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Jul 31, 2025
Urban Outfitters Q2 2026 Earnings Report
Urban Outfitters posted record Q2 sales and income
Key Takeaways
Urban Outfitters delivered record-breaking Q2 results with strong performance across all segments and brands, driven by retail growth and a significant surge in subscription revenue.
Total revenue reached a record $1.5 billion, up from $1.35 billion last year
Net income hit an all-time high of $143.9 million
Subscription segment revenue surged 53% year-over-year
All five brands posted positive comparable sales across geographies
Revenue by Segment
Forward Guidance
The company expressed confidence in its continued momentum driven by broad-based brand and channel strength.
Positive Outlook
- All five brands achieved positive comparable sales
- Retail and digital channels both showed strong growth
- Subscription segment saw a 48.1% increase in active users
- Wholesale sales increased significantly, driven by Free People
- Gross profit margin improved due to reduced markdowns
Challenges Ahead
- SG&A expenses grew 12.5%, slightly outpacing sales growth
- Marketing and store payroll costs pressured margins
- Inventory increased 15.1% year-over-year
- Deleverage in SG&A by 28 basis points
- No forward EPS or revenue guidance was provided
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
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