URBN
Urban Outfitters·NASDAQ
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URBN fundamentals
Urban Outfitters (URBN) released its earnings on Feb 26, 2026: revenue was 1.80B (YoY +10.12%), beat estimates; EPS was 1.43 (YoY +37.50%), beat estimates.
Revenue / YoY
1.80B
+10.12%
EPS / YoY
1.43
+37.50%
Report date
Feb 26, 2026
URBN Earnings Call Summary for Q4,2026
- Record Revenue Growth: Q4 revenue of $1.8 billion (+10% YoY), driven by 43% Nuuly growth and positive comps across all brands.
- Profitability Milestone: Urban Outfitters returns to full-year profitability, with North America EBIT margin improving to low single digits.
- Tariff Mitigation: FY 2027 gross margin expected to expand 25 basis points, with potential upside from Section 122 tariff relief.
- Tech Investment: $385M capex for FY 2027, focused on AI, logistics, and store expansion to support Nuuly's mid-double-digit growth.
EPS
Actual | 0.5 | -1.41 | 0.35 | 0.78 | 0.3 | 0.54 | 1.28 | 0.89 | 0.41 | 0.33 | 0.64 | 0.4 | 0.34 | 0.56 | 1.1 | 0.88 | 0.69 | 0.69 | 1.24 | 1.1 | 1.04 | 1.16 | 1.58 | 1.28 | 1.43 | |||||||||||||||
Forecast | 0.6265 | -0.2362 | -0.398 | 0.4476 | 0.2788 | 0.1745 | 0.776 | 0.8413 | 0.4986 | 0.4198 | 0.6854 | 0.4142 | 0.3791 | 0.3547 | 0.8921 | 0.8233 | 0.7195 | 0.5426 | 0.9986 | 0.8639 | 0.9374 | 0.8365 | 1.4774 | 1.1961 | 1.2552 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -20.19% | -496.95% | +187.94% | +74.26% | +7.60% | +209.46% | +64.95% | +5.79% | -17.77% | -21.39% | -6.62% | -3.43% | -10.31% | +57.88% | +23.30% | +6.89% | -4.10% | +27.17% | +24.17% | +27.33% | +10.95% | +38.67% | +6.94% | +7.01% | +13.93% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.17B | 588.48M | 803.27M | 969.61M | 1.09B | 927.41M | 1.16B | 1.13B | 1.33B | 1.05B | 1.18B | 1.18B | 1.38B | 1.11B | 1.27B | 1.28B | 1.49B | 1.20B | 1.35B | 1.36B | 1.64B | 1.33B | 1.50B | 1.53B | 1.80B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.17B | 660.04M | 671.70M | 931.48M | 1.09B | 899.40M | 1.09B | 1.12B | 1.33B | 1.07B | 1.18B | 1.16B | 1.37B | 1.09B | 1.25B | 1.26B | 1.50B | 1.18B | 1.34B | 1.34B | 1.63B | 1.29B | 1.48B | 1.49B | 1.79B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -10.84% | +19.59% | +4.09% | 0.00% | +3.12% | +6.52% | +0.79% | 0.00% | -1.57% | +0.22% | +1.59% | +1.39% | +2.30% | +1.84% | +1.76% | -0.80% | +1.54% | +1.01% | +1.75% | +0.55% | +2.88% | +1.71% | +2.79% | +0.62% |
Earnings Call
You can ask Aime
What were the key takeaways from Urban Outfitters's earnings call?What is the revenue and EPS growth rate for Urban Outfitters year over year?What guidance did Urban Outfitters's management provide for the next earnings period?What factors drove the changes in Urban Outfitters's revenue and profit?What is Urban Outfitters's latest dividend and current dividend yield?What is Urban Outfitters's gross profit margin?What is the market's earnings forecast for Urban Outfitters next quarter?Did Urban Outfitters beat or miss consensus estimates last quarter?
