The strong beat and raised guidance, combined with significant debt paydown ($110M net repayments in H1 2026), signal accelerating operational momentum and improved financial flexibility. Monitor the Q3 earnings call for further guidance updates and any commentary on tariff impacts or consumer demand trends.
Price Chart
Executive Summary
Steven Madden reported strong Q2 2026 results with revenue of $665.9M (+19.1% YoY) and adjusted EPS of $0.44, beating consensus estimates of $0.33. The company raised its full-year revenue guidance to 11-13% growth and adjusted EPS guidance to $2.05-$2.15, while reaffirming GAAP EPS guidance of $2.55-$2.65. The board also appointed Ken Pilot as a new director effective October 1, 2026, and declared a $0.21 quarterly dividend.
Key Financial Metrics
Key Facts
- Q2 2026 revenue was $665.9M, up 19.1% YoY from $559.0M
- Adjusted diluted EPS was $0.44, beating consensus of $0.33 by 33.3%
- GAAP diluted EPS was $0.38, compared to a loss of ($0.56) in Q2 2025
- Fiscal 2026 revenue guidance raised to 11-13% growth (from 10-12%)
- Adjusted diluted EPS guidance raised to $2.05-$2.15 (from $2.00-$2.10)
- GAAP diluted EPS guidance reaffirmed at $2.55-$2.65
- Net debt reduced to $30.1M from $209.3M at Q1 2026 end
- Board expanded from 10 to 11 directors; Ken Pilot appointed effective Oct 1, 2026
- Quarterly cash dividend of $0.21 per share declared, payable Sept 24, 2026
Financial Impact
Revenue beat consensus by $27.5M (+4.3%); adjusted EPS beat by $0.11 (+33.3%)
Risk Factors
- Tariff exposure on imported goods could pressure margins if trade policies change
- Integration risks from the Kurt Geiger acquisition remain; goodwill and intangibles of $531M on the balance sheet
- Consumer discretionary spending slowdown could impact demand for fashion footwear
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-035322 |
| Document: form8-k.htm | 0001493152-26-035322 |
| Document: 0001493152-26-035322-index-headers.html | 0001493152-26-035322 |
| Document: 0001493152-26-035322-index.html | 0001493152-26-035322 |
| Document: 0001493152-26-035322.txt | 0001493152-26-035322 |
| 8-K Data (Synthetic) | 0001493152-26-035322 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | Insider Cluster | $49.07 $41.99 | ▼ −14.43% | ▼ −13.83% | $45.97 (−6.32%) |
Aug 4, 2026 8w ago | Insider Cluster | $48.86 $41.44 | ▼ −15.19% | ▼ −13.95% | $45.97 (−5.91%) |
Jul 30, 2026 9w ago | 8-K | $47.83 $44.69 | ▼ −6.56% | ▼ −10.53% | $45.97 (−3.89%) |
Jun 16, 2026 15w ago | Insider Cluster | $42.84 $43.68 | ▲ +1.96% | ▲ +0.64% | $45.97 (+7.31%) |
Jun 11, 2026 16w ago | Institutional Cluster | $45.89 $40.32 | ▼ −12.14% | ▼ −14.03% | $45.97 (+0.17%) |
Jun 4, 2026 17w ago | Insider Cluster | $44.03 $39.71 | ▼ −9.81% | ▼ −11.67% | $45.97 (+4.41%) |
Apr 22, 2026 23w ago | Press Release | $39.25 $38.23 | ▼ −2.60% | ▼ −5.76% | $45.97 (+17.12%) |
Feb 25, 2026 31w ago | 8-K | $35.60 $33.99 | ▲ +4.53% | ▼ −0.71% | $45.97 (−29.12%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access