NYSE$CPRI

Capri Holdings Ltd · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Capri Holdings Limited announced its financial results for the first quarter of Fiscal 2026, with revenue and earnings per share exceeding expectations, driven by sequential improvements in trends.

Capri Holdings reported a 6.0% decrease in total revenue to $797 million for Q1 Fiscal 2026, but exceeded expectations for both revenue and earnings per share. The company achieved a net income of $56 million and adjusted EPS of $0.50, demonstrating progress in strategic initiatives despite a dynamic macroeconomic environment.

  • Total revenue decreased by 6.0% to $797 million, but exceeded expectations.
  • Diluted earnings per share were $0.47, with adjusted diluted earnings per share at $0.50, also exceeding expectations.
  • Operating margin improved to 2.0%, with adjusted operating margin at 2.5%.
  • The company is focused on stabilizing the business in fiscal 2026 and establishing a foundation for growth in fiscal 2027, with the Versace transaction expected to close in the second half of calendar year 2025.

Headline financials

Total Revenue

$797M

Previous: $1.07B-25.3%
EPS

$0.44

Previous: -$0.11+500.0%
Gross margin

63.0%

Previous: 63.1%-0.2%
Operating margin

2.0%

Previous: 1.3%+53.8%
Adjusted operating margin

2.5%

Previous: 3.7%-32.4%
Inventory change

10.8%

No prior period
Michael Kors revenue decline

5.9%

Previous: 0.0%
Jimmy Choo revenue decline

6.4%

Previous: 0.0%
Jimmy Choo operating margin

2.5%

Previous: 2.3%+8.7%
Total revenue decline

6.0%

No prior period
Michael Kors operating margin

9.9%

Previous: 11.1%-10.8%
Capital Expenditures

-$13M

Previous: -$43M+69.8%
Free Cash Flow

$40M

Previous: $40M+0.0%
Net Income

$53M

Previous: -$14M+478.6%
Operating Income

$16M

Previous: -$8M+300.0%
Gross Profit

$502M

Previous: $689M-27.1%
Cash & Equivalents

$129M

Previous: $213M-39.4%
Total Assets

$5.47B

Previous: $6.62B-17.3%

Revenue & EPS history

Capri · Revenue · Quarterly

$797M

Q1 2026-25.3%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Capri · $796M total across 2 segments · Q4 2026

  • Michael Kors
    $656M
  • Jimmy Choo
    $140M

Forward guidance

Capri Holdings expects total revenue for Fiscal Year 2026 to be approximately $3.375 to $3.45 billion, with diluted earnings per share of approximately $1.20 to $1.40. For the second quarter of Fiscal 2026, total revenue is projected to be $815 to $835 million, with diluted earnings per share of $0.10 to $0.15.

Tailwinds

  • Expected stabilization of the business in fiscal 2026.
  • Laying a solid foundation for a return to growth in fiscal 2027.
  • Anticipated closure of the Versace transaction in the second half of calendar year 2025.
  • Michael Kors expected to maintain operating margin in the high-single-digit range for FY26 and Q2 FY26.
  • Positive operating margin expected for Capri Holdings in Q2 FY26.

Headwinds

  • Global macroeconomic environment remains dynamic.
  • Guidance reflects incremental tariffs on imports from various regions.
  • Potential for financial results to differ materially due to external events not reflected in guidance.
  • Risk of greater than anticipated inflationary pressures or weakening consumer confidence.
  • Jimmy Choo operating margin expected to be in the negative mid-single-digit range for FY26 and Q2 FY26.

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

+2.4%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+3.3%

Avg return

30 days after

59%

34 / 58 earnings

Positive

+53.5%

Q1 2024

Best reaction

-25.5%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-13.4%-12.8%-19.2%
Q2 2026-0.0%+6.7%+33.5%
Q1 2026+14.3%+6.7%+16.9%
Q4 2025+3.1%-0.9%+0.2%
Q3 2025-10.1%-8.5%-13.1%
Q2 2025-6.7%-11.9%+1.3%
Q1 2025-4.2%-6.2%+9.1%
Q4 2024-1.2%+0.5%-3.4%
Q3 2024+1.3%+1.8%+1.2%
Q2 2024-2.3%-1.5%+0.5%
Q1 2024+53.5%+50.0%+52.5%
Q4 2023-13.0%-9.8%-9.3%
Q3 2023-25.5%-22.8%-35.4%
Q2 2023+4.5%+10.9%+21.5%
Q1 2023-1.8%+1.2%-5.3%
Q4 2022+0.6%+4.8%-15.4%
Q3 2022+4.9%+5.4%-11.3%
Q2 2022+19.9%+16.6%+10.8%
Q1 2022+14.2%+16.6%+16.7%
Q4 2021+6.6%+7.1%+6.3%
Q3 2021+6.6%+9.0%+11.6%
Q2 2021+7.2%+20.8%+68.1%
Q1 2021+7.2%+20.1%+22.2%
Q4 2020-2.6%+0.5%-4.2%
Q3 2020+1.9%-2.2%-25.5%
Q2 2020+4.5%+6.7%+11.9%
Q1 2020+3.5%-5.5%-11.1%
Q4 2019-13.1%-12.5%-10.8%
Q3 2019+8.2%+4.5%+0.1%
Q2 2019-12.8%-16.9%-29.5%
Q1 2019+10.3%+8.9%+10.3%
Q4 2018-15.9%-11.2%-2.4%
Q3 2018-8.3%-7.0%-6.2%
Q2 2018+14.7%+14.9%+25.7%
Q1 2018+23.0%+20.0%+13.8%
Q4 2017-8.8%-4.9%-0.1%
Q3 2017-8.3%-7.0%-11.7%
Q2 2017-1.0%-6.5%-1.6%
Q1 2017-2.0%-0.3%-4.7%
Q4 2016+11.2%+16.1%+17.2%
Q3 2016+27.9%
Q2 2016+10.6%
Q1 2016+11.0%
Q4 2015-24.4%
Q3 2015+0.9%
Q2 2015-7.2%
Q1 2015-3.3%
Q4 2014-3.6%
Q3 2014+19.1%
Q2 2014+6.3%
Q1 2014+2.4%
Q4 2013+6.0%
Q3 2013+7.6%
Q2 2013-4.9%
Q1 2013+16.6%
Q4 2012+1.7%
Q4 2011+1.7%
Q4 2010+1.7%
Q1 2012

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