$URBN reported results for the quarter ended May 20, 2026. EPS came in at $1.30, up from $1.16 in the same period a year earlier — a 12.1% year-over-year gain. Revenue grew 11.4% over the same stretch, continuing a trend of broad-based top-line expansion across the Urban Outfitters portfolio of brands.
The stock trades at a trailing P/E of 14.6 and a forward P/E of 12.3, with a market cap of $6.49B. The consensus analyst target sits at $87.69, against a current price of $81.38 (as of August 26, 2026). The six-model fair value estimate from ACCE lands at $81.57, roughly in line with where the stock is trading today.
We do not have guidance commentary from management at this time.
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What it means
The numbers tell a consistent story. Both earnings and revenue accelerated at double-digit rates in the quarter ended May 20, 2026, and the underlying quality metrics back that up. $URBN carries an ROE of 18.7%, a net margin of 7.5%, and a free cash flow yield of 6.8% — solid figures for a consumer cyclical retailer operating in a cost-sensitive environment. ACCE flags earnings quality as strong.
The ACCE score of 74/100 reflects a business that scores well across most dimensions. Momentum leads the breakdown at 83, suggesting the stock has held up relative to peers over recent months. Value scores 79, consistent with the modest P/E multiples. Quality comes in at 73, and Growth at 60 — the lowest of the four, though a 12.1% EPS gain and 11.4% revenue growth in a single quarter are not soft numbers by any measure.
The 1-year return stands at 6.7%, which trails the broader market's stronger runs over that period but reflects a stock that has not given back much ground despite macro pressure on discretionary spending.
With fair value and current price nearly identical at this snapshot, the near-term upside case rests on whether $URBN can sustain this earnings trajectory into the back half of the year. Without guidance on the table, that question stays open. For current price and score updates, see acceinvestments.com/stocks/URBN.
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