Urban Outfitters (URBN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 25, 2026

After Close (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

1.71

Last Year’s EPS

1.58

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:May 20, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call showcased strong top-line growth, record profitability, and broad-based momentum across key brands (notably Free People, FP Movement, Urban Outfitters, Nuuly and Wholesale), supported by active capital allocation and strategic investments in AI and logistics. However, near-term margin pressures from fuel surcharges and tariff uncertainty, plus elevated SG&A to fund growth, introduce risks and some volatility to near-term margins. On balance, the operational wins and clearer pathways to scale (Nuuly subscriber growth, wholesale strength, international expansion, and AI investments) materially outweigh the headwinds described.

Company Guidance

Management guided Q2 total-company sales to grow in the high single-digits, with Retail comps mid-single-digits (Urban Outfitters and FP Group expected high-single-digit comps, Anthropologie low- to mid-single-digits), Nuuly revenue growth mid- to high-20s and Wholesale mid-teens; they expect Q2 gross profit margin to be flat to down roughly 25 basis points versus last year (reflecting Section 122 tariffs at 10% through July and assumed ~15% blended tariffs in H2) and current oil surcharges to be about a 70 bp unfavorable impact per quarter, and plan to record roughly $100 million of IEEPA tariff refunds as a one‑time Q2 benefit. For full-year fiscal 2027 they target positive high-single-digit total sales growth, mid-single-digit Retail comps, mid-20s Nuuly growth, high-single-digit Wholesale growth, ~25 bp year-over-year gross margin improvement (with H2 IMU benefit), SG&A roughly in line with sales, an effective tax rate of ~22.5%, inventory growth at or below sales, capex of ≈$475 million (≈35% retail, 50% logistics, 15% tech/home office), and ~54 store openings vs ~19 closures (including 21 FP Movement, 12 Free People, 13 Anthropologie and 8 Urban Outfitters).

Record Quarterly Sales and EPS

Net sales grew 11% year-over-year to $1.5 billion in Q1, and diluted EPS increased 12% to $1.30, marking the seventh consecutive quarter of record sales and profits for URBN.

Strong Operating Performance and Profitability

Operating income rose 9% year-over-year to a Q1 record of $140 million; net income increased to $116 million. Gross profit dollars increased 11% while the company maintained solid full-price selling and improved markdown rates at key brands.

Nuuly Subscription Momentum

Nuuly delivered 35% revenue growth with average active subscribers up ~33% (an increase of ~110,000 subscribers versus prior-year Q1), reaching near 0.5 million active subscribers. Nuuly generated $10 million of operating profit (about a 6% operating profit rate).

Wholesale Segment Outperformance

Wholesale revenue grew 25% in Q1, driven by growth across specialty and department store accounts; within the Free People Group wholesale surged 26% and FP Movement wholesale grew 48%, contributing meaningfully to top- and bottom-line results.

Free People Group Strength

Total FP Group revenue increased 17% year-over-year with Retail segment revenue up 14% and a 10% Retail segment comp (24 consecutive quarters of positive comps). Free People brand revenue rose 12% and FP Movement grew 32% with a 15% retail comp.

Urban Outfitters Momentum (Global)

Urban Outfitters total sales grew over 11% with a global Retail segment comp of 9%; Europe was a standout with a 12% retail comp. Digital comps slightly exceeded store comps in North America while stores led in Europe.

Capital Allocation and Share Repurchases

The company repurchased approximately 4.6 million shares for ~ $300 million in Q1, reducing outstanding shares by roughly 5%. Fiscal '27 capex is planned at ~$475 million (35% retail, 50% logistics, 15% technology/home office).

Expected One-Time Tariff Refund

URBN expects to receive approximately $100 million in refunds in Q2 related to previously imposed IEEPA tariffs; management plans to record this as a one-time benefit in Q2.

Urban Outfitters (URBN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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URBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 25, 2026	2027 (Q2)	1.71 / -	1.58	―	―	―
May 20, 2026	2027 (Q1)	1.15 / 1.30	1.16	12.07% (+0.14)
Feb 25, 2026	2026 (Q4)	1.25 / 1.43	1.04	37.50% (+0.39)
Nov 25, 2025	2026 (Q3)	1.20 / 1.28	1.1	16.36% (+0.18)
Aug 27, 2025	2026 (Q2)	1.48 / 1.58	1.24	27.42% (+0.34)
May 21, 2025	2026 (Q1)	0.84 / 1.16	0.69	68.12% (+0.47)
Feb 26, 2025	2025 (Q4)	0.94 / 1.04	0.69	50.72% (+0.35)
Nov 26, 2024	2025 (Q3)	0.86 / 1.10	0.88	25.00% (+0.22)
Aug 21, 2024	2025 (Q2)	1.00 / 1.24	1.1	12.73% (+0.14)
May 21, 2024	2025 (Q1)	0.54 / 0.69	0.56	23.21% (+0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

URBN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 20, 2026	$71.67	$73.76	+2.92%
Feb 25, 2026	$65.46	$68.76	+5.04%
Nov 25, 2025	$68.31	$77.56	+13.54%
Aug 27, 2025	$78.01	$69.70	-10.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.