---
title: "Rocky Brands Q2 profit beats on on tariff refunds, strong demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294108953.md"
datetime: "2026-07-28T20:21:29.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294108953.md)
  - [en](https://longbridge.com/en/news/294108953.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294108953.md)
---

# Rocky Brands Q2 profit beats on on tariff refunds, strong demand

) Overview

-   Footwear and apparel maker’s Q2 net sales rose 12% year-over-year
-   Adjusted EPS for Q2 more than tripled from a year ago
-   Earnings improvement driven by IEEPA tariff refunds lowering cost of goods sold Outlook
-   Company expects strong wholesale segment momentum in second half of yr due to Q2 bookings
-   Rocky Brands sees robust selling across channels, with strength in direct-to-consumer websites Result Drivers
-   TARIFF REFUNDS - Gross margin improvement driven by recognition of actual and expected IEEPA tariff refunds, which reduced cost of goods sold
-   BRAND AND CHANNEL GROWTH - Double-digit sales growth led by XTRATUF, Georgia Boot, Rocky, and Lehigh safety shoe brands; strong performance in direct-to-consumer websites Company press release: Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $118.40 $110.10

mln mln (2

Analysts

)

Q2 Beat $1.90 $0.35 (2

Adjusted Analysts

### EPS )

### Q2 EPS $1.83

Q2 Net $13.90

Income mln

### Q2 $20.40

Adjusted mln

Income

From

Operatio

ns

### Q2 $19.70

Income mln

From

Operatio

ns

### Q2 $41.10

Operatin mln

g

Expenses

Analyst Coverage

-   The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 1 “strong buy” or “buy”, 1 “hold” and no “sell” or “strong sell”
-   The average consensus recommendation for the footwear peer group is “buy”
-   Wall Street’s median 12-month price target for Rocky Brands Inc is $53.00, about 27.6% above its July 27 closing price of $41.54
-   The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago Reuters Recommended Reads
-   July 28 - Ray-Ban maker EssilorLuxottica beats estimates as tariff refunds boost profit
-   July 27 - Netherlands’ Philips lifts annual profit, cash flow outlook after US tariff refund
-   July 28 - Kering’s H1 revenue edges past estimates on Gucci improvement, North America demand For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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## Related News & Research

- [Rocky Brands (NASDAQ:RCKY) Announces Earnings Results](https://longbridge.com/en/news/294109582.md)
- [Are tariffs the new normal?](https://longbridge.com/en/news/294375494.md)
- [Apple beats June-quarter targets, gets earnings boost from tariff refunds](https://longbridge.com/en/news/294418501.md)
- [Colgate Warns New Tariffs Will Outweigh Recent Refund Windfall](https://longbridge.com/en/news/294526754.md)
- [US net tariff revenue turns negative for first time as refunds surge](https://longbridge.com/en/news/294615169.md)