NASDAQ$URBN

Urban Outfitters Inc. · Q1 2027 earnings

Q1 2027 earnings · · After market close · Investor relations

Briefing

Urban Outfitters reports record Q1 sales and income for the three months ended April 30, 2026.

Urban Outfitters Inc. delivered record results in Q1 fiscal 2027 with total net sales rising 11.4% to $1.481 billion and diluted EPS increasing 12% to $1.30. All retail brands posted positive comparable sales, while the Subscription (Nuuly) and Wholesale segments grew strongly at 34.5% and 24.8%, respectively. Operating income reached a record $139.7 million.

  • Record net sales of $1.481 billion (+11.4% YoY) and record net income of $115.7 million.
  • Retail segment comparable sales +5.6%, with positive comps at all brands (FP Group +9.8%, Urban Outfitters +9.3%, Anthropologie +1.9%).
  • Nuuly subscription net sales +34.5% driven by 33.3% growth in average active subscribers; Wholesale +24.8%.
  • Gross profit dollars +10.9% to $542.6 million; company repurchased 4.6 million shares for $300 million.

Headline financials

Total Revenue

$1.48B

Previous: $1.33B+11.4%
EPS (adj)

$1.30

Previous: $1.16+12.1%
Anthropologie Comparable Sales

1.9%

Previous: 6.9%-72.5%
FP Group Comparable Sales

9.8%

Previous: 3.1%+216.1%
Total Retail Comparable Sales

5.6%

Previous: 4.8%+16.7%
Urban Outfitters Comparable Sales

9.3%

Previous: 2.1%+342.9%
Nuuly Average Active Subscribers Growth

33.3%

No prior period
Net Income

$116M

Previous: $108M+6.8%
Operating Income

$140M

Previous: $128M+8.9%
Gross Profit

$543M

Previous: $489M+10.9%
Cash & Equivalents

$301M

No prior period

Revenue & EPS history

Urban Outfitters · Revenue · Quarterly

$1.48B

Q1 2027+11.4%vs Q1 2026
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Urban Outfitters · $1.48B total across 3 segments · Q1 2027

  • Retail Segment
    $1.22B
  • Subscription Segment (Nuuly)
    $167M
  • Wholesale Segment
    $93.2M

Forward guidance

Management expressed confidence in continued success driven by customer engagement and fashion trends.

Tailwinds

  • Positive comps across all retail brands
  • Strong double-digit growth in Wholesale and Subscription segments

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2027

Historical avgQ1 2027

+1.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-1.0%

Avg return

30 days after

56%

38 / 68 earnings

Positive

+24.3%

Q2 2021

Best reaction

-19.1%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+2.9%
Q4 2026+5.0%+0.6%-6.5%
Q3 2026+13.2%+14.6%+12.8%
Q2 2026-10.7%-13.3%-6.4%
Q1 2026+22.9%+26.3%+14.0%
Q4 2025+8.2%+7.3%-2.7%
Q3 2025+17.4%+6.5%+16.0%
Q2 2025-6.8%+1.7%+2.1%
Q4 2024-10.4%-8.1%-5.5%
Q3 2024-13.7%-11.7%-0.2%
Q2 2024-1.4%-6.5%-10.2%
Q1 2024+15.9%+15.8%+16.1%
Q4 2023+1.6%+3.1%-0.6%
Q3 2023+6.8%+8.6%-3.1%
Q2 2023+1.0%-1.5%-3.2%
Q1 2023+6.3%+11.0%+1.3%
Q4 2022+3.3%-8.0%-8.7%
Q3 2022-6.6%-11.9%-21.5%
Q2 2022-4.6%-10.6%-14.8%
Q1 2022+10.8%+12.8%+16.4%
Q4 2021+4.9%+9.9%+6.4%
Q3 2021-0.6%-4.2%-11.1%
Q2 2021+24.3%+17.2%+0.5%
Q1 2021-11.9%-8.6%-4.4%
Q4 2020-7.0%-17.2%-43.2%
Q3 2020-19.1%-15.4%-8.2%
Q2 2020+7.2%+8.8%+14.7%
Q1 2020-9.7%-9.4%-13.0%
Q4 2019+0.4%-3.5%+10.6%
Q3 2019-1.2%-2.4%-10.7%
Q2 2019-4.3%-4.0%-11.5%
Q1 2019-3.5%-0.2%+10.3%
Q4 2018+2.3%-1.0%+6.4%
Q3 2018+5.1%+8.1%+25.1%
Q2 2018+11.4%+8.7%+28.4%
Q1 2018-6.4%-7.2%-13.2%
Q4 2017-3.6%-2.0%-13.1%
Q3 2017-7.7%-9.7%-23.1%
Q2 2017+15.4%+21.0%+16.4%
Q1 2017+10.1%
Q4 2016+18.2%
Q3 2016-11.0%
Q2 2016-2.4%
Q1 2016-12.6%
Q4 2015+13.3%
Q3 2015-6.7%
Q2 2015+7.0%
Q1 2015-8.9%
Q4 2014-0.1%
Q3 2014-2.1%
Q2 2014+8.7%
Q1 2014-2.9%
Q4 2013+1.2%
Q3 2013+5.0%
Q2 2013+17.8%
Q1 2013+9.7%
Q4 2011+3.8%
Q4 2012+3.8%
Q3 2012+5.8%
Q2 2012-2.7%
Q1 2011-0.3%
Q1 2012+1.2%
Q4 2009+1.2%
Q3 2011-3.9%
Q3 2010-3.9%
Q2 2010+3.2%
Q2 2011+3.2%
Q4 2010+3.2%

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