NYSE$DECK

Deckers Outdoor Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Deckers reported record quarterly revenue, gross margin, and earnings, driven by UGG and HOKA brands.

Deckers Brands reported exceptional third-quarter results with a 17% increase in revenue to a record $1.83 billion and a 19% increase in diluted EPS to a record $3.00. The company has raised its full-year revenue growth guidance to approximately 15% and diluted EPS guidance to a range of $5.75-$5.80.

  • Third quarter revenue increased 17% to a record $1.83 billion.
  • Third quarter diluted EPS increased 19% to a record $3.00.
  • Full year revenue growth guidance raised to approximately 15%.
  • Full year diluted EPS guidance raised to range of $5.75-$5.80.

Headline financials

Total Revenue

$1.83B

Previous: $1.56B+17.1%
EPS (adj)

$3.00

Previous: $15.11-80.1%
Capital Expenditures

-$69.7M

Previous: -$74.1M+5.9%
Free Cash Flow

$1.07B

Previous: $316M+239.1%
Net Income

$457M

Previous: $390M+17.1%
Operating Income

$567M

Previous: $488M+16.3%
Gross Profit

$1.1B

Previous: $917M+20.3%
Stock-Based Comp

$8.86M

Previous: $12M-26.0%

Revenue & EPS history

Deckers · Revenue · Quarterly

$1.83B

Q3 2025+17.1%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Deckers · $2.24B total across 5 segments · Q4 2027

  • HOKA
    $671M
  • Wholesale
    $655M
  • Direct-to-Consumer
    $464M
  • UGG
    $409M
  • Other brands
    $39.5M

Forward guidance

The Company’s full fiscal year 2025 outlook is forward-looking in nature, reflecting our expectations as of January 30, 2025, and is subject to significant risks and uncertainties that limit our ability to accurately forecast results. Net sales are now expected to increase approximately 15% to $4.9 billion. Diluted earnings per share is now expected to be in the range of $5.75 to $5.80.

Tailwinds

  • Net sales are now expected to increase approximately 15% to $4.9 billion.
  • Gross margin is now expected to be at or slightly better than 57%.
  • SG&A expenses as a percentage of net sales are still expected to be approximately 35%.
  • Operating margin is now expected to be approximately 22%.
  • Diluted earnings per share is now expected to be in the range of $5.75 to $5.80.

Headwinds

  • Foreign currency fluctuations.
  • Changes in economic conditions, including consumer confidence, discretionary spending, and inflationary pressures.
  • Supply chain disruptions.
  • Geopolitical tensions.
  • Effective tax rate is expected to be approximately 23.5%.

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 Q3 2025

Historical avgQ3 2025

+0.7%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+5.4%

Avg return

30 days after

54%

38 / 71 earnings

Positive

+21.1%

Q3 2013

Best reaction

-23.3%

Q1 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027+2.5%+9.7%+4.8%
Q3 2026+6.7%+12.4%+17.4%
Q2 2026-15.2%-18.2%-17.0%
Q1 2026+11.3%+5.4%+4.0%
Q4 2025-19.9%-17.3%-19.4%
Q3 2025-20.5%-22.7%-37.5%
Q2 2025+11.4%+12.3%+27.3%
Q1 2025+5.8%+7.7%+15.2%
Q4 2024+15.7%+20.9%+9.8%
Q3 2024+17.0%+9.5%+19.8%
Q2 2024+17.0%+21.3%+29.4%
Q1 2024-4.3%-2.8%-6.5%
Q4 2023+5.6%+11.1%+14.9%
Q3 2023-3.3%-2.5%+0.0%
Q2 2023-4.4%+0.4%+5.5%
Q1 2023+11.3%+9.3%+16.7%
Q4 2022+12.3%+6.0%+10.1%
Q3 2022-8.1%-9.2%-25.7%
Q2 2022+5.1%+5.1%+10.2%
Q1 2022+1.6%+6.4%+4.7%
Q4 2021+3.9%+3.8%+0.7%
Q3 2021+2.3%+5.1%+2.2%
Q2 2021+1.3%+0.6%+4.0%
Q1 2021-4.4%-6.1%-3.9%
Q4 2020+10.3%+10.8%+20.6%
Q3 2020+8.1%+7.4%-1.6%
Q2 2020-2.2%-2.9%+3.4%
Q1 2020-10.9%-13.1%-23.9%
Q4 2019+2.2%+0.5%+16.9%
Q3 2019+11.6%+9.6%+16.3%
Q2 2019+8.4%+20.9%+15.1%
Q1 2019-6.4%-4.9%-0.5%
Q4 2018+4.4%+4.5%+15.9%
Q3 2018+9.2%+10.8%+11.9%
Q2 2018+5.5%-0.6%+7.6%
Q1 2018+2.6%+3.1%-0.4%
Q4 2017+15.7%+16.9%+16.0%
Q3 2017-18.0%-20.9%-3.7%
Q2 2017+5.2%-1.0%+23.6%
Q1 2017+3.6%-2.0%+5.1%
Q4 2016+8.7%+7.4%+14.2%
Q3 2016-4.6%
Q2 2016+6.7%
Q1 2016+4.9%
Q4 2015-4.8%
Q3 2015-18.9%
Q3 2014-2.7%
Q2 2015-9.6%
Q2 2014-0.2%
Q1 2015+6.5%
Q4 2014+5.6%
Q1 2014+2.7%
Q4 2013-9.7%
Q3 2013+21.1%
Q2 2013-7.5%
Q1 2013-8.1%
Q4 2012+15.5%
Q3 2012-20.7%
Q2 2012+9.7%
Q1 2012-23.3%
Q4 2011+4.0%
Q3 2011-8.3%
Q2 2011-6.2%
Q1 2010-0.1%
Q1 2011-0.1%
Q4 2008-4.1%
Q3 2009-1.5%
Q3 2010-1.5%
Q4 2009-1.9%
Q2 2009-1.9%
Q2 2010-1.9%

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