Equity Profile

CRCT

Cricut, Inc.

Consumer DiscretionaryHousehold Appliances$1.2B

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 the company's profitability and is closely watched by investors.

$0.05

Revenue

Revenue reflects the overall sales performance and market demand for Cricut's products.

$160M

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. With a market cap of $1 billion, it plays a significant role in the DIY and crafting market, which has seen increased consumer interest as people seek creative outlets.

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, significantly beating the expected $0.05. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Continued focus on expanding product offerings.
Commitment to enhancing customer engagement through new marketing strategies.
Plans to improve supply chain efficiency.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Cricut's upcoming earnings, expecting it to meet or slightly exceed EPS and revenue estimates.

Bull Case

If Cricut can leverage its strong brand and expand its customer base, it may exceed expectations, leading to a significant stock price increase.

Bear Case

Conversely, if sales growth slows or costs rise unexpectedly, the company may struggle to meet its earnings targets, resulting in a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.05

EPS is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$160M

Revenue reflects the overall sales performance and market demand for Cricut's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Cricut's EPS meet or exceed the consensus estimate of $0.05?

A beat on EPS could reinforce investor confidence and drive the stock higher, while a miss could lead to a sell-off.

What insights can management provide regarding revenue growth trends?

Understanding revenue growth will help assess the company's market position and future prospects, which are critical for investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cricut's ability to capitalize on increased consumer interest in DIY projects, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

Cricut's recent product launches have received positive feedback, indicating strong consumer demand.

The crafting market has seen a resurgence, suggesting that Cricut could outperform expectations.

Options pricing suggests a significant move, indicating that traders anticipate a more volatile reaction than the consensus suggests.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Cricut can sustain its growth momentum amidst competitive pressures.

Bull Confirmed If

An EPS of $0.06 or higher, along with revenue exceeding $160M, would confirm a strong growth trajectory.

Bear Confirmed If

An EPS below $0.04 or stagnant revenue would indicate potential challenges in maintaining 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 around 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 average one-day move of +2.67%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should Cricut miss expectations, history suggests an average one-day move of +3.14%, indicating a possible negative reaction.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their reception in the market.
2Management's commentary on supply chain improvements.
3Insights into customer engagement strategies and their effectiveness.
4Any changes in guidance for the upcoming quarters.
5Discussion on competitive pressures and how Cricut plans to address them.

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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 the company's profitability and is closely watched by investors.

$0.05

Revenue

Revenue reflects the overall sales performance and market demand for Cricut's products.

$160M

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, significantly beating the expected $0.05. The stock reacted positively, gaining 1.44% the following day.

Management Promises & Guidance

Continued focus on expanding product offerings.
Commitment to enhancing customer engagement through new marketing strategies.
Plans to improve supply chain efficiency.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Cricut's upcoming earnings, expecting it to meet or slightly exceed EPS and revenue estimates.

Bull Case

If Cricut can leverage its strong brand and expand its customer base, it may exceed expectations, leading to a significant stock price increase.

Bear Case

Conversely, if sales growth slows or costs rise unexpectedly, the company may struggle to meet its earnings targets, resulting in a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.05

EPS is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$160M

Revenue reflects the overall sales performance and market demand for Cricut's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Cricut's EPS meet or exceed the consensus estimate of $0.05?

A beat on EPS could reinforce investor confidence and drive the stock higher, while a miss could lead to a sell-off.

What insights can management provide regarding revenue growth trends?

Understanding revenue growth will help assess the company's market position and future prospects, which are critical for investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Cricut's ability to capitalize on increased consumer interest in DIY projects, which could lead to stronger-than-expected revenue growth this quarter.

Supporting Evidence

Cricut's recent product launches have received positive feedback, indicating strong consumer demand.

The crafting market has seen a resurgence, suggesting that Cricut could outperform expectations.

Options pricing suggests a significant move, indicating that traders anticipate a more volatile reaction than the consensus suggests.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Cricut can sustain its growth momentum amidst competitive pressures.

Bull Confirmed If

An EPS of $0.06 or higher, along with revenue exceeding $160M, would confirm a strong growth trajectory.

Bear Confirmed If

An EPS below $0.04 or stagnant revenue would indicate potential challenges in maintaining 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 around 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 average one-day move of +2.67%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should Cricut miss expectations, history suggests an average one-day move of +3.14%, indicating a possible negative reaction.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on new product launches and their reception in the market.
2Management's commentary on supply chain improvements.
3Insights into customer engagement strategies and their effectiveness.
4Any changes in guidance for the upcoming quarters.
5Discussion on competitive pressures and how Cricut plans to address them.