DECK · Full Picture

DECKERS OUTDOOR CORP — the full picture

Earnings window · 2026-10-08 to 2026-11-14 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Share Repurchase Program · Buybacks & dividendsPriority 86
    -95.0% cash; 3 sources (news, press_release, sec_filing); 1 forward row(s); structured_verified
    Fiscal 2027 diluted EPS guidance assumes repurchases of shares with a value equal to $1.0 billion.
  2. Liquidity and Cash Position · Liquidity & cash positionPriority 70
    -17.7% cash (realized); 1 forward row(s); structured_verified
    Deckers had cash and cash equivalents of $1,209,722 at September 30, 2026, compared with $1,907,249 at March 31, 2026.
  3. Trade Policy and Tariffs · Tariffs & trade policyPriority 67
    +1.3% margin; 3 sources (news, press_release, sec_filing); 2 forward row(s); quote_verified
    Deckers raised full-year fiscal 2027 diluted EPS guidance to $7.80-$7.95, attributing approximately $0.52 of benefit to $87.9 million in IEEPA tariff net refunds received through October 8, 2026.
  4. Revenue Guidance and Outlook · Guidance & outlookPriority 66
    2 sources (news, press_release); 3 forward row(s); quote_verified
    The company expects fiscal 2027 net consolidated sales of $5.700 billion to $5.725 billion for the year ending March 31, 2027.
  5. Revenue Performance and Mix · Revenue growth & mixPriority 60
    +3.4% revenue (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Deckers reported second-quarter fiscal 2027 net sales of $1.481 billion, up 3.5%, and diluted EPS of $2.31, up 27%.
  6. Gross Margin Drivers · Gross marginPriority 59
    3 sources (news, press_release, sec_filing); quote_verified
    Diluted earnings per share grew 27% to $2.31, including a $0.28 benefit related to tariff net refunds.
  7. Revolving Credit Facility · Debt, leverage & refinancingPriority 50
    1 forward row(s); quote_verified
    In August 2026, Deckers amended its Primary Credit Facility and extended its maturity date to August 27, 2031; the facility provides unsecured borrowings of up to $500,000 and a $25,000 letter-of-credit sublimit.
  8. Geographic Market Commentary · Geographic mixPriority 49
    2 sources (news, sec_filing); quote_verified
    Deckers experienced disruptions from a European logistics shift.
  9. Balance Sheet and Liquidity · Liquidity & cash positionPriority 47
    quote_verified
    Cash and cash equivalents were $1.210 billion as of September 30, 2026, compared with $1.414 billion as of September 30, 2025.
  10. Operating Income and Margins · Operating income & profitabilityPriority 47
    +3.6% operating_income (realized); structured_verified
    For the three months ended September 30, 2026, Deckers' income from operations increased 19.3% to $389,456, primarily due to higher net sales and gross margins, including IEEPA tariff refund benefits, partially offset by higher SG&A as a percentage of net sales.
  11. Distribution Channels · Customers & concentrationPriority 42
    2 sources (news, sec_filing); quote_verified
    Deckers experienced weaker direct-to-consumer sales.
  12. Geographic Revenue Performance · UnclassifiedPriority 39
    quote_verified
    Deckers’ domestic revenues declined 0.4% in the quarter.

Threads by pillar

Revenue & Demand Priority 76 · 5 threads

Costs & Margins Priority 74 · 5 threads

Capital & Balance Sheet Priority 93 · 6 threads

Strategy & Portfolio Priority 28 · 1 thread

Legal, Regulatory & Policy Priority 71 · 2 threads

Guidance & Outlook Priority 66 · 1 thread

Macro & Market Conditions Priority 26 · 1 thread

Unclassified Priority 46 · 3 threads

Expected impact by metric

metricforward netforward grossrealized
cash-95.0%+95.0%-17.7%
margin+1.3%+1.3%+3.1%
net_income——+3.2%
revenue——+3.4%
operating_income——+9.5%