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Yeti Holdings (YETI) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · Yeti Holdings (YETI) Q2 2026 earnings results →
Q2 2026 Revenue up 8% year over year to $484M · 15¢ of every $1 of revenue kept as net profit · operating margin 19.3%
Yeti Holdings made $484M in Q2 2026 (+8% Y/Y): Drinkware $241M, Coolers & Equipment $232M, Other $10.1M. Operating margin 19.3%, net earnings $71.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $483.9M in Q2 2026, up 9% year over year and up 27% from the previous quarter. Drinkware was the largest line at 50% of revenue. Coolers & Equipment added $31.8M year over year (up 16%), 84% of the total change.
Gross margin was 66.7%, up 8.9 points from Q2 2025. Operating profit was $93.5M, a 19.3% margin (up 5.4 points year over year). Of the extra revenue versus Q2 2025, 83% reached operating profit, above the 14% margin then. Operating expenses grew 17% against revenue growth of 9%. Net earnings were $71.3M, up 39% year over year. The effective tax rate was 24.3%.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 13, 2026 | $484M | +8% | 19.3% | $71.3M | — |
| Q1 2026 | 10-Q | May 14, 2026 | $380M | +8% | 3.3% | $9.9M | −$32.6M |
| Q4 2025 | 10-K | Feb 27, 2026 | $584M | +7% | 12.9% | $58.2M | $173M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $488M | +2% | 11.1% | $39.4M | $101M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $446M | -4% | 13.9% | $51.2M | $61.2M |
| Q1 2025 | 10-Q | May 8, 2025 | $351M | +3% | 6.2% | $16.6M | −$80.3M |
| Q4 2024 | 10-K | Feb 24, 2025 | $547M | +5% | 15.1% | $53.2M | $226M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Yeti Holdings
Headquartered in Austin, Texas, YETI is a global designer, retailer, and distributor of innovative outdoor products. From coolers and drinkware to bags and apparel, YETI products are built to meet the unique and varying needs of diverse outdoor pursuits, whether in the remote wilderness, at the beach, or anywhere life takes you. By consistently delivering high-performing, exceptional products, we have built a strong following of brand loyalists throughout the world, ranging from serious outdoor enthusiasts to individuals who simply value products of uncompromising quality and design. We have an unwavering commitment to outdoor and recreation communities, and we are relentless in our pursuit of building superior products for people to confidently enjoy life outdoors and beyond.
In its own words, from its 10-K, filed Feb 27, 2026.
Yeti Holdings against its Sporting & Athletic Goods, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +8% against the peers' median +2%. Operating margin: 19.3% against the peers' median 10.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| YETI Yeti Holdings | Q2 2026 | $484M | +8% | 19.3% |
| GOLF Acushnet Holdings | Q3 2026 | $649M | -1% | 12.4% |
| PTON Peloton Interactive | Q1 FY27 | $559M | +2% | 20.8% |
| CALY Callaway Golf | Q3 2026 | $437M | -6% | 10.2% |
| JOUT Johnson Outdoors | Q3 FY26 | $190M | +5% | 9.7% |
| SBDS Solo Brands | Q2 2026 | $88.5M | -4% | 4.0% |
| CLAR Clarus | Q3 2026 | $71.2M | +3% | 4.7% |
| ESCA Escalade | Q3 2026 | $65.6M | -3% | 13.2% |
| AOUT American Outdoor Brands | Q1 FY27 | $37.3M | +25% | -5.7% |
Source: Yeti Holdings 10-Q on SEC EDGAR · CIK 1670592 · Sporting & Athletic Goods, NEC
13F: who owns YETI and who is buying
More on YETI
- How Yeti Holdings makes money: revenue by segment
- Yeti Holdings next earnings date and what analysts expect
- Yeti Holdings stock forecast, price target and fair value
- Who owns Yeti Holdings stock: holders, funds and Congress trades
- Yeti Holdings guidance and outlook
- Is Yeti Holdings a takeover target? LBO and rumors
History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results
- Yeti Holdings guidance history: guided vs reported
- Yeti Holdings gross margin by quarter
- Yeti Holdings operating margin by quarter
- Yeti Holdings net income by quarter
- Yeti Holdings free cash flow by quarter
- Yeti Holdings capital expenditures by quarter
- Yeti Holdings Drinkware revenue by quarter
- Yeti Holdings Coolers & Equipment revenue by quarter