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Deckers Outdoor Q4 Earnings Highlights

$DECK (+1,91%)


๐Ÿ”น Revenue: $1.02B (Est. $1.006B) ๐ŸŸข; +6.5% YoY

๐Ÿ”น Adj EPS: $1.00 (Est. $0.59) ๐ŸŸข

๐Ÿ”น OI: $173.9M (Est. $107.1M) ๐ŸŸข

๐Ÿ”น Net Income: $151.4M (Est. $89.5M) ๐ŸŸข


FY Outlook Withdrawn:

๐Ÿ”ธ Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies.


Q1 Guidance:

๐Ÿ”น Revenue: $890Mโ€“$910M (Est. $925.3M) ๐Ÿ”ด

๐Ÿ”น EPS: $0.62โ€“$0.67 (Est. $0.79) ๐Ÿ”ด


Segment Revenue (Q4 YoY):

๐Ÿ”น HOKAยฎ: $586.1M; +10.0% YoY

๐Ÿ”น UGGยฎ: $374.3M; +3.6% YoY

๐Ÿ”น Other Brands: $61.3M; -6.3% YoY


Channel Performance (Q4 YoY):

๐Ÿ”น Wholesale: $611.6M; +12.3% YoY

๐Ÿ”น DTC: $410.2M; -1.2% YoY

โ€ƒโ€ƒโ†ณ DTC Comparable Sales: -1.6% YoY


Geographic Performance (Q4 YoY):

๐Ÿ”น Domestic Sales: $647.7M; Flat YoY

๐Ÿ”น International Sales: $374.1M; +19.9% YoY


๐Ÿ’ฐ Capital Allocation:

๐Ÿ”น Q4 Buyback: 1.78M shares for $266M

๐Ÿ”น FY25 Buyback: 3.8M shares for $567M

๐Ÿ”น FY26 Q1 Buyback (as of May 9): 765K shares for $84M

๐Ÿ”น Total Buyback Authorization Increased to $2.5B


CEO Stefano Caroti:

๐Ÿ”ธ โ€œDespite global trade uncertainty, HOKA and UGG remain strong category leaders with long-term growth potential.โ€


CFO Steve Fasching:

๐Ÿ”ธ โ€œFY25 marks our 5th consecutive year of double-digit growth in revenue and EPS. With $1.9B in cash, strong cash flow, and a $2.5B buyback authorization, weโ€™re well-positioned for strategic investment and shareholder return.โ€

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