NYSE$BIRK

Birkenstock Holding Ltd · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Birkenstock reported strong revenue growth and profitability for Q1 2025, exceeding expectations with a 19% revenue increase.

Birkenstock delivered a solid Q1 FY25, with revenue reaching EUR 361.72 million, up 19% year-over-year. Net profit improved significantly to EUR 20.12 million from a EUR 7.15 million loss last year. Adjusted EPS doubled to EUR 0.18, while operating income rose to EUR 64.03 million. The company maintained strong growth across all segments and geographies, with APAC leading at 47% revenue growth.

  • Revenue increased by 19% year-over-year, reaching EUR 361.72 million.
  • Net profit improved to EUR 20.12 million from a EUR 7.15 million loss last year.
  • Adjusted EPS doubled to EUR 0.18 from EUR 0.09 a year ago.
  • Strong revenue growth across all segments: APAC (+47%), EMEA (+17%), and Americas (+16%).

Headline financials

Total Revenue

$386M

Previous: $326M+18.4%
EPS (adj)

$0.19

Previous: $0.09+111.1%
Adjusted Gross Margin

60.3%

No prior period
Adjusted EBITDA

$102M

No prior period
Adjusted EBITDA Margin

28.2%

No prior period
Net Income

$20.1M

Previous: $71.7M-71.9%
Operating Income

$64M

Previous: $139M-53.9%
Gross Profit

$218M

Previous: $253M-13.9%

Revenue & EPS history

Birkenstock · Revenue · Quarterly

$386M

Q1 2025+18.4%vs Q1 2024
Beat estimate in 1 of 4 quarters(25%)
ActualEstimate

Revenue by segment

Birkenstock · $1.27B total across 5 segments · Q3 2025

  • B2B
    $390M
  • Americas
    $312M
  • EMEA
    $259M
  • DTC
    $244M
  • APAC
    $63.2M

Forward guidance

Birkenstock reaffirmed its FY25 guidance, expecting 15-17% revenue growth and an adjusted EBITDA margin of 30.8-31.3%. The company continues to invest in production capacity and store expansions, particularly in APAC.

Tailwinds

  • Revenue expected to grow 15-17% in constant currency.
  • Adjusted EBITDA margin forecasted at 30.8-31.3%.
  • Gross margin improvement moving closer to 60%.
  • Continued investment in production capacity to meet growing demand.
  • Strong consumer demand, especially for closed-toe products.

Headwinds

  • Gross margin impacted by a higher B2B revenue share.
  • Seasonal fluctuations in working capital affecting cash flows.
  • Foreign exchange fluctuations could impact financial performance.
  • Competitive pressure in key markets may impact pricing strategy.
  • Potential macroeconomic headwinds affecting consumer spending.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-5.8%

Avg return

Earnings day

-9.1%

Avg return

5 days after

-5.3%

Avg return

30 days after

14%

1 / 7 earnings

Positive

+3.4%

Q2 2026

Best reaction

-17.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+3.4%-15.5%+28.2%
Q1 2026-11.5%-8.0%-17.1%
Q3 2025-3.6%-0.2%-7.9%
Q1 2025-1.2%-7.0%-17.2%
Q3 2024-17.8%-17.9%-18.9%
Q4 2023-7.3%-8.7%-1.5%
Q1 2024-2.8%-6.2%-2.5%
Q3 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022

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