Birkenstock shares jump on outlook lift, better-than-expected Q2 results

Published 15/05/2025, 10:24

Investing.com -- Birkenstock (NYSE:BIRK) reported better-than-expected second-quarter results and raised its full-year profit margin outlook, sending its shares nearly 5% higher in U.S. premarket trading. 

The company posted earnings per share (EPS) of €0.56, surpassing the analyst consensus of €0.54. Revenue jumped 19% year-over-year to €574.3 million, also trumping estimates of €567.2 million.

Operating profit rose 32% year-on-year to €175.3 million, beating expectations of €160.5 million. Adjusted EBITDA increased 23% to €200.1 million, above the €191.9 million forecast. Gross margin improved to 57.7%, compared to 56.3% a year earlier and ahead of the 56.6% estimate.

Looking ahead, Birkenstock now expects full-year revenue growth at the upper end of its previous guidance range of 15% to 17% on a constant currency basis.

The shoemaker also raised its adjusted EBITDA margin outlook to between 31.3% and 31.8%, up from the prior range of 30.8% to 31.3%. It now sees adjusted EBITDA reaching between €660 million and €670 million, above the €657.2 million consensus.

“We are off to a very strong start to Fiscal 2025 and now expect to be at the high end of our revenue growth target of 15-17%," said Oliver Reichert, CEO of Birkenstock.

"We expect that the tariff situation may create a unique shift in consumer behavior in the footwear category with a split between the few brands, like Birkenstock, who manage strong brand equity through relative scarcity and those who distribute their products with less discipline and pricing integrity. We will navigate these uncertain times from a position of strength."

 

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