CoverageForm 410-K10-Q8-K13D13G13F

M · Macy'S, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · M

Income Statement

Line itemQ1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23Q1 '23
Revenue-$4.91B$5.00B$4.79B$4.90B$5.10B$5.00B$5.04B$5.28B$5.17B
Cost of Revenue-$2.85B$2.90B$2.79B$5.15B$2.94B$2.95B$2.90B$3.18B$2.99B
Gross Profit-$2.06B$2.10B$2.00B($250.00M)$2.16B$2.05B$2.14B$2.10B$2.19B
R&D----------
SG&A-$2.02B$1.94B$1.91B$2.06B$1.97B$1.91B$2.04B$1.98B$1.95B
Total Operating Expenses----------
D&A-$235.00M$213.00M$219.00M--$216.00M--$218.00M
Operating Income-$42.00M$149.00M$94.00M($149.00M)$222.00M$125.00M$86.00M$124.00M$244.00M
Interest Expense---------$37.00M
Income Tax-($6.00M)$28.00M$30.00M($52.00M)$45.00M$36.00M$3.00M($8.00M)$56.00M
Net Income-$11.00M$87.00M$38.00M($128.00M)$150.00M$62.00M$43.00M($22.00M)$155.00M
EPS - Basic-$0.04$0.32$0.14($0.47)$0.54$0.22$0.16($0.08)$0.57
EPS - Diluted-$0.04$0.31$0.13($0.46)$0.53$0.22$0.15($0.08)$0.56

Balance Sheet

Line itemQ1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23Q1 '23
Cash & Equivalents$1.25B$447.00M$829.00M$932.00M$315.00M$646.00M$876.00M$364.00M$438.00M$603.00M
Accounts Receivable---$303.00M--$293.00M--$255.00M
Inventory$4.41B$6.30B$4.34B$4.66B$6.26B$4.38B$4.69B$6.03B$4.13B$4.61B
Accounts Payable$1.81B$3.44B$1.82B$2.13B$3.34B$1.87B$2.35B$3.47B$1.98B$2.42B
Current Assets$6.67B$7.38B$5.83B$6.29B$7.25B$5.71B$6.26B$7.07B$5.27B$5.86B
Total Assets$16.24B$17.06B$15.55B$16.09B$17.29B$15.83B$16.45B$18.11B$16.30B$16.87B
Current Liabilities$4.49B$5.89B$4.22B$4.39B$5.77B$3.87B$4.55B$6.01B$4.18B$4.78B
Long-term Debt-$2.43B$2.63B$2.78B$2.78B$3.00B$3.00B$3.00B$3.00B$3.00B
Total Liabilities----------
Stockholders' Equity$4.86B$4.33B$4.45B$4.45B$4.15B$4.30B$4.19B$4.14B$4.21B$4.17B
Retained Earnings$6.94B--$6.50B$6.22B-$6.19B--$6.27B

Cash Flow

Line itemQ1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23Q1 '23
Operating Cash Flow---($64.00M)--$129.00M--$105.00M
Investing Cash Flow---($133.00M)--($217.00M)--($270.00M)
Financing Cash Flow---($178.00M)--($70.00M)--($94.00M)
CapEx---$100.00M--$154.00M--$215.00M
Free Cash Flow---($164.00M)--($25.00M)--($110.00M)

Ratios

MetricQ1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23Q1 '23
Profitability
Gross margin-41.9%42.0%41.7%-5.1%42.3%41.1%42.4%39.8%42.2%
Operating margin-0.9%3.0%2.0%-3.0%4.4%2.5%1.7%2.3%4.7%
EBITDA margin-5.6%7.2%6.5%--6.8%--8.9%
Net margin-0.2%1.7%0.8%-2.6%2.9%1.2%0.9%-0.4%3.0%
Free cash flow margin----3.4%---0.5%---2.1%
FCF / Net income----4.32---0.40---0.71
R&D / Revenue----------
SG&A / Revenue-41.2%38.9%39.9%42.1%38.7%38.2%40.5%37.5%37.7%
Effective tax rate--120.0%24.3%44.1%-23.1%36.7%6.5%-26.5%
Return on assets-0.1%0.6%0.2%-0.7%0.9%0.4%0.2%-0.1%0.9%
Return on equity-0.3%2.0%0.9%-3.1%3.5%1.5%1.0%-0.5%3.7%
Return on invested capital-0.6%1.6%0.7%-1.7%2.3%1.1%1.1%1.4%2.5%
Liquidity
Current ratio1.491.251.381.431.261.481.381.181.261.22
Quick ratio0.500.180.350.370.170.340.350.170.270.26
Cash ratio0.280.080.200.210.050.170.190.060.100.13
Leverage
Debt / Equity-0.560.590.620.670.700.720.720.710.72
Debt / Assets-0.140.170.170.160.190.180.170.180.18
Debt / EBITDA-8.787.258.88--8.79--6.48
Interest coverage---------6.6x
Equity multiplier3.343.943.493.614.173.683.934.373.874.05
Liabilities / Assets----------
Efficiency
Asset turnover-0.290.320.300.280.320.300.280.320.31
Inventory turnover-0.450.670.600.820.670.630.480.770.65
Days sales outstanding---23d--21d--18d
Days inventory outstanding-805d546d609d443d544d581d758d475d563d
Days payable outstanding-439d229d279d237d232d291d436d227d295d
Cash conversion cycle---353d--311d--286d
Valuation
P / E-487.2x39.9x91.9x-30.1x88.7x77.9x-29.2x
P / B-1.2x0.8x0.8x1.0x1.0x1.3x0.8x1.1x1.1x
P / S-1.1x0.7x0.7x0.9x0.9x1.1x0.6x0.8x0.9x
EV / EBITDA-26.5x14.4x16.6x--22.3x--15.0x
Growth
Revenue growth (YoY)-0.2%-1.9%-4.1%-2.7%-3.5%-3.3%-3.7%-5.7%-3.3%
Revenue CAGR (3y)--2.1%-3.7%-3.6%-3.4%-3.4%2.0%8.1%14.1%19.7%
Revenue CAGR (5y)-4.2%7.0%9.7%-1.1%-1.7%-1.9%-1.4%-1.1%-1.4%
Gross profit growth (YoY)---2.7%-2.7%-2.6%-6.0%5.4%-3.4%3.2%
Operating income growth (YoY)---32.9%-24.8%-79.0%-48.8%-55.2%-68.9%-47.3%
Net income growth (YoY)---42.0%-38.7%---60.0%-60.2%--45.8%
EPS growth (YoY)---41.5%-40.9%---60.7%-61.5%--42.9%
EPS CAGR (3y)--53.2%-32.1%-49.0%--21.1%-11.7%---
EPS CAGR (5y)-----13.6%-12.9%-5.6%-4.5%
FCF growth (YoY)----556.0%--77.3%---
FCF CAGR (5y)----------
Book value growth (YoY)9.2%4.4%3.4%6.3%0.1%2.2%0.4%19.3%19.2%27.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2026-01-31.

Product / service

$21.76B total
Womens Accessories Shoes Cosmetics And Fragrances$9.13B · 41.9%
Womens Apparel$4.76B · 21.9%
Mens And Kids$4.66B · 21.4%
Home Other$3.21B · 14.8%

Peer comparison

Same SIC group: Retail-Department Stores

CompanyRevenue (last FY)Net marginROE
DDS$6.56B8.7%32.1%
KSS$15.53B1.8%6.7%
BURL$11.57B5.3%33.8%

Comparing Macy's against the 3 most active filers in the same SIC group.

Dividends

$0.74/share trailing 12 months · +4.8% YoY

Ex-datePer share
Mar 13, 2026$0.1920
Dec 15, 2025$0.1820
Sep 15, 2025$0.1820
Jun 13, 2025$0.1820
Mar 14, 2025$0.1820
Dec 13, 2024$0.1740
Sep 13, 2024$0.1740
Jun 14, 2024$0.1740
Mar 14, 2024$0.1740
Dec 14, 2023$0.1650
Sep 14, 2023$0.1650
Jun 14, 2023$0.1650
Mar 14, 2023$0.1650
Dec 14, 2022$0.1580
Sep 14, 2022$0.1580
Jun 14, 2022$0.1580
Mar 14, 2022$0.1580
Dec 14, 2021$0.1500
Sep 14, 2021$0.1500
Mar 12, 2020$0.3780
Dec 12, 2019$0.3780
Sep 12, 2019$0.3780
Jun 13, 2019$0.3780
Mar 14, 2019$0.3780