Urban Outfitters Q3 revenue beats estimates

Urban Outfitters

25/11/2025 21:14

Overview

Urban Outfitters Q3 revenue grows 12.3%, beating analyst expectations

Company reports record net income of $116.4 mln and EPS of $1.28 for Q3

Company repurchased 3.3 mln shares for $152 mln during nine months ended Oct 31, 2025

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

RETAIL SALES GROWTH - Retail segment net sales increased 9.6%, driven by high single-digit growth in digital and store sales

SUBSCRIPTION SEGMENT SURGE - Subscription segment net sales rose 48.7% due to a 42.2% increase in average active subscribers

WHOLESALE SALES INCREASE - Wholesale segment net sales grew 7.6%, led by an 8.4% rise in Free People sales to specialty customers

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$1.53 bln
$1.47 bln (8 Analysts)
Q3 EPS
$1.28
Q3 Net Income
$116.44 mln
Q3 Gross Profit
$563.33 mln
Q3 Operating Income
$144.32 mln
Q3 Pretax Profit
$152.45 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "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 $76.00, about 18.1% above its November 24 closing price of $62.22

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nGNX38xMPY

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