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AI English summary of an SEC filing — figures as filed

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The company said net sales for the September 30, 2026 ended quarter rose 3.5% from $1.431 billion a year earlier to $1.481 billion. HOKA brand net sales rose 6.8% to $677.2 million, and UGG brand net sales rose 3.5% to $786.4 million.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said net sales for the September 30, 2026 ended quarter rose 3.5% from $1.431 billion a year earlier to $1.481 billion. HOKA brand net sales rose 6.8% to $677.2 million, and UGG brand net sales rose 3.5% to $786.4 million.

  2. Deckers Brands said it received IEEPA tariff net refunds of $46.0 million during Q2, along with related interest of $3.0 million, which it recognized as a reduction in cost of sales and an increase in other income, respectively. The company said the net effect on gross margin and operating margin was about 310 basis points, and the effect on diluted EPS was about $0.28.

  3. Deckers said gross margin for Q2 was 60.5% (56.2% a year earlier), operating income was $389.5 million ($326.5 million a year earlier), and diluted earnings per share were $2.31 ($1.82 a year earlier). SG&A expenses were $505.7 million, compared with $477.3 million a year earlier.

  4. The company said it repurchased about 3.2 million shares for a total of $299.3 million in Q2, and about 6.5 million shares for a total of $637.5 million fiscal year to date. It also set its full-year diluted EPS outlook at $7.80 to $7.95, which it said assumes share repurchases of $1.0 billion.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q2 Net Sales $1.481 billion and Changes by Brand and Channel

The company said net sales for the September 30, 2026 ended quarter rose 3.5% from $1.431 billion a year earlier to $1.481 billion. HOKA brand net sales rose 6.8% to $677.2 million, and UGG brand net sales rose 3.5% to $786.4 million.

Source · Based on the filing body and exhibits

Impact of IEEPA Tariff Refunds on Q2 Margin and EPS

Deckers Brands said it received IEEPA tariff net refunds of $46.0 million during Q2, along with related interest of $3.0 million, which it recognized as a reduction in cost of sales and an increase in other income, respectively. The company said the net effect on gross margin and operating margin was about 310 basis points, and the effect on diluted EPS was about $0.28.

Source · Based on the filing body and exhibits

Q2 Gross Margin, Operating Income and Diluted EPS

Deckers said gross margin for Q2 was 60.5% (56.2% a year earlier), operating income was $389.5 million ($326.5 million a year earlier), and diluted earnings per share were $2.31 ($1.82 a year earlier). SG&A expenses were $505.7 million, compared with $477.3 million a year earlier.

Source · Based on the filing body and exhibits

Share Repurchases and Full-Year Diluted EPS Outlook

The company said it repurchased about 3.2 million shares for a total of $299.3 million in Q2, and about 6.5 million shares for a total of $637.5 million fiscal year to date. It also set its full-year diluted EPS outlook at $7.80 to $7.95, which it said assumes share repurchases of $1.0 billion.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.