Loading...
•
Jan 31
Urban Outfitters Q4 2026 Earnings Report
Urban Outfitters reported record fourth quarter fiscal 2026 sales and operating income, driven by strength across Retail, Subscription and Wholesale segments.
Key Takeaways
For Q4 FY26, Urban Outfitters generated 1801770000 in net sales, up 10.1% year-over-year, with net income of 96267000 and diluted EPS of 1.05. Comparable Retail sales increased 5.5%, while Subscription revenue grew 42.6% driven by strong subscriber growth.
Total net sales increased 10.1% year-over-year to 1801770000.
Retail segment comparable sales rose 5.5%, led by Urban Outfitters at 9.6%.
Subscription segment sales grew 42.6% with 40.3% subscriber growth.
Gross profit increased to 599201000 with margin expansion to 33.3%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company did not provide specific quantitative forward guidance in the earnings release.
Positive Outlook
- Strong momentum across Retail, Subscription and Wholesale segments.
- Continued double-digit subscriber growth at Nuuly.
- Gross margin expansion driven by improved markdowns.
- Leverage in store occupancy and delivery expenses.
- Healthy inventory position aligned with sales growth.
Challenges Ahead
- Higher effective tax rate versus prior year due to non-recurrence of tax reserve release.
- Increase in inventory levels year-over-year.
- Charitable contribution impacted reported net income.
- Increased marketing and payroll expenses.
- Exposure to macroeconomic and geopolitical risks.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...