Q4 26 EPS
$6.25
BEAT +2.23%
Est. $6.11
Q4 26 Revenue
$2.35B
BEAT +0.02%
Est. $2.34B
vs S&P Since Q4 26
-7.6%
TRAILING MARKET
SIG +5.5% vs S&P +13.0%
Full Year 2026 Results
FY 26 EPS
$9.60
BEAT +1.39%
Est. $9.47
FY 26 Revenue
$6.81B
BEAT +0.01%
Est. $6.81B
Market Reaction
Did SIG Beat Earnings? Q4 2026 Results
Signet Jewelers delivered a stronger-than-expected fourth quarter for fiscal 2026, posting adjusted diluted EPS of $6.25 against the $5.90 consensus estimate, a 5.93% beat, even as revenue of $2.35 billion came in essentially flat with the prior year… Read more Signet Jewelers delivered a stronger-than-expected fourth quarter for fiscal 2026, posting adjusted diluted EPS of $6.25 against the $5.90 consensus estimate, a 5.93% beat, even as revenue of $2.35 billion came in essentially flat with the prior year, declining just 0.3% year-over-year while edging past the $2.34 billion consensus. The earnings outperformance was tempered by underlying margin pressure, with GAAP operating income more than doubling to $318.30 million largely because the year-ago period absorbed $200.70 million in asset impairment charges, while on an adjusted basis operating income actually declined to $327.30 million from $355.50 million, reflecting merchandise margin compression, fixed cost deleverage, and a reset of short-term incentive compensation. Investors had been watching closely whether rising precious metal costs would further strain results, and a 60-basis-point gross margin contraction to 42.0% confirmed those concerns were not unfounded. Looking ahead, the company guided fiscal 2027 adjusted diluted EPS to a range of $8.80 to $10.74, with total sales of $6.60 billion to $6.90 billion, a wide band that reflects tariff uncertainty and the planned wind-down of the James Allen brand, expected to reduce revenue by $60 million to $80 million.
Key Takeaways
- • Average unit retail (AUR) up approximately 5% in Q4 with growth in both Bridal and Fashion
- • Gross merchandise margin expansion drove full-year gross margin improvement
- • Lower diluted share count partially offset lower adjusted operating income
- • North America segment SSS declined 0.9% in Q4
- • International segment SSS grew 2.1% in Q4
- • Full-year SSS grew 1.3% driven by focus on Kay, Zales, and Jared brands
- • SG&A increase driven by reset of short-term incentive compensation
SIG YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
SIG Revenue by Segment
With YoY comparisons, source: SEC Filings
SIG Revenue by Geography
Regional revenue distribution
“FY26 delivered over a point of comp growth driven by heightened focus on our three largest brands – Kay, Zales, and Jared. Building on that momentum, FY27 will focus on accelerating core performance through sharper brand differentiation, broader customer reach, and a more seamless in‑store and digital experience. As we continue to advance our Grow Brand Love strategy into its second year, we expect to further strengthen our foundation for sustainable long‑term growth and drive increased shareholder value.”
— J.K. Symancyk, Q4 2026 Earnings Press Release
SIG Earnings Trends
SIG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SIG EPS Trend
Earnings per share: estimate vs actual
SIG Revenue Trend
Quarterly revenue: estimate vs actual
SIG Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $1.38 | $1.56 | +12.89% | $1.55B | -0.01% |
| Q4 26 BEAT FY | $6.11 | $6.25 | +2.23% | $2.35B | +0.02% |
| FY Full Year | $9.47 | $9.60 | +1.39% | $6.81B | +0.01% |
| Q3 26 BEAT | $0.29 | $0.63 | +119.67% | $1.39B | +1.60% |
| Q2 26 BEAT | $1.24 | $1.61 | +29.74% | $1.54B | +2.19% |
| Q1 26 BEAT | $1.04 | $1.18 | +13.77% | $1.54B | +1.40% |
| Q4 25 BEAT FY | $6.25 | $6.62 | +5.86% | $2.35B | +0.90% |
| FY Full Year | $8.68 | $8.94 | +2.95% | $6.70B | +0.31% |