US Equity · NASDAQ · Earnings Dossier

URBN earnings intelligence

Urban Outfitters Inc

Consumer Cyclical · Apparel Retail · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Wednesday 26 August 2026

Time unconfirmed · Fiscal period ending 31 Jul 2026

76event risk

High

Countdown14 dayscalendar proximity
EPS estimate1.72 USDprovider consensus
Estimate growth+8.9%versus comparable year-ago actual
Historical movement9.9%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is closing and has persisted through 12 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move115.2%2023-08-18 to 2026-08-07
Earnings move169.1%trailing diluted EPS
Unresolved spread53.9 ptsClosing
Current multiple14.7xprice divided by TTM EPS
Relationship pressure50/100Moderate
Model confidence83/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Repricing may be starting

The longstanding earnings lead is beginning to close through price confirmation.

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate83.3%10 beats in 12 measured quarters
Average surprise+13.8%median 19.0%
Delivery streak11 consecutive beats
Average response+2.3%12 measured reactions
Result-price confirmation67%same directional sign
Surprise variability20.3 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth5.2%year on year
Revenue growth11.2%year on year
Average surprise3.1%latest four quarters
SUE0.95standardised surprise
Net margin7.5%trailing basis
Cash conversion1.96xcash flow / net income
P/E13.9xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close76.92 USDcompleted week
13-week return7.6%price momentum
Fair-value gap41.8%price versus current fair value
Relative strength-5.2exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided49.2%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period20 May 202630 Apr 2026 · exact
EPS actual / estimate1.30 / 1.14USD
Surprise+14.0%Beat
EPS growth+12.1%year on year
Revenue / growth1481345000+11.4% · USD
Next close / four weeks+5.9% / +11.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Feb 202631 Jan 2026 · exact
EPS actual / estimate1.05 / 1.26USD
Surprise-16.7%Miss
EPS growth-18.0%year on year
Revenue / growth1801770000+10.1% · USD
Next close / four weeks-3.1% / -7.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period25 Nov 202531 Oct 2025 · exact
EPS actual / estimate1.29 / 1.19USD
Surprise+8.4%Beat
EPS growth+17.3%year on year
Revenue / growth1529350000+12.3% · USD
Next close / four weeks+15.5% / +26.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period27 Aug 202531 Jul 2025 · exact
EPS actual / estimate1.58 / 1.48USD
Surprise+6.8%Beat
EPS growth+27.4%year on year
Revenue / growth1504755000+11.3% · USD
Next close / four weeks-12.9% / -7.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 May 202530 Apr 2025 · exact
EPS actual / estimate1.16 / 0.84USD
Surprise+38.1%Beat
EPS growth+68.1%year on year
Revenue / growth1329501000+10.7% · USD
Next close / four weeks+15.1% / +8.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period26 Feb 202531 Jan 2025 · exact
EPS actual / estimate1.28 / 0.94USD
Surprise+36.2%Beat
EPS growth+156.0%year on year
Revenue / growth1636120000+10.1% · USD
Next close / four weeks+10.2% / -7.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period26 Nov 202431 Oct 2024 · exact
EPS actual / estimate1.10 / 0.87USD
Surprise+26.4%Beat
EPS growth+25.0%year on year
Revenue / growth1361855000+6.3% · USD
Next close / four weeks+25.0% / +41.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 Aug 202431 Jul 2024 · exact
EPS actual / estimate1.24 / 1.00USD
Surprise+24.0%Beat
EPS growth+12.7%year on year
Revenue / growth1351959000- · USD
Next close / four weeks-5.3% / -11.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 May 202430 Apr 2024 · exact
EPS actual / estimate0.69 / 0.53USD
Surprise+30.2%Beat
EPS growth-year on year
Revenue / growth1200732000- · USD
Next close / four weeks+1.3% / +4.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period27 Feb 202431 Jan 2024 · exact
EPS actual / estimate0.50 / 0.74USD
Surprise-32.4%Miss
EPS growth-year on year
Revenue / growth1486194000- · USD
Next close / four weeks-5.8% / -3.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period21 Nov 202331 Oct 2023 · exact
EPS actual / estimate0.88 / 0.83USD
Surprise+6.0%Beat
EPS growth-year on year
Revenue / growth1281174000- · USD
Next close / four weeks-11.5% / -1.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 Aug 202331 Jul 2023 · exact
EPS actual / estimate1.10 / 0.88USD
Surprise+25.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-6.8% / -4.7%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context