Deckers Outdoor reported strong FY2026 results with record revenue and EPS, driven by HOKA and UGG. Management provided FY2027 guidance above consensus for revenue and EPS, alongside a multi-year framework targeting high single-digit revenue growth and low double-digit EPS growth. No direct cross-company mentions or specific supplier/customer signals were given. FY2026 total revenue $5.47B (+10% YoY), EPS $7.02 (+11% YoY); both records.
Deckers Outdoor reported strong FY2026 results with record revenue and EPS, driven by HOKA and UGG. Management provided FY2027 guidance above consensus for revenue and EPS, alongside a multi-year framework targeting high single-digit revenue growth and low double-digit EPS growth. No direct cross-company mentions or specific supplier/customer signals were given. FY2026 total revenue $5.47B (+10% YoY), EPS $7.02 (+11% YoY); both records.
Deckers Outdoor reported strong FY2026 results with record revenue and EPS, driven by HOKA and UGG. Management provided FY2027 guidance above consensus for revenue and EPS, alongside a multi-year framework targeting high single-digit revenue growth and low double-digit EPS…
Guidance · revenue to $5.885B
HOKA revenue $2.59B (+16%), UGG $2.74B (+8%).
FY2027 guidance revenue $5.86-5.91B, EPS $7.30-7.45, operating margin ~21.5%.
Management discussed using AI responsibly to support gains in productivity, efficiency, and consumer acquisition and connectivity, as part of technology investments.
Management expressed confidence in continued profitable growth and provided a multi-year framework targeting high single-digit revenue growth and low double-digit EPS growth, despite acknowledged headwinds from tariffs and freight costs.
Capital expenditures are expected to be $145-155 million for FY27, up from last year, primarily due to bolstering technology infrastructure, adding select global focus stores (HOKA), and refreshing some UGG stores.
Management expressed strong conviction in their multi-year growth framework and brand momentum, while acknowledging near-term headwinds like tariffs and freight costs.
“the gross amount that we paid was around $120 million... we will look once we've received the money back.”
“HOKA delivered revenue of $671 million, representing the largest quarter in the brand's history.”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| Capex | FY2027 | $0.145B–$0.155B | $0.15B | GUIDED |
| EPS | FY2027 | $7.30–$7.45 | $7.38 | GUIDED |
| EPS | FY2027 Q1 | $0.82–$0.87 | $0.84 | GUIDED |
| Gross margin | FY2027 | 56.5% | 56.5% | GUIDED |
| Op margin | FY2027 | 21.5% | 21.5% | GUIDED |
| Revenue | FY2027 | $5.86B–$5.91B | $5.885B | GUIDED |
| 제시 시점 | 지표 | 목표 기간 | 가이던스 | 실제 | 결과 |
|---|---|---|---|---|---|
| FY2026 Q3 | EPS | FY2026 | $6.80–$6.85 | $7.02 | Met / beat |
| FY2026 Q3 | Revenue | FY2026 | $5.4B–$5.425B | $5.47B | Met / beat |
| FY2026 Q2 | EPS | FY2026 | $6.30–$6.39 | $7.02 | Met / beat |
| FY2026 Q2 | Revenue | FY2026 | $5.35B | $5.47B | Met / beat |
DECK paid ~$120 million in tariffs under IEPA and is pursuing government refunds, but FY27 guidance assumes no refund and the current 10% tariff rate remaining in effect. — Indicates material tariff exposure for footwear companies that may also be seeking refunds; potential cash inflow if refunds are granted could benefit the sector.