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ADIDAS AG OR Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $3.07 |
| EPS actual | $3.12 |
| EPS Surprise | 1.63% |
| Revenue estimate | 7.3B |
| Revenue actual | 7.616B |
| Revenue Surprise | 4.33% |
| Release date | Mar 04, 2026 |
| EPS estimate | $0.537 |
| EPS actual | $0.493 |
| EPS Surprise | -8.14% |
| Revenue estimate | 7.27B |
| Revenue actual | 7.136B |
| Revenue Surprise | -1.85% |
| Release date | Oct 29, 2025 |
| EPS estimate | $3.12 |
| EPS actual | $3.03 |
| EPS Surprise | -2.88% |
| Revenue estimate | 6.195B |
| Revenue actual | 7.765B |
| Revenue Surprise | 25.35% |
| Release date | Jul 30, 2025 |
| EPS estimate | $2.27 |
| EPS actual | $2.44 |
| EPS Surprise | 7.49% |
| Revenue estimate | 6.97B |
| Revenue actual | 7.008B |
| Revenue Surprise | 0.553% |
Last 4 Quarters for ADIDAS AG OR
Below you can see how ADDDF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $202.44 |
| EPS estimate | $2.27 |
| EPS actual | $2.44 |
| EPS surprise | 7.49% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $235.00 |
| Jul 25, 2025 | $234.95 |
| Jul 28, 2025 | $226.40 |
| Jul 29, 2025 | $219.86 |
| Jul 30, 2025 | $202.44 |
| Jul 31, 2025 | $194.79 |
| Aug 01, 2025 | $190.00 |
| Aug 04, 2025 | $197.07 |
| Aug 05, 2025 | $188.00 |
| 4 days before | -13.86% |
| 4 days after | -7.13% |
| On release day | -3.78% |
| Change in period | -20.00% |
| Release date | Oct 29, 2025 |
| Price on release | $202.50 |
| EPS estimate | $3.12 |
| EPS actual | $3.03 |
| EPS surprise | -2.88% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $215.00 |
| Oct 24, 2025 | $214.75 |
| Oct 27, 2025 | $219.38 |
| Oct 28, 2025 | $215.00 |
| Oct 29, 2025 | $202.50 |
| Oct 30, 2025 | $200.00 |
| Oct 31, 2025 | $189.49 |
| Nov 03, 2025 | $184.13 |
| Nov 04, 2025 | $183.90 |
| 4 days before | -5.82% |
| 4 days after | -9.19% |
| On release day | -1.23% |
| Change in period | -14.47% |
| Release date | Mar 04, 2026 |
| Price on release | $165.00 |
| EPS estimate | $0.537 |
| EPS actual | $0.493 |
| EPS surprise | -8.14% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $182.95 |
| Feb 27, 2026 | $180.30 |
| Mar 02, 2026 | $176.51 |
| Mar 03, 2026 | $163.11 |
| Mar 04, 2026 | $165.00 |
| Mar 05, 2026 | $162.91 |
| Mar 06, 2026 | $169.18 |
| Mar 09, 2026 | $153.07 |
| Mar 10, 2026 | $155.40 |
| 4 days before | -9.81% |
| 4 days after | -5.82% |
| On release day | -1.27% |
| Change in period | -15.06% |
| Release date | Apr 29, 2026 |
| Price on release | $174.29 |
| EPS estimate | $3.07 |
| EPS actual | $3.12 |
| EPS surprise | 1.63% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $162.71 |
| Apr 24, 2026 | $162.71 |
| Apr 27, 2026 | $163.09 |
| Apr 28, 2026 | $156.79 |
| Apr 29, 2026 | $174.29 |
| Apr 30, 2026 | $169.78 |
| May 01, 2026 | $168.85 |
| May 04, 2026 | $173.93 |
| May 05, 2026 | $173.00 |
| 4 days before | 7.12% |
| 4 days after | -0.742% |
| On release day | -2.59% |
| Change in period | 6.33% |
ADIDAS AG OR Earnings Call Transcript Summary of Q1 2026
Adidas reported a strong Q1 2026: currency‑neutral sales grew ~14% (reported +7%) to ~€6.6bn, driven by DTC (+22% / own stores +19%, e‑commerce +25%), with wholesale up ~8%. Operating profit was €705m (10.7% EBIT) — ~€100m ahead of last year. Performance categories led growth (+29%), apparel surged (+31%), footwear was +4% (lifestyle soft, performance stronger), and accessories +13%. Regionally: North America rebounded (12% growth), Greater China, South Korea and Japan showed very strong momentum, LatAm remains very strong, while emerging markets were impacted late in the quarter by the Middle East conflict (store closures / logistics). Gross margin came in at 51.1% (down ~100bp) largely due to FX and newly applicable U.S. tariffs; underlying margin trends improved. Inventories intentionally increased (inventory +13% / +17% cc) to secure availability for World Cup and DTC demand; Harm said this was a conscious, strategic choice and expects working capital to normalize in H2/'26. Management reiterated full‑year guidance and longer term targets: continue to invest behind the World Cup in Q2, remain on track for ~10%+ EBIT by 2027 and a bottom‑up plan to add ~€2bn in sales p.a. Competitive positioning is being reinforced by product and innovation (Sub2 marathon success, Hyperboost, adaptive & 3D‑printed footwear) and expanded sports partnerships (F1, Bundesliga, NCAA, additional soccer signings). Capital return: €500m share buyback completed, another €500m planned, and a proposed ~€500m dividend — ~€1.5bn cash return in 2026. Key investor risks: margin headwinds from FX/tariffs and commodity/transport volatility (oil), promotional environment in Europe/US lifestyle footwear, and short‑term disruption from the Middle East conflict.
