NASDAQ$GIII

G-III Apparel Group Ltd · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

G-III Apparel reported strong revenue growth and a significant increase in earnings per share for Q4 2025.

G-III Apparel's Q4 2025 revenue increased by 9.8% to $839.5 million, reflecting strong demand and expansion efforts. Net income grew to $48.8 million, with diluted EPS rising 75.4% to $1.07. Non-GAAP EPS reached $1.27, driven by margin expansion and operational efficiency. Inventory management improved, with an 8% reduction in stock levels.

  • Revenue increased 9.8% to $839.5 million.
  • Net income rose to $48.8 million, up from $28.9 million last year.
  • Diluted EPS surged 75.4% to $1.07.
  • Inventories decreased by 8%, improving working capital.

Headline financials

Total Revenue

$840M

Previous: $765M+9.8%
EPS (adj)

$1.27

Previous: $0.76+67.1%
Working Capital

$825M

Previous: $1.17B-29.3%
Inventories

$478M

Previous: $520M-8.1%
Capital Expenditures

-$9.76M

No prior period
Net Income

$48.8M

Previous: $28.9M+68.8%
Operating Income

$71.8M

Previous: $46.3M+55.0%
Gross Profit

$332M

Previous: $282M+17.6%
R&D Expense

$0.00

No prior period

Revenue & EPS history

G-III Apparel · Revenue · Quarterly

$840M

Q4 2025+9.8%vs Q4 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

G-III Apparel expects fiscal 2026 revenue of $3.14 billion and EPS between $4.15 and $4.25, slightly below fiscal 2025 figures.

Tailwinds

  • Projected revenue of $3.14 billion for fiscal 2026.
  • Expected EPS range of $4.15 to $4.25.
  • Non-GAAP EPS expected to be in the same range.
  • Strong performance of owned brands expected to drive growth.
  • Continued focus on margin expansion and operational efficiency.

Headwinds

  • Revenue expected to decline slightly compared to fiscal 2025.
  • Lower projected net income range of $192M to $197M.
  • Transition out of Calvin Klein and Tommy Hilfiger licenses may impact sales.
  • Expected tax rate increase to 28.5%.
  • Projected adjusted EBITDA decline to $310M-$315M from $325.9M.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+2.0%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+4.4%

Avg return

30 days after

60%

37 / 62 earnings

Positive

+34.7%

Q4 2020

Best reaction

-43.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025
Q4 2026-11.2%-12.9%+0.0%
Q3 2026+3.7%+5.9%+2.2%
Q2 2026+2.0%-0.8%+1.4%
Q1 2026-18.7%-21.3%-16.0%
Q4 2025+3.0%+3.1%-2.6%
Q4 2024-13.6%-9.8%-10.6%
Q3 2024-2.8%+7.1%+8.4%
Q2 2024+22.5%+26.8%+21.3%
Q1 2024+24.0%+23.2%+15.4%
Q4 2023-2.8%-4.1%+4.9%
Q3 2023-43.7%-42.3%-35.5%
Q2 2023-9.3%-8.7%-20.0%
Q1 2023-5.3%-9.4%-24.5%
Q4 2022+19.4%+13.3%+10.2%
Q3 2022-0.8%-3.1%-6.7%
Q2 2022-1.6%-3.9%-10.5%
Q1 2022+11.1%+10.6%-2.7%
Q4 2021+10.3%-3.7%+1.8%
Q3 2021-1.5%-5.2%+12.9%
Q2 2021+15.9%+17.4%+26.5%
Q1 2021+24.3%+28.7%-3.6%
Q4 2020+34.7%+51.3%+107.6%
Q3 2020+0.1%+1.2%+16.7%
Q2 2020+28.3%+42.4%+30.3%
Q1 2020-13.5%-5.4%+7.1%
Q4 2019+7.4%+8.4%+20.5%
Q3 2019-19.4%-24.9%-28.9%
Q2 2019-0.0%+3.6%-8.7%
Q1 2019+13.3%+14.3%+0.6%
Q4 2018-7.1%-2.4%-6.6%
Q3 2018+16.4%+15.6%+28.1%
Q2 2018+10.3%+5.2%+3.7%
Q1 2018+23.2%+29.9%+16.7%
Q4 2017-12.0%-4.5%+7.7%
Q3 2017+2.0%+9.3%+8.8%
Q2 2017-24.4%-21.3%-31.1%
Q1 2017+4.2%+8.3%+17.8%
Q4 2016-20.6%
Q3 2016+7.8%
Q2 2016+4.7%
Q1 2016+15.4%
Q4 2015-1.8%
Q3 2015+13.9%
Q2 2015+2.9%
Q1 2015+9.0%
Q4 2014-6.5%
Q3 2014+17.2%
Q2 2014+14.9%
Q1 2014+23.0%
Q4 2013-4.1%
Q3 2013+0.1%
Q2 2013+11.0%
Q1 2012+0.5%
Q1 2013+4.7%
Q4 2010+4.7%
Q4 2012+4.7%
Q3 2012+1.7%
Q3 2011+1.7%
Q2 2012-21.2%
Q4 2011-21.2%
Q2 2011-21.2%
Q1 2011-6.7%

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