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北京时间·🕒 发布 07-30 19:15:13时区推断·⟳ 抓取 07-30 19:15:35·⚡ 决策 07-31 23:53:28 +1d04h·88.0 天前
Crocs二季报小幅超预期、上调全年指引，但三季度EPS指引低于预期
这条CROX.US财报催化已在近72小时已处理消息库中命中同一具体事件，且已有一条“★已推卡”的决策记录。
📄 原文Wall St Engine@wallstengine↗ 原文
CROCS $CROX Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.18B (Est. $1.15B) 🟡; +2.6% YoY 🔹 Adj. EPS: $4.55 (Est. $4.34) 🟢; +7…
不做 Crocs（CROX.US）
同一CROX.US二季报与三季度指引催化已在07-30 21:41 CST命中★已推卡记录，本条只是社媒复述且无新增事实，避免重复出卡和重复延长交易窗口。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
关键理由
- 这条CROX.US财报催化已在近72小时已处理消息库中命中同一具体事件，且已有一条“★已推卡”的决策记录。
- 当前输入只是同一二季报与三季度指引信息的社媒复述，没有新增金额、指引修正或公司层面新事实。
主要风险
- 重复推送会延长同一催化的交易窗口并干扰人工执行；本次不再生成新交易或风险信号。
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原文全文
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CROCS $CROX Q2'26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.18B (Est. $1.15B) 🟡; +2.6% YoY
🔹 Adj. EPS: $4.55 (Est. $4.34) 🟢; +7.6% YoY
🔹 Crocs Brand: $1.0B; +4.3% YoY
🔸 Buyback Authorization: +$1.5B to ~$2.0B
Raises FY26 Guide:
🔹 Adj. EPS: $13.70-$14.00 (Est. $13.69) 🟡
🔹 Revenue Growth: +1% to +2%; from -1% to +1%
🔹 Crocs Growth: +2% to +3%; from flat to +2%
🔹 HEYDUDE Growth: -4% to -2%; from -7% to -5%
🔹 Adj. Operating Margin: Expand modestly from 22.3%
Q3 Guide:
🔹 Adj. EPS: $3.20-$3.30 (Est. $3.53) 🔴
🔹 Revenue: Approximately flat YoY
🔹 Crocs Growth: up ~1% YoY
🔹 HEYDUDE Growth: down ~3% to flat YoY
🔹 Adj. Operating Margin: ~21.5%
Segment Net Revenue:
🔹 Crocs Brand: $1.0B; +4.3% YoY
🔹 HEYDUDE Brand: $179M; -5.7% YoY
Other Q2 Metrics:
🔹 DTC Revenue Growth: +12.0% YoY
🔹 Wholesale Revenue Growth: -7.2% YoY
🔹 Adjusted Gross Margin: 60.0%; -170 bps YoY
🔹 Adjusted Operating Margin: 25.1%; -180 bps YoY
Capital Return:
🔹 Buybacks: $251M (2.3M shares, avg $106.87)
🔹 Debt Repayment: $31M
🔹 New Authorization: ~$2.0B
🔹 Remaining Authorization: $496M
Comments:
🔸 “We are pleased to have delivered a stronger-than-expected second quarter, highlighted by record enterprise revenue, including the Crocs Brand surpassing $1 billion in quarterly revenue for the first time ever. … Based on our strong first half performance, we are again raising our full-year top- and bottom-line guidance,”
🔸 “Reflecting our confidence in the business and future cash-flow generation, we have expanded our share repurchase authorization as we aim to further return meaningful value to shareholders.”
🔹 Revenue: $1.18B (Est. $1.15B) 🟡; +2.6% YoY
🔹 Adj. EPS: $4.55 (Est. $4.34) 🟢; +7.6% YoY
🔹 Crocs Brand: $1.0B; +4.3% YoY
🔸 Buyback Authorization: +$1.5B to ~$2.0B
Raises FY26 Guide:
🔹 Adj. EPS: $13.70-$14.00 (Est. $13.69) 🟡
🔹 Revenue Growth: +1% to +2%; from -1% to +1%
🔹 Crocs Growth: +2% to +3%; from flat to +2%
🔹 HEYDUDE Growth: -4% to -2%; from -7% to -5%
🔹 Adj. Operating Margin: Expand modestly from 22.3%
Q3 Guide:
🔹 Adj. EPS: $3.20-$3.30 (Est. $3.53) 🔴
🔹 Revenue: Approximately flat YoY
🔹 Crocs Growth: up ~1% YoY
🔹 HEYDUDE Growth: down ~3% to flat YoY
🔹 Adj. Operating Margin: ~21.5%
Segment Net Revenue:
🔹 Crocs Brand: $1.0B; +4.3% YoY
🔹 HEYDUDE Brand: $179M; -5.7% YoY
Other Q2 Metrics:
🔹 DTC Revenue Growth: +12.0% YoY
🔹 Wholesale Revenue Growth: -7.2% YoY
🔹 Adjusted Gross Margin: 60.0%; -170 bps YoY
🔹 Adjusted Operating Margin: 25.1%; -180 bps YoY
Capital Return:
🔹 Buybacks: $251M (2.3M shares, avg $106.87)
🔹 Debt Repayment: $31M
🔹 New Authorization: ~$2.0B
🔹 Remaining Authorization: $496M
Comments:
🔸 “We are pleased to have delivered a stronger-than-expected second quarter, highlighted by record enterprise revenue, including the Crocs Brand surpassing $1 billion in quarterly revenue for the first time ever. … Based on our strong first half performance, we are again raising our full-year top- and bottom-line guidance,”
🔸 “Reflecting our confidence in the business and future cash-flow generation, we have expanded our share repurchase authorization as we aim to further return meaningful value to shareholders.”
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