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Birkenstock Holding plc (BIRK)
NYSE:BIRK
Earnings Data
Report Date
May 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.71Last Year’s EPS
0.65Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum — double-digit constant-currency revenue growth, robust regional and channel performance (notably APAC and B2B), improving underlying profitability excluding external factors, retail expansion, and healthy sell-through. However, material external headwinds from currency translation and incremental U.S. tariffs are compressing reported margins and weighing on reported revenue growth, with near-term quarter-to-quarter variability and higher leverage due to seasonality. Management reiterated disciplined allocation, multi-year growth targets, and a €200m share buyback plan, signaling confidence despite the macro/FX/tariff pressures.Company Guidance
Strong Top-Line Growth (Constant Currency)
Revenue of €402 million in Q1, up 18% in constant currency (11% reported) — well above the company's 13%–15% full-year guidance range.
Robust Regional Performance
APAC revenue grew 37% in constant currency, Americas up 14% CC, and EMEA up 17% CC; company plans to grow APAC at roughly double the pace of other regions and double APAC revenue by 2028.
Channel Momentum — B2B and DTC
B2B revenue increased 24% CC while DTC grew 12% CC; over 90% of B2B growth came from existing doors and sell-through at full price remained above 90% across channels.
Profitability Despite External Headwinds
Adjusted net profit rose to €49 million, up 47% YoY; adjusted EPS was €0.27, up 50% YoY; adjusted EBITDA was €106 million, up 4% YoY. Excluding FX and tariff impacts, adjusted EBITDA margin expanded to 30.1% (up 190 bps).
Retail Expansion and DTC Strengthening
Added nine owned retail stores in Q1 to end the quarter with 106 stores; retail grew over 50% YoY in Q1 (CC), retail share of DTC revenue increased ~400 bps in FY25, membership program up over 20% YoY; same-store sales growth was high single digits in Q1.
Category and Product Diversification
Closed-toe revenue reached close to 60% in Q1 (seasonal peak); strong performance in clogs (Boston 50th anniversary) and elevated open-toe styles, supporting a year-round brand positioning and higher ASPs in some APAC markets.
Disciplined Capital Allocation and Share Repurchase Plan
CapEx of ~€38 million in Q1 (capacity investments and facility purchase); company intends to repurchase €200 million of shares in fiscal 2026 subject to market conditions and targets net leverage of 1.3–1.4x by year end (ex-buybacks).
Clear Multi-Year Targets
Reiterated three-year targets of 13%–15% top-line growth in constant currency and 30%+ adjusted EBITDA margins, with expected addition of ~€1 billion to revenue by fiscal 2028 at the midpoint.
BIRK 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
BIRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $40.00 | $39.42 | -1.45% |
Dec 18, 2025 | $46.40 | $41.14 | -11.34% |
Aug 14, 2025 | $50.23 | $48.41 | -3.62% |
May 15, 2025 | $54.49 | $57.70 | +5.89% |
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 Birkenstock Holding plc (BIRK) report earnings?
Birkenstock Holding plc (BIRK) is schdueled to report earning on May 28, 2026, Before Open (Confirmed).
What is Birkenstock Holding plc (BIRK) earnings time?
Birkenstock Holding plc (BIRK) earnings time is at May 28, 2026, Before Open (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 BIRK EPS forecast?
BIRK EPS forecast for the fiscal quarter 2026 (Q2) is 0.71.
