URBAN OUTFITTERS (URBN) Company Report

Urban Outfitters, Inc. (URBN) announced record net income of $116.4 million and earnings per diluted share of $1.28 for the three months ended October 31, 2025, with total company net sales increasing 12.3% to a record $1.53 billion.
The company experienced strong sales growth across all segments, with comparable Retail segment net sales increasing 8.0%, driven by 12.5% at Urban Outfitters, 7.6% at Anthropologie, and 4.1% at Free People. Subscription segment net sales surged 48.7%, and Wholesale segment net sales grew 7.6%.
Gross profit dollars increased 13.3% to $563.3 million for the three months ended October 31, 2025, with the gross profit rate improving by 31 basis points. However, selling, general and administrative expenses increased 13.7% and deleveraged 32 basis points as a percentage of net sales for the quarter.
As of October 31, 2025, total inventory increased 5.9% compared to the prior year. During the nine months ended October 31, 2025, URBN repurchased 3.3 million shares for approximately $152 million.

Nov 26, 2025, 4:30 PM

8-K

Urban Outfitters Reports Record Q3 Sales and Earnings

URBN

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Urban Outfitters reported record third-quarter sales of $1.53 billion, marking a 12.3% year-over-year increase, with net income of $116.4 million and $1.28 per share.
This growth was fueled by a 9.6% rise in retail sales and substantial gains in its subscription segment, which saw sales increase by 48.7%.
The company maintained a 9.4% operating margin for the third quarter and has surpassed consensus earnings per share estimates for four consecutive quarters.
Management expressed confidence in consistent long-term growth and anticipates revenue growth around 7% over the next year, while also expanding its international footprint with a new flagship store in Valencia, Spain.

Nov 25, 2025, 10:44 PM

WSJ

Urban Outfitters Reports Record Q3 2026 Results and Positive Outlook

URBN

Earnings

Guidance Update

Revenue Acceleration/Inflection

Urban Outfitters (URBN) reported record third-quarter fiscal 2026 results, with total revenues growing by 12% to $1.5 billion and net income increasing by 13% to $116 million, or $1.28 per diluted share.
All brands achieved positive comparable sales across all geographies, with the retail segment comp increasing by 8%. The Anthropologie Group marked its 19th consecutive quarter of positive comparable sales with an 8% increase.
Nuuly delivered exceptional growth, with revenue up 49% and average active subscribers increasing by over 40% to just under 400,000.
For the fourth quarter, the company anticipates total sales to grow in the high single digits, with retail segment comparable sales expected to be mid-single digit positive.
Despite tariff headwinds, which negatively impacted Q3 gross margin by approximately 60 basis points, URBN expects full-year gross profit margins to increase by approximately 100 basis points.

Nov 25, 2025, 10:00 PM

Transcript

URBN announces record Q3 2026 net sales and net income

URBN

Earnings

Revenue Acceleration/Inflection

URBN reported a 12.3% increase in net sales, reaching a record $1.53 billion for the third quarter ended October 31, 2025, with net income at a record $116 million and diluted earnings per share of $1.28.
Gross profit dollars increased by 13% to $563 million, with the gross profit rate improving to 36.8%.
Operating income dollars rose by 12% to $144 million, maintaining an operating income rate of 9.4%.
The Subscription segment's sales significantly increased by 49% to $145 million, primarily driven by a 42% increase in average active subscribers.

Nov 25, 2025, 10:00 PM

Presentation

URBN Reports Record Q3 Fiscal 2026 Financial Results

URBN

Earnings

Revenue Acceleration/Inflection

Guidance Update

Urban Outfitters (URBN) achieved record Q3 Fiscal 2026 results, with total revenues growing by 12% to $1.5 billion and net income increasing by 13% to $116 million, or $1.28 per diluted share.
All brands contributed to growth, with positive comparable sales across all geographies. The Urban brand saw double-digit comps in North America and Europe, while the Anthropologie Group recorded its 19th consecutive quarter of positive comparable sales with an 8% retail segment increase.
Nuuly demonstrated exceptional performance, delivering 49% revenue growth primarily due to a 40% increase in average active subscribers, reaching nearly 400,000.
Despite a 60 basis point negative impact from tariffs on Q3 gross margin, the company anticipates delivering record sales and operating profit for the full Fiscal Year 2026, targeting approximately 100 basis points of gross and operating profit margin improvement.

Nov 25, 2025, 10:00 PM

Transcript

Urban Outfitters Reports Record Q3 Fiscal 2026 Results and Provides Q4 Outlook

URBN

Earnings

Guidance Update

Revenue Acceleration/Inflection

Urban Outfitters (URBN) reported a strong Q3 fiscal 2026 with total revenues growing 12% to a record $1.5 billion and net income increasing 13% to a record $116 million, or $1.28 per diluted share.
All brands achieved positive comparable sales across all geographies, contributing to an 8% retail segment comp increase. Nuuly continued its impressive growth, with revenue up 49% driven by an increase of 118,000 average active subscribers, reaching just under 400,000.
Gross profit dollars rose 13% to $563 million, and the gross profit rate improved by 31 basis points to 36.8%. This improvement was primarily due to lower markdowns and occupancy leverage, despite tariffs negatively impacting the gross margin rate by approximately 60 basis points in Q3.
For Q4 fiscal 2026, the company anticipates total sales to grow in the high single digits and expects gross profit margins to increase by approximately 25 to 50 basis points, with tariffs projected to impact the gross margin rate by about 75 basis points.
URBN is on track to deliver approximately 100 basis points of gross and operating profit margin improvement for the full fiscal year 2026, aiming to reach close to its 10% EBIT margin goal.

Nov 25, 2025, 10:00 PM

Transcript

URBN Delivers Strong Q2 FY25 Performance and Reiterates Full-Year Margin Expansion

URBN

Revenue Acceleration/Inflection

Guidance Update

New Projects/Investments

Urban Outfitters reported a strong Q2 FY25, achieving a record $1.5 billion in revenue with over 11% top-line growth, a 6% retail segment comparable sales increase, and over 20% EPS growth.
The company reiterated its plan for 100 basis points of gross profit margin expansion for the full fiscal year 2025, despite facing tariff headwinds.
Nuuly continues its robust growth, with over 50% top-line growth in Q2, and management still believes it can reach $500 million in sales and eventually become a billion-dollar brand.
Management expects performance in the second half of FY25 to be very similar to the strong Q2 results, with no current signs of consumer weakening, and anticipates this trend to continue into FY26.
While tariffs are expected to cause 75 basis points of gross profit pressure in the first half of FY26, the company is actively pursuing mitigation strategies including vendor negotiations, sourcing diversification, freight cost savings, and strategic pricing actions.

Sep 3, 2025, 2:00 PM

Earnings Transcripts

Quarterly earnings call transcripts for URBAN OUTFITTERS.

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