10-Q · February 3, 2026
Deckers reported third-quarter net sales of $1,957,549 (thousands), up $130,384 (7.1%) from $1,827,165 (thousands) a year ago, with income from operations of $614,366 (thousands) and diluted EPS of $3.33. The company…
Earnings analysis · 10-K
DECK earnings analysis
Filed May 22, 2026 · Our reading of the company's report
The latest report
Deckers Outdoor Corporation reported FY 2026 revenue of $5.47 billion, a 9.8% increase driven by strong sales from the HOKA and UGG brands. EPS rose to $7.02, up 10.9% from the previous year. The company continues to…
Read full summary
Deckers Outdoor Corporation reported FY 2026 revenue of $5.47 billion, a 9.8% increase driven by strong sales from the HOKA and UGG brands. EPS rose to $7.02, up 10.9% from the previous year. The company continues to focus on expanding its direct-to-consumer channel and enhancing brand awareness, although it faces pressures from rising SG&A costs and macroeconomic factors. The overall outlook for FY 2027 includes growth in revenue and earnings per share as they invest in brand-building initiatives.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $7.02
- Segment
- HOKA
- Segment
- UGG
- Segment
- Other Brands
What stood out
-
Strong Revenue Growth
Total revenue increased by 9.8% to $5.47 billion for FY 2026.
-
HOKA Brand Outperformance
HOKA brand net sales surged 15.9% to $2.59 billion, driving overall growth.
-
Positive EPS Growth
Diluted EPS climbed by 10.9% to $7.02 reflecting robust profitability.
-
International Expansion Success
International sales grew by 26.8% to $2.28 billion, highlighting global brand demand.
-
Operational Improvements
Continued investment in supply chain and marketing strategies expected to boost future performance.
-
Strong Cash Flow from Operations
Generated $1.18 billion in cash from operating activities for FY 2026.
What to watch
-
Increased SG&A Expenses
SG&A expenses rose by 11% to $1.89 billion, impacting margins.
-
Decline in Other Brands Revenue
Other brands' revenue, including Teva, declined by 33.9%, affecting overall growth.
-
Macroeconomic Pressures
Ongoing inflation and geopolitical tensions could affect future consumer spending and margins.
Management's outlook
Annual outlook deferred to earnings press release / call.
Earlier filings 4
10-Q · October 31, 2025
Deckers reported quarterly net sales of $1,430,840,000 and diluted EPS of $1.82 for the three months ended September 30, 2025, beating the prior-year quarter and consensus. Gross profit was $803,822,000 and income from…
10-Q · July 31, 2025
Deckers reported Q1 (fiscal quarter ended June 30, 2025) net sales of $964,538,000 and diluted EPS of $0.93, both improving versus the year-ago quarter. Gross profit was $537,906,000 (55.8% gross margin) while operating…
10-K · May 24, 2024
Deckers positions itself as a multi-brand footwear leader focused on premium lifestyle (UGG) and performance (HOKA) growth, expanding DTC and international distribution while managing supply through designated suppliers…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.