ENDURANCE TAPEPUMQ3 rev €1.78B-5.0%GRMNQ3 rev $1.99B+12%ADSQ3 rev €7.25B+9%DECKQ2 FY27 rev $1.481B+3.5%HOKAQ2 FY27 $677.2M+6.8%DECKFY27 revenue guideCUTADSFY op. profit outlook~€2.5BHYROX2026/27 target2M+ athletesSTRAVAIPOFILED (CONF.)
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Endurance Earnings Tracker

Every quarter from the public companies that move running, cycling and wearables, plus the private ones that matter. Fiscal periods are shown with calendar months so you can compare across companies.

CompanyPeriodRevenueYoYGuidanceSignalReported
PumaFootwear and apparelQ3 2026 (Jul to Sep 2026)€1,776.2M-5.0%FY sales down low to mid single digits c.a.; EBIT -€80M to -€130M (narrowed)Running "strong growth" on NITRO, not sized; inventory -24.3%Oct 30
GarminWearables and appsQ3 2026 (quarter ended Sep 26, 2026)$1.99B+12%FY revenue raised to ~$8.15BFitness $694.3M, +16%Oct 28
AdidasFootwear and apparelQ3 2026 (Jul to Sep 2026)€7.25B+9%FY op. profit outlook raised to ~€2.5BRunning up double digits in PerformanceOct 29
Deckers (Hoka)Footwear and apparelQ2 FY27 (Jul to Sep 2026)$1.481B+3.5%FY revenue cut to $5.70B to $5.725BHoka $677.2M, +6.8%Oct 22
HyroxFitness racingPrivatePrivate2M+ participants targeted, 2026/27Sale to founders, L Catterton, WndrCo closed Sept 8Sept 8
StravaWearables and appsPrivate; IPO filed confidentiallyPrivateReported $2.5B to $3B IPO valuationJan 2026
Revenue growth · July to September quarter

Who grew fastest this season

Garmin +12% Adidas +9% Hoka +6.8% Deckers total +3.5%
Reported year-over-year revenue growth. On, Amer Sports, ASICS and others added as they report.
This season's story

Tariff refund watch

Deckers' $2.31 EPS includes $0.28 from an IEEPA tariff refund. About €200M of Adidas's Q3 operating profit came from US refunds. Puma booked €29.8M in Q3. Read every margin twice this season.

Read the issue

Reporting next

  • On: Q3 2026, Nov 10
  • Amer Sports: Q3 2026, Nov 17
  • ASICS: Q3 2026, expected Nov 12
  • Nike: Q2 FY27 (Sep to Nov 2026), December

How we build it

Figures come from company releases and earnings calls, checked the day they publish. Single-sourced numbers are flagged until confirmed. Spot an error? Email hello@enduronomics.com and we correct it in public.