Urban Outfitters Q3 revenue beats estimates
Overview
Urban Outfitters Q3 revenue grows 12.3%, beating analyst expectations
Company reports record net income of $116.4 mln and EPS of $1.28 for Q3
Company repurchased 3.3 mln shares for $152 mln during nine months ended Oct 31, 2025
Outlook
Company did not provide specific guidance for future quarters or full year
Result Drivers
RETAIL SALES GROWTH - Retail segment net sales increased 9.6%, driven by high single-digit growth in digital and store sales
SUBSCRIPTION SEGMENT SURGE - Subscription segment net sales rose 48.7% due to a 42.2% increase in average active subscribers
WHOLESALE SALES INCREASE - Wholesale segment net sales grew 7.6%, led by an 8.4% rise in Free People sales to specialty customers
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Sales | Beat | $1.53 bln | $1.47 bln (8 Analysts) |
Q3 EPS |
| $1.28 |
|
Q3 Net Income |
| $116.44 mln |
|
Q3 Gross Profit |
| $563.33 mln |
|
Q3 Operating Income |
| $144.32 mln |
|
Q3 Pretax Profit |
| $152.45 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the apparel & accessories retailers peer group is "buy"
Wall Street's median 12-month price target for Urban Outfitters Inc is $76.00, about 18.1% above its November 24 closing price of $62.22
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago
Press Release: ID:nGNX38xMPY
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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