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COLM Stock Analysis - COLUMBIA SPORTSWEAR CO AI Rating

COLM Nasdaq Apparel & Other Finishd Prods of Fabrics & Similar Matl OR CIK: 0001050797
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
65% Confidence

📊 COLM Key Takeaways

Revenue: $3.4B
Net Margin: 5.2%
Free Cash Flow: $216.7M
Current Ratio: 2.59x
Debt/Equity: 0.00x
EPS: $3.24
AI Rating: HOLD with 65% confidence

Investment Thesis

Columbia Sportswear demonstrates solid financial health with strong liquidity (2.59x current ratio), zero debt, and healthy free cash flow generation of $216.7M. However, decelerating growth (0.9% revenue increase) combined with significant net income decline (-20.6% YoY) and compressed operating margins (6.1%) suggest operational challenges that warrant caution despite fortress-like balance sheet strength.

COLM Strengths

  • + Exceptional balance sheet health with zero long-term debt and $442M cash reserves
  • + Strong liquidity position with 2.59x current ratio and 1.69x quick ratio
  • + Robust free cash flow generation of $216.7M with 6.4% FCF margin demonstrates cash conversion efficiency
  • + Healthy gross margin of 50.5% indicating strong product pricing power and cost management

COLM Risks

  • ! Profitability deterioration with net income declining 20.6% YoY despite flat revenue growth of 0.9%
  • ! Operating margin compression at 6.1% signals operational leverage concerns or cost inflation pressures
  • ! Stagnant revenue growth at 0.9% YoY indicates market saturation or competitive pressure in apparel sector
  • ! Declining EPS (-15.2% YoY) despite stable cash flow suggests either higher share count or tax headwinds

Key Metrics to Watch

COLM Financial Metrics

Revenue
$3.4B
Net Income
$177.2M
EPS (Diluted)
$3.24
Free Cash Flow
$216.7M
Total Assets
$2.9B
Cash Position
$442.0M

💡 AI Analyst Insight

Strong liquidity with a 2.59x current ratio provides a solid financial cushion.

COLM Profitability Ratios

Gross Margin 50.5%
Operating Margin 6.1%
Net Margin 5.2%
ROE 10.4%
ROA 6.1%
FCF Margin 6.4%

COLM vs Default Sector

How COLUMBIA SPORTSWEAR CO compares to Default sector averages

Net Margin
COLM 5.2%
vs
Sector Avg 12.0%
COLM Sector
ROE
COLM 10.4%
vs
Sector Avg 15.0%
COLM Sector
Current Ratio
COLM 2.6x
vs
Sector Avg 1.8x
COLM Sector
Debt/Equity
COLM 0.0x
vs
Sector Avg 0.7x
COLM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

COLM Balance Sheet & Liquidity

Current Ratio
2.59x
Quick Ratio
1.69x
Debt/Equity
0.00x
Debt/Assets
41.6%
Interest Coverage
N/A
Long-term Debt
N/A

COLM 5-Year Financial Trend

COLM 5-year financial data: Year 2021: Revenue $3.1B, Net Income N/A, EPS $4.83. Year 2022: Revenue $3.5B, Net Income N/A, EPS $1.62. Year 2023: Revenue $3.5B, Net Income N/A, EPS $5.33. Year 2024: Revenue $3.5B, Net Income N/A, EPS $4.95. Year 2025: Revenue $3.5B, Net Income $251.4M, EPS $4.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: COLUMBIA SPORTSWEAR CO's revenue has grown significantly by 12% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.09 reflects profitable operations.

COLM Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.4%
Free cash flow / Revenue

COLM Quarterly Performance

Quarterly financial performance data for COLUMBIA SPORTSWEAR CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $931.8M $52.0M $0.95
Q2 2025 $570.2M -$10.2M $-0.19
Q1 2025 $770.0M N/A $0.71
Q3 2024 $931.8M N/A $1.56
Q2 2024 $570.2M N/A $0.14
Q1 2024 $770.0M N/A $0.71
Q3 2023 $955.1M N/A $1.70
Q2 2023 $578.1M N/A $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

COLM Capital Allocation

Operating Cash Flow
$282.9M
Cash generated from operations
Stock Buybacks
$201.1M
Shares repurchased (TTM)
Capital Expenditures
$66.2M
Investment in assets
Dividends Paid
$65.5M
Returned to shareholders

COLM SEC Filings

Access official SEC EDGAR filings for COLUMBIA SPORTSWEAR CO (CIK: 0001050797)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 8-K colm-20260319.htm View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772844149.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772844144.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772844138.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772844132.xml View →

Frequently Asked Questions about COLM

What is the AI rating for COLM?

COLUMBIA SPORTSWEAR CO (COLM) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are COLM's key strengths?

Exceptional balance sheet health with zero long-term debt and $442M cash reserves. Strong liquidity position with 2.59x current ratio and 1.69x quick ratio.

What are the risks of investing in COLM?

Profitability deterioration with net income declining 20.6% YoY despite flat revenue growth of 0.9%. Operating margin compression at 6.1% signals operational leverage concerns or cost inflation pressures.

What is COLM's revenue and growth?

COLUMBIA SPORTSWEAR CO reported revenue of $3.4B.

Does COLM pay dividends?

COLUMBIA SPORTSWEAR CO pays dividends, with $65.5M distributed to shareholders in the trailing twelve months.

Where can I find COLM SEC filings?

Official SEC filings for COLUMBIA SPORTSWEAR CO (CIK: 0001050797) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is COLM's EPS?

COLUMBIA SPORTSWEAR CO has a diluted EPS of $3.24.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI