Columbia Sportswear (NASDAQ:COLM) Releases Earnings Results
by Teresa Graham · The Cerbat GemColumbia Sportswear (NASDAQ:COLM – Get Free Report) posted its earnings results on Thursday. The textile maker reported $0.65 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.30, FiscalAI reports. Columbia Sportswear had a return on equity of 11.62% and a net margin of 4.98%.The business had revenue of $779.01 million during the quarter, compared to analyst estimates of $758.26 million. During the same quarter last year, the company earned $0.75 EPS. The company’s quarterly revenue was up .1% compared to the same quarter last year. Columbia Sportswear updated its FY 2026 guidance to 3.550-4.000 EPS and its Q2 2026 guidance to -0.460–0.370 EPS.
Here are the key takeaways from Columbia Sportswear’s conference call:
- Columbia reported Q1 results above guidance with international sales up 16% and management saying the ACCELERATE strategy is driving momentum and should support mid-single-digit wholesale growth globally in the second half.
- U.S. sales declined ~10% due to intentionally reduced winter supply, lower spring 2026 wholesale orders and cleaner inventories, but the fall 2026 order book came in stronger than expected, which management expects will help U.S. wholesale return to growth in H2.
- Tariff developments improved the outlook: the company now estimates an approximate 200 basis point unmitigated headwind to full-year gross margin (versus ~300 bps prior) and has filed claims to recover ~$80 million of IEEPA tariffs (none recognized yet).
- Capital allocation and liquidity remain strong after $150 million of share repurchases in Q1 (2.5M shares retired); the company exited the quarter with $535 million in cash/short-term investments and no debt, and raised full-year operating margin guidance to 6.7%–7.5% and EPS to $3.55–$4.00.
- Management flagged heightened risk from the ongoing Middle East conflict—order cancellations in the region, potential higher oil-driven input costs (impacting spring 2027), and supply-chain/logistics pressures—that are not yet quantifiable or included in guidance.
Columbia Sportswear Stock Up 2.3%
NASDAQ:COLM traded up $1.43 during mid-day trading on Friday, hitting $62.35. 1,421,912 shares of the company traded hands, compared to its average volume of 503,158. The stock’s fifty day moving average price is $58.12 and its 200-day moving average price is $56.15. Columbia Sportswear has a one year low of $47.47 and a one year high of $71.68. The firm has a market cap of $3.19 billion, a price-to-earnings ratio of 19.24 and a beta of 0.91.
Columbia Sportswear Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Thursday, May 21st. Columbia Sportswear’s payout ratio is currently 37.04%.
Key Columbia Sportswear News
Here are the key news stories impacting Columbia Sportswear this week:
- Positive Sentiment: Q1 earnings and revenue beat consensus — COLM reported $0.65 EPS vs. $0.35 expected and $779.0M revenue, topping estimates and showing resilience in topline. Columbia Sportswear (COLM) Beats Q1 Earnings and Revenue Estimates
- Positive Sentiment: Management raised FY2026 EPS guidance to $3.55–$4.00 (vs. street ~$3.46), signaling confidence in full-year recovery despite a soft Q2 outlook. Business Wire: Columbia Sportswear Company Reports First Quarter 2026 Financial Results
- Positive Sentiment: BTIG raised its price target to $80 and maintained a Buy, increasing analyst conviction and providing upside potential relative to the current price. BTIG Raises Price Target
- Positive Sentiment: Dividend maintained — company announced a $0.30 quarterly dividend (ex-div May 21), supporting income investors. MarketBeat: COLM Dividend
- Neutral Sentiment: International strength continues to offset U.S. softness — global channels are performing better, helping overall sales while masking regional weakness. Kalkine Media: Signals Shift in Retail Momentum
- Neutral Sentiment: Full Q1 earnings call transcript and slide deck are available for detail on inventory, channel performance and promotional cadence. Seeking Alpha: Q1 Earnings Call Transcript
- Negative Sentiment: Margins under pressure from tariffs and supply-chain costs — management flagged tariff-related expense and mix shifts that reduced profitability versus prior year. MSN: Q1 Deep Dive — Tariff and Supply Chain Risks
- Negative Sentiment: Near-term profit pressure — Q2 EPS guidance is negative (-$0.460 to -$0.370), reflecting seasonal costs and the company’s caution on U.S. demand and gross margin headwinds. Yahoo Finance: Q1 Earnings Call Highlights
Wall Street Analysts Forecast Growth
COLM has been the subject of several research analyst reports. Stifel Nicolaus lifted their price objective on Columbia Sportswear from $60.00 to $68.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. UBS Group reaffirmed a “sell” rating and issued a $47.00 price objective (up from $44.00) on shares of Columbia Sportswear in a report on Friday. BTIG Research lifted their price objective on Columbia Sportswear from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Friday. Zacks Research lowered Columbia Sportswear from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Finally, Robert W. Baird set a $63.00 price objective on Columbia Sportswear in a report on Wednesday, February 4th. Two investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $61.83.
Check Out Our Latest Report on Columbia Sportswear
Institutional Trading of Columbia Sportswear
Hedge funds have recently bought and sold shares of the stock. Allworth Financial LP grew its holdings in Columbia Sportswear by 690.0% during the third quarter. Allworth Financial LP now owns 553 shares of the textile maker’s stock valued at $29,000 after purchasing an additional 483 shares during the period. Jones Financial Companies Lllp grew its holdings in Columbia Sportswear by 208.3% during the first quarter. Jones Financial Companies Lllp now owns 555 shares of the textile maker’s stock valued at $42,000 after purchasing an additional 375 shares during the period. Parallel Advisors LLC grew its holdings in Columbia Sportswear by 250.0% during the third quarter. Parallel Advisors LLC now owns 581 shares of the textile maker’s stock valued at $30,000 after purchasing an additional 415 shares during the period. EverSource Wealth Advisors LLC grew its holdings in Columbia Sportswear by 255.7% during the second quarter. EverSource Wealth Advisors LLC now owns 683 shares of the textile maker’s stock valued at $42,000 after purchasing an additional 491 shares during the period. Finally, Summit Securities Group LLC bought a new stake in Columbia Sportswear during the fourth quarter valued at about $43,000. Institutional investors own 47.76% of the company’s stock.
Columbia Sportswear Company Profile
Columbia Sportswear Company develops, sources, markets and distributes a wide range of outdoor apparel, footwear and accessories designed for activities such as hiking, skiing, snowboarding and trail running. Its product portfolio includes weatherproof jackets and pants featuring proprietary technologies like Omni-Tech® waterproofing and Omni-Heat® thermal reflective lining, as well as activewear, footwear, hats, gloves and accessories under the Columbia® brand and complementary brands.
Founded in 1938 as the Columbia Hat Company in Portland, Oregon, the company initially focused on headwear before expanding into outerwear in the 1970s with the introduction of the Bugaboo® interchange jacket.