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BIRK · NYSE · Apparel - Footwear & Accessories

Birkenstock

Makes footbed-based footwear through a vertically integrated European manufacturing model.

$36.15

After-hours close+0.53 (+1.49%)

At close$35.62(+0.88%)

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Profile

Birkenstock Holding plcBIRKConsumer Discretionary

Sells footbed-based sandals and closed-toe footwear, alongside skincare and accessories, through wholesale, online, and retail channels. The Americas are its largest regional business, while core silhouettes supply most revenue.

Built around its proprietary footbed, the portfolio spans sandals, closed-toe footwear, skincare, and accessories. Madrid, Arizona, Boston, Gizeh, and Mayari are the core silhouettes and account for most revenue.

Sales move through third-party retail networks and direct-to-consumer channels, including Birkenstock.com and company stores. The Americas form the largest regional segment, followed by EMEA and APAC.

Footwear is engineered and produced in the EU through vertically integrated manufacturing, with materials and components primarily sourced from European suppliers. Demand follows seasonal weather patterns, and production capacity remains concentrated in those EU operations.

Company facts

CEOOliver Reichert

ListedOct 11, 2023

ExchangeNYSE

HeadquartersLondon, UK

CountryUnited Kingdom

Employees8,400

CIK0001977102

ISINJE00BS44BN30

Key statistics

Market cap$6.56B

EPS (ttm)$2.13

P/E (ttm)16.72

ROE12.1%

P/B1.99

P/S2.47

Dividend yield—

Beta1.24vs XLY 0.83

Year to date −14.7% · Average volume (30d) 2.6M

Analysts

Price target, next 12 months$51.00+43.1%Median of 16 analysts · vs the Aug 28 close

ConsensusBuy13 of 16 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $35.65

High$55.00+54.3%

Median$51.00+43.1%

Low$41.00+15.0%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 14, 2026	Telsey Advisory	Reiterate		Outperform	$45	$50
Aug 3, 2026	William Blair	Downgrade		Market Perform		$44
Jul 20, 2026	Seaport Global	Downgrade	Buy	Neutral
Jul 1, 2026	Raymond James	Initiate		Outperform		$52
May 21, 2026	Goldman Sachs	Target			$59	$52.50

Earnings

EPS

Estimate$0.86

Reported$0.86−0.3%

Revenue

Estimate$817.0M

Reported$821.7M+0.6%

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 13, 2026Q3 FY26	$0.86	$0.86	−0.3%	$817.0M	$821.7M	+0.6%	+11.59%
May 13, 2026Q2 FY26	$0.70	$0.59	−15.7%	$716.6M	$714.4M	−0.3%	+3.21%
Feb 12, 2026Q1 FY26	$0.31	$0.31	0.0%	$471.9M	$472.0M	0.0%	+0.96%
Dec 18, 2025Q4 FY25	$0.42	$0.60	+41.7%	$613.1M	$616.5M	+0.5%	+3.48%

View details

Financial highlights

	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26
Revenue	$665.5M	$735.8M	$609.9M	$465.7M	$728.2M	$847.5M
Gross profit	$384.2M	$445.0M	$354.6M	$259.5M	$365.7M	$472.6M
Operating income	$203.1M	$229.4M	$130.0M	$90.8M	$191.1M	$243.8M
Net income	$121.8M	$149.7M	$108.8M	$58.6M	$96.4M	$129.1M
Diluted EPS	$0.65	$0.80	$0.59	$0.31	$0.52	$0.71
Gross margin	57.7%	60.5%	58.1%	55.7%	50.2%	55.8%
Operating margin	30.5%	31.2%	21.3%	19.5%	26.2%	28.8%

Fiscal years (4-quarter sums)FY22 $1.44B · FY23 $1.73B · FY24 $2.09B · FY25 $2.43B

Revenue by geography · FY25

United States$1.11B · 46%

Rest Of World$1.08B · 44%

Germany$239.5M · 10%

Balance sheet, Jun 30, 2026Cash & short-term investments $803.4M · Total debt $2.23B · Total assets $6.56B · Shareholders' equity $3.25B

Dividends

No dividends on record.

Ownership

Institutions 91.99%Insiders 39.65%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 183.91M · Float 42.75M · 23.3% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Catterton Management Company, L.L.C.	99.42M	54.06%	13F	Jul 22, 2026
BK LC Lux MidCo S.a r.l.	99.42M	54.10%	13G	Feb 6, 2026
James Michael Chu · director	71.27M	38.75%	Form 4	Aug 17, 2026
CB Verwaltungs GmbH	16.76M	10.20%	13D	Aug 18, 2026
Bamco Inc /NY/	14.74M	8.01%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 17, 2026	James Michael Chu	director	−28,146,226	$39.18
Jun 8, 2026	Mehdi Nico Bouyakhf	officer: President EMEA	−30,000	$43.50
Jun 5, 2026	Mehdi Nico Bouyakhf	officer: President EMEA	−60,000	$42.07