URBAN OUTFITTERS INC(URBN)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
URBAN OUTFITTERS INC (URBN) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores URBN at 61.9/100 on a 32-signal composite quality model, placing it at rank #745 of 2,960 stocks — the top half of the AI-ranked universe. URBN scores in the top quartile across balance sheet strength (88.3), revenue scale (81.5). Areas of concern include institutional flow (16.4) and earnings quality (38.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), URBAN OUTFITTERS INC reports quarterly revenue of $1.7B, net income of $240.7M, free cash flow of $301.4M. Top institutional holders of URBN by reported 13-F value include BlackRock, FMR, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. URBN trades on the Nasdaq exchange and files with the SEC under CIK 912615. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate URBN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for URBAN OUTFITTERS INC directly from SEC EDGAR.
AI Quality Score
61.9/100
AI Rank
#745
Revenue
$1.7B
Net Income
$240.7M
Free Cash Flow
$301.4M
URBN key financials by period
URBAN OUTFITTERS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$6.2B
$464.9M
9.8%
FY 2025
10-K
$5.6B
$402.5M
8.5%
FY 2024
10-K
$5.2B
$287.7M
7.2%
FY 2023
10-K
$4.8B
$159.7M
4.7%
FY 2022
10-K
$4.5B
$310.6M
9.0%
FY 2021
10-K
$3.4B
$1.2M
0.1%
Institutions holding URBN
Institutional investors reporting a position in URBAN OUTFITTERS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-06-09 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 11.4% YoY to $1.48B on broad-based segment growth, but gross margin slipped 16bps to 36.6% and operating margin fell to 9.4% from 9.6% as SG&A deleveraged.
Biggest Revenue Drivers
Retail$1,220.9M+8.0% YoY
Comparable net sales up 5.6% on digital sessions/AOV and store traffic gains, plus non-comparable sales from 59 net new stores
Subscription$167.3M+34.5% YoY
Driven by a 33.3% increase in average active Nuuly subscribers
Biggest Revenue Drivers
Total revenue: $1.48B+11.4% YoY
Retail$1,220.9M+8.0% YoY
Comparable net sales up 5.6% on digital sessions/AOV and store traffic gains, plus non-comparable sales from 59 net new stores
Subscription$167.3M+34.5% YoY
Driven by a 33.3% increase in average active Nuuly subscribers
Wholesale$93.2M+24.8% YoY
FP Group wholesale net sales up 26.2% on increased sales to specialty customers
Largest Expense Items
Cost of sales$938.8M+11.7% YoY
Underlying gross margin improved on lower Retail markdowns, offset by initial merchandise cost deleverage from tariffs and a non-recurring prior-year gain not repeating
Selling, general and administrative expenses$402.9M+11.7% YoY
Higher marketing to support customer growth, increased technology investment in AI initiatives, and higher store payroll, partly offset by a $6.9M litigation accrual reversal
Income tax expense$30.2M+2.1% YoY
Effective tax rate declined to 20.7% from 21.4% due to favorable equity activity impact
Margins: Gross margin fell 16bps to 36.6% as a non-recurring prior-year gain didn't repeat and tariffs raised merchandise costs, partly offset by improved markdowns; operating margin declined to 9.4% from 9.6% on SG&A deleverage from marketing and AI technology investment.
Watch Items from the Filing
Company must keep paying Section 122 tariffs until July 2026 despite a May 2026 CIT ruling that they are unauthorized, pending further legal challenges.
Company estimates ~$100M of IEEPA tariff refunds to be realized in fiscal 2027, but timing and amount remain uncertain under a gain contingency model.
Middle East conflict beginning in Q1 FY2027 is raising inbound freight costs and fuel surcharges, with unpredictable duration and magnitude.
Financing activities used $325.4M in the quarter, largely $300.0M of share repurchases, reducing cash and marketable securities to $650.8M from $1,157.8M at fiscal year-end.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
