The earnings call reflects a strong performance in terms of revenue growth, profitability, and successful expansion in key regions. However, challenges such as FX impact, tariffs, and capacity constraints were noted. Despite these challenges, the overall sentiment is positive due to significant achievements and strong market demand.

Company Guidance

During the third quarter of fiscal year 2025, Birkenstock reported a robust performance, achieving a 16% revenue growth in constant currency and demonstrating significant improvements in profitability. The company recorded a gross margin increase of 100 basis points to 60.5% and an EBITDA margin rise of 140 basis points to 34.4%, marking their best third-quarter margin ever. Retail revenue at their top 10 wholesale partners in a flat U.S. market surged by 25%, while EMEA's retail revenue at top partners climbed 20%. Within the B2B channel, over 90% of growth was from existing doors. Birkenstock accelerated their own retail expansion, adding 13 new stores, aiming for a total of 100 by year-end. Closed-toe product revenue increased by 400 basis points year-over-year, with strong demand across all product categories. The APAC region's revenue grew by 24% in constant currency, with a forecasted acceleration for the fourth quarter. Despite facing currency volatility, Birkenstock sustained its pricing strategy, managed tariff impacts effectively, and maintained a strong order book, positioning itself well to meet its full-year growth and profitability objectives.

Record Revenue Growth

Birkenstock achieved a 16% revenue growth in constant currency for Q3 2025, with double-digit growth across all segments and channels.

Improved Profitability

Gross margin increased by 100 basis points to 60.5%, and EBITDA margin rose by 140 basis points to 34.4%, marking the best third-quarter margin for the company.

Strong B2B Performance

B2B revenue outpaced DTC, with B2B revenue up 18% in constant currency, benefiting from the shift to in-person shopping.

Significant Growth in APAC

APAC region saw a 24% increase in constant currency, and the business in China accounted for 20% of APAC revenue.

Successful Store Expansions

Birkenstock added 13 new doors in own retail, aiming to reach 100 stores by the end of the fiscal year.

Birkenstock Holding plc (BIRK) Earnings, Revenues Date & History

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BIRK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2026 (Q1)	- / -	0.209	―	―	―
Aug 14, 2025	2025 (Q3)	0.69 / 0.72	0.57	26.53% (+0.15)
May 15, 2025	2025 (Q2)	0.63 / 0.64	0.477	34.15% (+0.16)
Feb 27, 2025	2025 (Q1)	- / -	―	―	―	―
Feb 20, 2025	2025 (Q4)	0.18 / 0.21	0.105	100.00% (+0.10)	―	―
Dec 18, 2024	2024 (Q4)	0.30 / 0.34	0.151	123.08% (+0.19)
Aug 29, 2024	2024 (Q3)	0.60 / 0.57	0.491	16.11% (+0.08)
May 30, 2024	2024 (Q2)	0.41 / 0.48	0.434	9.92% (+0.04)
Feb 29, 2024	2024 (Q1)	- / -	-0.131	―
Jan 18, 2024	2023 (Q4)	0.10 / 0.10	-0.152	168.70% (+0.26)

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

BIRK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$50.23	$48.41	-3.62%
May 15, 2025	$54.49	$57.70	+5.89%
Feb 27, 2025	$50.74	$49.16	-3.11%
Feb 20, 2025	$54.69	$54.02	-1.23%

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.