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Nov 01, 2025
Signet Q3 2026 Earnings Report
Signet reported stronger-than-expected Q3 2026 results with higher revenue and net income driven by same-store sales growth and merchandise margin expansion.
Key Takeaways
Signet Jewelers delivered solid Q3 results with revenue reaching $1.39B, supported by 3% same-store sales growth and improved gross and operating margins. Adjusted EPS came in ahead of expectations, and the company raised its full-year guidance.
Same-store sales increased 3%, led by key brands like Kay, Zales, and Jared
Gross margin rate improved by 130 basis points to 37.3%
Adjusted operating income doubled compared to Q3 FY25
Free cash flow improved over $100M year-over-year
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Signet raised its full-year guidance based on Q3 outperformance, improved tariff mitigation, and a disciplined approach to capital and inventory management.
Positive Outlook
- Raised full-year revenue guidance to $6.70B–$6.83B
- Adjusted EPS guidance increased to $8.43–$9.59
- Tariff mitigation efforts expected to ease margin pressure
- Holiday assortment focused on key price points and categories
- Strong cash position with $234.7M in cash and equivalents
Challenges Ahead
- External disruptions since late October may affect Q4
- Continued softness in consumer confidence anticipated
- Fourth quarter same-store sales forecasted between -5% and +0.5%
- Retail gold prices remain high, impacting merchandise costs
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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