)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Aritzia
Aritzia (ATZ) investor relations material
Aritzia Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary8 Jan, 2026
Executive summary
Achieved record Q3 net revenue of $1,040.3 million, up 42.8% year-over-year, marking the first billion-dollar quarter and significant profitability gains.
Net income for Q3 rose to $138.9 million, up 87.5% year-over-year, with strong performance across all channels and geographies, especially in the U.S.
E-commerce net revenue grew 58% in Q3, with retail up 35%, and comparable sales increased 34%.
Maintained robust liquidity with $620.5 million in cash and ongoing share repurchases.
Continued momentum into Q4 with record-breaking holiday sales and ongoing investments in digital, retail, and brand initiatives.
Financial highlights
Gross profit for Q3 was $478.9 million, with gross margin improving by 30 bps to 46% year-over-year.
Adjusted EBITDA grew 52% to $208 million, with margin expanding 120 bps to 20%.
Adjusted net income per diluted share increased 55% to $1.10.
Free cash flow surged 175.3% to $286.3 million.
Inventory at period end was $508.2 million, up 10% year-over-year.
Outlook and guidance
Q4 net revenue expected between $1.1–1.125 billion, up 23–26% year-over-year.
Full-year net revenue guidance raised to $3.615–3.64 billion, 32–33% growth.
Adjusted EBITDA margin outlook increased to 16.5–17% for fiscal 2026.
13 new boutiques and 4 repositions planned for fiscal 2026.
On track to achieve fiscal 2027 revenue target one year early, with long-term CAGR of 15–17%.
Impact of payable services on working capital
US non-current asset growth drivers
Equity derivative contract impact on earnings
Why maintain current U.S. store opening cadence?
App's new client acquisition strategy
IMU improvement's future margin impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Aritzia earnings date
Q4 20261 May, 2026
Aritzia
Next Aritzia earnings date
Q4 20261 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Aritzia Inc., designs and sells women's apparel and accessories in Canada, the United States, and internationally. The company operates through Aritzia and Wilfred segments. It offers clothing products, such as coats; dresses; jackets; jumpsuits and rompers; knitwear and sweaters; skirts; tees, tops, and shirts; pants; shorts; swimwear; bodysuits; and bras. The company also provides accessories that comprise bags and wallets, footwear, jewelry, belts, hats and hair accessories, gloves, hosiery, socks and tights, scarves and wraps, sunglasses, umbrellas, tech cases and power banks, backpacks for work/school/life collection, yoga mats for style guide collection range of products.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage