Columbia Sportswear

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all profitability metrics, primarily driven by a $62M one-time benefit from IEEPA tariff refunds. Revenue of $614.4M was slightly above the $607.0M mean estimate, representing 2% YoY growth. Gross margin reached 58.3%, substantially outperforming the 48.8% consensus. While U.S. sales remained under pressure (-4% YoY), strong growth in LAAP (+12%) and EMEA (+10%) offset domestic softness. Diluted EPS of $0.52 far exceeded the anticipated loss of -$0.40 per share.