Crocs (NASDAQ:CROX) Issues Q1 2026 Earnings Guidance

Crocs (NASDAQ:CROX) issued an update on its first quarter 2026 earnings guidance on Thursday morning. 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.

Analyst Upgrades and Downgrades

CROX has been the topic of a number of research reports. UBS Group restated a “neutral” rating on shares of Crocs in a research report on Tuesday, February 3rd. Wall Street Zen cut shares of Crocs from a “buy” rating to a “hold” rating in a research report on Sunday, November 9th. Weiss Ratings upgraded Crocs from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday. Stifel Nicolaus boosted their price target on Crocs from $85.00 to $90.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Finally, Barclays boosted their price target on Crocs from $81.00 to $86.00 and gave the company an “equal weight” rating in a research note on Friday, October 31st. Four research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $94.64.

Crocs Trading Down 0.9%

Shares of Crocs stock opened at $82.73 on Thursday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.83 and a current ratio of 1.40. The stock has a 50 day moving average price of $86.47 and a two-hundred day moving average price of $84.66. Crocs has a 52 week low of $73.21 and a 52 week high of $122.84. The stock has a market capitalization of $4.30 billion, a PE ratio of 26.95 and a beta of 1.56.

Crocs (NASDAQ:CROX) last released its quarterly earnings results on Thursday, February 12th. The textile maker reported $2.29 earnings per share for the quarter, beating analysts’ consensus estimates of $1.91 by $0.38. The company had revenue of $957.64 million for the quarter, compared to analyst estimates of $916.16 million. Crocs had a net margin of 4.48% and a return on equity of 43.14%. 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 earnings per share for the current fiscal year.

Crocs News Roundup

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 results beat expectations — EPS $2.29 vs. $1.91 est. and revenue $957.6M vs. $916.2M consensus; strong cash flow and presentation materials released. Press Release / Slides
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $12.880–$13.350 (well above the ~$12.10 consensus) and Q1 EPS to $2.670–$2.770 (above the $2.60 est.), signaling confidence in profit recovery. PR Newswire: Outlook
• Positive Sentiment: International strength and core Crocs brand momentum offset HeyDude weakness, helping sales return to growth over the holiday period in key markets. MarketWatch: Holiday/Overseas Demand
• Neutral Sentiment: Company disclosed a large 2025 share repurchase (6.5M shares for ~$577M), which supports EPS but reduces cash on the balance sheet. PR Newswire: Repurchase Detail
• Negative Sentiment: Topline still down YoY and the company logged lower profit for the quarter, driven largely by a decline at HeyDude — a sign of brand/mix risk that could pressure margins. WSJ: Lower Profit
• Negative Sentiment: Q1 revenue guidance ($885.8M–$904.5M) sits slightly below consensus (~$900.1M) at the midpoint, creating short‑term uncertainty on top‑line trajectory despite the EPS beat. PR Newswire: Q1 Guidance

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Parallel Advisors LLC boosted its holdings in Crocs by 60.2% in the third quarter. Parallel Advisors LLC now owns 495 shares of the textile maker’s stock worth $41,000 after acquiring an additional 186 shares in the last quarter. National Bank of Canada FI lifted its stake in shares of Crocs by 597.3% during the 3rd quarter. National Bank of Canada FI now owns 774 shares of the textile maker’s stock valued at $65,000 after buying an additional 663 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Crocs by 159.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 746 shares of the textile maker’s stock valued at $79,000 after buying an additional 459 shares during the last quarter. Wexford Capital LP purchased a new stake in shares of Crocs in the third quarter worth about $84,000. Finally, EverSource Wealth Advisors LLC lifted its position in Crocs by 278.1% during the second quarter. EverSource Wealth Advisors LLC now owns 862 shares of the textile maker’s stock valued at $87,000 after purchasing an additional 634 shares during the last quarter. 93.44% of the stock is currently owned by institutional investors.

Crocs Company Profile

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.