)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Deckers Outdoor
Deckers Outdoor (DECK) investor relations material
Deckers Outdoor Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Jan, 2026
Executive summary
Achieved record third quarter revenue of $1.96 billion, up 7% year-over-year, driven by strong global demand for HOKA and UGG brands and balanced DTC and wholesale growth.
Net sales for the nine months ended December 31, 2025, increased 9.8% year-over-year to $4.35 billion, with international sales up 27.1%.
Diluted EPS reached a record $3.33 in Q3, up 11% year-over-year, and year-to-date EPS rose 13.3% to $6.04.
Operating margin remained strong at 25.4% for the nine months, with Q3 gross margin at 59.8%.
Raised full-year revenue guidance to $5.4–$5.425 billion and EPS to $6.80–$6.85, reflecting 7–8% growth.
Financial highlights
Q3 revenue: $1.96 billion (+7% YoY); HOKA: $629 million (+18% YoY); UGG: $1.3 billion (+5% YoY).
HOKA brand net sales grew 16.3% to $1.92 billion YTD; UGG up 8.0% to $2.33 billion YTD.
Gross margin: 59.8% in Q3; 57.7% YTD; full-year guidance at 57%.
SG&A: $557 million in Q3 (28.5% of revenue); $1.41 billion YTD.
Cash and equivalents: $2.1 billion at quarter end; inventory: $633 million (+10% YoY); no outstanding borrowings.
Outlook and guidance
FY26 revenue guidance raised to $5.4–$5.425 billion; EPS to $6.80–$6.85.
HOKA expected to deliver mid-teens revenue growth; UGG mid-single digits, both at high end of prior guidance.
Gross margin expected at 57%; operating margin at 22.5%.
Q4: HOKA growth 13–14%, UGG revenue flat due to shipment timing.
Management expects continued investments in global retail and digital channels.
Explain the expected FY26 gross margin decline
Impact of Koolaburra phase-out on growth
Future share repurchase strategy beyond FY26
HOKA lifestyle strategy: product & distribution plans?
UGG FY27 channel strategy: wholesale vs. DTC balance?
HOKA international distribution: untapped market size?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Deckers Outdoor earnings date
Q4 202621 May, 2026
Deckers Outdoor
Next Deckers Outdoor earnings date
Q4 202621 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge7 Mar 2025
Rise of the Clog: The Unexpected Success of Crocs
Crocs has created a unique position in the shoe market with an eye-catching design and marketing strategy involving several successful collaborations.
)
Business Philosophy6 Mar 2025
Andrew Rees: The CEO Behind Crocs' Comeback
Andrew Rees has played a key role in Crocs' resurgence over the past decade, leading the company first as President and as CEO since 2017.
Frequently asked questions
Deckers Outdoor Corporation designs, markets, and sells footwear, apparel, and accessories through a portfolio of lifestyle and performance brands. The company distributes its products globally via wholesale partners, branded retail stores, and e-commerce platforms. It serves diverse customer segments in both casual and activewear markets. The company is headquartered in Goleta, California, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage