Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.68Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Positive: The call emphasized record revenue and EPS, strong brand momentum—especially from HOKA and continued UGG strength—robust free cash flow, disciplined inventory and aggressive share repurchases. Management acknowledged near-term margin pressures (tariffs, freight and higher input costs) and higher SG&A from investments, but provided a clear multiyear framework targeting mid-single-digit revenue CAGR and low-double-digit EPS growth with continued capital returns. Overall, the magnitude and durability of the operational and financial positives substantially outweigh the listed headwinds.Company Guidance
Record Annual Revenue and Growth
Deckers delivered record fiscal 2026 revenue of $5.47 billion, up 10% year-over-year, and record diluted EPS of $7.02, up 11% versus $6.33 in the prior year.
Strong Fourth Quarter Finish
Fourth quarter revenue was $1.12 billion, up 10% year-over-year, with HOKA and UGG contributing growth of +15% and +9% in the quarter, respectively.
HOKA: Fastest Growing Brand
HOKA annual revenue was ~$2.59 billion, up 16% year-over-year. HOKA delivered its largest quarter ever (Q4 revenue $671 million), with DTC up 18% and wholesale up 13% in the quarter. Brand awareness rose in the U.S. to ~60% (from ~50%) and international to ~40% (from ~30%).
UGG: Expanded Relevance and Multi-Category Growth
UGG generated ~$2.74 billion in fiscal 2026 revenue, up ~8% year-over-year, driven by broader product mix (sneakers, sandals, apparel) and stronger wholesale replenishment; men's styles contributed over 20% of global brand growth.
High Gross Margins and Best-in-Class Profitability
Full-year gross margin was 57.7% and fourth quarter gross margin was 57.6% (Q4 +90 bps YoY). Full-year operating margin was 23.1%, reflecting strong full-price sell-through and disciplined marketplace execution.
Strong Free Cash Flow, Cash Balance and Capital Returns
Deckers achieved free cash flow above $900 million for the third consecutive year, ended the year with $1.9 billion in cash and equivalents, and repurchased $1.075 billion of shares in FY26 (Q4: ~$262 million).
Inventory Discipline
Inventory was $487 million at year-end, down ~2% versus the same point last year, supporting full-price selling and lower working capital needs.
Forward-Looking Framework and FY27 Guidance
Management introduced a multiyear framework targeting mid-single-digit annual company revenue growth through 2030 (DTC and international growing faster than wholesale/U.S.), FY27 revenue guidance of $5.86–$5.91 billion (high-single-digit growth), and FY27 EPS guidance of $7.30–$7.45 with continued share repurchases (at least 80% of free cash flow).
CH:DO2 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Deckers Outdoor (CH:DO2) report earnings?
Deckers Outdoor (CH:DO2) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Deckers Outdoor (CH:DO2) earnings time?
Deckers Outdoor (CH:DO2) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Deckers Outdoor stock?
The P/E ratio of Deckers Outdoor is N/A.
What is CH:DO2 EPS forecast?
CH:DO2 EPS forecast for the fiscal quarter 2027 (Q1) is 0.68.
