Signet Jewelers stock jumps on earnings beat, raised guidance

Published 03/06/2025, 12:26
© Reuters

Investing.com -- Signet Jewelers saw its stock surge 7.9% premarket on Tuesday after reporting first quarter fiscal 2026 earnings that beat analyst expectations and raising its full-year guidance.

The company reported adjusted earnings per share of $1.18, surpassing the analyst consensus of $1.03. Revenue for the quarter came in at $1.5 billion, slightly below the $1.52 billion estimate but up 2% YoY. Same-store sales increased 2.5% compared to the first quarter of fiscal 2025.

"We delivered positive same-store sales growth each month of the quarter, and into May, by bolstering our offerings at key price points and continuing the evolution of our assortment," said J.K. Symancyk, Chief Executive Officer.

Signet raised its fiscal 2026 adjusted EPS guidance to a range of $7.70 to $9.38, up from its previous forecast of $7.31 to $9.10 and above the analyst consensus of $8.35. The company also slightly increased the lower end of its full-year revenue outlook range to $6.57-$6.80 billion from $6.53-$6.80 billion previously.

The improved outlook reflects positive first-quarter performance, ongoing cost savings initiatives, and the repurchase of over 5% of outstanding shares year-to-date. 

Gross margin expanded 100 basis points to 38.8%, driven by merchandise margin improvement and leverage on fixed costs. Adjusted operating income rose to $70.3 million from $57.8 million a year ago.

For the second quarter, Signet expects revenue between $1.47 billion and $1.51 billion, with same-store sales ranging from -1.5% to +1.0%.

 

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