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Aritzia (ATZ) investor relations material
Aritzia Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record Q3 net revenue of $1,040.3 million, up 42.8% year-over-year, marking the first billion-dollar quarter and significant profitability gains.
Net income for Q3 rose to $138.9 million, up 87.5% year-over-year, with strong performance across all channels and geographies, especially in the U.S.
E-commerce net revenue grew 58% in Q3, with retail up 35%, and comparable sales increased 34%.
Maintained robust liquidity with $620.5 million in cash and ongoing share repurchases.
Continued momentum into Q4 with record-breaking holiday sales and ongoing investments in digital, retail, and brand initiatives.
Financial highlights
Gross profit for Q3 was $478.9 million, with gross margin improving by 30 bps to 46% year-over-year.
Adjusted EBITDA grew 52% to $208 million, with margin expanding 120 bps to 20%.
Adjusted net income per diluted share increased 55% to $1.10.
Free cash flow surged 175.3% to $286.3 million.
Inventory at period end was $508.2 million, up 10% year-over-year.
Outlook and guidance
Q4 net revenue expected between $1.1–1.125 billion, up 23–26% year-over-year.
Full-year net revenue guidance raised to $3.615–3.64 billion, 32–33% growth.
Adjusted EBITDA margin outlook increased to 16.5–17% for fiscal 2026.
13 new boutiques and 4 repositions planned for fiscal 2026.
On track to achieve fiscal 2027 revenue target one year early, with long-term CAGR of 15–17%.
- TimeTickerHeadlineOpen
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Profits and equity improved, with upward revisions to full-year forecasts and new subsidiaries added. - NVDA
AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
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