NASDAQ$URBN
Urban Outfitters Inc. · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
Urban Outfitters reported record fourth quarter fiscal 2026 sales and operating income, driven by strength across Retail, Subscription and Wholesale segments.
For Q4 FY26, Urban Outfitters generated 1801770000 in net sales, up 10.1% year-over-year, with net income of 96267000 and diluted EPS of 1.05. Comparable Retail sales increased 5.5%, while Subscription revenue grew 42.6% driven by strong subscriber growth.
- Total net sales increased 10.1% year-over-year to 1801770000.
- Retail segment comparable sales rose 5.5%, led by Urban Outfitters at 9.6%.
- Subscription segment sales grew 42.6% with 40.3% subscriber growth.
- Gross profit increased to 599201000 with margin expansion to 33.3%.
Headline financials
Revenue & EPS history
Urban Outfitters · Revenue · Quarterly
$1.8B
Revenue by segment
Urban Outfitters · $1.8B total across 3 segments · Q4 2026
- Retail Segment$1.57B+7.7%86.9%
- Subscription Segment$161M+42.6%8.9%
- Wholesale Segment$74.8M+9.1%4.2%
Forward guidance
The company did not provide specific quantitative forward guidance in the earnings release.
Tailwinds
- Strong momentum across Retail, Subscription and Wholesale segments.
- Continued double-digit subscriber growth at Nuuly.
- Gross margin expansion driven by improved markdowns.
- Leverage in store occupancy and delivery expenses.
- Healthy inventory position aligned with sales growth.
Headwinds
- Higher effective tax rate versus prior year due to non-recurrence of tax reserve release.
- Increase in inventory levels year-over-year.
- Charitable contribution impacted reported net income.
- Increased marketing and payroll expenses.
- Exposure to macroeconomic and geopolitical risks.
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 Q4 2026
+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
| Quarter | Report date | Reaction (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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