Abercrombie & Fitch (ANF) Q2 2026 Earnings
Reported Aug 28, 2025 at 4:54 PM ET · SEC Source
Q2 26 EPS
$2.32
BEAT +0.93%
Est. $2.30
Q2 26 Revenue
$1.21B
BEAT +0.78%
Est. $1.20B
vs S&P Since Q2 26
-19.7%
TRAILING MARKET
ANF -4.2% vs S&P +15.5%
Market Reaction
Did ANF Beat Earnings? Q2 2026 Results
Abercrombie & Fitch extended its winning streak to 11 consecutive quarters of growth in Q2 fiscal 2026, posting record second-quarter revenue of $1.21 billion, up 6.6% year-over-year and edging past the $1.20 billion consensus estimate by 0.78%, whil… Read more Abercrombie & Fitch extended its winning streak to 11 consecutive quarters of growth in Q2 fiscal 2026, posting record second-quarter revenue of $1.21 billion, up 6.6% year-over-year and edging past the $1.20 billion consensus estimate by 0.78%, while adjusted EPS of $2.32 topped the $2.30 analyst forecast by 0.93%. The standout driver was a sharply divergent brand picture, with Hollister delivering its best-ever second quarter on 19% net sales growth fueled by teen back-to-school demand, even as Abercrombie brands slipped 5% against a tough 26% prior-year comparison. The results further cement the retailer's reputation for strategic adaptability, a quality that has earned it recognition among industry observers as one of retail's more resilient operators. Looking ahead, management raised its full-year net sales growth outlook to 5-7% from 3-6%, with EPS now guided to $10.00-$10.50, even as the company absorbs an estimated $90 million in net tariff headwinds, equivalent to 170 basis points of net sales, tied to sourcing from Vietnam, Cambodia, India, and China.
Key Takeaways
- • Hollister brands delivered best-ever Q2 net sales on 19% growth driven by strong summer and back-to-school demand
- • Meaningful teen customer engagement drove Hollister growth
- • Americas segment growth of 8% led geographic performance
- • APAC segment grew 12% year-over-year
- • Comparable sales grew 3% on constant currency basis
- • Litigation settlement of $39 million pre-tax boosted GAAP operating income
ANF YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
ANF Revenue by Segment
With YoY comparisons, source: SEC Filings
ANF Revenue by Geography
With YoY comparisons, source: SEC Filings
“We delivered record second quarter net sales, exceeding our expectations, with 7% growth to last year. We continued to drive meaningful engagement with our teen customer in Hollister brands, growing 19% on strong summer and back-to-school demand. While we made progress on key inventory initiatives by leveraging promotions and testing new product concepts, Abercrombie brands net sales were down 5%, lapping 26% growth in the prior year. On the bottom line, we exceeded our second quarter profitability expectations, while also returning $50 million to shareholders through our sixth consecutive quarter of share repurchases.”
— Fran Horowitz, Q2 2026 Earnings Press Release
ANF Earnings Trends
ANF vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ANF EPS Trend
Earnings per share: estimate vs actual
ANF Revenue Trend
Quarterly revenue: estimate vs actual
ANF Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $3.57 | $3.68 | +3.12% | $1.67B | +0.10% |
| FY Full Year | $10.02 | $10.46 | +4.42% | $5.27B | +0.03% |
| Q3 26 BEAT | $2.16 | $2.36 | +9.40% | $1.29B | +0.90% |
| Q2 26 BEAT | $2.30 | $2.32 | +0.93% | $1.21B | +0.78% |
| Q1 26 BEAT | $1.27 | $1.47 | +15.71% | $1.11B | -0.73% |