Investors might want to bet on Columbia Sportswear (COLM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a ...

Core Insights - Columbia Sportswear Company (COLM) reported fourth-quarter 2025 results with both sales and earnings exceeding the Zacks Consensus Estimate, although both metrics declined year over year [2][12]. Financial Performance - Earnings per share (EPS) for the quarter were $1.73, surpassing the Zacks Consensus Estimate of $1.22, but down 3.9% from $1.80 in the prior-year period [4][12]. - Net sales reached $1,070.2 million, exceeding the Zacks Consensus Estimate of $1,037 million, but fell 2.4% year over year, primarily due to timing-related factors [5][12]. - Gross profit decreased 1.6% year over year to $551.7 million, while gross margin improved by 50 basis points to 51.6%, driven by better inventory quality [6][12]. - Selling, General and Administrative (SG&A) expenses rose 2.5% to $441.5 million, with the percentage of sales increasing to 41.3% [7][12]. - Operating income was $116.7 million, down 15% from the previous year, with operating margin decreasing by 160 basis points to 10.9% [8][12]. Sales Performance by Region and Channel - U.S. net sales declined 8% year over year to $626 million, slightly missing estimates, while international markets showed growth with EMEA and Asia Pacific net sales increasing by 8% [9][12]. - Direct-to-consumer (DTC) sales increased 1% to $640.8 million, exceeding expectations, while wholesale channel sales decreased by 7% [10][12]. Product Category Performance - Net sales in the Apparel, Accessories, and Equipment category fell 2% to $855 million, while Footwear sales decreased by 5% to $215.3 million [13][12]. - Sales for the Columbia, SOREL, and Mountain Hardwear brands experienced declines, while the prAna brand saw a 6% increase year over year [13][12]. Financial Position and Future Outlook - As of December 31, 2025, the company had cash and cash equivalents of $442 million and no debt on its balance sheet [14][12]. - For 2026, the company anticipates net sales growth of 1% to 3%, projecting revenues between $3.43 billion and $3.50 billion [17][12]. - Gross margin is expected to decline to a range of 49.8% to 50%, while operating margin is projected to improve modestly to between 6.2% and 6.9% [18][12]. - EPS for 2026 is forecasted to range from $3.20 to $3.65, with first-quarter 2026 net sales expected to decline approximately 2.5% to 4% year over year [19][12].

The company posted net sales of $1.07bn for the quarter ended 31 December 2025, down 2% from the same period last year. This is above its earlier forecast range of $1.01 to $1.04bn, a projected fall of 8% to 5%. International markets contributed to offsetting the decline in US revenue, while higher direct-to-consumer sales provided a modest lift. Earlier shipment of Fall ’25 wholesale orders affected overall net sales figures for the quarter. Columbia Sportswear chairman and CEO Tim Boyle said: “We’re ...

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Core Insights - Columbia Sportswear reported revenue of $1.07 billion for the quarter ended December 2025, reflecting a year-over-year decline of 2.4% and an EPS of $1.73 compared to $1.80 a year ago, exceeding the Zacks Consensus Estimate of $1.04 billion by 3.25% and delivering an EPS surprise of 42.39% against a consensus estimate of $1.22 [1] Financial Performance - The company’s shares returned +0.9% over the past month, while the Zacks S&P 500 composite increased by +1.8%, indicating that the stock may perform in line with the broader market in the near term with a Zacks Rank 3 (Hold) [3] Geographic Sales Performance - Net sales in Canada were reported at $66.52 million, slightly below the average estimate of $69.79 million, with a year-over-year change of +2.1% [4] - Net sales in Europe, the Middle East, and Africa (EMEA) reached $174.42 million, surpassing the average estimate of $154.38 million, showing a year-over-year increase of +8% [4] - In the United States, net sales were $626.05 million, slightly below the estimated $627.11 million, representing a decline of -8.2% year-over-year [4] - Latin America and Asia Pacific (LAAP) net sales were reported at $203.25 million, exceeding the average estimate of $189.75 million, with a year-over-year change of +8.4% [4] - Direct-to-consumer net sales amounted to $640.83 million, above the average estimate of $598.21 million, reflecting a year-over-year increase of +0.6% [4] - Wholesale net sales were $429.4 million, slightly below the estimated $433.94 million, indicating a year-over-year decline of -6.6% [4]

The company highlighted several 2025 themes, including broad-based international growth, early traction for its Columbia brand “Accelerate Growth Strategy,” and the “Engineered for Whatever” marketing platform launched in August. Management also said inventories were “healthy and essentially flat” exiting 2025, inclusive of increased tariff costs in the U.S., and that SG&A growth slowed as spending was optimized to support increased marketing.For the full year 2025, management said net sales rose 1% to $3.4 ...

Columbia Sportswear (COLM) came out with quarterly earnings of $1.73 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.8 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +42.39%. A quarter ago, it was expected that this maker of outdoor gear would post earnings of $1.21 per share when it actually produced earnings of $1.41, delivering a surprise of +16.53%.Over the last four qua ...

Columbia Sportswear Company (NasdaqGS:COLM) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsJim Swanson - EVP and CFOMauricio Serna - Director of Equity ResearchPeter Bragdon - Co-PresidentReed Anderson - Managing DirectorTim Boyle - Chairman and CEOConference Call ParticipantsLaurent Vasilescu - Managing Director and Senior Equity AnalystMitch Kummetz - Senior Equity AnalystPeter McGoldrick - Equity Research AnalystRobert Drbul - Managing Director and Consumer Retail AnalystTom Niki ...

Columbia Sportswear Company (NasdaqGS:COLM) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsJim Swanson - EVP and CFOMauricio Serna - Director of Equity ResearchPeter Bragdon - EVP, Chief Administrative Officer, and General CounselReed Anderson - Managing DirectorTim Boyle - Chairman and CEOConference Call ParticipantsLaurent Vasilescu - Managing Director and Senior Equity AnalystMitch Kummetz - Senior Equity AnalystPeter McGoldrick - Equity Research AnalystRobert Drbul - Managing Di ...

Columbia Sportswear Company (NasdaqGS:COLM) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker5Greetings. Welcome to the Columbia Sportswear Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note, this conference is being recorded. I will now turn t ...