Abercrombie & Fitch Co., through its subsidiaries, operates as an omnichannel retailer in the Americas, Europe, the Middle East, Africa, and the ...
예상 EPS $3.06 · 매출 $1.37B · 5 명의 애널리스트
예상 EPS $12.81 · 매출 $5.53B · 5 명의 애널리스트
예상 EPS $4.82 · 매출 $1.78B · 5 명의 애널리스트
예상 EPS $1.65 · 매출 $1.17B · 1 명의 애널리스트
EPS $4.17 · 매출 $1.27B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $5.3B | +6.4% | +13.7% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $506.9M | -10.5% | +173.7% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +61.5% | -4.2% | +20.4% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +13.3% | -11.3% | +158.3% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +9.6% | -15.9% | +140.6% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $378.4M | -28.3% | +1277.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +7.2% | -32.6% | +1135.2% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 83.2% | +16.8% | -1.5% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.49x | +0.5% | -2.9% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $3.5B | +7.3% | +4.1% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 10.46 vs 9.84 | +6.3% | 4.17 vs 3.06 | +36.4% |
| 매출 서프라이즈 | $5.3B vs $5.3B | +0.0% | $1.3B vs $1.4B | -7.3% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Rust Jay | officer: EVP, Chief HR Officer | Class A Common Stock | D | 5,000 | $147.50 |
| Aug 28, 2026 | Robinson Kenneth B. | director | Class A Common Stock | D | 800 | $149.69 |
| Aug 28, 2026 | Lipesky Scott D. | officer: EVP and COO | Class A Common Stock | D | 5,000 | $149.00 |
| Aug 28, 2026 | HENCHEL GREGORY J | officer: EVP, Chief Legal Off & Secy | Class A Common Stock | D | 30,000 | $146.65 |
| Aug 18, 2026 | Fox Mary | director: | — | — | 0 | — |
Operator: Good day, and welcome to the Abercrombie & Fitch Second Quarter Fiscal Year 2026 Earnings Conference Call. Today's call is being recorded. [Operator Instructions] At this time, I would like to turn the conference over to Mohit Gupta. Please go ahead. Mohit Gupta: Thank you. Good morning, and welcome to our second quarter 2026 earnings call. Joining me today on the call are Fran Horowitz, Chief Executive Officer; Scott Lipesky, Chief Operating Officer; and Robert Ball, Chief Financial Officer. Earlier this morning, we issued our second quarter earnings release, which is available on our website at corporate.abercrombie.com under the Investors section. Also available on our website is an investor presentation. Please keep in mind that we will make certain forward-looking statements on the call. These statements are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and are subject to the risks and uncertainties that could cause actual results to differ materially from the expectations and assumptions we mentioned today. These factors and uncertainties are discussed in our reports and filings with the Securities and Exchange Commission. In addition, we will be referring to certain non-GAAP financial measures during the call. Additional details and reconciliations of GAAP to adjusted non-GAAP financial measures are included in the release and the investor presentation issued earlier this morning. With that, I will turn the call over to Fran. Fran Horowitz-Bonadies: Thanks, Mo, and thanks, everyone, for joining. I'm excited to report we delivered our 15th consecutive quarter of top line growth on record second quarter net sales. Sales growth was above the expectation we set in May and was balanced across regions and brands with both Abercrombie and Hollister brands achieving record second quarter net sales. While we benefited from tariff refunds in the quarter we beat our outlook by more than the refund on both operating margin and earnings per share. Year-to-date, we've repurchased approximately 7% of shares outstanding at the beginning of the year. With the first half complete and a strong start to August, we're updating our full year net sales outlook to the high end of our prior range and increasing our expectations on the bottom line, setting us up for another year of consistent profitable growth in 2026. Importantly, we're making meaningful progress across key strategic priorities, which we believe will further strengthen our foundation and set us up for long-term success. Diving into the results. For the second quarter, we delivered record net sales of $1.27 billion, growing 5% from last year, a nice acceleration from the first quarter. While we benefited from $100 million in tariff refunds, we beat our outlook by more than that on the bottom line, delivering an operating margin of 19.9% and net income per diluted share of $4.17 for the quarter. We continue to leverage our strong cash flow …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Fran Horowitz | Chief Executive Officer & Director | USD 2,843,354 | Female | 1964 | Active |
Jay Rust | Executive VP & Chief Human Resources Officer | USD 1,334,741 | Male | 1987 | Active |
Scott D. Lipesky | Executive Vice President & Chief Operating Officer | USD 1,312,609 | Male | 1975 | Active |
Samir Desai | Executive Vice President and Chief Digital & Technology Officer | USD 1,207,165 | Male | 1981 | Active |
Gregory J. Henchel | Executive VP, Chief Legal Officer & Corporate Secretary | USD 928,968 | Male | 1968 | Active |
Robert J. Ball | CFO & Executive VP | USD 680,908 | Male | 1980 | Active |
Mohit Gupta | Vice President of Investor Relations | — | Male | — | Active |
Joseph Frericks | Group Vice President of Finance, Corporate Controller & Principal Accounting Officer | — | Male | 1978 | Active |
Kate Wagner | Vice President of Corporate Communications | — | Female | — | Active |
A raised profit outlook is outweighing a trimmed sales forecast at Gap Inc. (NYSE:GAP | GAP Price Prediction) this morning, as margin discipline trumps top-line concerns. Gap stock is up 15% to $23.
Abercrombie & Fitch has spent much of 2026 reminding investors that a retail turnaround is not necessarily finished when the stock starts falling.
Abercrombie & Fitch is rated Buy, reflecting continued strong performance, a resilient balance sheet, and a still-conservative valuation despite the ~75% rally since last covering it. Q2 delivered record sales, the 15th consecutive quarter of net sales growth, and a guidance boost for sales, margins, EPS, and buybacks, supported by tariff refunds. ANF maintains a debt-free balance sheet, $627.72M in cash, robust cash flow, and plans for at least $500M in buybacks, yielding >7.77% at current prices.
ANF delivers a strong Q2, with record sales, margin gains and a raised fiscal 2026 outlook supporting continued momentum.
Abercrombie (ANF) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
