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Adidas AG Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $1.57 |
| EPS actual | $1.50 |
| EPS Surprise | -4.46% |
| Revenue estimate | 6.218B |
| Revenue actual | 7.733B |
| Revenue Surprise | 24.36% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.13 |
| EPS actual | $1.15 |
| EPS Surprise | 1.77% |
| Revenue estimate | 6.97B |
| Revenue actual | 7.008B |
| Revenue Surprise | 0.553% |
| Release date | Apr 29, 2025 |
| EPS estimate | $1.27 |
| EPS actual | $1.28 |
| EPS Surprise | 0.787% |
| Revenue estimate | 6.315B |
| Revenue actual | 6.66B |
| Revenue Surprise | 5.46% |
| Release date | Mar 05, 2025 |
| EPS estimate | $0.140 |
| EPS actual | -$0.140 |
| EPS Surprise | -200.00% |
| Revenue estimate | 6.054B |
| Revenue actual | 6.177B |
| Revenue Surprise | 2.03% |
Last 4 Quarters for Adidas AG
Below you can see how ADDYY 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 | Mar 05, 2025 |
| Price on release | $129.13 |
| EPS estimate | $0.140 |
| EPS actual | -$0.140 |
| EPS surprise | -200.00% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $126.70 |
| Feb 28, 2025 | $127.59 |
| Mar 03, 2025 | $129.43 |
| Mar 04, 2025 | $127.63 |
| Mar 05, 2025 | $129.13 |
| Mar 06, 2025 | $129.69 |
| Mar 07, 2025 | $129.96 |
| Mar 10, 2025 | $122.39 |
| Mar 11, 2025 | $121.67 |
| 4 days before | 1.92% |
| 4 days after | -5.78% |
| On release day | 0.379% |
| Change in period | -3.97% |
| Release date | Apr 29, 2025 |
| Price on release | $120.53 |
| EPS estimate | $1.27 |
| EPS actual | $1.28 |
| EPS surprise | 0.787% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $123.12 |
| Apr 24, 2025 | $123.29 |
| Apr 25, 2025 | $123.40 |
| Apr 28, 2025 | $123.94 |
| Apr 29, 2025 | $120.53 |
| Apr 30, 2025 | $114.45 |
| May 01, 2025 | $114.70 |
| May 02, 2025 | $117.01 |
| May 05, 2025 | $117.20 |
| 4 days before | -2.10% |
| 4 days after | -2.76% |
| On release day | -4.94% |
| Change in period | -4.81% |
| Release date | Jul 30, 2025 |
| Price on release | $100.84 |
| EPS estimate | $1.13 |
| EPS actual | $1.15 |
| EPS surprise | 1.77% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $115.97 |
| Jul 25, 2025 | $116.96 |
| Jul 28, 2025 | $113.85 |
| Jul 29, 2025 | $113.69 |
| Jul 30, 2025 | $100.84 |
| Jul 31, 2025 | $95.27 |
| Aug 01, 2025 | $96.50 |
| Aug 04, 2025 | $96.34 |
| Aug 05, 2025 | $96.27 |
| 4 days before | -13.05% |
| 4 days after | -4.53% |
| On release day | -5.52% |
| Change in period | -16.99% |
| Release date | Oct 29, 2025 |
| Price on release | $96.17 |
| EPS estimate | $1.57 |
| EPS actual | $1.50 |
| EPS surprise | -4.46% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $110.53 |
| Oct 24, 2025 | $109.18 |
| Oct 27, 2025 | $109.21 |
| Oct 28, 2025 | $107.71 |
| Oct 29, 2025 | $96.17 |
| Oct 30, 2025 | $96.49 |
| Oct 31, 2025 | $94.40 |
| Nov 03, 2025 | $93.28 |
| Nov 04, 2025 | $90.50 |
| 4 days before | -12.99% |
| 4 days after | -5.90% |
| On release day | 0.333% |
| Change in period | -18.12% |
Adidas AG Earnings Call Transcript Summary of Q3 2025
Q3 2025 highlights: adidas reported record Q3 net sales of EUR 6.63bn (adidas brand +12% currency‑neutral) and Q3 EBIT of EUR 736m (11.1% EBIT margin). Year‑to‑date (9M) sales for the adidas brand are +14% currency‑neutral and operating profit is ~EUR 1.892bn (≈10.1% EBIT margin). Gross margin expanded to ~51.8% (+50bps) driven by sourcing improvements, positive mix and stabilizing discounting despite negative FX and tariff headwinds. Regionally: double‑digit growth in Europe, Greater China (+12% YTD), Japan & South Korea, Latin America; North America grew but at lower rate (Q3 footwear/apparel strength; accessories reset hit the U.S.). Channel performance: wholesale +10%, own stores +13% (comp growth positive), e‑commerce +15%. Product & marketing: strong momentum across performance categories (football, running, training, basketball) and Originals/lifestyle (Samba, Superstar, Campus, Jellyfish/Pharrell collab); adidas highlighted new material HyperBoost (40% lighter than old Boost) for 2026. Tariffs: estimated gross tariff exposure was >EUR 200m for 2025; mitigation measures reduced the P&L hit to ~EUR 120m (estimate), with remaining uncertainty on indirect effects. Working capital/inventory: inventories intentionally increased (pre‑build for World Cup and to secure availability) and receivables rose with wholesale momentum; Q3 cash was ~EUR 1bn after inventory build; management expects strong Q4 cash generation (~EUR 0.8–1.0bn) and aims for a year‑end cash balance near EUR 2bn. Outlook & guidance: adidas brand expected to remain double‑digit growth; reported brand growth guidance narrowed to ~9% reported (includes prior‑year effects like Yeezy) and adidas now expects operating profit around EUR 2bn for FY25 (no Yeezy contribution). Management reiterated strategic priorities: local market empowerment, product pipeline, sports activations, and continued investment in marketing (~12% of sales).
