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Rocky Brands (RCKY)
NASDAQ:RCKY
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive outlook driven by strong retail and e-commerce momentum, notable brand acceleration (XTRATUF and Muck), full-year margin expansion and significant adjusted net income growth. These positives are tempered by meaningful near-term headwinds from tariffs (front-loaded into early 2026), wholesale and contract manufacturing softness, higher operating expenses tied to logistics and marketing, and some channel-specific order timing issues. Management highlights operational agility and balance sheet improvements, and provides guidance for modest revenue growth (~6% in 2026) with earnings skewed toward the back half of the year.Company Guidance
Quarterly and Full-Year Revenue Growth
Net sales increased 9.1% year-over-year in Q4 to $139.7 million (the company's highest quarterly growth rate of the year and highest in over 3 years). Full-year net sales grew 6.2% to $482 million.
Retail Segment Outperformance
Retail sales jumped 30.8% in Q4 to $57.0 million and were up 20.5% for the full year. Branded e-commerce websites and direct-to-consumer channels fueled overall retail growth (company cited 30+% growth in overall retail sales), and retail gross margin expanded 170 basis points to 50.9% in Q4.
Brand Momentum — XTRATUF and Muck
XTRATUF was the fastest-growing brand in Q4 (e-commerce 'almost triple digits') and management expects XTRATUF to roughly triple in scale since acquisition (from $32M at acquisition to approaching ~$100M in 2026). Muck sales increased in the low-20% range in Q4, the branded website was up mid-double digits and marketplace volumes more than doubled.
Full-Year Margin Expansion and Profitability Gains
Gross margins expanded 150 basis points for the full year to 40.9% despite absorbing approximately $10.9 million in IEEPA tariffs. Adjusted income from operations increased 5.6% to $40.0 million (8.3% of net sales). Adjusted net income rose 29.4% to $24.5 million and adjusted EPS increased 28.3% to $3.26.
Improved Q4 GAAP Net Income and EPS
GAAP net income for Q4 was $6.5 million, or $0.86 per diluted share, compared to $4.8 million, or $0.64 per diluted share, in Q4 2024.
Lower Interest Costs, Debt Reduction and Shareholder Returns
Net debt (debt net of unamortized debt issuance costs) declined 4.7% year-over-year to $122.6 million. Interest expense decreased materially year-over-year and the company returned $4.6 million to shareholders via quarterly dividends in 2025.
Operational Agility and Supply-Chain Actions
Management highlighted effective use of in-house manufacturing and diversified sourcing to offset a meaningful portion of tariff impacts, maintain product availability, and position the business for margin tailwinds over the long term.
RCKY Earnings History
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
RCKY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $33.49 | $46.00 | +37.35% |
Oct 28, 2025 | $29.78 | $28.99 | -2.64% |
Jul 29, 2025 | $22.75 | $26.15 | +14.97% |
Apr 29, 2025 | $13.71 | $21.03 | +53.33% |
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.
FAQ
When does Rocky Brands (RCKY) report earnings?
Rocky Brands (RCKY) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Rocky Brands (RCKY) earnings time?
Rocky Brands (RCKY) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RCKY EPS forecast?
RCKY EPS forecast for the fiscal quarter 2026 (Q1) is 0.38.