ABERCROMBIE & FITCH CO /DE/ (ANF) Form 8-K — Aug 26, 2026

Key figures

Eps

4.17

Eps Beat

$4.17 reported vs. prior outlook of $1.80 to $2.00 (includes ~$1.75 per diluted share of IEEPA tariff refund benefit)

Revenue

1266689000

Guidance

FY2026: net sales growth around 5%, operating margin 14.5%-15.0%, EPS $13.10-$13.60, share repurchases at least $500 million, capex around $250 million; Q3: sales growth 5%-6%, operating margin 13.0%-14.0%, EPS $2.90-$3.20

Net Income

$183.7 million attributable to A&F ($185.5 million total net income)

Revenue Yoy

5%

Total Assets

3594856000

Cash Position

$628 million (plus $10 million marketable securities)

Q2 Ebitda

$296.0 million (23.4% of net sales)

Liquidity

~$1.1 billion including $450 million net available under ABL Facility

Brand Growth

Abercrombie brands +8% (comps +4%), Hollister +2% (comps -3%)

Inventories

$592 million

Segment Growth

Americas +5% (comps +1%), EMEA +2% (comps -4%), APAC +19% (comps +13%)

Comparable Sales

flat

Operating Income

$252.7 million, including ~$100 million IEEPA tariff refund benefit

Operating Margin

19.9% (vs. 17.1% reported and 13.9% adjusted last year)

Fy Effective Tax Rate

around 29%

Q2 Share Repurchases

$177 million (2.0 million shares)

Ieepa Tariff Refund Q2

~$100 million pre-tax, $1.75 per diluted share benefit

Ytd Share Repurchases

$282 million (3.2 million shares), ~7% of shares outstanding at beginning of year

Ytd Operating Cash Flow

$313 million

Diluted Weighted Shares Q2

44.1 million

Fy Tariff Refund Assumption

$120 million full year, ~220 bps operating margin favorability, ~$2.10 per diluted share including interest

Consecutive Growth Quarters

15

Remaining Buyback Authorization

$568 million

Price after filing

Close on the filing date to close N calendar days later (from $108.90). Historical, not a forecast.