Equity Profile

CRCT

Cricut, Inc.

Consumer DiscretionaryHousehold Appliances$948.7M

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Cricut, Inc. is a consumer discretionary company that specializes in household appliances, particularly crafting machines and tools....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$0.10

Revenue Growth

Revenue growth is crucial for understanding the company's ability to expand its market presence and attract new customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CRCT Q2-2026 Earnings Preview

Context

Company Snapshot

Cricut, Inc. is a consumer discretionary company that specializes in household appliances, particularly crafting machines and tools. As a leader in the DIY space, Cricut's products empower consumers to create personalized items, which aligns with trends in home crafting and personalization.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+52.78%

Avg Stock Reaction

+0.02%

Last Quarter Recap

In Q1-2026, Cricut reported an EPS of $0.10, exceeding expectations by 100%. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Focus on enhancing product innovation.
Commitment to expanding market reach.
Plans to improve customer engagement through new initiatives.

Expectations

Wall Street Expectations

Overall, expectations for Cricut's upcoming earnings are mixed, with some investors optimistic about continued growth while others are cautious due to market conditions.

Bull Case

The bullish perspective hinges on Cricut's ability to maintain strong EPS growth and effectively engage its customer base, potentially leading to higher revenue.

Bear Case

Conversely, the bearish view is concerned about potential market saturation and competition, which could hinder revenue growth and profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.10

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

N/A

Revenue growth is crucial for understanding the company's ability to expand its market presence and attract new customers.

Customer Retention Rate

N/A

A strong customer retention rate indicates brand loyalty and the effectiveness of Cricut's products in meeting consumer needs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Cricut's strong EPS surprises in previous quarters, this number will be closely watched to assess ongoing profitability.

How is Cricut planning to drive revenue growth in the current market?

Understanding management's strategy for revenue growth is crucial, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cricut's ability to innovate and capture market share, which could lead to stronger-than-expected growth.

Supporting Evidence

Cricut has consistently beaten EPS estimates, suggesting a trend of strong performance.

The options market's high implied move indicates that traders expect significant news or changes.

Cricut's focus on customer engagement could drive higher retention and sales.

Key Risk

If Cricut's revenue growth exceeds expectations, it could challenge the consensus view of market saturation.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around Cricut's ability to sustain its growth trajectory and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.08 would confirm the bear case, raising concerns about profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±64.0%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation surrounding the earnings report.

Options are pricing ±64.0% while CRCT has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

40.7%

Calls (100)P/C Ratio: 0.50Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations, history suggests a potential stock increase of around 2.67%, confirming ongoing growth momentum.

In-Line / Cautious

If results are in line but cautious, the stock may see limited movement as investors digest the commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of about 3.14%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Details on customer engagement strategies.
3Insights into market competition and positioning.
4Any commentary on supply chain or operational challenges.
5Future guidance on revenue expectations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Cricut, Inc. is a consumer discretionary company that specializes in household appliances, particularly crafting machines and tools....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

$0.10

Revenue Growth

Revenue growth is crucial for understanding the company's ability to expand its market presence and attract new customers.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CRCT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+52.78%

Avg Stock Reaction

+0.02%

Last Quarter Recap

In Q1-2026, Cricut reported an EPS of $0.10, exceeding expectations by 100%. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Focus on enhancing product innovation.
Commitment to expanding market reach.
Plans to improve customer engagement through new initiatives.

Expectations

Wall Street Expectations

Overall, expectations for Cricut's upcoming earnings are mixed, with some investors optimistic about continued growth while others are cautious due to market conditions.

Bull Case

The bullish perspective hinges on Cricut's ability to maintain strong EPS growth and effectively engage its customer base, potentially leading to higher revenue.

Bear Case

Conversely, the bearish view is concerned about potential market saturation and competition, which could hinder revenue growth and profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.10

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue Growth

N/A

Revenue growth is crucial for understanding the company's ability to expand its market presence and attract new customers.

Customer Retention Rate

N/A

A strong customer retention rate indicates brand loyalty and the effectiveness of Cricut's products in meeting consumer needs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Cricut's strong EPS surprises in previous quarters, this number will be closely watched to assess ongoing profitability.

How is Cricut planning to drive revenue growth in the current market?

Understanding management's strategy for revenue growth is crucial, especially in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cricut's ability to innovate and capture market share, which could lead to stronger-than-expected growth.

Supporting Evidence

Cricut has consistently beaten EPS estimates, suggesting a trend of strong performance.

The options market's high implied move indicates that traders expect significant news or changes.

Cricut's focus on customer engagement could drive higher retention and sales.

Key Risk

If Cricut's revenue growth exceeds expectations, it could challenge the consensus view of market saturation.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around Cricut's ability to sustain its growth trajectory and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.12 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.08 would confirm the bear case, raising concerns about profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±64.0%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation surrounding the earnings report.

Options are pricing ±64.0% while CRCT has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

40.7%

Calls (100)P/C Ratio: 0.50Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Cricut beats expectations, history suggests a potential stock increase of around 2.67%, confirming ongoing growth momentum.

In-Line / Cautious

If results are in line but cautious, the stock may see limited movement as investors digest the commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of about 3.14%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Details on customer engagement strategies.
3Insights into market competition and positioning.
4Any commentary on supply chain or operational challenges.
5Future guidance on revenue expectations.