Deckers Outdoor (DECK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 23, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.87

Last Year’s EPS

0.93

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 21, 2026|

% Change Since:

Earnings Call Sentiment|Positive

Positive: The call emphasized record revenue and EPS, strong brand momentum—especially from HOKA and continued UGG strength—robust free cash flow, disciplined inventory and aggressive share repurchases. Management acknowledged near-term margin pressures (tariffs, freight and higher input costs) and higher SG&A from investments, but provided a clear multiyear framework targeting mid-single-digit revenue CAGR and low-double-digit EPS growth with continued capital returns. Overall, the magnitude and durability of the operational and financial positives substantially outweigh the listed headwinds.

Company Guidance

Deckers guided fiscal 2027 revenue of $5.86–$5.91 billion (high‑single‑digit growth) with HOKA growing low‑double‑digits and UGG mid‑single‑digits; gross margin is expected to be ~56.5%, SG&A ~35% of revenue, operating margin ~21.5%, an effective tax rate of ~23% and diluted EPS of $7.30–$7.45 (including a plan to repurchase at least 80% of free cash flow). For Q1 ending June 30 they expect consolidated revenue up ~5% (their first-ever ~$1.0 billion quarter), HOKA up high‑single‑digits (DTC‑led), UGG up mid‑single‑digits, Q1 EPS $0.82–$0.87, and near‑term gross margin pressure largely from tariffs (assumed 10%) and higher input/freight costs; capex is guided to $145–$155 million. Looking further, the company’s multiyear framework targets high‑single‑digit annual revenue CAGR through FY28–30 (HOKA low‑double‑digit, UGG mid‑single‑digit), low‑double‑digit annual EPS growth for FY28–30, continued DTC and international outperformance versus wholesale/U.S., and assumes continued strong full‑price sell‑through (historical context: FY26 revenue $5.47B, gross margin 57.7%, operating margin 23.1%, EPS $7.02, cash $1.9B, inventory $487M, and >$900M FCF for three consecutive years).

Record Annual Revenue and Growth

Deckers delivered record fiscal 2026 revenue of $5.47 billion, up 10% year-over-year, and record diluted EPS of $7.02, up 11% versus $6.33 in the prior year.

Strong Fourth Quarter Finish

Fourth quarter revenue was $1.12 billion, up 10% year-over-year, with HOKA and UGG contributing growth of +15% and +9% in the quarter, respectively.

HOKA: Fastest Growing Brand

HOKA annual revenue was ~$2.59 billion, up 16% year-over-year. HOKA delivered its largest quarter ever (Q4 revenue $671 million), with DTC up 18% and wholesale up 13% in the quarter. Brand awareness rose in the U.S. to ~60% (from ~50%) and international to ~40% (from ~30%).

UGG: Expanded Relevance and Multi-Category Growth

UGG generated ~$2.74 billion in fiscal 2026 revenue, up ~8% year-over-year, driven by broader product mix (sneakers, sandals, apparel) and stronger wholesale replenishment; men's styles contributed over 20% of global brand growth.

High Gross Margins and Best-in-Class Profitability

Full-year gross margin was 57.7% and fourth quarter gross margin was 57.6% (Q4 +90 bps YoY). Full-year operating margin was 23.1%, reflecting strong full-price sell-through and disciplined marketplace execution.

Strong Free Cash Flow, Cash Balance and Capital Returns

Deckers achieved free cash flow above $900 million for the third consecutive year, ended the year with $1.9 billion in cash and equivalents, and repurchased $1.075 billion of shares in FY26 (Q4: ~$262 million).

Inventory Discipline

Inventory was $487 million at year-end, down ~2% versus the same point last year, supporting full-price selling and lower working capital needs.

Forward-Looking Framework and FY27 Guidance

Management introduced a multiyear framework targeting mid-single-digit annual company revenue growth through 2030 (DTC and international growing faster than wholesale/U.S.), FY27 revenue guidance of $5.86–$5.91 billion (high-single-digit growth), and FY27 EPS guidance of $7.30–$7.45 with continued share repurchases (at least 80% of free cash flow).

Deckers Outdoor (DECK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DECK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2026	2027 (Q1)	0.87 / -	0.93	―	―	―
May 21, 2026	2026 (Q4)	0.83 / 0.96	1	-4.00% (-0.04)	―
Jan 29, 2026	2026 (Q3)	2.77 / 3.33	3	11.00% (+0.33)	―
Oct 23, 2025	2026 (Q2)	1.58 / 1.82	1.59	14.47% (+0.23)	―
Jul 24, 2025	2026 (Q1)	0.68 / 0.93	0.753	23.51% (+0.18)	―
May 22, 2025	2025 (Q4)	0.60 / 1.00	0.825	21.21% (+0.18)
Jan 30, 2025	2025 (Q3)	2.58 / 3.00	2.518	19.14% (+0.48)	―
Oct 24, 2024	2025 (Q2)	1.24 / 1.59	1.137	39.84% (+0.45)	―
Jul 25, 2024	2025 (Q1)	0.58 / 0.75	0.402	87.31% (+0.35)	―
May 23, 2024	2024 (Q4)	0.49 / 0.82	0.577	42.98% (+0.25)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DECK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 21, 2026	$102.62	$106.67	+3.95%
Jan 29, 2026	$99.90	$119.34	+19.46%
Oct 23, 2025	$102.54	$86.94	-15.21%
Jul 24, 2025	$104.94	$116.85	+11.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.