Pulling SEC filings + quote and writing the call…

URBAN OUTFITTERS INC
Next earnings Aug 25, 2026 · consensus $1.74 EPS, $1.68B rev
Multi-brand retailer firing on all cylinders: revenue +11%, operating income +28%, clean balance sheet, yet only 15.1x earnings — buy.
Sources: SEC EDGAR (CIK 0000912615, latest 10-Q filed 2026-06-09) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:23 PM.
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Quality fundamentals and an attractive price line up (~102% below fair value) — the rarer case where both the business and the entry look good.
Urban Outfitters is executing exceptionally well across its portfolio of Anthropologie, Free People, FP Movement, Urban Outfitters and the fast-growing Nuuly subscription brand. FY2026 (ended January 31, 2026) revenue grew 11.1% to $6.17B, gross profit rose 15.1% to $2.22B (gross margin expanding to 36.0%), operating income jumped 27.8% to $606M (9.8% operating margin), and net income increased 15.5% to $465M with diluted EPS of $5.06 (+18.8%). This is the latest leg of a clear multi-year recovery — net income has climbed from $160M in FY2023 to $288M, $402M, and now $465M — driven by the omni-channel Retail model and the Subscription (Nuuly) and Wholesale segments.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $4.55B | $4.80B | $5.15B | $5.55B | $6.17B |
| Gross profit | $1.49B | $1.43B | $1.72B | $1.93B | $2.22B |
| Operating income | $409M | $227M | $370M | $474M | $606M |
| Net income | $311M | $160M | $288M | $402M | $465M |
| Diluted EPS | $3.13 | $1.70 | $3.05 | $4.26 | $5.06 |
| Net margin | 6.8% | 3.3% | 5.6% | 7.3% | 7.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1070 tracked peers · median
| 2026-06-02 | Morgenfeld Todd R Director | Exercise | 2.10K | |
| 2026-06-02 | MCDONALD WESLEY S Director | Exercise | 2.10K | |
| 2026-06-02 | ANTOIAN EDWARD N Director | Exercise | 2.10K | |
| 2026-06-02 | CHERKEN HARRY S JR Director | Exercise | 2.10K | |
| 2026-06-02 | Egan Mary Director | Exercise | 2.10K | |
| 2026-06-02 | Campbell Kotzman Kelly Director | Exercise | 2.10K | |
| 2026-06-02 | Maredia Amin N. Director | Exercise | 2.10K | |
| 2026-06-02 | Mulliken John Champlin Director | Exercise | 2.10K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.