--- title: "Signet | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 2.345 B" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/279772121.md" datetime: "2026-03-19T10:58:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279772121.md) - [en](https://longbridge.com/en/news/279772121.md) - [zh-HK](https://longbridge.com/zh-HK/news/279772121.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/279772121.md) | [English](https://longbridge.com/en/news/279772121.md) # Signet | 8-K: FY2026 Q4 Revenue Beats Estimate at USD 2.345 B 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. #### Overall Performance - **Same Store Sales (SSS) Change** - For Fiscal 2026, SSS increased by 1.3% compared to Fiscal 2025, which had a -3.4% change . - For Fourth Quarter Fiscal 2026, SSS decreased by -0.7% compared to a -1.1% decrease in Fourth Quarter Fiscal 2025 . - **Merchandise Average Unit Retail (AUR)** - For Fiscal 2026, AUR was up approximately 7% compared to Fiscal 2025 . - For Fourth Quarter Fiscal 2026, AUR was up approximately 5% compared to Fourth Quarter Fiscal 2025 . #### Profitability - **Gross Margin** - 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 . - For Fiscal 2026, gross margin was $2.7 billion, an increase from $2.6 billion in Fiscal 2025 . - **Selling, General and Administrative (SG&A) Expenses** - For Fourth Quarter Fiscal 2026, SG&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 . - For Fiscal 2026, SG&A was $2.2 billion, up from $2.1 billion in Fiscal 2025 . - **Operating Income (GAAP)** - 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 . - 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 . - **Adjusted Operating Income** - 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 . - 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 . - **Income Tax Expense** - The current quarter income tax expense was $72.2 million compared to $53.5 million in Fourth Quarter Fiscal 2025 . - Adjusted income tax expense was $74.5 million compared to $67.0 million in Fourth Quarter Fiscal 2025 . #### Segment Performance - **North America Segment** - Same Store Sales Increase: 1.2% . - Operating Income: $452.6 million . - Adjusted Operating Income: $560.3 million . - **International Segment** - Same Store Sales Increase: 2.6% . - Operating Income: $16.3 million . - Adjusted Operating Income: $20.9 million . #### Cash Flow and Balance Sheet - **Cash Flow from Operating Activities** - For Fiscal 2026, cash flow from operating activities was $678.8 million, compared to $590.9 million in Fiscal 2025 . - **Free Cash Flow** - For Fiscal 2026, free cash flow was $525.3 million, compared to $437.9 million in Fiscal 2025 . - **Capital Expenditures** - For Fiscal 2026, capital expenditures were $153.5 million . - **Cash and Cash Equivalents** - As of January 31, 2026, cash and cash equivalents were $874.8 million, up from $604.0 million as of February 1, 2025 . - **Total Liquidity** - Total liquidity was approximately $2.0 billion as of January 31, 2026 . - **Inventory** - Inventory ended Fiscal 2026 at $1.94 billion, approximately flat to Fiscal 2025 . #### Capital Returns to Shareholders - **Dividends** - 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 . - Dividends declared per common share for Fiscal 2026 were $1.28, up from $1.16 in Fiscal 2025 . - **Share Repurchases** - 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 . - The company had approximately $518 million in share repurchase authorization remaining . #### Real Estate Portfolio - 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 . #### Outlook / Guidance - **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 . - **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 . ### 相關股票 - [Signet (SIG.US)](https://longbridge.com/zh-HK/quote/SIG.US.md) ## 相關資訊與研究 - [Signet raises dividend by 9.4% to $0.35](https://longbridge.com/zh-HK/news/279950544.md) - [Endeavour To Announce Its Q1 2026 Results On 30 April 2026 | EDVMF Stock News](https://longbridge.com/zh-HK/news/281490237.md) - [Artemis Electricals Promoters Report No Share Encumbrances for FY 2026](https://longbridge.com/zh-HK/news/281624367.md) - [AerCap Holdings N.V. to Release First Quarter 2026 Financial Results on April 29, 2026 | AER Stock News](https://longbridge.com/zh-HK/news/281634461.md) - [Wealth First Promoters Confirm 74% Stake With No Encumbrance in FY26](https://longbridge.com/zh-HK/news/281530653.md)