Crocs reported third-quarter enterprise revenue of just over $1 billion, up 5%, with its brand revenue increasing 4% and HeyDude brand revenue increasing 6%; it raised full-year 2026 revenue guidance to up approximately 3%.
CROX · Crocs, Inc.
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Crocs, Inc. reported third-quarter 2026 revenues of $1,042.6 million, up 4.6%, and net income of $216.8 million, or $4.52 per diluted share, as gross margin reached 66.2%. It had $163.5 million in cash and $901.4 million in available borrowing capacity.
Crocs, Inc. reported third-quarter revenues of $1,043 million, up 4.6%, and HEYDUDE growth of 6.1%, while raising full-year 2026 revenue guidance to approximately 3%. Adjusted diluted EPS guidance increased to $14.45 to $14.65.
Metrics snapshot
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 29, 2026TL;DR. Crocs delivered third-quarter revenue growth of 4.6%, expanded adjusted gross and operating margins, and increased adjusted diluted EPS by 26%, while Crocs and HEYDUDE grew and full-year revenue and adjusted EPS guidance were raised. Fourth-quarter guidance calls for continued growth, but North America declined, the DTC business-model shift creates a multi-quarter headwind, inventory rose, wholesale partners remain cautious, and HEYDUDE awareness is uneven.
- − Crocs North America revenue decreased 2.1% to $438 million.
- − The business-model shift creates an expected 700-to-800-basis-point DTC headwind over the next several quarters.
- − Inventories increased 4% year over year to $413 million.
- − Wholesale partners remain cautious because they see an uncertain consumer environment.
- − HEYDUDE awareness remains geographically uneven and below the company's desired level.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share non-GAAP | $4.55 | Q2 2026 | — |
| Adjusted gross margin non-GAAP | 60% | Q2 2026 | — |
| Adjusted income from operations non-GAAP | $296M | Q2 2026 | — |
| Adjusted operating margin non-GAAP | 25.1% | Q2 2026 | — |
| Adjusted SG&A non-GAAP | $412M | Q2 2026 | — |
| DTC revenues | 12% | Q2 2026 | — |
| Free cash flow non-GAAP | $232.04M | Six Months Ended June 30 | — |
| Share repurchase authorization remaining | $496M | Q2 2026 quarter-end | — |
| Shares repurchased | 2.3M | Q2 2026 | — |
| Wholesale revenues | 7.2% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Footwear & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CROX
this stock
Crocs, Inc.
|
$7.49B | +91.4% | -1.5% | 11.3 | 9.5% |
|
NKE
NIKE, Inc.
|
$56.43B | -40.4% | +0.2% | 18.2 | 6.3% |
|
DECK
Deckers Outdoor Corp
|
$11.59B | -16.3% | +9.8% | 11.6 | 8.2% |
|
ONON
On Holding AG
|
$11.25B | -27.6% | — | — | 8.7% |
|
BIRK
Birkenstock Holding plc
|
$5.99B | -11.2% | — | — | 3.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 29, 2026
- This year
- 13
Crocs, Inc. reported third-quarter 2026 revenues of $1,042.6 million, up 4.6%, and net income of $216.8 million, or $4.52 per diluted share, as gross margin reached 66.2%. It had $163.5 million in cash and $901.4 million in available borrowing capacity.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CROX | +7.8% | +33.0% | +41.1% | +8.8% | +91.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +5.2% | +34.1% | +40.6% | +9.0% | +80.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.