Urban Outfitters

URBN

Market cap $5.94B

Urban Outfitters, Inc. (URBN) Q4 2026 Earnings Call Transcript

Urban Outfitters (URBN) delivered strong, broad-based sales and EPS growth, outperforming sector benchmarks despite macroeconomic headwinds. URBN achieved double-digit sales growth and expanded operating margins, driven by higher digital engagement, lower markdowns, and cost leverage. The company's valuation is at a significant discount to sector and historical averages, despite superior growth and profitability metrics.

Urban Outfitters, Inc. delivered record Q4 revenue of $1.80B, up 9.8% year-over-year, with strong comps and margin expansion. Comparable sales rose 5.5% overall, with notable gains across Urban Outfitters, Free People, and Anthropologie brands, and a 42.6% surge in subscription segment sales. Adjusted EPS climbed to $1.43 in Q4 and $5.44 for the year, up 35%, reflecting robust operating leverage and lower markdowns.

Urban Outfitters posts 37% y/y EPS jump and 10% sales growth in Q4'26, with Nuuly up 42% and margins expanding ahead of FY27.

The headline numbers for Urban Outfitters (URBN) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Urban Outfitters (URBN) delivered record Q4 revenue of $1.80B, up 10.1% year over year and beating estimates. The namesake Urban Outfitters brand posted 9.6% comparable sales growth after years of underperformance.

Shares of Urban Outfitters were up after hours on Wednesday, after the clothing retailer reported fourth-quarter results that beat estimates, helped by a turnaround at its namesake stores.

The retailer's Nuuly clothing-rental service also saw big gains in subscribers.

Urban Outfitters, Inc. (NASDAQ: URBN) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 25.

Evaluate the expected performance of Urban Outfitters (URBN) for the quarter ended January 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.