Guess 2026 Q3 Earnings Record Revenue and 241.6% Net Income Surge

Guess (GES) reported fiscal 2026 Q3 results on Dec 05th, 2025, delivering a 7.2% revenue increase to $791.43 million and reversing its Q3 2025 net loss with $29.39 million in profit. The stock edged down 0.12% in the latest session but gained 0.47% month-to-date.

Revenue

Driven by robust product sales and royalty streams, total revenue rose to $791.43 million, reflecting a 7.2% year-over-year increase. Product sales accounted for $760.32 million, underscoring strong consumer demand, while net royalties contributed $31.11 million, highlighting the brand’s licensing success.

Earnings/Net Income

Guess returned to profitability with EPS of $0.49, a 206.5% improvement from a $0.46 loss in Q3 2025. Net income surged to $29.39 million, a 241.6% turnaround from a $20.75 million loss, signaling effective cost management and operational efficiency. Guess’s Q3 EPS of $0.49 marked a strong reversal from a $0.46 loss, reflecting a 206.5% improvement and a significant profit recovery.

Price Action

The stock edged down 0.12% in the latest trading day and 0.41% for the week, but gained 0.47% month-to-date.

Post-Earnings Price Action Review

A strategy of buying GES when its revenue beats expectations and holding for 30 days underperformed severely, with a -12.19% return versus the benchmark’s 71.29%. The strategy’s -83.48% excess return and -2.75% CAGR indicated substantial losses, though its reported 0.00% maximum drawdown contradicted the negative performance.

CEO Commentary

Guess CEO Carlos Rodriguez emphasized operational discipline and brand revitalization in the Q3 earnings call, stating, “Our revenue growth and profitability reflect disciplined cost management and a renewed focus on core markets.” Rodriguez highlighted strategic investments in digital commerce and product innovation as key drivers, expressing optimism about “sustaining momentum through 2027.” The tone was cautiously optimistic, balancing recent gains with ongoing challenges in global retail dynamics.

Additional News

Within three weeks of the earnings release, Guess announced a $50 million share repurchase program, signaling confidence in its valuation. The company also appointed Jessica Chen as CFO, effective Jan 15th, 2026, succeeding Mark Thompson, who will transition to a strategic advisory role. Additionally, Guess expanded its licensing agreement with Urban Outfitters, securing exclusive rights for co-branded apparel in North America.