Deckers Outdoor Corp

Company facts

Industry

Rubber & Plastics Footwear

Headquarters

Goleta, California

Most recent report

10-Q, filed Oct 29, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 910521

Fiscal year ends

March

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 2 positive, 6 notable, and 2 negative flags.

• Financial Statements (Item 1)

  Balance sheet swings, buyback pace, tariff refunds, and segment margins all carry company-specific numbers.
  Notable

  • New $500M unsecured revolver maturing August 2031; no borrowings outstanding as of Sept 30, 2026.
  • Recorded $46M in IEEPA tariff net refunds as a reduction to cost of sales in Q2 FY2027; $87.9M received total through Oct 8.
  • Two consumer class actions filed over alleged tariff-related pricing; company intends to defend vigorously.

• Management's Discussion (Item 2)

  Full MD&A with segment results, tariff refunds, European 3PL disruption, and cash flow swing.
  Positive

  • HOKA brand net sales rose 7.3% to $1.38B in H1 FY2027; UGG brand up 3.9% to $1.06B.
  • Gross margin rose 280 bps to 58.8% in H1 FY2027, driven by tariff refunds, favorable mix, and full-price selling.
  Notable

  • Diluted EPS grew 18.2% to $3.24 in H1 FY2027, helped by higher net income and stock buybacks.
  • Board authorized $3.5B in new buybacks on May 20, 2026; $4.4B remaining as of Sep 30, 2026.
  Negative

  • European 3PL transition caused fulfillment disruption in a peak shipping period, affecting wholesale and DTC shipments.
  • Domestic DTC net sales fell 0.4% in Q2 FY2027; comparable DTC sales dropped 6.4% for the quarter.

• Unregistered Sales and Repurchases (Item 2)

  Active buyback with $299M spent in Q2 2026; pace slowed sharply month-over-month.
  Notable

  • After quarter end, repurchased 187,375 shares for $15M through October 8, 2026.

What changed: Sep 2026 vs. Jun 2026

About 20% of DECK's Sep 2026 10-Q is new information. 74 paragraphs were added, 123 changed, and 43 removed. Below are the most important lines SECSift identified.

• Item 2 89
• Item 1 60
• Item 4 2
• Item 1A 2
• Item 6 1
• Part II 1
• Item 5 1