Revenue: As of FY2026 Q4, the actual value is USD 2.345 B, beating the estimate of USD 2.345 B.EPS: As of FY2026 Q4, the actual value is USD 6.08, missing the estimate of USD 6.207.EBIT: As of FY2026 Q4, the actual value is USD 314.9 M.<h4>Overall Performance</h4><ul><li>Same Store Sales (SSS) Change<ul><li>For Fiscal 2026, SSS increased by 1.3% compared to Fiscal 2025, which had a -3.4% change .</li><li>For Fourth Quarter Fiscal 2026, SSS decreased by -0.7% compared to a -1.1% decrease in Fourth Quarter Fiscal 2025 .</li></ul></li><li>Merchandise Average Unit Retail (AUR)<ul><li>For Fiscal 2026, AUR was up approximately 7% compared to Fiscal 2025 .</li><li>For Fourth Quarter Fiscal 2026, AUR was up approximately 5% compared to Fourth Quarter Fiscal 2025 .</li></ul></li></ul><h4>Profitability</h4><ul><li>Gross Margin<ul><li>For Fourth Quarter Fiscal 2026, gross margin was $985.1 million, or 42.0% of sales, decreasing approximately $17 million from Fourth Quarter Fiscal 2025, with the rate declining by 60 basis points .</li><li>For Fiscal 2026, gross margin was $2.7 billion, an increase from $2.6 billion in Fiscal 2025 .</li></ul></li><li>Selling, General and Administrative (SG&amp;A) Expenses<ul><li>For Fourth Quarter Fiscal 2026, SG&amp;A was $656.6 million, or 28.0% of sales, up from $639.2 million, or 27.2% of sales, in Fourth Quarter Fiscal 2025 .</li><li>For Fiscal 2026, SG&amp;A was $2.2 billion, up from $2.1 billion in Fiscal 2025 .</li></ul></li><li>Operating Income (GAAP)<ul><li>For Fourth Quarter Fiscal 2026, operating income was $318.3 million, or 13.6% of sales, significantly up from $152.6 million, or 6.5% of sales, in Fourth Quarter Fiscal 2025 .</li><li>For Fiscal 2026, operating income was $393.1 million, or 5.8% of sales, up from $110.7 million, or 1.7% of sales, in Fiscal 2025 .</li></ul></li><li>Adjusted Operating Income<ul><li>For Fourth Quarter Fiscal 2026, adjusted operating income was $327.3 million, or 14.0% of sales, compared to $355.5 million, or 15.1% of sales, in Fourth Quarter Fiscal 2025 .</li><li>For Fiscal 2026, adjusted operating income was $515.0 million, or 7.6% of sales, up from $498.1 million, or 7.4% of sales, in Fiscal 2025 .</li></ul></li><li>Income Tax Expense<ul><li>The current quarter income tax expense was $72.2 million compared to $53.5 million in Fourth Quarter Fiscal 2025 .</li><li>Adjusted income tax expense was $74.5 million compared to $67.0 million in Fourth Quarter Fiscal 2025 .</li></ul></li></ul><h4>Segment Performance</h4><ul><li>North America Segment<ul><li>Same Store Sales Increase: 1.2% .</li><li>Operating Income: $452.6 million .</li><li>Adjusted Operating Income: $560.3 million .</li></ul></li><li>International Segment<ul><li>Same Store Sales Increase: 2.6% .</li><li>Operating Income: $16.3 million .</li><li>Adjusted Operating Income: $20.9 million .</li></ul></li></ul><h4>Cash Flow and Balance Sheet</h4><ul><li>Cash Flow from Operating Activities<ul><li>For Fiscal 2026, cash flow from operating activities was $678.8 million, compared to $590.9 million in Fiscal 2025 .</li></ul></li><li>Free Cash Flow<ul><li>For Fiscal 2026, free cash flow was $525.3 million, compared to $437.9 million in Fiscal 2025 .</li></ul></li><li>Capital Expenditures<ul><li>For Fiscal 2026, capital expenditures were $153.5 million .</li></ul></li><li>Cash and Cash Equivalents<ul><li>As of January 31, 2026, cash and cash equivalents were $874.8 million, up from $604.0 million as of February 1, 2025 .</li></ul></li><li>Total Liquidity<ul><li>Total liquidity was approximately $2.0 billion as of January 31, 2026 .</li></ul></li><li>Inventory<ul><li>Inventory ended Fiscal 2026 at $1.94 billion, approximately flat to Fiscal 2025 .</li></ul></li></ul><h4>Capital Returns to Shareholders</h4><ul><li>Dividends<ul><li>西格内特珠宝 (Signet Jewelers Limited)’s Board of Directors declared a quarterly cash dividend of $0.35 per share for the first quarter of Fiscal 2027, representing a nearly 10% increase .</li><li>Dividends declared per common share for Fiscal 2026 were $1.28, up from $1.16 in Fiscal 2025 .</li></ul></li><li>Share Repurchases<ul><li>During Fiscal 2026, 西格内特珠宝 (Signet Jewelers Limited) repurchased approximately 3.1 million common shares for $205.2 million at an average price of approximately $66 per share .</li><li>The company had approximately $518 million in share repurchase authorization remaining .</li></ul></li></ul><h4>Real Estate Portfolio</h4><ul><li>As of January 31, 2026, 西格内特珠宝 (Signet Jewelers Limited) operated 2,582 stores totaling 4.0 million square feet of selling space, a decrease of 60 stores and 1.1% in square footage compared to Fiscal 2025 year-end .</li></ul><h4>Outlook / Guidance</h4><ul><li>Fiscal 2027 Outlook: 西格内特珠宝 (Signet Jewelers Limited) anticipates total sales for Fiscal 2027 to be between $6.6 billion and $6.9 billion, with same store sales ranging from -1.25% to 2.5% . The company projects adjusted operating income between $470 million and $560 million, alongside planned capital expenditures of $150 million to $180 million . This guidance includes an assumed $60 million to $80 million in net revenue loss due to the James Allen brand transition .</li><li>First Quarter Fiscal 2027 Guidance: For the first quarter of Fiscal 2027, total sales are expected to be between $1.53 billion and $1.57 billion, with same store sales projected between 0.5% and 2.5% . Adjusted operating income is forecasted to be between $66 million and $77 million .</li></ul>

Signet | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 2.345 B