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Sep 30, 2025
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Birkenstock Q4 2025 Earnings Report
Birkenstock reported strong revenue and profit growth in Q4 2025, driven by broad-based demand across regions and sales channels.
Key Takeaways
Birkenstock delivered robust results in Q4 2025 with double-digit revenue growth and a sharp increase in net income, despite margin pressures from currency and tariff impacts.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For FY 2026, Birkenstock expects double-digit revenue growth and solid profitability, while anticipating currency and tariff headwinds.
Positive Outlook
- Revenue expected to grow 13–15% in constant currency
- Adjusted EBITDA projected at or above €700M
- Gross profit margin to remain above 57%
- Continued expansion with ~40 new stores planned
- Targeted net leverage of 1.3–1.4x by year-end
Challenges Ahead
- 300–350 bps FX headwind to revenue at current rates
- 100 bps negative impact from FX on gross margin
- 100 bps impact from incremental U.S. tariffs
- Adjusted EPS guidance reflects €0.15–0.20 FX drag
- Working capital timing may affect cash flow trends
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
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