LONDON, UK / ACCESS Newswire / December 18, 2025 / Birkenstock Holding plc (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we") (NYSE:BIRK) today announces financial results for the fourth quarter and fiscal year ended September 30, 2025. The Company reports fiscal 2025 revenue growth of 16% and 18% on a constant currency basis, ahead of the Company's guidance of 15-17%, driven by strong consumer demand across all segments, channels and categories. ...

Birkenstock (NYSE:BIRK) Q4 2025 Earnings Call December 18, 2025 08:00 AM ET Speaker0Good morning, and thank you for standing by. Welcome to the Birkenstock Quarter and Fiscal 2025 earnings conference call. At this time, all participants are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. The compan ...

Core Insights - Birkenstock Holding plc is set to release its fourth-quarter earnings results on December 18, with analysts expecting earnings of 36 cents per share, an increase from 29 cents per share in the previous year [1] - The consensus estimate for quarterly revenue is $521.1 million, compared to $455.76 million reported last year [1] - The company provided a positive outlook for 2025 on September 25 [1] Stock Performance - Birkenstock shares fell by 1.8%, closing at $46.40 on Wednesday [2] Analyst Ratings - BTIG analyst Janine Stichter maintains a Buy rating with a price target of $72 [3] - Telsey Advisory Group analyst Dana Telsey holds an Outperform rating with a price target of $70 [3] - Guggenheim analyst Simeon Siegel initiated coverage with a Buy rating and a price target of $60 [3] - JP Morgan analyst Matthew Boss maintained an Overweight rating but reduced the price target from $81 to $66 [3] - UBS analyst Jay Sole maintained a Buy rating and slightly reduced the price target from $77 to $76 [3]

Core Viewpoint - Birkenstock Holding plc will report its fourth quarter and full fiscal year 2025 financial results on December 18, 2025, before the US market opens [1] Financial Reporting - The financial results will cover the period ended September 30, 2025 [1] - A conference call and live webcast with the investment community is scheduled for 8:00 a.m. on the same day [1]

Birkenstock has inked a new deal to acquire its longstanding distributor in Australia. According to the German footwear company, the acquisition “seeks to ensure a seamless succession” for the two founders of Birkenstock Australia – Marcel and Manuela Goerke. Terms of the deal were not disclosed. More from WWD Birkenstock noted that the acquisition “aims to ensure a seamless handover process and effective knowledge transfer, enabling a smooth ownership transition while protecting key business relationshi ...

Financial Performance - In FY23, Birkenstock's revenue grew by 20% at constant currency, with a gross profit margin of 62.1% and an adjusted EBITDA margin of 32.4%[22] - In H1 FY24, revenue increased by 24% at constant currency, the gross profit margin was 58.2%, and the adjusted EBITDA margin was 31.1%[24] - H1 FY24 revenue reached €784 million, compared to €644 million in H1 FY23, representing a 22% increase[54] - Adjusted EBITDA for H1 FY24 was €244 million, compared to €224 million in H1 FY23[51] Segment and Channel Growth - In H1 FY24, the APMA (Asia Pacific, Middle East, and Africa) region experienced revenue growth of 46%[27] - Europe's revenue grew by 25% and Americas grew by 20% in H1 FY24[27] - B2B channel revenue increased by 21% and DTC (Direct-to-Consumer) channel revenue increased by 31% in H1 FY24[27] - DTC revenue share increased from 28% in H1 FY23 to 34% in H1 FY24[32] Strategic Initiatives - Birkenstock is expanding its production capacity with capital investments, with approximately EUR 180 million invested during FY22-24[48] - The company is expanding its owned retail store network, with 12 new stores opened since June 2023, bringing the total to 57 by March 2024[36] - Birkenstock is expanding beyond sandals, with closed-toe and leather products representing over 20% of revenue in expansionary categories[43]

Financial Performance Highlights - Revenue increased by 19% to €574 million in Q2 FY25[11], with a constant currency growth of 18%[11] - DTC (Direct-to-Consumer) revenue grew by 19% to €141 million[11], or 17% on a constant currency basis[11] - B2B (Business-to-Business) revenue also increased by 19% to €432 million[11], with a constant currency growth of 18%[11] - Gross profit margin improved by 140 basis points to 57.7% in Q2 FY25[11, 18] - Adjusted EBITDA increased by 23% to €200 million, resulting in a margin of 34.8%[11] - Adjusted net profit rose by 33% to €103 million[11] - Adjusted EPS (Earnings Per Share) increased by 34% to €0.55[11] Regional Performance - Americas revenue increased by 23% to €313 million[14], or 20% on a constant currency basis[14] - EMEA (Europe, Middle East, and Africa) revenue grew by 12% to €213 million[14], both in reported and constant currency[14] - APAC (Asia-Pacific) revenue saw a significant increase of 30% to €48 million[14], both in reported and constant currency[14] Balance Sheet and Cash Flow - Net debt remained stable at 1.8x LTM (Last Twelve Months) Adjusted EBITDA[11, 32] - Trade and other receivables increased to €249 million due to seasonal B2B shipments[30] - Cash flow was impacted by tax payments related to previous years, resulting in a total cash flow of negative €62 million[37]