Urban Outfitters (URBN – Free Report) reported $1.48 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 11.4%. EPS of $1.30 for the same period compares to $1.16 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.46 billion, representing a surprise of +1.73%. The company delivered an EPS surprise of +15.81%, with the consensus EPS estimate being $1.12.
While investors closely watch year-over-year changes in headline numbers — revenue and earnings — and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock’s price performance more accurately.
Here is how Urban Outfitters performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of stores – Retail Operations – Anthropologie: 256 versus 255 estimated by three analysts on average.
- Number of stores – Retail Operations – Free People: 276 versus 275 estimated by three analysts on average.
- Number of stores – Retail Operations – Urban Outfitters: 252 versus the three-analyst average estimate of 253.
- Number of stores – Total URBN: 801 compared to the 792 average estimate based on three analysts.
- Comparable store sales – Retail Operations – YoY change: 5.6% compared to the 5.2% average estimate based on two analysts.
- Net sales by brand- Free People: $411.7 million versus $395.13 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.6% change.
- Net sales by brand- Anthropologie: $589.07 million versus $596.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.4% change.
- Net sales by brand- Urban Outfitters: $304.73 million versus $294.7 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.4% change.
- Net sales- Retail operations: $1.22 billion compared to the $1.2 billion average estimate based on two analysts. The reported number represents a change of +8% year over year.
- Net sales by brand- Menus & Venues: $8.56 million versus $9.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
- Net sales- Wholesale operations: $93.17 million compared to the $85.64 million average estimate based on two analysts. The reported number represents a change of +24.8% year over year.
- Net sales- Subscription operations: $167.26 million versus $167.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +34.5% change.
View all Key Company Metrics for Urban Outfitters here>>>
Shares of Urban Outfitters have returned -7.8% over the past month versus the Zacks S&P 500 composite’s +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
