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Jun 30, 2025
Deckers Q1 2026 Earnings Report
Deckers posted strong first-quarter results with significant revenue and net income growth.
Key Takeaways
Deckers Brands delivered robust Q1 FY26 results, driven by strong HOKA and UGG performance, with revenue up 17% and net income up 20% year-over-year.
Revenue grew to $964.5M, driven by strong HOKA and UGG sales.
Net income increased to $139.2M.
International sales surged nearly 50%.
Operating income rose to $165.3M despite higher SG&A expenses.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Deckers expects Q2 FY26 revenue between $1.38B and $1.42B, with EPS between $1.50 and $1.55, citing strong brand momentum despite macro uncertainties.
Positive Outlook
- Revenue guidance of $1.38B to $1.42B.
- EPS expected at $1.50 to $1.55.
- Confidence in HOKA and UGG brand momentum.
- Strong stock repurchase capacity remaining ($2.4B).
- No outstanding borrowings reported.
Challenges Ahead
- Global trade policy uncertainty.
- Macroeconomic pressures remain elevated.
- Domestic sales showed a slight decline in Q1.
- DTC comparable net sales decreased 2.2%.
- Gross margin slightly declined year-over-year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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