Deckers Outdoor Corporation
Deckers Outdoor Corporation Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
2 of 4 strong
The short version
- Deckers anticipates high single-digit consolidated company revenue growth by fiscal year 2030. - Deckers expects low double-digit earnings per share (EPS) growth compounded annually from fiscal 2027 to 2030.
From Deckers Outdoor Corporation's Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Deckers anticipates high single-digit consolidated company revenue growth by fiscal year 2030.
- HOKA is expected to grow low double digits annually between fiscal 2028 and 2030.
- UGG is projected to increase mid-single digits annually over the same period.
- For fiscal year 2027, revenue is expected between $5.86 billion and $5.91 billion, reflecting high single-digit growth.
- HOKA’s U.S. growth is mid-single digits, with double-digit international growth.
- UGG growth is balanced across channels with mid-single digits expected.
- The company plans continued HOKA retail expansion with 20-25 new store openings annually in key international cities.
- Strong wholesale order books and product innovations support growth.
2 more points from Deckers Outdoor Corporation's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capital expenditures for fiscal year 2027 are expected to be in the range of $145 million to $155 million, which is above last year.
- Increased capex is primarily due to:
- Bolstering technology infrastructure.
- Adding select global-focused stores.
- Refreshing some existing stores.
- Investments are also focused on supporting key growth initiatives such as marketing, people (new hires), technology for data utilization, and direct-to-consumer (DTC) expansion.
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Fundraising & Capital Structure
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Order Book & Pipeline
- The company has a strong and healthy order book for HOKA, supported by successful innovation stories across road and trail categories.
- There is a clear design distinction now between HOKA's Max, Glide, and Speed silos.
- The introduction of the Clifton Pro concept is expected to expand consumer reach.
- Strong spring sell-throughs of new models like Gaviota, Mac, and SpeedGoat 7 confirm positive momentum.
- Wholesale partners have experienced success with full-price sell-through, reinforcing strong demand.
- Inventory levels remain lower despite business growth, indicating healthy balance sheet and retail inventory.
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Deckers Outdoor Corporation Q2 FY26 results?
- Deckers anticipates high single-digit consolidated company revenue growth by fiscal year 2030. - Deckers expects low double-digit earnings per share (EPS) growth compounded annually from fiscal 2027 to 2030.
What is Deckers Outdoor Corporation share price analysis?
Deckers Outdoor Corporation currently shows a neutral. The stock trades at a P/E of 15.9 with a market cap of $15,875. Investors should review the full earnings analysis for detailed insights.
Is Deckers Outdoor Corporation planning capital expenditure?
- Capital expenditures for fiscal year 2027 are expected to be in the range of $145 million to $155 million, which is above last year.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.