Jun 2026 (Q2 FY26) — Jul 30, 2026
Steven Madden, Ltd. Q2 FY26 — Robust Top and Bottom Line Growth Driven by Flagship Brand
Read the full callSteven Madden earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 666 | +19.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.9 | +13.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 27.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $34.96 on 14 Oct 2025 → $46.24. High $49.07 (5 Aug 2026), low $31.37 (13 Mar 2026).
Overview
Call summaries
Steven Madden, Ltd. Q2 FY26 — Robust Top and Bottom Line Growth Driven by Flagship Brand
Read the full callEvery analysed call
Financials
Net profit, year on year: +170% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 625 | 582 | 554 | 559 | 668 | 754 | 653 | 666 |
| Operating profit | 75 | 47 | 53 | -40 | 31 | 36 | 99 | 39 |
| Operating margin | 11.9% | 8.0% | 9.7% | −7.2% | 4.7% | 4.8% | 15.1% | 5.9% |
| Profit before tax | 76 | 48 | 54 | -35 | 26 | 32 | 95 | 38 |
| Tax rate | 25.5% | 21.2% | 24.1% | −11.2% | 17.4% | 22.3% | 24.7% | 26.6% |
| Net profit | 55 | — | 40 | -39 | 21 | — | 72 | 28 |
| EPS ($ per share) | 0.78 | — | 0.57 | -0.56 | 0.29 | — | 1.01 | 0.39 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 1,218 | 1,310 | 1,280 | 1,421 | 1,571 | 1,680 | 1,788 | 1,772 |
| Total liabilities | 258 | 437 | 347 | 535 | 414 | 500 | 536 | 1,010 |
| Fixed assets | 65 | 66 | 43 | 36 | 41 | 47 | 57 | 116 |
| Investments | — | — | 39 | 44 | 15 | 15 | 13 | 0 |
| Total assets | 1,073 | 1,279 | 1,138 | 1,356 | 1,258 | 1,348 | 1,412 | 1,914 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 154 | 234 | 44 | 159 | 268 | 229 | 198 | 162 |
| Cash from investing | 11 | -28 | -5 | -3 | 6 | -100 | -39 | -401 |
| Cash from financing | -146 | -142 | -57 | -185 | -216 | -201 | -168 | 157 |
| Net cash flow | — | 64 | -16 | -28 | 55 | -70 | -15 | -78 |
| Capital expenditure | -12 | -18 | -7 | -7 | -16 | -19 | -26 | -43 |
| Free cash flow | 142 | 215 | 38 | 153 | 252 | 210 | 172 | 120 |
56 filings between Nov 12, 2025 and Aug 5, 2026.
Purchases
None
No insider bought shares.
Sales
$3.92M
19 sales by 9 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| VARELA AMELIA | — | $1.80M | Aug 5, 2026 |
| Mazouzi Zine | — | $526.5K | Nov 25, 2025 |
| Reed Arian Simone | — | $399.4K | Aug 5, 2026 |
| MIGLIORINI PETER | — | $307.6K | Jun 15, 2026 |
| Ciglar Christina | — | $230.3K | Jun 9, 2026 |
| KLIPPER MITCHELL S | — | $190.2K | Aug 5, 2026 |
| Ferrara Al | — | $189.1K | Aug 4, 2026 |
| Davis Peter Allan | — | $178.5K | Aug 4, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 5, 2026 | Reed Arian Simone Director | Sale | 1,250 | $61.0K |
| Aug 5, 2026 | VARELA AMELIA President | Sale | 15,000 | $728.8K |
| Aug 5, 2026 | KLIPPER MITCHELL S Director | Sale | 3,918 | $190.2K |
| Aug 4, 2026 | Davis Peter Allan Director | Sale | 525 | $25.4K |
| Aug 4, 2026 | Ferrara Al Director | Sale | 3,918 | $189.1K |
| Aug 1, 2026 | Keith Lisa EVP, Gen. Counsel, Secretary | Tax withheld | 581 | $26.8K |
| Jun 15, 2026 | Reed Arian Simone Director | Sale | 1,100 | $49.9K |
| Jun 15, 2026 | MIGLIORINI PETER Director | Sale | 4,000 | $181.2K |
| Jun 9, 2026 | Ciglar Christina Chief Product Officer | Sale | 5,147 | $230.3K |
| Jun 4, 2026 | Reed Arian Simone Director | Sale | 475 | $20.8K |
| Jun 3, 2026 | VARELA AMELIA President | Sale | 10,000 | $434.4K |
| May 22, 2026 | Davis Peter Allan Director | Sale | 3,030 | $127.2K |
| May 20, 2026 | Davis Peter Allan Director | Award | 2,964 | $0 |
| May 20, 2026 | Ferrara Al Director | Award | 2,964 | $0 |
| May 20, 2026 | KLIPPER MITCHELL S Director | Award | 2,964 | $0 |
| May 20, 2026 | Kumar Maria Teresa Director | Award | 2,964 | $0 |
| May 20, 2026 | MIGLIORINI PETER Director | Award | 2,964 | $0 |
| May 20, 2026 | LYNCH ROSE PEABODY Director | Award | 2,964 | $0 |
| May 20, 2026 | Sachdev Ravi Director | Award | 2,964 | $0 |
| May 20, 2026 | Reed Arian Simone Director | Sale | 648 | $25.9K |
| May 20, 2026 | Reed Arian Simone Director | Award | 2,964 | $0 |
| Mar 15, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 713 | $22.4K |
| Mar 15, 2026 | Keith Lisa EVP, Gen. Counsel, Secretary | Award | 1,594 | $0 |
| Mar 15, 2026 | Keith Lisa EVP, Gen. Counsel, Secretary | Tax withheld | 143 | $4.5K |
| Mar 15, 2026 | Mazouzi Zine Chief Financial Officer | Award | 7,969 | $0 |
| Mar 15, 2026 | Rosenfeld Edward R. Chief Executive Officer | Award | 108,384 | $0 |
| Mar 15, 2026 | VARELA AMELIA President | Award | 7,969 | $0 |
| Mar 15, 2026 | VARELA AMELIA President | Tax withheld | 1,010 | $31.7K |
| Mar 12, 2026 | Reed Arian Simone Director | Sale | 3,600 | $120.4K |
| Mar 1, 2026 | Keith Lisa EVP, Gen. Counsel, Secretary | Tax withheld | 94 | $3.4K |
| Mar 1, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 365 | $13.2K |
| Mar 1, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 465 | $16.8K |
| Mar 1, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 520 | $18.8K |
| Mar 1, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 433 | $15.6K |
| Mar 1, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 9,565 | $345.3K |
| Mar 1, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 5,594 | $201.9K |
| Mar 1, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 8,554 | $308.8K |
| Mar 1, 2026 | VARELA AMELIA President | Tax withheld | 659 | $23.8K |
| Mar 1, 2026 | VARELA AMELIA President | Tax withheld | 736 | $26.6K |
| Mar 1, 2026 | VARELA AMELIA President | Tax withheld | 614 | $22.2K |
| Feb 28, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 9,033 | $326.1K |
| Feb 28, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 12,928 | $466.7K |
| Feb 1, 2026 | Keith Lisa EVP, Gen. Counsel, Secretary | Tax withheld | 1,589 | $69.7K |
| Feb 1, 2026 | Rosenfeld Edward R. Chief Executive Officer | Tax withheld | 4,992 | $219.0K |
| Jan 7, 2026 | VARELA AMELIA President | Award | 24,983 | $0 |
| Jan 4, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 2,102 | $88.7K |
| Jan 3, 2026 | VARELA AMELIA President | Tax withheld | 4,718 | $199.1K |
| Jan 2, 2026 | Mazouzi Zine Chief Financial Officer | Tax withheld | 1,933 | $81.6K |
| Dec 11, 2025 | Reed Arian Simone Director | Sale | 2,712 | $121.5K |
| Dec 1, 2025 | VARELA AMELIA President | Sale | 15,000 | $638.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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