Allbirds, Inc. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 28 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $48M | ↓-14.6% | — | — | — |
| 2025-09-30 | $33M | ↓-23.3% | $-20M | ↑+4.0% | -60.3% |
| 2025-06-30 | $40M | ↓-23.1% | $-16M | ↑+19.0% | -41.6% |
| 2025-03-31 | $32M | ↓-18.3% | $-22M | ↑+20.0% | -71.1% |
| 2024-12-31 | $56M | ↓-22.4% | — | — | — |
| 2024-09-30 | $43M | ↓-24.9% | $-21M | ↑+32.9% | -50.7% |
| 2024-06-30 | $52M | ↓-26.8% | $-19M | ↑+33.9% | -39.1% |
| 2024-03-31 | $39M | ↓-27.6% | $-27M | ↑+22.3% | -75.8% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$48M
↓-14.6% -$8M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 22 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+5.9pts
37.2%
Operating Margin↓-9.6pts
-60.3%
Net Margin↓-12.4pts
-61.6%
Go deeper
BIRD Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyBIRD Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics