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Academy Sports (ASO) Shares Plunge 10% as Q4 EPS of $1.97 Misses Estimates

Earnings Per Share (Adj.)
$1.97
Net Sales
$1.7B

EPS misses as margin pressure bites. Academy Sports and Outdoors (ASO) reported Q4 2026 adjusted EPS of $1.97, missing the consensus estimate of $2.05 per share. Adjusted net income came in at $132.9 million. The miss sent shares down 10.2% to $50.74 in heavy trading volume of 3.4 million shares. Despite the earnings shortfall, the specialty retailer posted a 72.8% year-over-year EPS gain from the prior-year quarter’s $1.14.

Revenue Rises. Fourth-quarter revenue of $1.72 billion was up 2.5% year-over-year from Q4 2024’s $1.68 billion. The bottom-line miss points to margin compression as the culprit. Twelve analysts covering the stock maintain a cautious stance, with 8 Buy ratings and 10 Hold ratings — a split that reflects uncertainty about the retailer’s ability to protect profitability in a promotional environment.

What to Watch: The company’s next earnings call will reveal whether Q4’s margin pressure was seasonal or structural. With revenue growth intact but profitability lagging, management’s commentary on promotional intensity and inventory management will determine whether the current $3.4 billion market cap holds or faces further pressure.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

Tags: ASO
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