Birkenstock (NYSE:BIRK) Releases FY 2026 Earnings Guidance

Birkenstock (NYSE:BIRK) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.220-2.40 for the period, compared to the consensus estimate of 2.300. The company issued revenue guidance of $2.7 billion-$2.7 billion, compared to the consensus revenue estimate of $2.8 billion.

Birkenstock Stock Performance

BIRK stock opened at $42.53 on Friday. The firm has a market cap of $7.99 billion, a PE ratio of 20.35, a price-to-earnings-growth ratio of 0.79 and a beta of 1.14. The company has a current ratio of 2.78, a quick ratio of 1.29 and a debt-to-equity ratio of 0.50. The stock has a 50-day moving average price of $42.02 and a 200-day moving average price of $46.86. Birkenstock has a 1-year low of $38.16 and a 1-year high of $62.66.

Birkenstock (NYSE:BIRK) last released its earnings results on Thursday, December 18th. The company reported $0.51 EPS for the quarter, topping the consensus estimate of $0.40 by $0.11. The business had revenue of $617.67 million during the quarter, compared to analysts’ expectations of $521.12 million. Birkenstock had a return on equity of 13.08% and a net margin of 16.70%.The firm’s revenue was up 15.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.29 earnings per share. Birkenstock has set its FY 2026 guidance at 2.220-2.40 EPS. As a group, equities research analysts expect that Birkenstock will post 1.77 earnings per share for the current year.

Wall Street Analyst Weigh In

BIRK has been the subject of several research analyst reports. JPMorgan Chase & Co. decreased their price target on shares of Birkenstock from $81.00 to $66.00 and set an “overweight” rating for the company in a research note on Friday, September 19th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $63.00 price target on shares of Birkenstock in a research note on Friday. BTIG Research reissued a “buy” rating and issued a $65.00 price objective (down previously from $72.00) on shares of Birkenstock in a research note on Monday, December 15th. Robert W. Baird decreased their price objective on Birkenstock from $70.00 to $60.00 and set an “outperform” rating for the company in a report on Friday. Finally, Guggenheim reiterated a “buy” rating and issued a $60.00 target price on shares of Birkenstock in a report on Friday. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $64.79.

More Birkenstock News

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Q4 / FY25 beats — Revenue and EPS topped Street estimates and full‑year revenue grew ~16–18% (constant currency), driven by strong consumer demand across channels. This supports near‑term top‑line momentum. Read More.
• Positive Sentiment: Analysts still show conviction — Several firms reaffirmed buy/outperform stances and price targets in the $60–$70 range, indicating continued upside potential from longer‑term growth assumptions. Read More.
• Neutral Sentiment: Unusual options activity — Elevated options volume suggests traders are positioning for volatility around guidance and tariff news; this can amplify intraday moves but is not a fundamental change. Read More.
• Negative Sentiment: Tariff headwind to margins — Management warned that new tariffs (and FX) will materially hurt gross margins in FY26, a primary reason for the weaker outlook. That warning drove immediate investor concern. Read More.
• Negative Sentiment: Slower FY26 guidance / production limits — Birkenstock issued revenue and EPS guidance below some analysts’ expectations and cited temporary production constraints that should slow growth next year. Those factors prompted sharp selloffs in earlier sessions. Read More.
• Negative Sentiment: Operational hiccups — Management said there is no demand problem, but temporary production issues may constrain fulfillment and near‑term revenue progression until resolved. Read More.

Hedge Funds Weigh In On Birkenstock

Several institutional investors have recently bought and sold shares of BIRK. Armistice Capital LLC bought a new position in Birkenstock during the third quarter valued at $679,000. PharVision Advisers LLC purchased a new stake in Birkenstock in the 3rd quarter worth about $268,000. Unisphere Establishment raised its stake in Birkenstock by 86.8% in the 3rd quarter. Unisphere Establishment now owns 238,200 shares of the company’s stock valued at $10,779,000 after acquiring an additional 110,700 shares during the period. Scientech Research LLC purchased a new stake in Birkenstock during the third quarter valued at about $235,000. Finally, Quarry LP boosted its position in Birkenstock by 99.2% during the third quarter. Quarry LP now owns 988 shares of the company’s stock worth $45,000 after purchasing an additional 492 shares during the period. Hedge funds and other institutional investors own 19.93% of the company’s stock.

About Birkenstock

Birkenstock Group AG, listed on the New York Stock Exchange under the symbol BIRK, is a global footwear manufacturer renowned for its anatomically contoured footbeds and iconic sandal designs. The company’s core product lines include classic models such as the Arizona, Boston and Madrid, alongside a range of clogs, shoes and orthotic insoles. In addition to footwear, Birkenstock offers complementary accessories, including socks and leather care products, reinforcing its commitment to foot health and comfort.

Birkenstock reaches consumers through a diversified distribution network that combines direct-to-consumer channels—such as branded retail stores and e-commerce platforms—with wholesale partnerships spanning specialty footwear retailers, department stores and select online marketplaces.