Overview
- Q4 net income rose to $131.5 million from $15.4 million a year earlier on revenue of $2.10 billion, which the company said topped analyst expectations.
- Full-year results reached $6.57 billion in revenue, up 26.7%, with net income of $427.4 million.
- CFO Andrew Page credited Arc’teryx momentum and faster Salomon footwear growth and said the stronger profile allows increased investment in Salomon softgoods.
- Guidance calls for 16%–18% revenue growth in 2026 with operating margin expansion guided to the low end due to front‑loaded brand investments.
- Plans include opening 25–30 net new Arc’teryx stores and 7–10 Salomon shops in the U.S., boosting capex to $400 million, shifting $50 million of costs to corporate, targeting an effective tax rate of 28%, and noting an $80 million note redemption with net leverage at 0.3x.