YETI (NYSE:YETI) Issues FY 2026 Earnings Guidance

YETI (NYSE:YETI) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.830-2.890 for the period, compared to the consensus EPS estimate of 2.710. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

YETI Trading Up 4.7%

NYSE:YETI opened at $42.60 on Friday. The company has a quick ratio of 1.11, a current ratio of 2.10 and a debt-to-equity ratio of 0.10. YETI has a 1-year low of $28.98 and a 1-year high of $51.29. The firm has a market capitalization of $3.22 billion, a price-to-earnings ratio of 21.73, a price-to-earnings-growth ratio of 1.32 and a beta of 1.69. The stock has a fifty day simple moving average of $38.52 and a 200 day simple moving average of $41.81.

YETI (NYSE:YETI) last released its quarterly earnings results on Thursday, May 14th. The company reported $0.26 earnings per share for the quarter, beating analysts’ consensus estimates of $0.17 by $0.09. YETI had a return on equity of 22.61% and a net margin of 8.36%.The business had revenue of $380.41 million during the quarter, compared to analyst estimates of $374.73 million. During the same quarter last year, the company posted $0.31 EPS. YETI’s revenue for the quarter was up 8.3% on a year-over-year basis. YETI has set its FY 2026 guidance at 2.830-2.890 EPS. Sell-side analysts forecast that YETI will post 2.33 earnings per share for the current year.

Analyst Ratings Changes

A number of equities analysts recently weighed in on YETI shares. KeyCorp upgraded YETI from a “sector weight” rating to an “overweight” rating and set a $57.00 price target for the company in a research report on Friday, January 16th. UBS Group decreased their price target on YETI from $47.00 to $40.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. Robert W. Baird increased their price target on YETI from $54.00 to $55.00 and gave the company an “outperform” rating in a research report on Friday. Morgan Stanley decreased their price objective on YETI from $48.00 to $47.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 10th. Finally, Raymond James Financial restated an “outperform” rating and set a $55.00 price objective on shares of YETI in a research report on Friday. Nine investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, YETI currently has an average rating of “Moderate Buy” and a consensus price target of $50.33.

Key YETI News

Here are the key news stories impacting YETI this week:

• Positive Sentiment: YETI beat Q1 EPS and revenue expectations, with sales up 8% year over year, which reinforces demand for its products and supports the recent stock strength. YETI Reports First Quarter 2026 Results
• Positive Sentiment: The company raised FY2026 EPS guidance above Wall Street estimates, signaling management confidence in continued earnings growth. What YETI Holdings (YETI)’s Raised 2026 Guidance After Softer Q1 Earnings Means For Shareholders
• Positive Sentiment: Robert W. Baird lifted its price target on YETI and kept an outperform rating, adding to the bullish post-earnings momentum. Benzinga report on YETI price target increase
• Neutral Sentiment: Several shopping and lifestyle articles highlighted YETI products and brand visibility, which may help awareness but do not appear to be direct stock-moving catalysts. YETI has a steal-of-a-deal on its Rambler straw mugs
• Neutral Sentiment: Analysts and commentary noted the stock’s recent run-up, but also warned that YETI will need to prove demand remains sustainable beyond the current earnings beat. YETI Rallies After Earnings Beat and Raised Outlook
• Negative Sentiment: Q1 EPS fell from a year earlier, and margin pressure remains a concern even with the strong sales backdrop. YETI Holdings Inc (YETI) Q1 2026 Earnings Call Highlights

Institutional Trading of YETI

Institutional investors and hedge funds have recently modified their holdings of the company. Quarry LP acquired a new stake in YETI in the 3rd quarter valued at $30,000. Safe Harbor Fiduciary LLC acquired a new position in shares of YETI during the fourth quarter valued at $41,000. Meeder Asset Management Inc. acquired a new position in YETI in the fourth quarter valued at about $44,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of YETI during the fourth quarter worth about $63,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of YETI during the third quarter worth about $53,000.

About YETI

YETI Holdings, Inc is an American outdoor and lifestyle products company known for its premium, performance-driven coolers, drinkware and accessories. The company’s portfolio includes hard coolers under its flagship Tundra series, soft coolers in the Hopper line, and vacuum-insulated drinkware sold under the Rambler brand. YETI’s products are engineered for durability, temperature retention and rugged outdoor use, targeting consumers ranging from avid anglers and hunters to outdoor enthusiasts and everyday users seeking high-quality insulated containers.

Founded in 2006 by brothers Roy and Ryan Seiders in Austin, Texas, YETI began with a focus on building a better cooler that could withstand extreme conditions and maintain ice retention longer than traditional alternatives.