Rocky Brands (NASDAQ:RCKY – Get Free Report) issued its earnings results on Tuesday. The textile maker reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.26, FiscalAI reports. The firm had revenue of $138.81 million during the quarter, compared to analyst estimates of $129.84 million.
Here are the key takeaways from Rocky Brands’ conference call:
- Third-quarter sales rose 13.3% to $138.8 million, with wholesale up 11.8% and retail up 20%. Growth was broad-based, led by Durango, Muck, and XTRATUF, while direct-to-consumer sales increased roughly 30% across branded websites.
- Management raised 2026 revenue growth guidance to approximately 10.5% from 8.5% and increased reported EPS guidance to about $5.30 from $5.00. Strong bookings, retail sell-through, store-count gains, and improving wholesale trends support the outlook.
- Reported gross margin expanded to 45%, but results included approximately $2.5 million of IEEPA tariff refunds and $3.5 million from tariff-free-zone inventory. Excluding these benefits, gross margin was 40.7%, and management continues to view roughly 40% as the appropriate long-term target.
- Cost pressures remain, including higher oil prices, inbound freight, expedited shipping, and component costs; operating expenses also increased as a percentage of sales due to logistics, digital advertising, and performance compensation. Management expects to take pricing in 2027, while tariff changes remain a key uncertainty.
- Commercial military sales fell below last year and plan because of temporary raw-material shortages and weaker government demand, although inventory availability is improving. Fourth-quarter contract manufacturing sales are expected to decline by several million dollars, and difficult prior-year weather comparisons may moderate retail growth.
Rocky Brands Price Performance
RCKY stock opened at $44.57 on Wednesday. Rocky Brands has a twelve month low of $27.22 and a twelve month high of $53.01. The company’s 50 day moving average is $45.18 and its two-hundred day moving average is $40.84.
Rocky Brands Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were paid a dividend of $0.17 per share. The ex-dividend date was Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.5%.
Analyst Ratings Changes
Several research firms have commented on RCKY. Wall Street Zen upgraded shares of Rocky Brands from a “buy” rating to a “strong-buy” rating in a report on Sunday, August 9th. BTIG Research restated a “neutral” rating on shares of Rocky Brands in a report on Wednesday. Weiss Ratings raised shares of Rocky Brands from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 6th. Finally, Robert W. Baird boosted their target price on shares of Rocky Brands from $50.00 to $52.00 and gave the stock a “neutral” rating in a research note on Wednesday. One research analyst has rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $52.00.
View Our Latest Research Report on RCKY
Insider Activity at Rocky Brands
In related news, Director William Jordan sold 2,011 shares of Rocky Brands stock in a transaction on Friday, July 31st. The shares were sold at an average price of $48.48, for a total transaction of $97,493.28. Following the sale, the director directly owned 21,940 shares in the company, valued at $1,063,651.20. This trade represents a 8.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director G Haning sold 3,000 shares of the business’s stock in a transaction on Thursday, July 30th. The shares were sold at an average price of $49.06, for a total transaction of $147,180.00. Following the completion of the sale, the director directly owned 19,750 shares of the company’s stock, valued at approximately $968,935. This trade represents a 13.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 15,483 shares of company stock valued at $763,214. Corporate insiders own 7.60% of the company’s stock.
Key Rocky Brands News
Here are the key news stories impacting Rocky Brands this week:
- Positive Sentiment: Rocky Brands reported third-quarter earnings of $1.76 per share, exceeding analysts’ consensus estimate of $1.50, while revenue reached $138.81 million versus expectations of $129.84 million. Rocky Brands third-quarter earnings report
- Positive Sentiment: The quarter marked Rocky Brands’ second consecutive period of double-digit growth, while an expansion in margins helped drive a reported earnings beat of roughly 17%. Rocky Brands Q3 2026 earnings analysis
- Positive Sentiment: Management raised its 2026 forecast, now expecting revenue growth of approximately 10.5% and reported EPS of about $5.30. Higher guidance signals continued confidence in demand and profitability. Rocky Brands raises 2026 outlook
- Neutral Sentiment: Reported short interest was listed at zero shares as of October 26, implying little measurable short-selling pressure, although the data provides limited insight into future trading activity.
Rocky Brands Company Profile
Rocky Brands, Inc is an American footwear and apparel company headquartered in Nelsonville, Ohio. Founded in 1932, the company develops, manufactures, and markets work, outdoor, western, hunting, and military footwear, along with related apparel and accessories.
Its brand portfolio includes Rocky, Georgia Boot, Durango, and Lehigh Safety Shoe. Products are designed for applications such as construction, industrial work, farming, law enforcement, outdoor recreation, hunting, and everyday wear.
Featured Stories
- Five stocks we like better than Rocky Brands
- Hidden in Plain Sight: 2 Earnings Winners Investors May Have Missed
- These 3 New ETFs Are Turning Heads—Are They Worth Buying?
- Coca-Cola Stock Is Everything AI Isn’t—And That’s Its Biggest Strength
- Apple’s Foldable iPhone Sold Out in Minutes, But Wall Street Has Questions
Receive News & Ratings for Rocky Brands Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Rocky Brands and related companies with MarketBeat.com's FREE daily email newsletter.
