Crocs (NASDAQ:CROX) Issues FY 2026 Earnings Guidance

Crocs (NASDAQ:CROX) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 13.200-13.750 for the period, compared to the consensus EPS estimate of 13.340. The company issued revenue guidance of -, compared to the consensus revenue estimate of $4.0 billion. Crocs also updated its Q2 2026 guidance to 4.150-4.350 EPS.

Analyst Ratings Changes

Several brokerages recently weighed in on CROX. Stifel Nicolaus boosted their price target on shares of Crocs from $90.00 to $99.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Wall Street Zen raised shares of Crocs from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. UBS Group lifted their price objective on shares of Crocs from $85.00 to $97.00 and gave the stock a “neutral” rating in a research note on Friday, February 13th. Seaport Research Partners raised shares of Crocs from a “neutral” rating to a “buy” rating and set a $135.00 price objective for the company in a research note on Tuesday, April 14th. Finally, Monness Crespi & Hardt lifted their price objective on shares of Crocs from $100.00 to $130.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eight have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $102.73.

Crocs Trading Up 1.8%

Shares of CROX traded up $1.84 during trading hours on Thursday, reaching $101.98. 1,760,896 shares of the company traded hands, compared to its average volume of 1,280,192. The firm has a market cap of $5.10 billion, a price-to-earnings ratio of -80.94, a PEG ratio of 1.16 and a beta of 1.54. Crocs has a 12-month low of $73.21 and a 12-month high of $122.84. The company has a current ratio of 1.27, a quick ratio of 0.74 and a debt-to-equity ratio of 0.95. The stock’s fifty day moving average price is $90.70 and its 200 day moving average price is $87.11.

Crocs (NASDAQ:CROX) last released its quarterly earnings data on Thursday, April 30th. The textile maker reported $2.99 earnings per share for the quarter, topping analysts’ consensus estimates of $2.76 by $0.23. Crocs had a negative net margin of 2.01% and a positive return on equity of 45.17%. The company had revenue of $921.46 million during the quarter, compared to analyst estimates of $899.62 million. During the same period in the prior year, the firm earned $3.00 earnings per share. The firm’s revenue for the quarter was down 1.7% compared to the same quarter last year. Crocs has set its Q2 2026 guidance at 4.150-4.350 EPS and its FY 2026 guidance at 13.200-13.750 EPS. Sell-side analysts forecast that Crocs will post 13.38 earnings per share for the current year.

Insider Activity at Crocs

In other Crocs news, EVP Anne Mehlman sold 12,145 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $100.06, for a total transaction of $1,215,228.70. Following the completion of the sale, the executive vice president directly owned 131,112 shares of the company’s stock, valued at approximately $13,119,066.72. This represents a 8.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 3.00% of the company’s stock.

Key Headlines Impacting Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q1 results topped Street estimates — Crocs reported $2.99 EPS vs. consensus ~ $2.76 and revenue of $921.5M vs. ~ $899.6M; management raised full‑year guidance after the beat, which supports upside for shares. Press Release: Crocs Reports Better-Than-Expected Q1 and Raises Outlook
• Positive Sentiment: Management raised revenue and EPS outlook for FY2026 (FY EPS guidance 13.20–13.75 and revenue now expected roughly flat to down 1% vs. prior slightly down view), signaling confidence in recovery vs prior guidance. Proactive Investors: Crocs raises full-year outlook
• Positive Sentiment: Direct‑to‑consumer (DTC) strength helped the beat — DTC revenues grew double digits (Zacks cites +12% y/y), supporting margin and brand momentum for core Crocs products. Zacks: Q1 Earnings Beat on DTC Growth
• Neutral Sentiment: Analyst coverage and price targets updated — a broker note set a target near $102.73, indicating mixed analyst reactions and giving investors a benchmark. American Banking News: Broker Target
• Neutral Sentiment: Corporate responsibility update published — Crocs released its 2025 Comfort Report detailing sustainability and purpose initiatives; long‑term ESG progress may matter to some investors but has limited near‑term earnings impact. PR Newswire: 2025 Comfort Report
• Negative Sentiment: HEYDUDE brand softness and a cautious Q2 margin/guidance note pressured sentiment — some coverage notes weakness at HEYDUDE and investor focus on near‑term brand mix risk. Benzinga: Why Is Crocs Stock Falling?
• Negative Sentiment: Q2 and FY guide nuance — Q2 EPS guide (4.15–4.35) and FY EPS range partially undershot or roughly matched some consensus points, and Q1 revenue was down ~1.7% y/y; those details prompted caution despite the beat. MSN: Shares Down on Q2 Outlook

Institutional Trading of Crocs

Several hedge funds have recently modified their holdings of CROX. AQR Capital Management LLC increased its holdings in shares of Crocs by 399.0% during the third quarter. AQR Capital Management LLC now owns 1,266,799 shares of the textile maker’s stock valued at $105,841,000 after acquiring an additional 1,012,943 shares in the last quarter. Fuller & Thaler Asset Management Inc. increased its holdings in shares of Crocs by 78.7% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 907,988 shares of the textile maker’s stock valued at $77,651,000 after acquiring an additional 399,964 shares in the last quarter. Incision Capital Management LP acquired a new position in shares of Crocs during the fourth quarter valued at about $27,794,000. Patient Capital Management LLC increased its holdings in shares of Crocs by 28.9% during the fourth quarter. Patient Capital Management LLC now owns 758,797 shares of the textile maker’s stock valued at $64,892,000 after acquiring an additional 170,003 shares in the last quarter. Finally, Two Sigma Investments LP increased its holdings in shares of Crocs by 1,171.9% during the third quarter. Two Sigma Investments LP now owns 162,040 shares of the textile maker’s stock valued at $13,538,000 after acquiring an additional 149,300 shares in the last quarter. 93.44% of the stock is owned by hedge funds and other 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.