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Signet Jewelers (SIG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 27, 2026

Before Open (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

1.72

Last Year’s EPS

1.61

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 7 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jun 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized solid operational and financial momentum — revenue of $1.6B, comp growth of 1.8%, AUR up ~5%, adjusted operating income +12% and adjusted EPS up >30% — alongside clear strategic progress (site redesigns, centralized diamond sourcing, Blue Nile premiumization and The Clear Cut acquisition). Offsetting headwinds include commodity-driven merchandise margin pressure (~70 bps), a $32M James Allen inventory write-down and ongoing tariff uncertainty. Management raised the midpoint of fiscal 2027 guidance and demonstrated strong cash build and active buybacks, indicating confidence. Overall, positive operational and capital allocation outcomes outweigh the transitional and commodity-related challenges.

Company Guidance

Signet raised the midpoint of its fiscal 2027 guidance and provided detailed forward-looking metrics: full‑year same‑store sales are now guided to down 0.75% to up 2.5%, total revenue $6.7–$6.9 billion, AUR growth across categories with modest unit declines, adjusted operating income $480–$560 million, and adjusted EPS $9.20–$11.00 (assuming ~39.5 million diluted shares). For Q2 the company expects comps +0.5% to +2.5% with adjusted operating income $79–$93 million and merchandise margin somewhat lower in the quarter; Blue Nile and James Allen will be excluded from comps beginning in Q2 (a ~50–70 bps annual benefit). Other items: low single‑digit square‑footage decline (~100 door closures), mid‑teens effective tariff rate (with mitigation efforts), capex $150–$180 million (including >200 renovations, up to 20 repositions and up to 10 openings), inventory ~$2.0 billion, cash >$600 million, free cash flow up ~$43 million year‑over‑year, and share‑repurchase activity of ~1.3 million shares ($114M) to date plus a $50M ASR to be initiated in June (≈$355M authorization remaining after ASR).

Top-Line Performance and Comps

Revenue of $1.6 billion with comp sales growth of 1.8% for the quarter; positive comps in each month of the quarter and positive comps in 15 of the last 17 months, with mid-single-digit 2-year stacks vs. prior year.

Average Unit Retail (AUR) and Category Strength

AUR grew nearly 5% overall, with bridal AUR up high single digits; stronger performance at higher price points and unit comps improved sequentially ~3 percentage points.

Profitability and Operating Income

Adjusted operating income grew ~12% year-over-year driven by spending discipline and occupancy leverage; adjusted gross margin dollars were $589 million.

Earnings Per Share and Capital Allocation

Adjusted diluted EPS increased more than 30% to $1.56 for the quarter; repurchased ~1.3 million shares for $114 million YTD and announced a $50 million accelerated share repurchase program; approximately $355 million remaining repurchase authorization after ASR.

Balance Sheet and Cash Flow

Cash increased nearly $340 million to more than $600 million at quarter end; free cash flow improved by $43 million year-over-year; inventory roughly flat at $2.0 billion.

Guidance Raised and Outlook

Raised midpoint of fiscal 2027 guidance: full-year revenue now expected $6.7B–$6.9B; same-store sales range now -0.75% to +2.5%; adjusted operating income $480M–$560M; adjusted EPS $9.20–$11.00 (midpoint reflects >3% increase vs. prior midpoint).

Strategic Progress — Brand & Portfolio

Progress on 'Grow Brand Love' strategy with website redesigns (Jared furthest along; Kay/Zales/Jared expected early Q3), SKU rationalization, social-first marketing (examples: Kay x Christian McCaffrey doubled average social engagement; Zales x Ashley Graham), and centralization of diamond sourcing to improve margins and turns.

Blue Nile Repositioning and M&A

Repositioning Blue Nile as a premium natural-diamond brand; acquired The Clear Cut (closed) to accelerate concierge/digital curation capabilities and transferred James Allen traffic/assortment to Blue Nile; James Allen commercial site was sunset.

Signet Jewelers (SIG) 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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SIG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2027 (Q2)	1.72 / -	1.61	―	―	―
Jun 02, 2026	2027 (Q1)	1.38 / 1.56	1.18	32.20% (+0.38)	―
Mar 19, 2026	2026 (Q4)	6.11 / 6.25	6.62	-5.59% (-0.37)	―
Nov 01, 2025	2026 (Q3)	0.29 / 0.63	0.24	162.50% (+0.39)	―	―
Sep 02, 2025	2026 (Q2)	1.24 / 1.61	1.25	28.80% (+0.36)	―
Jun 03, 2025	2026 (Q1)	1.00 / 1.18	1.11	6.31% (+0.07)	―
Mar 19, 2025	2025 (Q4)	6.25 / 6.62	6.73	-1.63% (-0.11)	―
Dec 05, 2024	2025 (Q3)	0.32 / 0.24	0.24	0.00% (0.00)	―
Sep 12, 2024	2025 (Q2)	1.14 / 1.25	1.55	-19.35% (-0.30)	―
Jun 13, 2024	2025 (Q1)	0.85 / 1.11	1.78	-37.64% (-0.67)	―

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

SIG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 02, 2026	$84.82	$88.00	+3.75%
Mar 19, 2026	$78.46	$89.21	+13.70%
Sep 02, 2025	$87.14	$89.52	+2.74%
Jun 03, 2025	$65.86	$74.07	+12.45%

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.