WEYS earnings analysis
What we found in WEYS's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Weyco reported $62.216 million of revenue and diluted EPS of $1.39 for the quarter. Revenue increased approximately 7% year over year from $58 million but declined from $68 million in the prior quarter. EPS benefited materially from $15.3 million of tariff refunds, limiting the quality of the earnings improvement. No quantitative forward guidance was provided, although management stated it was positioned for a strong second half.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue grew year over year
- Revenue was $62.216 million, down from $68 million in the prior quarter but up approximately 7% from $58 million in the year-ago quarter.
- EPS increased sharply
- Diluted EPS was $1.39, compared with $0.64 in the prior quarter and $0.24 in the year-ago quarter.
- Tariff refunds boosted earnings
- Reported earnings benefited from $15.3 million of tariff refunds, a significant contributor to the year-over-year EPS increase.
- No quarterly share repurchases
- The company reported no issuer share repurchases during the quarter ended June 30, 2026; authorized repurchases total 8.5 million shares under the longstanding program.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Earnings quality depends on refunds
- The quarter included $15.3 million of tariff refunds, making reported EPS of $1.39 less representative of recurring earnings and leaving earnings sensitive to the timing and collectability of additional refunds.
- Sequential sales contraction
- Revenue declined from $68 million in the prior quarter to $62.216 million, indicating sequential demand volatility despite 7% year-over-year growth from $58 million.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $1.39
What they said about what is next.
No quantitative revenue or EPS guidance was provided in the filing. Management indicated it was positioned for a strong second half.
The filing reads about the same as the one before it.
What came before.
- 10-Q · May 7, 2026
- Weyco Group's Q1 2026 earnings report reveals flat revenue of $68.0 million matching estimates; however, EPS improved to $0.64 from $0.57 year-over-year. The Wholesale segment faced a 1% decline, while Retail grew 2%,…
- 10-K · March 13, 2026
- Weyco positions itself as a heritage footwear company centered on branded wholesale distribution (Florsheim, Nunn Bush, Stacy Adams, BOGS) with a strategic emphasis on growing e‑commerce. The 2025 10‑K highlights a…
- 10-Q · November 7, 2025
- Weyco reported Q3 net sales of $73.1 million, down 2% year-over-year, with gross earnings compressing to 40.7% of sales and operating earnings of $8.055 million. Net earnings were $6.586 million, or $0.69 diluted EPS,…
- 10-Q · May 9, 2025
- Weyco reported Q1 2025 net sales of $68.03M (down 5% YoY) and diluted EPS of $0.57 (down from $0.69). Gross margin held near prior-year levels at 44.6% while operating earnings declined to $7.03M (down 15% YoY);…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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