Lululemon Athletica (LULU): financials, SEC filings and peers

Lululemon Athletica (LULU) is an apparel, accessories & luxury goods company in the Consumer Discretionary sector of the S&P 500, headquartered in Vancouver, Canada.

It was founded in 1998 and joined the S&P 500 on October 18, 2023.

Its fiscal year ends in January, and its shares trade on the Nasdaq.

In its SEC filings it is classified as “Apparel & Other Finishd Prods of Fabrics & Similar Matl”.

Lululemon Athletica at a glance

Revenue (12 months): $11.1B
Revenue growth: +1.7%
Operating margin: 17.8%
Net income (12 months): $1.4B
Free cash flow (12 months): $1.4B
Cash: $1.4B
Debt: —
Diluted EPS (12 months): $12.17

Twelve months to August 2, 2026, from the 10-Q filed September 3, 2026.

Latest twelve months

Over the twelve months to August 2, 2026, Lululemon Athletica reported revenue of $11.1 billion, about the same as a year earlier (+1.7%).

Its operating margin was 17.8%, down 5.0 percentage points from a year earlier: for every $100 of sales, about $18 was left as operating profit.

Net income was $1.4 billion (12.8% of revenue), 20.6% lower than a year earlier.

Operating cash flow was $2.0 billion and capital spending $628 million, leaving free cash flow of $1.4 billion (12.2% of revenue).

At the end of the period it held $1.4 billion in cash and not reported in debt, a net cash position of $1.4 billion.

The diluted share count fell 5.6% in a year, typically the result of buybacks.

Five-year trend

Revenue went from $4.4 billion in fiscal 2021 to $11.1 billion in fiscal 2026, about 20.3% a year.
Revenue has grown for 5 fiscal years in a row.
Operating margin has been steady, around 19.9%.
Free cash flow was positive in each of the last 6 fiscal years.

Fiscal year	2022	2023	2024	2025	2026
Revenue	$6.3B	$8.1B	$9.6B	$10.6B	$11.1B
Revenue growth	42.1%	29.6%	18.6%	10.1%	4.9%
Operating margin	21.3%	16.4%	22.2%	23.7%	19.9%
Net income	$975M	$855M	$1.6B	$1.8B	$1.6B
Free cash flow	$995M	$328M	$1.6B	$1.6B	$922M
Diluted EPS	$7.49	$6.68	$12.20	$14.64	$13.26

Fiscal years as reported in Lululemon Athletica’s 10-K filings. Free cash flow is operating cash flow minus capital spending.

Recent SEC filings

8-K filed September 14, 2026 — Executive or director change; Bylaw or fiscal-year change
10-Q filed September 3, 2026 — quarterly report
8-K filed September 3, 2026 — Earnings results
8-K filed August 13, 2026 — Other event
8-K filed June 26, 2026 — Executive or director change; Shareholder vote results
10-Q filed June 4, 2026 — quarterly report
8-K filed June 4, 2026 — Earnings results
8-K filed May 27, 2026 — Material agreement; Regulation FD disclosure

All Lululemon Athletica filings on SEC EDGAR

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Questions about Lululemon Athletica

Is Lululemon Athletica's revenue growing?

Yes. Revenue for the twelve months to August 2, 2026 was $11.1 billion, up 1.7% from a year earlier, according to its SEC filings.

Is Lululemon Athletica profitable?

Yes. It earned $1.4 billion in net income over the twelve months to August 2, 2026, a net margin of 12.8%.

When did Lululemon Athletica last file financial results?

Its latest quarterly report (10-Q) was filed with the SEC on September 3, 2026.

Which companies are similar to Lululemon Athletica?

In the S&P 500, Lululemon Athletica is grouped in Apparel, Accessories & Luxury Goods within the Consumer Discretionary sector. Nike, Inc. (NKE), Ralph Lauren Corporation (RL), Tapestry, Inc. (TPR) are in the same group.

Understand the numbers

Source: Lululemon Athletica’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved September 27, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.