Loading...
•
Dec 31, 2025
Crocs Q4 2025 Earnings Report
Crocs reported lower fourth quarter 2025 revenue and earnings, impacted by HEYDUDE brand weakness and margin contraction.
Key Takeaways
Crocs generated 957640000 in revenue for Q4 2025, down 3.2% year over year, with net income of 105165000 and diluted EPS of 2.03. Operating income declined to 146397000 as margins compressed and HEYDUDE brand revenue fell sharply.
Revenue declined 3.2% year over year to 957640000.
Net income was 105165000 with diluted EPS of 2.03.
Operating income decreased to 146397000, with operating margin of 15.3%.
Crocs Brand grew 0.8% while HEYDUDE Brand declined 16.9%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For full-year 2026, Crocs expects revenue to be down approximately 1% to up slightly year over year, with adjusted diluted EPS between 12.88 and 13.35.
Positive Outlook
- Adjusted diluted EPS expected between 12.88 and 13.35 for 2026.
- Adjusted operating margin expected to expand modestly above 22.3%.
- Crocs Brand expected to be flat to up 2% in 2026.
- Capital expenditures projected between 70000000 and 80000000.
- Cost savings initiatives targeting 100000000 in efficiencies.
Challenges Ahead
- 2026 revenue expected to be down approximately 1% to up slightly.
- HEYDUDE Brand expected to decline 9% to 7% in 2026.
- First quarter 2026 revenue expected to decline 5.5% to 3.5%.
- First quarter 2026 adjusted operating margin expected at approximately 21.5%.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...