Urban Outfitters (URBN) reports Q3 earnings: What key metrics have to say

For the quarter ended October 2025, Urban Outfitters (URBN) reported revenue of $1.53 billion, up 12.3% over the same period last year. EPS came in at $1.28, compared to $1.10 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +2.43%. The company delivered an EPS surprise of +7.56%, with the consensus EPS estimate being $1.19.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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 - Free People: 253 versus 258 estimated by four analysts on average.
• Number of stores - Retail operations - Anthropologie: 248 versus the four-analyst average estimate of 248.
• Number of stores - Retail operations - Urban Outfitters: 258 versus 257 estimated by four analysts on average.
• Number of stores - Total URBN: 777 versus the four-analyst average estimate of 772.
• Comparable store sales - Retail operations - YoY change: 8% compared to the 5.2% average estimate based on three analysts.
• Net sales by brand- Anthropologie: $634.83 million versus the four-analyst average estimate of $622.38 million. The reported number represents a year-over-year change of +8%.
• Net sales by brand- Urban Outfitters: $339.85 million versus the four-analyst average estimate of $309.11 million. The reported number represents a year-over-year change of +13.1%.
• Net sales by brand- Menus & Venues: $10.77 million versus the three-analyst average estimate of $10.84 million. The reported number represents a year-over-year change of +4.9%.
• Net sales- Retail operations: $1.3 billion versus the three-analyst average estimate of $1.26 billion. The reported number represents a year-over-year change of +9.6%.
• Net sales- Wholesale operations: $88.27 million versus $86.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.
• Net sales by brand- Free People: $399.27 million compared to the $407.62 million average estimate based on three analysts. The reported number represents a change of +9.1% year over year.
• Net sales- Subscription operations: $144.63 million compared to the $145.12 million average estimate based on three analysts.

Shares of Urban Outfitters have returned -8.1% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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