Abercrombie & Fitch Q4 EPS $3.68 Tops Estimates, Net Sales Rise 5%
Abercrombie & Fitch posted fiscal Q4 EPS of $3.68, up from $2.57 a year earlier, beating estimates, as net sales rose 5% to $1.67 billion with a 1% comp-sales gain. The company ended the year with $759.5 million in cash, repurchased $100 million of shares in Q4 and guided fiscal 2026 sales growth of 3-5%.
1. Q4 Fiscal 2025 Results
Abercrombie & Fitch delivered Q4 EPS of $3.68 versus $2.57 in the prior year, beating the consensus of $3.56. Net sales advanced 5% to $1.67 billion, marking the thirteenth consecutive quarter of year-over-year sales growth, driven by broad gains across brands and channels.
2. Brand and Regional Sales Performance
Sales at the Hollister brand rose 6% to $863.3 million with comps up 3%, while the Abercrombie brand generated $806.5 million in revenue as comps dipped 1%. Regionally, Americas revenue grew 5% to $1.4 billion, EMEA sales climbed 8% to $241.4 million and APAC surged 9% to $44.5 million.
3. Profitability, Cash Position and Share Repurchase
Operating income declined 7.9% to $235.9 million, with an operating margin of 14.1%, down 210 bps year-over-year. Abercrombie closed the year with $759.5 million in cash and equivalents and repurchased 0.9 million shares for $100 million in Q4, leaving $850 million available under its authorized program.
4. Fiscal 2026 Guidance
For Q1 fiscal 2026, net sales are forecast to rise 1-3% year-over-year with EPS of $1.20-$1.30 and a 7% operating margin. Full-year guidance anticipates 3-5% sales growth, a 12-12.5% operating margin, $200-$225 million in capital expenditures and roughly $100 million in share repurchases for the quarter.