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Urban Outfitters
Urban Outfitters (URBN) investor relations material
Urban Outfitters Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary25 Feb, 2026
Executive summary
Achieved record quarterly and annual sales and operating profits, with total revenue up 10.1% to $1.80 billion in Q4 and strong performance across Retail, Subscription, and Wholesale segments.
Adjusted earnings per diluted share increased to $1.43 from $1.04 year-over-year; net income for Q4 was $96.3M ($1.05 EPS), adjusted net income was $130.5M ($1.43 EPS).
All brands delivered positive comparable sales across all geographies, with Urban Outfitters and Nuuly showing double-digit growth.
Strong customer engagement and robust traffic drove sales both in stores and online.
Nuuly apparel rental business saw double-digit subscriber and revenue growth.
Financial highlights
Q4 net sales rose 10.1% year-over-year to $1.80 billion; FY26 net sales up 11.1% to $6.17 billion.
Q4 gross profit increased 13.6% to $599.2 million, with gross margin up 101 bps to 33.3%.
Q4 operating income was $158.7 million (8.8% margin); adjusted net income was $131 million.
SG&A expenses increased 9.5% in Q4 but leveraged 14 bps as a percentage of sales.
Cash and marketable securities totaled $1.16 billion at quarter end.
Outlook and guidance
Management highlighted continued momentum in the Nuuly subscription business and strong multi-segment growth.
Q4 company sales expected to grow high single digits; Retail segment comps projected mid-single digit positive.
Urban Outfitters brand expected to deliver high single-digit comps, Anthropologie mid-single digit, Free People low to mid-single digit.
Nuuly anticipated to achieve mid-double-digit revenue growth; Wholesale segment to see mid-single-digit growth.
Full-year gross profit margin expected to increase by ~100 basis points.
Nuuly subscriber growth sustainability?
Inventory growth impact on future markdowns?
Store portfolio optimization strategy?
UO's path to sustained global profitability?
What's the long-term vision for Maeve's expansion?
What are the key tariff mitigation strategies?
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Next Urban Outfitters earnings date
Q1 202719 May, 2026
Urban Outfitters
Next Urban Outfitters earnings date
Q1 202719 May, 2026
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Frequently asked questions
Urban Outfitters, Inc. engages in the retail and wholesale of general consumer products. It operates through the Retail and Wholesale segments. The Retail segment sells women's and men's fashion apparel, accessories, footwear, home furnishings and apartment wares, beauty and gifts, activewear and gear and electronics, as well as other general merchandise which primarily target young adults aged 18 to 28.
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