% of revenue) | |||||||||
| Gross | 28.3 % | 26.0 % | 28.2 % | 29.0 % | 28.2 % | 26.6 % | 29.0 % | 33.7 % | ▲ +4.7 pt |
| Operating | 4.6 % | 4.7 % | 6.2 % | 5.2 % | 3.8 % | 4.5 % | 4.5 % | 9.6 % | ▲ +4.4 pt |
| Net | 3.3 % | 3.6 % | 4.3 % | 3.7 % | 2.7 % | 3.4 % | 3.1 % | 7.1 % | ▲ +3.4 pt |
| Balance sheet | |||||||||
| Assets | $58.53B | $57.77B | $56.19B | $57.85B | $59.99B | $59.49B | $58.01B | $61.23B | ▲ +5.8% |
| Liabilities | $44.04B | $43.10B | $41.24B | $42.43B | $44.49B | $43.33B | $41.62B | $43.39B | ▲ +2.3% |
| Equity | $14.49B | $14.67B | $14.95B | $15.42B | $15.50B | $16.16B | $16.39B | $17.84B | ▲ +15.7% |
| Cash | — | — | — | — | — | — | — | — | — |
| Capital | |||||||||
| Shares outstanding | 452.81M | 452.86M | 454.19M | 454.30M | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.