Signet Jewelers (0P6A) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 04, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

1.18

Last Year’s EPS

1.01

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 19, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasizes strong operational execution in a challenging environment: management delivered at or above the high end of guidance, produced a meaningful 20% increase in free cash flow, expanded full-year gross margin, grew AUR by 5%, returned capital via significant buybacks, and outlined clear strategic actions (portfolio simplification, site redesigns, renovations, Integrated Diamond Sourcing). However, notable near-term challenges remain, including a Q4 comp decline (-0.7%), Q4 gross margin compression (~60 bps), the revenue impact and reporting disruption from the James Allen transition ($60–80 million), tariff and commodity headwinds (mid-teen tariff assumption), and planned store closures (~100). Overall positive momentum and strong cash generation support an optimistic outlook, while management prudently acknowledges risks and built flexibility into FY27 guidance.

Company Guidance

Signet guided fiscal 2027 comps of -1.25% to +2.5% and total revenue of $6.6–$6.9 billion (including an estimated $60–$80 million of lost sales from the JamesAllen.com transition), plans to exclude certain digital brands from Q2–Q4 comps, assumes ~100 store closures (low‑single‑digit square‑footage decline), models tariffs at current mid‑teens and expects merchandise margin to be roughly flat at the midpoint (with Q1 gross margin somewhat lower), targets adjusted operating income of $470–$560 million and adjusted diluted EPS of $8.80–$10.74, forecasts capex of $150–$180 million (including 200+ renovations, up to 20 repositions and up to 10 openings), and sees Q1 comps of +0.5% to +2.5% with adjusted operating income of $66–$77 million.

Delivered at High End of Guidance

Management delivered adjusted operating income and EPS at or above the high end of fiscal '26 guidance despite headwinds (tariffs, record gold costs, measured consumer). Fiscal '26 adjusted operating income was $515 million and adjusted diluted EPS grew 7% year-over-year.

Strong Free Cash Flow and Liquidity

Free cash flow for fiscal '26 was approximately $525 million, up 20% year-over-year. Cash ended the quarter at $875 million with total liquidity of roughly $2.0 billion and an undrawn ABL; excess liquidity above $1.5 billion considered available for shareholder returns or investments.

Revenue and Comp Performance for the Year

Full-year comp sales grew 1.3%. Fourth-quarter revenue was $2.3 billion with a quarterly comp down 0.7% (but +1% ex-James Allen and net weather impact). The three largest brands (Kay, Zales, Jared) drove over 3% combined comp sales growth for the year and produced positive comps for the majority of fiscal '26.

Pricing and AUR Strength

Average unit retail (AUR) grew 5% across all categories in the quarter, contributing to sales momentum and offsetting some volume pressure.

Margin and Cost Management Achievements

Full-year gross margin expanded ~30 basis points year-over-year. Management cited successful cost reductions, value engineering, vendor relationship optimization and country-of-origin pivots that supported adjusted operating income growth despite commodity and tariff pressures.

Capital Allocation and Share Repurchases

Repurchased $205 million of stock (more than 3 million shares) in fiscal '26 at an average price of ~$66, representing >7% of shares outstanding for the year. Remaining repurchase authorization at year-end was approximately $518 million and year-to-date repurchases of $45 million through March 17.

Portfolio Simplification and Strategic Investments

Company restructured portfolio from supporting eight independent businesses to four core engines, elevated Blue Nile as a premium natural-diamond brand, will sunset JamesAllen.com over Q2 and move Rocksbox into Kay. Plans include Integrated Diamond Sourcing, a Jewelry Service Network expansion, site redesigns for Kay/Zales/Jared by Q3, and 200+ renovations planned in fiscal '27 (nearly 10% of fleet).

Signet Jewelers (GB:0P6A) 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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GB:0P6A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 04, 2026	2027 (Q1)	1.18 / -	1.01	―	―	―
Mar 19, 2026	2026 (Q4)	5.23 / 5.35	5.666	-5.59% (-0.32)	―
Nov 01, 2025	2026 (Q3)	0.25 / 0.54	0.205	162.50% (+0.33)	―	―
Sep 02, 2025	2026 (Q2)	1.06 / 1.38	1.07	28.80% (+0.31)	―
Jun 03, 2025	2026 (Q1)	0.86 / 1.01	0.95	6.31% (+0.06)	―
Mar 19, 2025	2025 (Q4)	5.35 / 5.67	5.76	-1.63% (-0.09)	―
Dec 05, 2024	2025 (Q3)	0.27 / 0.21	0.205	0.00% (0.00)	―
Sep 12, 2024	2025 (Q2)	0.97 / 1.07	1.327	-19.35% (-0.26)	―
Jun 13, 2024	2025 (Q1)	0.73 / 0.95	1.523	-37.64% (-0.57)	―
Mar 20, 2024	2024 (Q4)	5.45 / 5.76	4.725	21.92% (+1.04)	―

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

GB:0P6A Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 19, 2026	€32.06	€32.06	0.00%
Sep 02, 2025	€32.06	€32.06	0.00%
Jun 03, 2025	€32.06	€32.06	0.00%
Mar 19, 2025	€32.06	€32.06	0.00%

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.