STEVEN MADDEN, LTD. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Steven Madden reported Q2 2026 revenue of $665.9M (up 19.1% YoY) with net income of $27.7M ($0.38 diluted EPS), reversing a $39.5M loss in Q2 2025. The company raised FY2026 revenue guidance to 11-13% growth (from 10-12%) and adjusted diluted EPS to $2.05-$2.15 (from $2.00-$2.10), while reaffirming GAAP EPS guidance at $2.55-$2.65. Ken Pilot, former executive at J.Crew, Gap Inc., and Ralph Lauren, was appointed to the board effective October 1, 2026; the company maintained its $0.21 quarterly dividend.
Why this rating
Strong operational turnaround with 19% revenue growth and margin expansion (gross margin 46.5% vs 40.4% YoY) is material for a $1.7B company. Raised guidance is significant but modest (100-150 bps increment). Board addition adds retail/tech expertise but is routine.
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