Loading...
•
Apr 30, 2025
Urban Outfitters Q1 2026 Earnings Report
Urban Outfitters reported record revenue and net income for Q1 2025.
Key Takeaways
Urban Outfitters delivered a record-breaking Q1 with strong growth across all brands, segments, and key performance metrics. Subscription services and wholesale led the surge, complemented by increased digital and in-store sales.
Net income reached a record $108,347,000
Revenue rose to $1,329,501,000 driven by double-digit growth in Subscription and Wholesale segments
EPS was $1.16, reflecting higher profitability and improved gross margins
Nuuly segment revenue jumped by over 59% year-over-year due to subscriber growth
Revenue by Segment
Forward Guidance
Urban Outfitters expressed confidence in continued momentum, highlighting the strength of its brand portfolio and strategic execution.
Positive Outlook
- Positive comparable sales across all core brands
- Strong growth in Nuuly subscriptions
- Higher gross margin due to better markdown management and lower delivery costs
- Improved SG&A leverage from reduced litigation expenses
- Continued investment in marketing supporting top-line growth
Challenges Ahead
- Increase in inventory levels across segments
- Higher store payroll expenses due to sales support
- Significant cash outflow from share repurchases
- Net cash from operating activities decreased year-over-year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...