Ermenegildo Zegna is navigating a complex brand transition, evidenced by a deceleration in revenue growth to -0.5% in 2025Q4 and persistent margin volatility. While the company has successfully reduced its debt-to-equity ratio to 0.89, the integration of new l...
Price trend, volume and key moving averages
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 3, 2026 | $0.10-43.7% vs $0.18 | $1.1B+0.0% vs $1.1B |
Q2 2026 Mar 20, 2026 | $0.28+47.7% vs $0.19 | $1.2B-0.4% vs $1.2B |
Q4 2025 Sep 5, 2025 | $0.20+68.5% vs $0.12 | $1.1B-0.2% vs $1.1B |
Q3 2025 Jun 26, 2025 | $0.22+44.9% vs $0.15 | $816M-11.2% vs $919M |
Investors interested in Retail - Apparel and Shoes stocks are likely familiar with Urban Outfitters (URBN) and Ermenegildo Zegna N.V. (ZGN). But which of these two stocks is more attractive to value investors?
Core Zegna profitability is strengthening, with higher DTC productivity and operating leverage supporting further margin expansion without relying on aggressive store growth. Tom Ford Fashion is improving, while Thom Browne remains weak; importantly, our upgrade does not require a full recovery from either brand. Cash generation has improved materially, with stronger operating cash flow and positive FCF strengthening the quality of the earnings recovery.
Ermenegildo Zegna N.V. (ZGN) Q2 2026 Earnings Call Transcript
Ermenegildo Zegna NYSE: ZGN reported first-half 2026 adjusted EBIT of slightly more than €74 million, up from €69 million a year earlier, as a higher direct-to-consumer mix and operating leverage supported profitability. Reported profit, however, declined to €28 million from €48 million in the prior-year period, largely due to the absence of a favorable remeasurement gain related to the Thom Browne put option liability.
Benchmark ZGN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ermenegildo Zegna N.V. (ZGN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.62 | $3.39B | 30.11 | -5.41% | 5.14% | 9.1% | 1.01% | |
| $14.48 | $1.66B | 18.81 | -21.79% | 4.44% | 86.56% | — | |
| $119.28 | $24.1B | 16.41 | 14.17% | 19.09% | 262.81% | — | |
| $362.96 | $22.14B | 24.02 | 14.63% | 11.76% | 35.64% | — | |
| $75.85 | $3.5B | 143.11 | 3.44% | -0.98% | -1.76% | — | |
| $6.47 | $2.29B | -7.11 | -3.63% | 9.59% | 73.92% | — |
Ermenegildo Zegna N.V. (ZGN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Ermenegildo Zegna N.V. (ZGN) stock FAQ — growth, dividends, profitability & financials explained
Ermenegildo Zegna N.V. (ZGN) reported $3.90B in revenue for fiscal year 2025. This represents a 230% increase from $1.18B in 2018.
Ermenegildo Zegna N.V. (ZGN) saw revenue decline by 5.4% over the past year.
Yes, Ermenegildo Zegna N.V. (ZGN) is profitable, generating $173.6M in net income for fiscal year 2025 (5.1% net margin).
Yes, Ermenegildo Zegna N.V. (ZGN) pays a dividend with a yield of 1.01%. This makes it attractive for income-focused investors.
Ermenegildo Zegna N.V. (ZGN) has a return on equity (ROE) of 9.1%. This is below average, suggesting room for improvement.
Ermenegildo Zegna N.V. (ZGN) generated $471.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
