NASDAQ$SHOO

Steven Madden Ltd. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Steven Madden Ltd. Q1 fiscal 2026: $653.10B revenue, $71.8M net income

for the year ended December 31, 2025 included in the Annual Report of Steven Madden, Ltd. up tax will be required for any jurisdiction that has enacted Pillar Two and whose effective tax rate falls below the 15% global minimum rate. (SEC accession 0001628280-26-032774)

  • Revenue: $653.10B
  • Net income: $71.8M
  • Diluted EPS: $1.00
  • Operating income: $98.7M
  • Gross profit: $357.4M

Headline financials

Total Revenue

$653M

Previous: $554M+18.0%
EPS (adj)

$1.00

Previous: $0.60+66.7%
Capital Expenditures

-$5.9M

Previous: -$9.85M+40.1%
Net Income

$71.8M

Previous: $41.3M+74.1%
Operating Income

$98.7M

Previous: $53.5M+84.6%
Gross Profit

$357M

Previous: $226M+58.0%

Revenue & EPS history

Steve Madden · Revenue · Quarterly

$653M

Q1 2026+18%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Steve Madden · $116M total across 1 segment · Q3 2023

  • Direct-to-Consumer
    $116M-1.8%

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 Q1 2026

Historical avgQ1 2026

+1.7%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+2.6%

Avg return

30 days after

62%

40 / 65 earnings

Positive

+22.0%

Q2 2012

Best reaction

-10.2%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%-2.8%
Q4 2025-6.5%-4.7%-11.4%
Q3 2025+13.7%+14.8%+33.6%
Q1 2025+16.4%+31.2%+24.0%
Q4 2024-8.0%-19.6%-29.7%
Q3 2024+0.9%+1.7%+1.2%
Q2 2024-2.1%-6.5%+1.4%
Q1 2024-0.7%+0.2%+10.0%
Q4 2023-1.9%-1.9%-3.1%
Q3 2023-1.5%+0.0%+15.5%
Q2 2023+9.6%+7.0%+6.2%
Q1 2023+0.7%+0.1%+1.7%
Q4 2022+6.4%+8.2%+4.1%
Q3 2022-2.1%+3.5%+17.5%
Q2 2022-3.5%-1.1%-7.6%
Q1 2022+0.9%+0.7%-10.0%
Q4 2021+5.1%+0.5%-2.1%
Q3 2021+11.1%+11.3%+2.7%
Q2 2021+1.2%+0.0%-4.6%
Q1 2021-4.7%-1.1%-2.6%
Q4 2020+2.5%-6.6%+1.6%
Q3 2020+6.3%+3.7%+43.0%
Q2 2020+1.5%-5.3%-4.3%
Q1 2020-8.8%-2.8%-11.4%
Q4 2019-6.2%-7.5%-31.4%
Q3 2019+14.7%+15.2%+19.9%
Q2 2019+2.3%-9.0%-1.6%
Q1 2019+5.4%+6.9%-9.7%
Q4 2018+0.6%+0.9%+3.2%
Q3 2018+7.3%+11.3%+8.1%
Q2 2018+2.6%+4.0%+7.1%
Q1 2018-0.1%+2.3%+9.5%
Q4 2017-0.7%-1.4%-0.7%
Q3 2017-10.2%-10.3%-0.1%
Q2 2017+2.0%+0.4%+3.4%
Q1 2017+2.8%+3.5%+0.3%
Q4 2016+0.8%-1.6%+2.1%
Q3 2016+5.7%+7.8%+13.5%
Q2 2016-5.3%-2.9%-2.3%
Q1 2016-3.3%
Q4 2015+3.7%
Q3 2015+4.2%
Q2 2015-0.1%
Q1 2015+5.4%
Q4 2014+6.5%
Q3 2014+1.8%
Q2 2014-7.6%
Q1 2014-3.4%
Q4 2013+3.6%
Q3 2013+4.8%
Q2 2013+3.7%
Q1 2013+2.6%
Q4 2009-0.7%
Q4 2012-1.5%
Q3 2012+0.0%
Q2 2012+22.0%
Q1 2012-3.8%
Q4 2011+4.1%
Q3 2011-4.8%
Q3 2010-4.8%
Q2 2011+2.7%
Q4 2010+4.2%
Q1 2011+4.2%
Q2 2010+4.2%
Q1 2010+4.2%

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