Rocky Brands reports Q3 EPS 96c, two estimates 90c

Reports Q3 revenue $122.5M, two estimates $122.9M. Gross margin increased 210-basis points to 40.2% of net sales compared to 38.1% of net sales in the year-ago quarter. Inventories as of September 30, 2025 increased 12.7% compared to September 30, 2024. “We delivered another quarter of solid results amidst a challenging operating environment,” said Jason Brooks, Chairman, President and Chief Executive Officer. “The improvement in our top-line was led by XTRATUF as demand for the brand remains strong across our wholesale and e-commerce channels, combined with solid growth in our other work and outdoor brands including Georgia Boot, The Original Muck Boot Company and Rocky. At the same time, strong full price selling, select price increases implemented year-to-date and favorable brand and channel mix contributed to over 200 basis points of gross margin improvement in the third quarter of 2025. Looking ahead, we believe the actions we have taken, namely raising prices and diversifying our sourcing, including leveraging our manufacturing facilities in the Dominican Republic and Puerto Rico will help to offset some of the impact from the higher tariffs that will pressure margins over the next few quarters. We are confident that the strength of our brand portfolio and our enhanced supply chain will allow us to fully capture the growth opportunities we believe exist in 2026 and beyond.”