Crocs (CROX) Q4 Earnings Report Preview: What To Look For

Crocs (CROX) Q4 Earnings Report Preview: What To Look For

Radek Strnad

Wed, February 11, 2026 at 12:05 PM GMT+9 2 min read

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CROX

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Footwear company Crocs (NASDAQ:CROX) will be reporting results this Thursday before market hours. Here’s what investors should know.

Crocs beat analysts’ revenue expectations by 3.3% last quarter, reporting revenues of $996.3 million, down 6.2% year on year. It was an exceptional quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and revenue guidance for next quarter exceeding analysts’ expectations.

Is Crocs a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Crocs’s revenue to decline 7.2% year on year to $918.2 million, a reversal from the 3.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.91 per share.

Crocs Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Crocs has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2.2% on average.

Looking at Crocs’s peers in the consumer discretionary segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Deckers delivered year-on-year revenue growth of 7.1%, beating analysts’ expectations by 4.7%, and MasterCraft reported revenues up 13.2%, topping estimates by 4.1%. Deckers traded up 19.5% following the results while MasterCraft was also up 8.6%.

Read our full analysis of Deckers’s results here and MasterCraft’s results here.

Investors in the consumer discretionary segment have had fairly steady hands going into earnings, with share prices down 1.6% on average over the last month. Crocs is down 4.1% during the same time and is heading into earnings with an average analyst price target of $89.75 (compared to the current share price of $83.52).

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