YETI Holdings Q3 2026 Earnings: Guidance Cut

as of Nov 12, 6:12 AM ET

Against expectations

Waiting for the actual

Analysts expected $0.73 a share (Nasdaq earnings calendar). Their comparable figure is not posted yet; this page updates when it is.

Show the lines from the release

Sales increased 4% to $509.4 million, reflecting broad-based performance across categories and regions.
Adjusted EPS of $2.90 to $2.95, reflecting 16% to 18% growth, compared to $2.94 to $3.00 previously

Not final

Fell 10.3% so far today, from $42.79 (Nov 11 close) to $38.37 (2:52 PM ET).

Its usual move on earnings is 6.1% either way, the middle of its last 8 reports (grey ticks).

Cut

What	Period	Now	Before	Change
Adjusted EPS	Fiscal 2026	$2.90 to $2.95	$2.94 to $3.00	Cut
Free cash flow	Fiscal 2026	$200.0 to $225.0 million	not stated	Given

The release says: “Adjusted operating income margin of approximately 14.9%, unchanged compared to prior outlook”

“YETI delivered Q3 adjusted sales growth of more than 6%, reflecting the increasing breadth and balance of our growing global business, with Drinkware up 8% and international up 19%.”
President, CEO, in the release
Sales growth was broad, with Drinkware up 8% and international sales up 19%.
“Strong operating discipline drove margin expansion, with profits growing significantly faster than sales.”
President, CEO, in the release
Faster profit growth than sales points to improved operating margins.
“Our continued strong free cash flow generation supported our long-term growth plans while also returning capital through share repurchases.”
President, CEO, in the release
Free cash flow supports both growth plans and share repurchases.

Whether YETI Holdings hits its fiscal 2026 adjusted EPS range of $2.90 to $2.95.
The analysts' comparable EPS figure; this report updates when it is posted.
Where the stock closes in the next full session; the move above is not final.
Drinkware and international sales growth.

Filed Nov 12, 6:12 AM ET · updated 2:52 PM ET