Birkenstock Holding plc (BIRK) AI Stock Analysis

Birkenstock Holding plc is a manufacturer and retailer specializing in footwear products, including sandals, shoes, closed-toe silhouettes, skincare items, and accessories. Founded in 1774 and headquartered in London, United Kingdom, the company operates globally across regions including the United States, Brazil, Canada, Mexico, Europe, and APMA. Birkenstock distributes its products through e-commerce platforms, a network of proprietary retail stores, and business-to-business avenues. The company employs 6,800 people and operates as a subsidiary of BK LC Lux MidCo S.r.l.

Between FY2021 and FY2025, revenue expanded from $962.1M to $2.10B, reflecting a 5-year revenue CAGR of 23.6% from FY2020 to FY2025. Annual net income increased from $116.4M in FY2021 to $348.3M in FY2025, while gross margin improved from 56.7% to 59.1% over the same period. For the trailing twelve months, revenue reached $2.27B with a net profit margin of 14.8% and EPS of $2.13. In the latest quarter ended June 30, 2026, quarterly revenue grew 13.3% year-over-year, while quarterly earnings declined 13.0%.

As of June 30, 2026, Birkenstock held $693.3M in cash and short-term investments against total debt of $1.92B, resulting in net debt of $1.23B. Total assets stood at $5.66B and shareholders' equity was $2.80B, giving a debt-to-equity ratio of 0.69 and a current ratio of 3.78. In FY2025, operating cash flow was $373.2M and free cash flow was $288.3M. The company directed cash toward $85.0M in capital expenditures and $194.7M in share buybacks during FY2025.

At a last close of $33.85, Birkenstock has a market capitalization of $5.59B and an enterprise value of $6.60B. The stock trades at a trailing P/E of 15.9x, compared to 18.0x for the median of its US-listed Consumer Cyclical peers. Its forward P/E is 11.5x against the peer median of 14.1x, and its EV-to-EBITDA stands at 8.6x versus 11.1x for peers. Over the past year, BIRK fell 20.0%, lagging the S&P 500 (SPY) gain of 16.8%.

Wall Street sentiment reflects 13 Strong Buy, 5 Buy, and 5 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $49.51, representing a 46.3% upside to the last close of $33.85. For the current fiscal year ending September 30, 2026, consensus estimates project revenue of $2.35B and EPS of $1.96, representing 5.7% earnings growth. Over the last 4 quarters, Birkenstock beat EPS estimates 2 times.

This page is an AI-written research summary of Birkenstock Holding plc (BIRK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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