Urban Outfitters Q2 profit jumps 67% on $100M tariff refund; sales rise 10.4%

Filed September 9, 2026 · Period ending July 31, 2026 · Compared to 10-Q Sep 9, 2025 · ~1 min read

Key Changes

• high

  Net income rose 67.3% to $240.7M, boosted by a one-time$ IEEPA tariff refund ( reduced cost of sales, interest income).

  MD&A: IEEPA tariff refunds verify on EDGAR →
• high

  Revenue grew 10.4% to $1.66B, with Retail segment mix falling to 83.1% from 85.4% as Subscription (Nuuly) rose to 11.0% from 9.3%.

  MD&A: Segment mix verify on EDGAR →
• high

  Capital expenditures planned for fiscal 2027, including purchase of Nuuly fulfillment center in Missouri.

  MD&A: Capital expenditures verify on EDGAR →