Rocky Brands Q3 sales rise on strong demand, tariff refund helps margins
RCKY•Rocky Brands’ third-quarter net sales rose 13% year over year to $138.8 million, while adjusted EPS increased 71% to $1.76. Gross margin improved with help from tariff refunds and inventory benefits.
1. Sales and earnings rise
Rocky Brands reported third-quarter net sales of $138.8 million, up 13% year over year, and adjusted EPS of $1.76, up 71%. Net income was $12.8 million, and adjusted income from operations was $18.9 million.
2. Brands and channels grow
Double-digit sales gains were led by Durango, Muck, XTRATUF and Lehigh CustomFit. Retail segment sales increased 20%, while wholesale sales rose 12%. Gross margin benefited from IEEPA tariff refunds and sales of inventory from a free trade zone without incremental tariffs.
3. Company outlook
Rocky Brands expects a strong finish to 2026, citing momentum entering the holiday season and broad-based demand across brands and channels entering the fourth quarter. It did not provide specific fourth-quarter or full-year revenue or EPS guidance.
