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Feb 01, 2025
Signet Q4 2025 Earnings Report
Signet Jewelers reported its Q4 2025 earnings with a 5.8% decline in sales and lower operating income, impacted by impairment charges and reduced store performance.
Key Takeaways
Signet Jewelers reported $2.35 billion in revenue for Q4 2025, down 5.8% year-over-year. Operating income was $152.6 million, impacted by $200.7 million in impairment charges. Net income reached $100.6 million, with diluted EPS of $2.30. Adjusted diluted EPS was $6.62, slightly down from $6.73 in the prior year, despite cost pressures and lower sales volumes.
Revenue declined by 5.8% to $2.35 billion compared to Q4 of FY24.
Operating income decreased to $152.6 million, impacted by $200.7 million in impairment charges.
Net income was $100.6 million, with diluted EPS of $2.30; adjusted diluted EPS stood at $6.62.
North America segment revenue reached $2.22 billion with a same-store sales decline of 1.1%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal 2026, Signet expects total sales between $6.53 billion and $6.80 billion, with same-store sales ranging from -2.5% to +1.5%, adjusted operating income between $420 million and $510 million, and adjusted diluted EPS between $7.31 and $9.10.
Positive Outlook
- Targeting adjusted operating income between $420 million and $510 million for fiscal 2026.
- Expecting adjusted diluted EPS between $7.31 and $9.10 for fiscal 2026.
- Plan to transition over 10% of mall locations to off-mall and eCommerce within three years.
- Continued strength in Bridal category and planned product assortment expansion.
- Dividend increased by 10% to $0.32 per share for Q1 FY26.
Challenges Ahead
- Measured consumer environment expected to persist throughout FY26.
- Ongoing impact from fixed cost deleverage on margins.
- Challenges in international segment performance with a 10.9% sales decline in Q4.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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