Urban Outfitters, Inc. Q4 2026 Earnings Recap

Urban Outfitters delivered a record-breaking fourth quarter with total revenue up 10% to $1.8 billion, driving adjusted earnings per share growth of 38%, marking a strong end to Fiscal Year 2026.

Key Takeaways

• All brands achieved positive comparable sales, with notable contributions from FP Movement and Urban Outfitters, as well as robust performance from Nuuly, which grew revenue by 43%.
• Gross profit increased 14%, reaching nearly $600 million, and gross profit margin improved to 33.3%, driven by reduced markdowns and higher sales leverage.
• Operating income rose 27% to $159 million, while net income grew 33% to $131 million, demonstrating strong operational efficiency despite increased tariffs.