Urban Outfitters' Q4 revenue slightly beats analyst expectations

Urban Outfitters

25/02/2026 21:26

Overview

Lifestyle products firm's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 was up YoY to $1.43, reflecting strong operational performance

Company repurchased and subsequently retired 3.3 mln shares during fiscal yr

Outlook

Urban Outfitters did not provide specific future guidance in the press release

Result Drivers

RETAIL SALES GROWTH - Retail segment net sales increased 7.7%, driven by mid single-digit growth in both digital and physical store sales

SUBSCRIPTION SEGMENT EXPANSION - Subscription segment net sales rose 42.6%, driven by a 40.3% increase in average active subscribers

WHOLESALE SEGMENT GROWTH - Wholesale segment net sales increased 9.1%, with Free People wholesale sales rising 10.2%

Company press release: ID:nGNX26Wcy2

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$1.80 bln
$1.79 bln (10 Analysts)
Q4 Adjusted EPS
$1.43
Q4 EPS
$1.05
Q4 Net Income
$96.27 mln
Q4 Gross Profit
$599.20 mln
Q4 Operating Income
$158.70 mln
Q4 Pretax Profit
$123.31 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories retailers peer group is "buy"

Wall Street's median 12-month price target for Urban Outfitters Inc is $80.00, about 23.3% above its February 24 closing price of $64.89

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)