The Buckle 2026 Q3 Earnings Strong Performance as Net Income Rises 10.3%

Friday, Dec 12, 2025 12:08 am ET1min read
Aime RobotAime Summary

- The Buckle's Q3 2026 revenue rose 9.3% to $320.84M, with EPS up 9% to $0.97, exceeding forecasts by $0.01 and $2.87M respectively.

- Strong operational efficiency and demand resilience drove double-digit net income growth, with GAAP EPS at $0.96 and revenue matching sales figures post-returns.

- The company announced $0.35 regular and $3.00 special dividends, yielding 2.48%, reflecting confidence in cash flow and shareholder returns.

- Despite a 0.21% daily stock rise, the 30-day post-earnings

returned 32.67% (vs. 86.38% benchmark), showing low-risk but limited growth potential.

The Buckle’s Q3 2026 results exceeded expectations, with revenue rising 9.3% to $320.84 million and EPS climbing 9% to $0.97. The company’s GAAP EPS of $0.96 beat estimates by $0.01, while revenue outperformed by $2.87 million. Despite no explicit guidance provided, the robust performance underscores operational efficiency and demand resilience.

Revenue

The company reported total revenue of $320.84 million, net of returns and allowances, with sales contributing the same amount after accounting for returns. This reflects strong consumer engagement and effective inventory management.

Earnings/Net Income

The Buckle’s earnings growth accelerated, with both EPS and net income surpassing prior-year levels by double-digit percentages, reflecting improved profitability.

Price Action

The stock price edged up 0.21% in the latest trading day and 0.80% for the week, though it declined 2.33% month-to-date.

Post Earnings Price Action Review

The strategy of buying

when earnings beat and holding for 30 days delivered moderate performance but underperformed the benchmark. The strategy achieved a 32.67% return, trailing the benchmark by 53.71%. With a maximum drawdown of 0.00% and a Sharpe ratio of 0.15, the strategy indicated a low-risk profile but lacked significant growth potential.

Additional News

Buckle announced a $0.35/share quarterly dividend, in line with previous distributions, and a special $3.00/share dividend, payable on January 29 to shareholders of record by January 15. The forward yield of 2.48% highlights the company’s commitment to returning capital. These actions, coupled with strong Q3 results, signal confidence in cash flow generation and shareholder value.

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