Every material Form 8-K Steven Madden filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
Steve Madden reported second-quarter 2026 revenue of $665.9 million, up 19.1% from a year earlier, and GAAP net income attributable to the company of $27.7 million, or $0.38 per diluted share, compared with a loss of $39.5 million a year earlier. The company raised its fiscal 2026 revenue growth and adjusted diluted EPS outlook while keeping its GAAP diluted EPS guidance of $2.55 to $2.65 unchanged. The filing also announces that Ken Pilot will join the board effective October 1, 2026, and declares a $0.21 quarterly dividend.
Q2 2026 revenue rose 19.1% to $665.9 million, versus $559.0 million in Q2 2025.
GAAP diluted EPS was $0.38 versus a loss of $0.56; adjusted diluted EPS was $0.44 versus $0.20.
Fiscal 2026 revenue growth outlook raised to 11% to 13%, from 10% to 12%; adjusted diluted EPS outlook raised to $2.05 to $2.15, from $2.00 to $2.10.
Ken Pilot joins the board effective October 1, 2026; quarterly dividend of $0.21 per share is payable September 24, 2026.
Steven Madden reported first-quarter 2026 revenue up 18.0% to $653.1 million and raised its fiscal 2026 revenue growth outlook to 10% to 12%. GAAP diluted EPS rose to $1.00 from $0.57, but adjusted diluted EPS fell to $0.45 from $0.60, and the GAAP gain was helped by a $55.1 million pre-tax tariff recovery benefit.
Q1 2026 revenue was $653.1 million, up 18.0% from $553.5 million; GAAP diluted EPS was $1.00 versus $0.57, while adjusted diluted EPS was $0.45 versus $0.60.
Fiscal 2026 guidance: revenue to rise 10% to 12%; GAAP diluted EPS of $2.55 to $2.65 and adjusted diluted EPS of $2.00 to $2.10.
A $55.1 million pre-tax benefit from expected recovery of previously incurred IEEPA tariffs was included in cost of sales.
Board declared a quarterly cash dividend of $0.21 per share, payable June 19, 2026 to holders of record on June 8, 2026.
Steven Madden reported fourth quarter 2025 revenue up 29.4% to $753.7 million, with GAAP diluted EPS falling to $0.32 from $0.49 a year earlier. For full year 2025, revenue rose 11.0% to $2,534.1 million while GAAP diluted EPS fell to $0.63 from $2.35, and the company expects 2026 revenue to grow 9% to 11% but is not providing earnings guidance due to tariff uncertainty.
Q4 2025 revenue rose 29.4% to $753.7 million; GAAP diluted EPS was $0.32 versus $0.49, and adjusted diluted EPS was $0.48 versus $0.55.
Full-year 2025 revenue rose 11.0% to $2,534.1 million; GAAP diluted EPS was $0.63 versus $2.35, and adjusted diluted EPS was $1.70 versus $2.67.
2026 outlook calls for revenue growth of 9% to 11%; no earnings guidance is provided because of tariff uncertainty.
Board declared a quarterly cash dividend of $0.21 per share, payable March 20, 2026 to holders of record as of March 11, 2026.
Steven Madden entered a new three-year employment agreement with President Amelia Newton Varela, running January 1, 2026 through December 31, 2028, replacing her prior agreement that expired December 31, 2025. The filing sets her base salary, a performance-based cash bonus tied to EBIT, and a restricted stock grant worth $1.1 million, giving shareholders a clear view of the compensation terms for a senior executive.
Base salary of $825,000 for 2026, $850,000 for 2027 and $875,000 for 2028, plus a $1,250 monthly automobile allowance
Restricted stock grant of $1,100,000 in value, vesting 25% per year for four years starting January 2, 2027
Annual cash bonus of 30% to 80% of salary based on EBIT, with a threshold at 90% of plan and a maximum at 130% of plan
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Steven Madden filing is on SEC EDGAR ↗. 8-K briefs of other companies →