Gap Inc. (GAP) Q4 2025 (USD): EPS 0.45 (exp. 0.46), Revenue 4.24bln (exp. 4.24bln), Comp. sales +3% (exp. +3.08%); new USD 1bln share buyback programme
Newsquawk Staff ·
- Sees tariffs impacting Q1 gross margins by 200bps.
Outlook
- FY net sales +2-3% (exp. +2.45%).
- FY adj. EPS 2.20-2.35 (exp. 2.32).
What it means
Gap Inc. reported Q4 earnings slightly below expectations on EPS but met revenue estimates, indicating a mixed performance. The new $1 billion share buyback program suggests confidence in cash flow management, though anticipated tariff impacts may weigh on margins moving forward. The FY outlook also falls short of consensus, which could raise concerns about growth momentum into the next fiscal year.
Sources
- Senior US Treasury trade official Eric Ettorre will leave to join Netflix (NFLX), reports Axios
- Ukrainian President Zelensky says negotiations between Ukraine, Russia and the US could take place as early as November 10th
- US Midterms (6 days out): Florida flips to a Republican early-vote lead and Kansas narrows further; Crystal Ball shifts House and Senate races towards Democrats
- Israeli election results show Netanyahu's bloc with 53 seats, Eisenkot's bloc with 47 and Arab parties with 19, following the counting of all votes excluding double-envelope ballots, i24 reports
- Atomic Energy Organization of Iran Spokesman says protocol for building small reactors with Russia is being finalized
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