NASDAQ$BIRD

Allbirds Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Allbirds reported Q2 2025 a net loss of $15.5M, diluted EPS of $-1.92.

For Q2 2025, Allbirds reported net loss was $15.5M, diluted EPS was $-1.92. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Net loss $15.5M.
  • Diluted EPS $-1.92.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$39.7M

Previous: $51.6M-23.0%
EPS (adj)

-$1.92

Previous: -$0.12-1500.0%
Gross Margin

40.7%

Previous: 50.5%-19.4%
Adjusted EBITDA

-$12.6M

Previous: -$13.7M+8.0%
Adjusted EBITDA Margin

-31.7%

Previous: -26.6%-19.2%
Net Loss Margin

-39.1%

Previous: -37.1%-5.4%
Marketing as % of Revenue

21.5%

Previous: 22.8%-5.7%
Capital Expenditures

-$1.37M

Previous: -$2.43M+43.5%
Net Income

-$15.5M

Previous: -$19.1M+19.0%
Operating Income

-$16.5M

Previous: -$20.2M+18.1%
Gross Profit

$16.2M

Previous: $26.1M-38.0%

Revenue & EPS history

Allbirds · Revenue · Quarterly

$39.7M

Q2 2025-23%vs Q2 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

Biopharma outlook emphasizes pipeline milestones, launch uptake, and R&D spend.

Tailwinds

  • Clinical data and partnership economics.
  • Cash runway supports key readouts.

Headwinds

  • Trial risk and regulatory timelines.
  • Competition and reimbursement pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-8.6%

Avg return

Earnings day

-8.6%

Avg return

5 days after

-1.1%

Avg return

30 days after

25%

6 / 24 earnings

Positive

+24.4%

Q4 2019

Best reaction

-51.2%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-13.7%-21.5%
Q4 2025+3.6%+10.9%+252.1%
Q3 2025-7.2%-28.2%-39.7%
Q2 2025-29.4%-27.9%-36.2%
Q1 2025-2.4%+23.8%+58.0%
Q4 2024-13.1%-13.5%-27.6%
Q3 2024-23.2%-29.7%-30.9%
Q2 2024+8.2%+6.5%-7.8%
Q1 2024-10.4%+2.9%-19.4%
Q4 2023-9.6%-12.0%-24.5%
Q3 2023-23.9%-29.3%+11.9%
Q2 2023+23.9%+18.7%-6.0%
Q1 2023-6.4%-4.9%+2.6%
Q4 2022-51.2%-56.4%-55.1%
Q3 2022-17.2%-6.6%-5.6%
Q2 2021-17.5%-7.2%-28.7%
Q2 2022-13.1%-0.2%-23.0%
Q1 2021-7.5%+0.2%+8.8%
Q1 2022-19.1%-13.8%+4.7%
Q4 2019+24.4%+16.5%+0.4%
Q4 2021+0.0%-8.1%-29.6%
Q3 2020+1.4%-5.2%+3.5%
Q4 2020+1.4%-5.2%+3.5%
Q3 2021-14.7%-24.6%-15.2%
Q2 2020
Q1 2020

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