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BIRD.L London Stock Exchange Footwear

Blackbird PLC

$1,80
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Mcap
864,5M GBp
P/E
EV / Rev
Div yield
Op margin
ROE
Net margin
Debt / equity
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

BIRD.L has a market capitalization of £960.54 million, with a market price of £2.00 per share, and no difference between basic and diluted shares outstanding, indicating no immediate dilution risk. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Profitability and returns data are not available for BIRD.L, making it difficult to compare with industry_config preferred metrics or cohort medians. This lack of data limits the ability to assess the company's performance relative to its peers. Segment and geographic exposure details are not disclosed, which limits the understanding of revenue concentration and potential regional risks. Without this information, it is challenging to evaluate the company's exposure to specific markets or product lines. Growth trajectory data is not available for BIRD.L, preventing a detailed analysis of its revenue history or future outlook. The absence of numeric deltas for the current and next fiscal years hinders the ability to project growth or decline. Risk factors include the inability to assess liquidity risk, which could impact the company's ability to me

Business. BIRD.L is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model. It is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange under the ticker BIRD.L. Specific details regarding operating segments and geographic revenue mix are not disclosed.

Classification99 %
SectorConsumer Discretionary
Industry groupFootwear
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
1 analysts · indicative
Ownership
not yet wired
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BIRD.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BIRD.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Peers
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · ServiceNow (NOW)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BIRD.L is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model. It is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange under the ticker BIRD.L. Specific details regarding operating segments and geographic revenue mix are not disclosed.

    Classification99 %
    SectorConsumer Discretionary
    Industry groupFootwear
    AI synthesis
    GENERATED

    BIRD.L has a market capitalization of £960.54 million, with a market price of £2.00 per share, and no difference between basic and diluted shares outstanding, indicating no immediate dilution risk. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    Profitability and returns data are not available for BIRD.L, making it difficult to compare with industry_config preferred metrics or cohort medians. This lack of data limits the ability to assess the company's performance relative to its peers.

    Segment and geographic exposure details are not disclosed, which limits the understanding of revenue concentration and potential regional risks. Without this information, it is challenging to evaluate the company's exposure to specific markets or product lines.

    Growth trajectory data is not available for BIRD.L, preventing a detailed analysis of its revenue history or future outlook. The absence of numeric deltas for the current and next fiscal years hinders the ability to project growth or decline.

    Risk factors include the inability to assess liquidity risk, which could impact the company's ability to meet short-term obligations. The dilution risk is currently low, but the lack of detailed financial data means that potential dilution sources or adjustments are not clearly identified.

    Recent events, including filings and transcripts, are not disclosed in the available data, limiting the ability to assess the company's recent performance or strategic direction.

    Key takeaways
    • BIRD.L has a market capitalization of £960.54 million with no immediate dilution risk.
    • Liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents.
    • Profitability and returns data are not available, limiting the ability to compare with industry metrics.
    • Segment and geographic exposure details are not disclosed, making it difficult to evaluate revenue concentration.
    • Growth trajectory data is not available, preventing a detailed analysis of future outlook.
    • Recent events and filings are not disclosed, limiting the ability to assess recent performance or strategic direction.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $1,80
    Market cap
    $960.5M
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYConsumer CyclicalsIndustryFootwear49,6B node revenueNKE 93,3%BIRK 4,8%RCKY 1,0%WEYS 0,6%BIRD 0,3%APEX 0,0%SERV 0,0%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)BIRD 0,3% · rank #5 of 7

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison6 peers · vs BIRD · multiples and returns
    NK
    NKE
    Nike Inc
    $42,67
    63,2B USD
    P/E
    28,9x
    vs self
    Div yield
    3,6 %
    vs self
    ROE
    14,5 %
    +229,7 vs self
    BI
    BIRK
    Birkenstock Holding PLC
    $31,19
    5,7B USD
    P/E
    22,7x
    vs self
    Div yield
    vs self
    ROE
    13,1 %
    +228,2 vs self
    RC
    RCKY
    Rocky Brands Inc
    $51,25
    386,5M USD
    P/E
    11,2x
    vs self
    Div yield
    1,7 %
    vs self
    ROE
    8,8 %
    +224,0 vs self
    WE
    WEYS
    Weyco Group Inc
    $40,42
    385,3M USD
    P/E
    14,3x
    vs self
    Div yield
    3,3 %
    vs self
    ROE
    9,6 %
    +224,8 vs self
    AP
    APEX
    APEX.DH
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    SE
    SERV
    SERV.PSX
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -5,31
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • BIRD.L Market data — financials · 2026-05-27

    Ownership & reference

    Leadership

    • Ian McDonoughChief Executive Officer, Executive Director

    Insider activity

    Net selling0 buys · 8 sellsnet -$108K4 insiders · last 365d
    • Carlsten Nadia CatherineDirector, Chief Executive Officer · Class A Common StockOther 1 532 379 · 2026-06-18
    • Hughes Lily YanDirector · Class A Common StockOther 125 000 · 2026-06-18
    • Mitchell AnnChief Financial Officer · Class A Common StockOther 766 190 · 2026-06-18
    • Mitchell AnnChief Financial Officer · Class A Common StockSold 1 587 @ $4,52$7K · 2026-06-02
    • Vernachio JosephDirector, Chief Executive Officer · Class A Common StockSold 3 359 @ $4,47$15K · 2026-06-02
    • Mitchell AnnChief Financial Officer · Class A Common StockSold 2 200 @ $2,70$6K · 2026-03-03
    • Vernachio JosephDirector, Chief Executive Officer · Class A Common StockSold 4 413 @ $2,69$12K · 2026-03-03
    • Mitchell AnnChief Financial Officer · Class A Common StockSold 1 837 @ $4,87$9K · 2025-12-02
    • Vernachio JosephDirector, Chief Executive Officer · Class A Common StockSold 4 384 @ $4,87$21K · 2025-12-02
    • Hughes Lily YanDirector · Class A Common StockOther 22 222 · 2025-10-31
    • Mitchell AnnChief Financial Officer · Class A Common StockSold 2 188 @ $6,37$14K · 2025-09-03
    • Vernachio JosephDirector, Chief Executive Officer · Class A Common StockSold 3 666 @ $6,37$23K · 2025-09-03

    Short positioning

    1.1Mshares short+7.5% vs prior
    2.64days to cover
    81.8%short of daily vol
    22.8Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BIRD.LCanonical
    London Stock Exchange · GBp

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown
    Relationship graph
    BIRDMSFTCRMNOWFootwear
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    • Return on equity (FY 2025-12-31): -215.2%Derived (calculated)
    • Return on assets (FY 2025-12-31): -70.6%Derived (calculated)
    • Current ratio (FY 2025-12-31): 2.02xDerived (calculated)
    • Debt-to-equity (FY 2025-12-31): 2.05xDerived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -23.2%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -60.0%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): -17.3%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 20.2%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 20.2%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): -22.8%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 17.2%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 13.7%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 18.0%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -64.7%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -42.1%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -15.7%Derived (calculated)
    • Capex (annual): USD 3.15MSEC XBRL filing
    • Cash & equivalents (annual): USD 26.69MSEC XBRL filing
    • Operating income (annual): USD -79.96MSEC XBRL filing
    • Total liabilities (annual): USD 73.5MSEC XBRL filing
    • Total assets (annual): USD 109.42MSEC XBRL filing
    • Cost of revenue (annual): USD 89.92MSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES -9SEC XBRL filing
    • Pre-tax income (annual): USD -76.89MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-18 00:00 UTCINSIDER5 insider transactions — 2026-06
    2026-06-18INSIDERCarlsten Nadia Catherine transacted 1.53M sh Class A Common Stock — Director, Chief Executive Officer
    2026-06-18INSIDERHughes Lily Yan transacted 125.0k sh Class A Common Stock — Director
    2026-06-18INSIDERMitchell Ann transacted 766.2k sh Class A Common Stock — Chief Financial Officer
    2026-06-17FILING8-K filing →
    2026-06-15FILING8-K filing →
    2026-06-11FILING8-K filing →
    2026-06-11FILING424B5 filing →
    2026-06-10FILING8-K filing →
    2026-06-04FILING8-K filing →
    2026-06-02INSIDERMitchell Ann sold 1.6k sh Class A Common Stock — Chief Financial Officer ~$7k
    2026-06-02INSIDERVernachio Joseph sold 3.4k sh Class A Common Stock — Director, Chief Executive Officer ~$15k
    2026-05-28FILING8-K filing →
    2026-05-20FILING8-K filing →
    2026-05-15FILING10-Q filing →
    2026-04-29FILING8-K filing →
    2026-04-29FILING424B5 filing →
    2026-04-21FILING8-K filing →
    2026-03-03 00:00 UTCINSIDER2 insider transactions — 2026-03
    2026-03-03INSIDERMitchell Ann sold 2.2k sh Class A Common Stock — Chief Financial Officer ~$6k
    2026-03-03INSIDERVernachio Joseph sold 4.4k sh Class A Common Stock — Director, Chief Executive Officer ~$12k
    2025-12-02 00:00 UTCINSIDER2 insider transactions — 2025-12
    2025-12-02INSIDERMitchell Ann sold 1.8k sh Class A Common Stock — Chief Financial Officer ~$9k
    2025-12-02INSIDERVernachio Joseph sold 4.4k sh Class A Common Stock — Director, Chief Executive Officer ~$21k
    2025-10-31 00:00 UTCINSIDER1 insider transaction — 2025-10
    2025-10-31INSIDERHughes Lily Yan transacted 22.2k sh Class A Common Stock — Director
    2025-09-03 00:00 UTCINSIDER2 insider transactions — 2025-09
    2025-09-03INSIDERMitchell Ann sold 2.2k sh Class A Common Stock — Chief Financial Officer ~$14k
    2025-09-03INSIDERVernachio Joseph sold 3.7k sh Class A Common Stock — Director, Chief Executive Officer ~$23k
    2025-06-06 00:00 UTCINSIDER7 insider transactions — 2025-06
    2025-04-18 00:00 UTCINSIDER1 insider transaction — 2025-04
    2025-03-03 00:00 UTCINSIDER3 insider transactions — 2025-03
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage