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Crocs (CROX)
NASDAQ:CROX
US Market

Crocs (CROX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 13, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
2.76
Last Year’s EPS
3
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear operational and strategic strengths (strong free cash flow, large share repurchases, DTC and international growth, product and marketing momentum, and identified cost savings) were counterbalanced by near-term revenue softness (enterprise down ~2%), pronounced weakness at HeyDude (double-digit declines and wholesale cleanup), margin pressure from tariffs, and conservative near-term guidance. Management emphasized that many 2025 strategic actions will continue to weigh on early 2026 results but positioned the company for improvement in the back half of the year.
Company Guidance
For fiscal 2026 the company guided enterprise revenue to be roughly flat to down 1% (reported, FX as of Feb 9), with Crocs brand revenue flat to up ~2% (including ~10% international growth offset by North America declines) and HeyDude revenue down roughly 7–9%; management expects DTC to outperform wholesale and the second half to outpace the first half. They expect adjusted gross margin to be up slightly versus 2025 despite an incremental tariff pressure of about 80 basis points (an unmitigated ~$80M annualized headwind, improved from $90M); quarterly tariff pressure is guided at ~100 bps in Q1 and ~200 bps in Q2. Adjusted SG&A dollars are expected to be roughly flat, adjusted operating margin to expand modestly from 22.3% (excluding approximately $25M of discrete implementation costs), and adjusted diluted EPS is guided to $12.88–$13.35 (non‑GAAP tax rate ~18%, GAAP ~23%). For Q1, revenues are expected down 3.5–5.5% (Crocs down low single digits; HeyDude down 15–18%), Q1 adjusted operating margin ~21.5% and Q1 adjusted diluted EPS $2.67–$2.77. The company plans $70–80M of capex, intends to maintain net leverage of 1.0–1.5x while opportunistically buying back shares (guidance assumes future debt repayment but not further repurchases), and has identified $100M of cost savings for 2026 (balanced between COGS and SG&A).
Full-Year Revenue and Brand Mix
Enterprise revenue for FY2025 was just over $4.0 billion, with the Crocs brand at approximately $3.3 billion and HeyDude at $715 million; Crocs brand grew for the eighth consecutive year.
Strong Free Cash Flow and Capital Allocation
Generated $659 million of free cash flow in 2025, used to repay $128 million of debt and repurchase ~6.5 million shares for $577 million (~10% of shares outstanding), with $747 million remaining on the repurchase authorization.
Direct-to-Consumer and International Strength
Direct-to-consumer comprised over half of enterprise revenue and grew faster than wholesale; international Crocs revenue grew 11% for the year and DTC internationally grew 23%.
Unit Growth and ASPs
Total units sold increased 2% year-over-year to 129 million pairs; Crocs brand ASPs were roughly flat year-over-year; HeyDude ASPs rose ~4% to just under $32.
Product, Marketing and Partnerships Momentum
Successful holiday season driven by new product introductions and disruptive marketing; launched/expanded high-impact partnerships (NFL, Stranger Things, Twilight, LEGO), remained #1 footwear brand on TikTok Shop (U.S.), and teased LEGO brick clog at Paris Fashion Week.
Retail and Distribution Expansion
Ended 2025 with ~2,600 Crocs mono-branded stores and kiosks; plans to open 200–250 doors in 2026 across Tier 1 and distributor markets.
Historical Track Record and Market Position
Since IPO, Crocs has sold ~1.5 billion pairs, delivered ~14% compound annual sales growth over 20 years, and produced total shareholder return in excess of 700% since IPO.
Operational Improvements and Cost Savings
Executed a $50 million cost savings program in 2025, identified an additional $100 million of cost savings for 2026 intended to be balanced between COGS and SG&A.

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

CROX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 13, 2026
2026 (Q1)
2.76 / -
3
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
4.015.49% (+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
3.2510.77% (+0.35)
Aug 01, 2024
2024 (Q2)
3.56 / 4.01
3.5911.70% (+0.42)
May 07, 2024
2024 (Q1)
2.25 / 3.02
2.6115.71% (+0.41)
Feb 15, 2024
2023 (Q4)
2.37 / 2.58
2.65-2.64% (-0.07)
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.

FAQ

When does Crocs (CROX) report earnings?
Crocs (CROX) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
    What is Crocs (CROX) earnings time?
    Crocs (CROX) earnings time is at May 13, 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 CROX EPS forecast?
          CROX EPS forecast for the fiscal quarter 2026 (Q1) is 2.76.

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