Birkenstock Holding PLC BIRK

33.60 1.81 5.69% as of 25 Sep
Market cap
$5.7B
P/E
15.7×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 1,106.60
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 1 — 1 —
Insider Ownership 57.10%

Capital & Financial Ratios

Market Cap 5,720.00
Revenue 2,637.58
Net Income 377.97
Free Cash Flow 326.83
Net Debt 1,375.64
Current Ratio 3.78
Debt/Equity 0.67
P/E ratio 15.75
P/S ratio 2.31
P/B ratio 1.87
Past 5Y EPS Growth —
This Y EPS Growth 8.43%
Next Y EPS Growth 23.87%
Next 5Y EPS Growth 16.76%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 368 386 364 806
Receivables 109 136 185 334
Inventory 636 678 780 981
Other 42 62 83 72
1,155 1,262 1,411 2,193
2023 2024 2025 Q'26
Payables 131 148 151 204
ST’ Debt 40 27 19 11
Other 71 78 130 181
405 486 502 580
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 19.98%
Cash Flow — — 33.28%
Earnings — — 24.03%
Book Value — — 9.26%

Revenue

Dec Mar Jun Sep Year
’26 468 724 837 — —
’25 386 605 721 609 2,321
’24 326 522 608 501 1,958
’23 — 183 515 408 1,594
’22 — — 403 324 1,344
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 (33) 33 287 — —
’25 (12) (19) 293 163 425
’24 — 5 303 157 465
’23 — — 223 383 383
’22 — — 112 121 180
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 (77) 8 257 — —
’25 (32) (41) 265 140 331
’24 — (35) 284 137 385
’23 — — 223 275 274
’22 — — 112 121 180
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 0.31 0.52 0.70 — —
’25 0.12 0.59 0.78 0.60 2.06
’24 (0.04) 0.41 0.40 0.31 1.11
’23 — (0.13) 0.38 (0.16) 0.44
’22 — — 0.32 0.32 1.11
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — 35.83 41.00 38.16

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — 52.12 64.78 62.66
High Price
— — — — — — 6,200 6,300 7,400 8,400
Employees
— — — — — 0 0 0 0 0
Revenue/Emp
— — — — — 1,150 1,344 1,594 1,958 2,321
Revenue
— — — — — 41.30% 54.91% 62.05% 58.77% 59.11%
Gross Margin
— — — — — 127 271 164 319 520
EBT
— — — — — 11.04% 20.16% 10.30% 16.28% 22.41%
EBT Margin
— — — — — 98 0 80 208 385
Net Income
— — — — — 66 88 89 110 126
Depreciation
— — — — — 6.28 7.34 8.73 10.44 12.44
Revenue/Sh
— — — — — 0.54 1.11 0.44 1.11 2.06
Earnings/Sh
— — — — — 1.15 0.98 2.10 2.48 2.28
Cash Flow/Sh
— — — — — 0.00 0.00 (0.60) (0.43) (0.50)
Capex/Sh
— — — — — 1.15 0.98 1.50 2.05 1.78
Free CF/Sh
— — — — — 13.08 12.62 14.04 15.18 16.15
Book Value/Sh
— — — — — 183 183 183 188 187
Shares
— — — — — 89.33 89.33 89.33 45.64 21.65
PE Ratio
— — — — — 4.71 4.71 4.71 4.72 3.64
PS Ratio
— — — — — 2.94 2.94 2.94 3.25 2.80
PB Ratio
— — — — — 5.78 5.78 5.78 5.27 4.10
EV/Sales
— — — — — 11.04 11.04 11.04 15.42 28.69
EV/FCF
— — — — — 210 180 383 465 425
Op' Cash Flow
— — — — — (25) (78) (110) (80) (94)
Capex
— — — — — 210 180 274 385 331
FCF
— — — — — 544 623 750 776 909
Working Cap'
— — — — — 2,228 2,041 2,090 1,451 1,432
Total Debt
— — — — — 1,955 1,740 1,722 1,065 1,068
Net Debt
— — — — — 2,393 2,310 2,566 2,848 3,013
Sh' Equity
— — — — — 0.00% 8.17% 3.11% 3.97% 7.16%
ROA
— — — — — 0.00% 0.00% 4.06% 7.30% 9.31%
ROIC
— — — — — 0.00% 8.59% 3.29% 7.68% 13.15%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Birkenstock Holding PLC peers in Footwear & Accessories

Company Market cap P/E Compare
CROX Crocs, Inc. $5.9B 10.8× Compare
SHOO Steven Madden, Ltd. $3.3B 22.3× Compare
ONON On Holding AG $10.1B 38.3× Compare
DECK Deckers Outdoor Corporation $10.7B 11.1× Compare
Company Market cap P/E Compare
WWW Wolverine World Wide, Inc. $1.6B 14.8× Compare
FWDI Forward Industries, Inc. $614.4M 0.0× Compare
NKE NIKE, Inc. $53.6B 17.0× Compare
WEYS Weyco Group, Inc. $452.9M 12.9× Compare

All 15 Footwear & Accessories stocks →

Birkenstock Holding PLC (BIRK) key facts

  • Birkenstock Holding PLC (BIRK) is a Footwear & Accessories company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • Birkenstock Holding PLC’s revenue for fiscal 2025 (year ended September 2025) was $2.3 billion, up 18.6% from fiscal 2024.
  • Net income was $385.5 million, or $2.06 per share (basic), a net margin of 16.6%.
  • As of September 25, 2026, BIRK traded at $33.60, a market capitalization of $5.7 billion.
  • At that price the stock trades at 15.7× trailing-twelve-month earnings and 2.3× sales.
  • Return on equity was 13.2% and debt-to-equity 0.67.

Source: company filings (standardised) and stockrow calculations.

Birkenstock Holding PLC (BIRK) Latest News

News by impact score

Fine-tune

26 Sep

3

Birkenstock Holding (BIRK) shares have traded chaotically, with a 1-day gain of 5.69% and a 7-day gain of 9.95% to about $33.60, after a 90-day drop of 24.36% and a 1-year total return of -25.18%. The piece contrasts these swings with a hand-picked group of undervalued footwear and consumer brands, noting Birkenstock now trades at a steep discount to its intrinsic value and to analyst targets following the rebound. A bear case pegs fair value at roughly $35.74—about two standard deviations below a $51.44 consensus target—raising questions whether the gap reflects excessive caution or baked-in skepticism. A 6% undervalued narrative persists, but upside could emerge if bottlenecks ease and full-price sell-through remains strong. The article emphasizes split sentiment and invites readers to inspect fundamentals and 32 undervalued peers for context. Valuation-driven positioning could influence investor sentiment with modest potential but no immediate fundamental changes.

22 Sep

3

Birkenstock opened a flagship-style store in Malibu, its 24th owned U.S. location, at Cross Creek Ranch, offering sandals, clogs, sneakers, boots and care products including a plant-based nail polish line. The space features cork and leather interiors and a large-scale sculpture by Rogan Gregory, designed to reflect Birkenstock's heritage while nodding to Malibu's landscape. Company executives say Malibu has a strong fan community and that the location's design, landscape and community fit the brand's retail language. The news comes after July openings in Boulder, Colorado, and West Palm Beach, Florida, as Birkenstock continues to expand its U.S. footprint. In its latest quarterly results, the company reported net profits of €109.6 million, down 15.2% year over year, with revenue up 13.3% to €719.5 million. Expands U.S. footprint and brand visibility with flagship-like store while near-term profit pressure persists.

14 Sep

3

Birkenstock Holding PLC's diversification strategy targets growth in closed-toe silhouettes through its 2026 outlook. Diversification into closed-toe products expands Birkenstock's market reach and supports revenue growth.

10 Sep

4

Birkenstock Holding PLC demonstrates sustained demand for its premium products despite widespread retail sector challenges. Premium sales resilience signals stronger competitive positioning and positive trajectory for Birkenstock versus broader retail weakness.

8 Sep

3

Michael Burry converted a 40-year habit into a major stock position in Birkenstock Holding PLC. Notable investor position can influence short-term sentiment without altering company fundamentals.

3

Michael Burry disclosed a 5.2% stake in Birkenstock, noting he has been a proud owner since 1987, which drove BIRK stock higher overnight. Notable investor stake disclosure lifts short-term sentiment and price without altering core operations.

20 Aug

4 transcript

Birkenstock (BIRK) reported Q3 2026 financial results and provided management commentary on operations, revenue trends, and outlook during its earnings call. Q3 earnings results and guidance directly shape investor expectations for Birkenstock's revenue trajectory and profitability.

3

Strong sales drove Birkenstock Holding plc’s Q2 rally. Strong Q2 sales improve Birkenstock financial performance and market sentiment.

17 Aug

3

Birkenstock beats skeptic expectations but misses on EPS in its latest quarterly results. Mixed quarterly earnings create moderate short-term effects on Birkenstock stock and sentiment.

15 Aug

3

Birkenstock reported a revenue beat and analysis examines trading strategies for the stock in the aftermath. Revenue beat signals improved financial results likely to influence near-term stock movement and sentiment.

14 Aug

4

Birkenstock Holding raised its 2026 guidance, raising questions whether the upside is already priced in. Raising 2026 guidance signals stronger future performance likely to shift stock valuation and investor sentiment.

4

Birkenstock raised its 2026 revenue growth outlook to 15%, prompting a 10.2% stock price increase. Raised long-term revenue guidance directly improves growth trajectory and investor sentiment.

13 Aug

4

Birkenstock accelerates direct-to-consumer channel in Q3 2026 earnings and raises guidance. Raised guidance combined with D2C acceleration points to stronger revenue trajectory and investor sentiment.

4

Birkenstock raises sales forecast, driving 15% stock jump. Raised sales forecast signals improved financial outlook and lifts investor sentiment for Birkenstock.

4

Birkenstock Holding PLC shares surge 15% after premium demand lifts company forecast. Premium demand surge lifts forecasts and drives 15% stock gain.

4

Birkenstock Holding PLC beats revenue expectations and raises full-year outlook, driving stock surge. Revenue beat combined with raised guidance signals stronger financial trajectory and investor sentiment for Birkenstock.

3 transcript

Birkenstock Holding plc held its Q3 2026 earnings call. Earnings call delivers financial updates with moderate effect on company trajectory and sentiment.

3 transcript

Birkenstock Q3 earnings call highlighted financial results, operational updates and outlook for the company. Q3 earnings call highlights typically influence Birkenstock near-term stock movement and sentiment.

3

Birkenstock shares rose after fiscal Q3 revenue beat estimates. Q3 revenue beat triggered share gains but reflects standard quarterly results without altering long-term trajectory.

3

Birkenstock reports healthy Q3 demand and advances closed-toe shoe expansion. Q3 demand strength and product line growth point to moderate effects on financial performance and positioning.

3

Birkenstock Holding PLC reported Q3 earnings below estimates. Q3 earnings miss is likely to pressure near-term stock performance and sentiment.

3

Birkenstock shares jumped after the company beat revenue expectations and raised its full-year outlook. Revenue beat plus raised outlook signals stronger near-term results likely to lift stock performance.

6 Aug

3

Birkenstock Holding PLC reports earnings next week with Wall Street expecting earnings growth. Upcoming earnings with expected growth can moderately sway investor sentiment and short-term stock movement for Birkenstock.

29 Jul

3

Birkenstock Holding plc sustains elevated margins through operational efficiency and pricing power. Margin strength directly lifts profitability and supports valuation multiples.

1 Jul

3

Raymond James initiates bullish stance on Birkenstock Holding, citing compelling growth prospects at reasonable valuation levels. Positive analyst coverage typically lifts short-term sentiment without altering company fundamentals.

15 Jun

3

Birkenstock Holding PLC prepares first bond issuance in five years to fund share buybacks. Bond deal funds buybacks that may lift share price while increasing leverage on balance sheet.

25 May

4

Birkenstock Holding PLC launches $250M share buyback, sending BIRK stock up 33%. $250M buyback triggers major stock surge and signals strong capital return to investors.

22 May

3

Birkenstock Holding PLC shares rose sharply this week after reporting stronger-than-expected sales growth and improved margins in key markets, lifting investor sentiment and driving the stock higher. Recent sales growth and margin gains support modestly better near-term financial results but do not signal structural change.

3

Birkenstock Holding PLC launches a $250 million share buyback, driving shares higher as management signals confidence in undervaluation and aims to support stock price. $250 million buyback offers moderate price support and positive sentiment without altering Birkenstock's core growth trajectory.

21 May

3

Birkenstock Holding PLC launches $250M share buyback, propelling BIRK stock 19% higher. $250M buyback delivers moderate short-term support to valuation and sentiment without shifting long-term operations or strategy.

stockrow.com/BIRK · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com