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 guidance of 2.220-2.400 for the period, compared to the consensus EPS estimate of 2.270. The company issued revenue guidance of $2.8 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Zacks Research downgraded shares of Birkenstock from a “hold” rating to a “strong sell” rating in a research note on Monday, August 3rd. Stifel Nicolaus set a $51.00 price target on shares of Birkenstock in a research note on Wednesday, May 13th. Morgan Stanley set a $41.00 price target on shares of Birkenstock in a report on Thursday, May 14th. UBS Group lowered their price objective on shares of Birkenstock from $77.00 to $76.00 and set a “buy” rating on the stock in a research report on Tuesday, August 4th. Finally, Weiss Ratings raised shares of Birkenstock from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 2nd. Thirteen research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $53.28.

Birkenstock Trading Up 12.0%

Shares of BIRK opened at $41.13 on Friday. The firm has a market cap of $7.56 billion, a price-to-earnings ratio of 18.58, a PEG ratio of 1.54 and a beta of 1.30. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.19 and a current ratio of 2.95. Birkenstock has a fifty-two week low of $31.12 and a fifty-two week high of $53.53. The firm has a 50 day moving average price of $43.10 and a 200-day moving average price of $40.09.

Birkenstock (NYSE:BIRK) last released its earnings results on Wednesday, May 13th. The company reported $0.58 EPS for the quarter, missing the consensus estimate of $0.70 by ($0.12). The business had revenue of $714.40 million for the quarter, compared to the consensus estimate of $716.62 million. Birkenstock had a net margin of 16.26% and a return on equity of 12.95%. Birkenstock’s revenue for the quarter was up 7.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.63 EPS. As a group, equities research analysts forecast that Birkenstock will post 2.27 earnings per share for the current year.

Insider Transactions at Birkenstock

In other Birkenstock news, insider Mehdi Nico Bouyakhf sold 30,000 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $43.50, for a total transaction of $1,305,000.00. Following the completion of the sale, the insider directly owned 31,153 shares in the company, valued at $1,355,155.50. This represents a 49.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.

Key Headlines Impacting Birkenstock

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Fiscal third-quarter revenue rose 13% year over year to approximately €719.5 million, or $821.2 million, exceeding analyst expectations. Revenue growth reached 15% on a constant-currency basis. Reuters article
• Positive Sentiment: Growth was led by direct-to-consumer sales, pricing power and demand for new styles. Management also cited solid full-price demand from affluent consumers and growing interest in its ballerina-inspired footwear trend. Seeking Alpha article
• Positive Sentiment: Birkenstock raised its fiscal 2026 revenue outlook to roughly €2.8 billion, above the approximately €2.7 billion consensus forecast, reinforcing investor confidence in its sales momentum. Adjusted EPS guidance was set at €2.22–€2.40. Birkenstock fiscal third-quarter results
• Neutral Sentiment: Management’s outlook assumes continued premium pricing and demand for sandals, while investors will monitor foreign-exchange effects, consumer spending and execution across international markets.
• Negative Sentiment: Quarterly EPS of approximately $0.85–$0.86 narrowly missed consensus estimates of $0.86–$0.87, although earnings increased from the prior-year period. Some analysts also view the stock’s valuation as less compelling after the rally. Zacks earnings article

Institutional Investors Weigh In On Birkenstock

Several institutional investors have recently bought and sold shares of the stock. Morse Asset Management Inc bought a new position in Birkenstock during the 3rd quarter worth approximately $28,000. Quarry LP lifted its position in Birkenstock by 99.2% in the third quarter. Quarry LP now owns 988 shares of the company’s stock valued at $45,000 after purchasing an additional 492 shares during the last quarter. Kestra Advisory Services LLC purchased a new stake in shares of Birkenstock during the fourth quarter valued at approximately $42,000. GW&K Investment Management LLC boosted its stake in shares of Birkenstock by 77.4% during the fourth quarter. GW&K Investment Management LLC now owns 1,114 shares of the company’s stock valued at $46,000 after purchasing an additional 486 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in shares of Birkenstock by 61.0% in the first quarter. NewEdge Advisors LLC now owns 1,288 shares of the company’s stock worth $59,000 after purchasing an additional 488 shares during the last quarter. 19.93% of the stock is currently owned by hedge funds and other institutional investors.

Birkenstock Company Profile

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.