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 guidance of 2.670-2.770 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

A number of analysts recently issued reports on CROX shares. Monness Crespi & Hardt lifted their target price on Crocs from $92.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Weiss Ratings upgraded Crocs from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. Stifel Nicolaus upped their target price on Crocs from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Friday, October 31st. UBS Group restated a “neutral” rating on shares of Crocs in a research report on Tuesday, February 3rd. Finally, Robert W. Baird reiterated a “neutral” rating and issued a $100.00 target price on shares of Crocs in a research report on Wednesday, January 7th. Four analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $96.27.

Crocs Trading Up 19.5%

Shares of Crocs stock traded up $16.13 on Thursday, hitting $98.86. 3,280,696 shares of the company’s stock traded hands, compared to its average volume of 1,167,794. The company has a fifty day moving average of $86.47 and a two-hundred day moving average of $84.66. Crocs has a one year low of $73.21 and a one year high of $122.84. The company has a market capitalization of $5.13 billion, a price-to-earnings ratio of 32.20 and a beta of 1.56. 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 posted its quarterly earnings results on Thursday, February 12th. The textile maker reported $2.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.92 by $0.37. The firm had revenue of $957.64 million for the quarter, compared to analysts’ expectations of $916.16 million. Crocs had a return on equity of 43.14% and a net margin of 4.48%.The company’s revenue for the quarter was down 3.3% compared to the same quarter last year. During the same period in the prior year, the business earned $2.52 EPS. 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, sell-side analysts expect that Crocs will post 13.2 earnings per share for the current year.

Trending Headlines about Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus — adjusted EPS $2.29 vs. $1.92 expected; revenue $957.6M vs. ~ $916M expected. Management cited cost savings and stronger direct‑to‑consumer performance as offsets to wholesale softness. Crocs’ Q4 Earnings Top Estimates, Direct-to-Consumer Revenues Up 4.7%
• Positive Sentiment: Strong FY‑2026 guidance: EPS guidance of $12.88–$13.35 (above street) and Q1 guidance slightly above expectations — gives investors a clearer path to earnings growth for 2026. Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook
• Positive Sentiment: Capital returns and balance‑sheet moves: repurchased 6.5M shares for $577M and reduced debt — supports EPS accretion and investor confidence. Crocs, Inc. Reports Fourth Quarter and Full-Year 2025 Results; Issues First Quarter and Full-Year 2026 Outlook
• Positive Sentiment: Elevated short interest and positive beat created squeeze dynamics that amplified the rally after the print. Highly-Short Stock Crocs Soars After Strong Holiday Quarter
• Neutral Sentiment: Brand mix divergence — the core Crocs brand showed growth internationally, helping offset weakness elsewhere; this suggests growth is increasingly geography‑ and brand‑specific rather than broad‑based. Quarterly results show the Crocs brand is growing again — overseas, anyway
• Neutral Sentiment: Management commentary and slide deck available — earnings call transcript and presentation give more color on inventory, channel cadence and cost actions (useful for modeling but not immediate catalysts). Crocs, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Revenue and EPS remain below last year — revenue fell ~3.3% year‑over‑year and GAAP profit was lower than the prior year, showing the business still faces top‑line pressure. Crocs Earnings Release / Transcript
• Negative Sentiment: HeyDude brand weakness — HeyDude sales declined materially (~mid‑teens), which is a visible drag on consolidated growth and a risk to sustaining overall revenue momentum. Crocs (CROX) Stock Jumps 14% After Beating Q4 Earnings Expectations

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in CROX. AQR Capital Management LLC lifted its stake in Crocs by 399.0% in 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 purchasing an additional 1,012,943 shares during the last quarter. Alliancebernstein L.P. lifted its position in shares of Crocs by 5.8% during the 2nd quarter. Alliancebernstein L.P. now owns 1,180,405 shares of the textile maker’s stock valued at $119,551,000 after buying an additional 64,672 shares during the last quarter. Fuller & Thaler Asset Management Inc. lifted its position in shares of Crocs by 78.7% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 907,988 shares of the textile maker’s stock valued at $77,651,000 after buying an additional 399,964 shares during the last quarter. Invesco Ltd. grew its stake in shares of Crocs by 8.3% during the 3rd quarter. Invesco Ltd. now owns 767,541 shares of the textile maker’s stock worth $64,128,000 after acquiring an additional 58,734 shares during the period. Finally, Franklin Resources Inc. increased its holdings in Crocs by 1.1% in the 4th quarter. Franklin Resources Inc. now owns 557,951 shares of the textile maker’s stock worth $47,716,000 after acquiring an additional 6,015 shares during the last quarter. 93.44% of the stock is owned by 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.