Crocs (CROX) Earnings Dates, Call Summary & Reports

3,027 Followers

Earnings Data

Report Date

Jul 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

4.32

Last Year’s EPS

4.23

Same Quarter Last Year

Analyst Consensus

Hold

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced picture: the company beat near‑term expectations, demonstrated strong DTC and international momentum, delivered successful product innovation and returned cash to shareholders while raising full‑year EPS guidance. Offsetting these positives were ongoing declines in wholesale and HEYDUDE revenue, margin pressure from tariffs and new product mix, and uncertainty related to the Middle East conflict and higher transportation/resin costs. Management emphasized agility, inventory discipline and cost savings to mitigate headwinds and expressed confidence in a second‑half recovery.

Company Guidance

For full-year 2026 management now expects enterprise revenue to be up 1% to down 1% (reported, FX as of April 27), with Crocs brand revenue flat to +2% and HEYDUDE revenue down ~5%–7%; adjusted diluted EPS has been raised to $13.20–$13.75 (range excludes future repurchases). They expect adjusted gross margin to be slightly up versus last year despite tariff and logistics headwinds, adjusted SG&A dollars roughly flat, and adjusted operating margin to expand modestly from the FY25 level of 22.3% (guidance excludes about $25M of nonrecurring costs). The Q2 outlook calls for revenues down slightly (FX as of April 27) with Crocs +1%–3% and HEYDUDE -12%–14%, adjusted operating margin of ~24.7%, adjusted gross margin down ~150 bps y/y, and adjusted diluted EPS of $4.15–$4.35. Financial position and capital allocation assumptions include cash of $131M, >$800M revolver capacity, net leverage at the low end of the 1.0–1.5x target, inventory of $398M (up 2%) with footwear units down high-single-digits and annualized turns above 4x, capex of $70–80M, $747M remaining on the repurchase authorization and quarter-to-date repurchases of 800k shares for $74M; guidance also contemplates country-specific impacts from the Middle East conflict and higher distribution/transportation costs and does not assume upside from potential tariff refunds.

Better‑Than‑Expected Q1 Performance

Enterprise revenue of $921 million in Q1, beating expectations. Adjusted diluted EPS of $2.99 was ahead of expectations and flat year‑over‑year.

Direct‑to‑Consumer (DTC) Strength

DTC growth drove results: Crocs DTC up 11% in Q1 despite reduced promotions; HEYDUDE DTC up 8% despite lower performance marketing spend. Management expects DTC to continue to outperform wholesale.

International Momentum and Expansion

Crocs brand international revenue up 7% (reported) with outsized growth in China, India, Japan and Western Europe. Company opened ~40 mono‑brand kiosks/stores (including 6 owned internationally) and converted Malaysia distributor to directly owned operation, absorbing 21 stores.

Product Innovation and High‑Impact Collaborations

Multiple successful product initiatives and partnerships: reintroduction of Crocband, expansion of Crafted and Echo franchises, sandal category expected to approach $0.5B for the year (up double digits vs. 2025), LoveShackFancy collaboration sold out, LEGO Brick clog drove significant social engagement, first micro drama achieved >10 million views, and TikTok Shop recognition (Crocs: Top Seller of the Year 2025; HEYDUDE: Top Growth Seller of the Year).

Inventory Discipline and Strong Cash Returns

Inventory footwear units down high‑single digits with enterprise inventory turns above 4x. Inventory balance $398 million (up 2% YoY). Strong cash generation and shareholder returns: quarter‑to‑date repurchases of 800,000 shares for $74 million with $747 million remaining authorization; $131 million cash on hand and over $800 million revolver capacity; net leverage at low end of 1.0–1.5x target range.

Raised Full‑Year EPS Guidance and Prudent Revenue Outlook

Full‑year adjusted diluted EPS guidance raised to $13.20–$13.75. Enterprise full‑year revenue guidance updated to +1% to -1% (reported basis). Crocs brand guidance flat to +2%; HEYDUDE guidance improved to -5% to -7% (from prior -7% to -9%). Company expects adjusted gross margin to be slightly up for the year and adjusted operating margin to modestly expand versus FY2025.

Crocs (CROX) 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

Daily Earnings Calendar >

CROX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	4.32 / -	4.23	―	―	―
Apr 30, 2026	2026 (Q1)	2.77 / 2.99	3	-0.33% (>-0.01)
Feb 12, 2026	2025 (Q4)	1.91 / 2.29	2.52	-9.13% (-0.23)
Oct 30, 2025	2025 (Q3)	2.36 / 2.92	3.6	-18.89% (-0.68)
Aug 07, 2025	2025 (Q2)	4.00 / 4.23	4.01	5.49% (+0.22)
May 08, 2025	2025 (Q1)	2.48 / 3.00	3.02	-0.66% (-0.02)
Feb 13, 2025	2024 (Q4)	2.26 / 2.52	2.58	-2.33% (-0.06)
Oct 29, 2024	2024 (Q3)	3.10 / 3.60	3.25	10.77% (+0.35)
Aug 01, 2024	2024 (Q2)	3.56 / 4.01	3.59	11.70% (+0.42)
May 07, 2024	2024 (Q1)	2.25 / 3.02	2.61	15.71% (+0.41)

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

CROX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 12, 2026	$82.73	$98.46	+19.01%
Oct 30, 2025	$84.69	$82.54	-2.54%
Aug 07, 2025	$105.13	$74.39	-29.24%
May 08, 2025	$100.76	$110.65	+9.82%

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.