Urban Outfitters (URBN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 26, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

1.15

Last Year’s EPS

1.16

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Feb 25, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a broadly positive tone driven by record revenue, significant margin and earnings expansion, strong brand-level execution (notably Nuuly, FP Movement, Free People and Urban Europe), and confident top-line guidance for FY'27. Management acknowledged near-term headwinds — chiefly tariff-driven IMU pressure, planned SG&A investments that will outpace sales in the near term, weather-driven store softness in Q1 and some remaining recovery required in North America for Urban Outfitters — but positioned these as manageable and/or investable items. Given the magnitude of the operational wins, record results and constructive guidance, these positives outweigh the cited challenges.

Company Guidance

Management guided FY‑27 to positive high‑single‑digit total company sales growth, driven by a mid‑single‑digit Retail segment comp, mid‑double‑digit Nuuly revenue growth and mid‑single‑digit wholesale growth; Q1 guidance is also positive high‑single‑digit sales with Retail comps split as high‑single‑digits at Urban Outfitters, mid‑single‑digits at Free People and low‑single‑digits at Anthropologie, Nuuly mid‑double‑digit growth and Wholesale mid‑teen revenue growth. They expect full‑year gross margin to improve ~25 basis points (with H2 IMU benefit), but Q1 gross margin to be down ~25–50 bps versus last year (noting Q1 FY‑26 had a ~$5M / ~36‑bp one‑time benefit), SG&A dollars to grow ahead of sales (with Q1 several points higher due to marketing and technology/agentic AI investments), an annual effective tax rate of ~22%, inventory growth at or below sales growth, capital expenditures of ~ $385M (≈40% retail store, 40% logistics, 20% technology/home office), ~57 new store openings and ~14 closures (net ~+43), and share repurchases planned at least to offset dilution; management noted tariff uncertainty (Section 122) could provide incremental IMU upside if resolved.

Record Quarterly Revenue

Total revenue grew 10% in the fourth quarter to a record $1.8 billion, driven by broad-based strength across brands and channels.

Strong Earnings and Net Income Growth

Adjusted earnings per share jumped 38% for the quarter (35% for the full year). Net income increased 33% to $131 million, or $1.43 per diluted share.

Full-Year Sales and Profitability Expansion

Fiscal 2026 total sales grew 11%; gross profit dollars rose ~15% year-over-year; operating profit increased 28% for the full year and earnings per share rose 35%.

Gross Margin Improvement

Fourth-quarter gross profit dollars increased 14% to nearly $600 million; gross profit rate improved by 101 basis points to 33.3%. Full-year gross margin expanded by 126 basis points.

Operating Income and Margin Leverage

Total URBN operating income rose 27% in Q4 to $159 million; operating profit rate grew 115 basis points in the quarter and 128 basis points for the year.

All Retail Brands Delivered Positive Comps

Retail segment comps were positive across all brands in Q4, with overall Retail segment comp >5% and digital comps slightly exceeding store comps.

Nuuly Rapid Scale and Profitability Gains

Nuuly revenue grew ~43% in Q4 driven by a >40% increase in average active subscribers (120,000+ additional subscribers vs. prior-year Q4); full-year revenue exceeded $500 million and operating profit margin improved by >260 basis points, with total profitability increasing by over $21 million.

FP Movement and Wholesale Strength

FP Movement revenue rose 29% in Q4 with a retail segment comp of 21%; Wholesale segment revenue grew 9% (Q4) and 10% within Free People wholesale, led by FP Movement performance and specialty store growth.

Urban Outfitters Turnaround

Global Urban Outfitters delivered a 10% retail segment comp in Q4 (North America +8%, Europe +12%) and the brand returned to profitability for the full year, finishing modestly above breakeven driven by improved Europe profitability and reduced North America losses.

Confident FY'27 Top-Line Guidance

Management guides to positive high single-digit total company sales growth for FY2027, supported by mid-single-digit retail comps, mid-double-digit Nuuly growth, and mid-single-digit wholesale growth; Q1 guidance also calls for high-single-digit sales growth.

Strategic CapEx and Store Expansion Plans

FY'27 capital expenditures planned at ~$385 million (≈40% retail store expansion, 40% logistics, 20% tech/home office); plan to open ~57 new stores and close ~14 (net growth driven by FP Movement, Free People, Anthropologie).

Urban Outfitters (URBN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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URBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 26, 2026	2027 (Q1)	1.15 / -	1.16	―	―	―
Feb 25, 2026	2026 (Q4)	1.25 / 1.43	1.04	37.50% (+0.39)
Nov 25, 2025	2026 (Q3)	1.20 / 1.28	1.1	16.36% (+0.18)
Aug 27, 2025	2026 (Q2)	1.48 / 1.58	1.24	27.42% (+0.34)
May 21, 2025	2026 (Q1)	0.84 / 1.16	0.69	68.12% (+0.47)
Feb 26, 2025	2025 (Q4)	0.94 / 1.04	0.69	50.72% (+0.35)
Nov 26, 2024	2025 (Q3)	0.86 / 1.10	0.88	25.00% (+0.22)
Aug 21, 2024	2025 (Q2)	1.00 / 1.24	1.1	12.73% (+0.14)
May 21, 2024	2025 (Q1)	0.54 / 0.69	0.56	23.21% (+0.13)
Feb 27, 2024	2024 (Q4)	0.72 / 0.69	0.34	102.94% (+0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

URBN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 25, 2026	$65.46	$68.76	+5.04%
Nov 25, 2025	$68.31	$77.56	+13.54%
Aug 27, 2025	$78.01	$69.70	-10.65%
May 21, 2025	$59.60	$73.21	+22.84%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.