Abercrombie & Fitch (ANF) Q3 2026 Earnings
Reported Nov 26, 2025 at 4:39 PM ET · SEC Source
Q3 26 EPS
$2.36
BEAT +9.40%
Est. $2.16
Q3 26 Revenue
$1.29B
BEAT +0.90%
Est. $1.28B
vs S&P Since Q3 26
-12.8%
TRAILING MARKET
ANF -3.1% vs S&P +9.7%
Market Reaction
Did ANF Beat Earnings? Q3 2026 Results
Abercrombie & Fitch posted a record third quarter, delivering earnings per share of $2.36 against a consensus estimate of $2.16, a beat of 9.40%, while revenue of $1.29 billion edged past the $1.28 billion estimate and grew 6.8% year-over-year, marki… Read more Abercrombie & Fitch posted a record third quarter, delivering earnings per share of $2.36 against a consensus estimate of $2.16, a beat of 9.40%, while revenue of $1.29 billion edged past the $1.28 billion estimate and grew 6.8% year-over-year, marking the company's 12th consecutive quarter of sales growth. The standout driver was a sharp divergence between its brand families, with Hollister surging 16% to $673.27 million on the back of a strong back-to-school finish, more than offsetting a 2% decline in the Abercrombie brand to $617.35 million. Operating margin compressed to 12.0% from 14.8% a year ago, primarily reflecting approximately 210 basis points of tariff headwinds, a pressure point that has drawn scrutiny over the durability of the company's profit recovery. Management narrowed its full-year outlook, guiding for net sales growth of 6% to 7% and raising the low end of its EPS range to $10.20 to $10.50, while targeting roughly $450 million in share repurchases for the year.
Key Takeaways
- • Hollister brands grew 16% driven by strong back-to-school and fall seasonal transition
- • 12th consecutive quarter of net sales growth
- • Comparable sales up 3% on a constant currency basis
- • Operating expense leverage from 7% sales growth
- • Share repurchases reduced diluted weighted average shares from 52,869 to 47,881
ANF YoY Financials
Q3 2026 vs Q3 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 achieved three years of consecutive quarterly sales growth, delivering record third quarter net sales, with 7% growth to last year. Hollister brands grew 16% on a strong finish to back-to-school and fall seasonal transition. Abercrombie brands made sequential progress in-line with our expectations, and we are tightly managing inventory as we aim for fourth quarter brand net sales to be approximately flat to last year's record. On the bottom line, we delivered a 12.0% operating margin including important investments in marketing, digital and technology, in addition to 210 basis points of adverse tariff impact. We exceeded our expectations on earnings per share, while also returning $100 million to shareholders in the third quarter, our seventh consecutive quarter of share repurchases.”
— Fran Horowitz, Q3 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% |