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BIRDAllbirds, Inc.
$3.47$29M
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BIRD logoAllbirds, Inc.(BIRD)Earnings, Financials & Key Ratios

BIRD•NASDAQ
$3.47
Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryApparel RetailSub-IndustryFootwear Retailers and Brands
AboutAllbirds, Inc. manufactures and sells footwear and apparel products for men and women. It offers shoes, such as running shoes, everyday sneakers, high-tops, slip-ons, boat shoes, flats, weather repellent shoes, and sandals. The company's apparel products include activewear, tops, bottoms, dresses, sweaters, underwear, and socks. It sells its products through its retail stores in the United States and internationally, as well as online. Allbirds, Inc. was formerly known as Bozz, Inc. Allbirds, Inc. was incorporated in 2015 and is based in San Francisco, California.Show more
  • Revenue$152M-19.7%
  • EBITDA-$67M+21.1%
  • Net Income-$77M+17.2%
  • EPS (Diluted)-9.47+20.2%
  • Gross Margin35.78%-16.2%
  • EBITDA Margin-44.05%+1.9%
  • Operating Margin-49.31%+4.1%
  • Net Margin-50.69%-3.1%
  • ROE-112.33%-72.7%

BIRD Price & Volume

Allbirds, Inc. (BIRD) stock price & volume — 10-year historical chart

Loading chart...

Persistent Revenue Contraction Threatens Operational Solvency

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Imminent liquidity shortfall risk

Key Thesis Takeaways

  • Allbirds faces a critical inflection point as its direct-to-consumer model struggles with a -30.5% year-over-year revenue decline and severe margin compression.
  • The company's inability to achieve profitable scale is evidenced by an operating margin of -88.3% and a rapidly depleting cash reserve of $14.4M.
  • Investors should remain cautious as the firm's reliance on debt, now at a 2.04 debt-to-equity ratio, suggests significant liquidity and solvency risks that may necessitate further dilutive financing.

Verdict Logic

the company's cash reserves have plummeted to $14.4M, which appears insufficient to cover ongoing quarterly operating losses of $19.7M, signaling an imminent liquidity shortfall.

BIRD Growth Metrics

Allbirds, Inc. (BIRD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-7.01%
3 Years-20%
TTM-21.84%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM13.35%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM17.49%

Return on Capital

10 Years-31.82%
5 Years-38.8%
3 Years-53.04%
Last Year-70.49%

BIRD Recent Earnings

Allbirds, Inc. (BIRD) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 14, 2026
Metric
Actual
Est
EPS
$2.39-3.2%
$2.31
Rev
$22M-8.9%
$25M
Q2 2026
Mar 31, 2026
Metric
Actual
Est
EPS
$2.33-3.6%
$2.25
Rev
$48M-15.3%
$56M
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$2.49+5.7%
$2.64
Rev
$33M-41.4%
$56M
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$1.92+30.9%
$2.78
Rev
$40M+2.8%
$39M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 14, 2026
$2.39vs $2.31-3.2%
$22Mvs $25M-8.9%
Q2 2026Mar 31, 2026
$2.33vs $2.25-3.6%
$48Mvs $56M-15.3%
Q4 2025Nov 6, 2025
$2.49vs $2.64+5.7%
$33Mvs $56M-41.4%
Q3 2025Aug 7, 2025
$1.92vs $2.78+30.9%
$40Mvs $39M+2.8%
Based on last 12 quarters of dataView full earnings history →

Latest BIRD News

Recent stock market news and headlines for Allbirds, Inc. (BIRD)

TechCrunch·Jun 19, 2026
The CEO of Allbirds' new AI biz has a plan, but no employees

When Allbirds pivoted to AI in April, it felt like a joke from Silicon Valley breaking free of the TV: The direct-to-consumer shoe purveyor whose flimsy kicks helped define what we'll loosely call Silicon Valley style had discovered a new trend to chase.

Benzinga·Jun 18, 2026
Why Is Smartbird Stock Surging Thursday?

Smartbird (NASDAQ: BIRD) stock jumps as the company completes its shift from footwear to AI infrastructure. Read the latest updates.

Fast Company·Jun 18, 2026
BIRD takes flight: Allbirds pivot to AI company Smartbird is a huge change—that's good for the stock

From shoes to AI to . . . Smartbird?

Invezz·Jun 17, 2026
Allbirds stock jumps 45% as company rebrands to Smartbird

Allbirds completed its transformation from a footwear company into an artificial intelligence infrastructure provider on Wednesday, changing its name to Smartbird and appointing former Amazon executive Nadia Carlsten as chief executive officer. The announcement sent shares of the company, which continues to trade under the ticker BIRD, sharply higher.

Forbes·Jun 17, 2026
Allbirds Changes Name To Smartbird—Stock Skyrockets Again After AI Pivot

Allbirds began as a footwear manufacturer whose wool sneakers surged in popularity with San Francisco's tech workers and executives a decade ago. The company was valued at $4 billion after an IPO in November 2021, but sales began falling during the pandemic.

Peers Comparison

Key metrics vs top competitors for Allbirds, Inc. (BIRD)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
BIRD logoBIRDAllbirds, Inc.Current
$3.47$28.93M-0.37-19.65%-50.69%-112.33%—
ONON logoONONOn Holding AG
$36.62$12.21B50.9224.16%8.05%15.91%—
CROX logoCROXCrocs, Inc.
$124.55$6.23B-83.03-1.5%-2.58%-7.54%—
BOOT logoBOOTBoot Barn Holdings, Inc.
$158.03$4.8B21.5017.93%10.02%18.15%—
NKE logoNKENIKE, Inc.
$43.21$63.94B20.00-9.84%4.84%16.41%—
UAA logoUAAUnder Armour, Inc.
$6.74$2.88B-5.81-3.86%-9.94%-30.13%—

Compare BIRD vs Peers

Allbirds, Inc. (BIRD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ONON

Most directly comparable listed peer for BIRD.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare BIRD against a more recognizable public peer.

Peer Set

Compare Top 5

vs ONON, CROX, BOOT, NKE

BIRD SEC Filings & Documents

Allbirds, Inc. (BIRD) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 20, 2026·SEC

Material company update

Apr 29, 2026·SEC

Material company update

Apr 21, 2026·SEC

10-K Annual Reports

4
FY 2026

Mar 31, 2026·SEC

FY 2025

Mar 12, 2025·SEC

FY 2024

Mar 13, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 15, 2026·SEC

FY 2025

Nov 7, 2025·SEC

FY 2025

Aug 8, 2025·SEC

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BIRD Frequently Asked Questions

Allbirds, Inc. (BIRD) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Allbirds, Inc.'s revenue?

Allbirds, Inc. (BIRD) reported $142.7M in revenue for fiscal year 2025. This represents a 26% decrease from $193.7M in 2019.

How fast is Allbirds, Inc. growing?

Allbirds, Inc. (BIRD) saw revenue decline by 19.7% over the past year.

Is BIRD profitable?

Allbirds, Inc. (BIRD) reported a net loss of $76.1M for fiscal year 2025.

Dividend & Returns
What is BIRD's return on equity?

Allbirds, Inc. (BIRD) has a return on equity (ROE) of -112.3%. Negative ROE indicates the company is unprofitable.

What is Allbirds, Inc.'s free cash flow?

Allbirds, Inc. (BIRD) had negative free cash flow of $41.8M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in BIRD back in 2019?

Total return calculator · dividends reinvested · 7+ years of data

See returns →