Crocs (NASDAQ:CROX) Releases Q1 2026 Earnings Guidance

Crocs (NASDAQ:CROX) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.670-2.770 for the period, compared to the consensus estimate of 2.600. The company issued revenue guidance of $885.8 million-$904.5 million, compared to the consensus revenue estimate of $900.1 million. Crocs also updated its FY 2026 guidance to 12.880-13.350 EPS.

Crocs Price Performance

Shares of CROX stock opened at $98.46 on Friday. The company has a market capitalization of $5.11 billion, a P/E ratio of 32.07 and a beta of 1.56. The company’s 50-day simple moving average is $86.67 and its two-hundred day simple moving average is $84.76. Crocs has a one year low of $73.21 and a one year high of $122.84. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.40 and a quick ratio of 0.83.

Crocs (NASDAQ:CROX) last announced its quarterly earnings results on Thursday, February 12th. The textile maker reported $2.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.92 by $0.37. The firm had revenue of $957.64 million during the quarter, compared to analyst estimates of $916.16 million. Crocs had a return on equity of 43.14% and a net margin of 4.48%.Crocs’s quarterly revenue was down 3.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.52 earnings per share. Crocs has set its FY 2026 guidance at 12.880-13.350 EPS and its Q1 2026 guidance at 2.670-2.770 EPS. As a group, equities analysts anticipate that Crocs will post 13.2 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Stifel Nicolaus lifted their price objective on Crocs from $85.00 to $90.00 and gave the company a “hold” rating in a report on Friday, October 31st. Weiss Ratings raised shares of Crocs from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. Barclays set a $109.00 price objective on shares of Crocs in a research note on Friday. Zacks Research downgraded shares of Crocs from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 30th. Finally, Monness Crespi & Hardt upped their target price on Crocs from $100.00 to $130.00 and gave the stock a “buy” rating in a report on Friday. Four analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Crocs presently has an average rating of “Hold” and a consensus price target of $102.91.

More Crocs News

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 results and FY‑2026 guidance beat expectations — adjusted EPS $2.29 vs. ~$1.92 consensus and revenue $957.6M vs. ~ $916M; FY‑2026 EPS guide of 12.880–13.350 tops consensus, supporting a re‑rating of the stock. Crocs, Inc. Reports Fourth Quarter and Full‑Year 2025 Results
• Positive Sentiment: Company repurchased 6.5M shares for ~$577M and highlighted cost savings & debt reduction — actions that boost EPS outlook and investor confidence. Crocs, Inc. Reports Fourth Quarter and Full‑Year 2025 Results
• Positive Sentiment: Market reaction: shares surged (nearly 20% at one point) as investors priced in better holiday demand and the stronger outlook. Crocs Stock Soared Nearly 20% on Thursday— What Investors Need to Know
• Neutral Sentiment: Earnings mix — direct‑to‑consumer sales rose modestly (+4.7%) and the core Crocs brand grew, but total revenue was down ~3% YoY; the beat was aided by cost controls. Investors should watch whether top‑line momentum continues. Crocs’ Q4 Earnings Top Estimates, Direct‑to‑Consumer Revenues Up 4.7%
• Neutral Sentiment: Earnings call tone was mixed — management balanced growth ambition with caution, citing channel and regional variability; execution on initiatives and cadence of margin improvement are key near‑term drivers. Crocs Earnings Call Balances Growth Ambition With Caution
• Neutral Sentiment: Technical/market structure note — some analysts flagged CROX as entering overbought territory after the jump; short interest data in filings appeared noisy/uncertain and shouldn’t be relied on this release. Crocs Stock Just Jumped Into Overbought Territory
• Negative Sentiment: Underlying weaknesses: Heydude brand sales fell sharply (~‑17% reported in some coverage) and overall revenue remains below last year — structural or brand mix headwinds could pressure growth if not reversed. Crocs (CROX) Stock Jumps 14% After Beating Q4 Earnings Expectations
• Negative Sentiment: Some analysts and coverage call holiday sales “uninspiring” despite the beat — if future quarters don’t show sustainable top‑line recovery, valuation support could fade. Crocs: Uninspiring Sales, But The Stock Is Cheap (Rating Upgrade)

Hedge Funds Weigh In On Crocs

Several institutional investors and hedge funds have recently bought and sold shares of CROX. Parallel Advisors LLC increased its position in shares of Crocs by 60.2% during the third quarter. Parallel Advisors LLC now owns 495 shares of the textile maker’s stock worth $41,000 after purchasing an additional 186 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Crocs by 159.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 746 shares of the textile maker’s stock worth $79,000 after buying an additional 459 shares during the last quarter. National Bank of Canada FI grew its stake in Crocs by 597.3% during the 3rd quarter. National Bank of Canada FI now owns 774 shares of the textile maker’s stock worth $65,000 after buying an additional 663 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in Crocs by 278.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 862 shares of the textile maker’s stock valued at $87,000 after buying an additional 634 shares in the last quarter. Finally, Wexford Capital LP purchased a new stake in Crocs in the third quarter valued at about $84,000. 93.44% of the stock is owned by hedge funds and other institutional investors.

About Crocs

Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.

Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.