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勃肯Birkenstock(BIRK)2026财年第一季度财报(6-K)「NYSE」(英文版)(43页).pdf

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1、UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549FORM 6-KREPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THESECURITIES EXCHANGE ACT OF 1934For the Month of February 2026Commission file number:001-41836Birkenstock Holding plc(Translation of registrants name

2、into English)1-2 Berkeley SquareLondon W1J 6EAUnited Kingdom(Address of principal executive office)Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.Form 20-F Form 40-F TABLE OF CONTENTSPagePART I-FINANCIAL INFORMATION1ITEM 1.FINANC

3、IAL STATEMENTS1Unaudited Interim Condensed Consolidated Statements of Financial Position2Unaudited Interim Condensed Consolidated Statements of Comprehensive Income3Unaudited Interim Condensed Consolidated Statements of Changes in ShareholdersEquity4Unaudited Interim Condensed Consolidated Statement

4、s of Cash Flows5Notes to the Unaudited Interim Condensed Consolidated Financial Statements6ITEM 2.MANAGEMENTS DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION ANDRESULTS OF OPERATIONS20PART II-OTHER INFORMATION40ITEM 1.LEGAL PROCEEDINGS40ITEM 1A.RISK FACTORS40ITEM 2.INCORPORATION BY REFERENCE40SIGNATU

5、RES411PART I FINANCIAL INFORMATIONITEM 1.FINANCIAL STATEMENTSBirkenstock Holding plcUnaudited Interim Condensed Consolidated Financial Statementsas of December 31,2025 and for the three months ended December 31,2025 and 20242Unaudited Interim Condensed Consolidated Statements of Financial Position(I

6、n thousands of Euros)NotesDecember 31,2025September 30,2025AssetsNon-current assetsGoodwill1,509,9581,512,270Intangible assets(other than goodwill)1,570,1991,577,248Property,plant and equipment7378,778357,496Right-of-use assets8190,953179,762Deferred tax assets15,13011,556Other assets1139,34628,425T

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1. **财务表现**:2025年Q3营收4.019亿欧元(同比+11%),净利润5056万欧元(同比+151%),EPS 0.27欧元(同比+157%)。 2. **区域增长**:美洲营收占比55%(同比+5%),EMEA占30%(+16%),APAC增长强劲(+28%)。 3. **渠道表现**:B2B收入增18%,DTC增4%;毛利率55.7%(同比降460基点),主因汇率波动(-220基点)及美国关税(-130基点)。 4. **关键事件**:2025年10月收购澳大利亚分销商Birkenstock Australia,贡献收入1670万欧元;收购产生1230万欧元廉价收益。 5. **风险提示**:美国关税及贸易政策不确定性持续,可能影响未来毛利率及需求。
**Birkenstock增长动力?** **关税如何影响利润?** **APAC市场潜力如何?**
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