undamentalytics Newsletter
Sign in

Cricut, Inc. (CRCT) stock

Add to watchlist

Add holding +

NASDAQ: CRCT Nasdaq Leisure Products Next results ~November 3, 2026

C+ Fundamentals grade

Cricut, Inc. is a US-listed company in the leisure products industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: share count (209m) is 3.8x the market-data count (55m).

Price vs value

Under review: share count (209m) is 3.8x the market-data count (55m). We'll show the comparison once resolved.

Cricut, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 2 selling2 purchases and 46 sales by directors and officers, last 12 monthsInsider trades
  • Funds86 adding, 68 cuttingOf 33 active managers that changed their stake, 16 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Cricut files

Where Cricut stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $690m, down 3.1% on a year earlier, a steeper fall than the 0.3% decline a quarter earlier. Free-cash-flow margin fell to 22.6% from 34.4% a year earlier. Operating margin widened to 15.5% from 11.8%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 3 of our 3 financial-health checks.

Our model value for Cricut is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Cricut, Inc.'s trailing-twelve-month revenue fell 3.1% year on year, with a free-cash-flow margin of 22.6%. Where it stands out: operating margin of 15.5% ranks 2 of 29 leisure products companies we cover. Where it lags: change in growth rate of -2.8pp ranks 25 of 29 leisure products companies we cover.

Our discounted-cash-flow model values the business at ~$13 per share in the base case (~$10–$17 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 272% in the quarter to 2026-06-30, the 4th beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 3.7 points on a year ago.
  • Strong cash generation. 22.6% of revenue turned into free cash flow, against a median of 6.1% for leisure products companies we cover.
  • Net cash. Cash exceeds long-term debt by $0.3bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 24.4% over 90 days.

Things to watch

  • Results due soon. Results are expected around 3 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 3.1% over the last 12 months.
  • Growth easing. The growth rate is 2.8 points lower than a quarter earlier.
  • Below peers: change in growth rate. Change in growth rate of -2.8pp ranks 25 of 29 leisure products companies we cover (median +3.1pp).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 3.9% ranks 23 of 27 leisure products companies we cover (median 1.3%).
  • Earnings expected to fall. The consensus expects earnings per share to fall 32% next year.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$0.19 against an average estimate of $0.05: beat by 272.5%
Revenue
$156m, down 9.2% on a year earlier
Share reaction
+26.7% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Next report
November 3, 2026; average EPS estimate $0.05

Cricut's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.5%
  • 1 week-3.3%
  • 1 month-8.7%
  • This year+27.4%
  • 1 year+16.1%
  • 5 years-70.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$690M
Operating margin
15.5%
Net margin
12.7%
EPS (TTM, diluted)
$0.41

Growth

Revenue growth
−3.1%
Change in growth rate
−2.8 pts
Share count change
+0.9%

Cash

Free cash flow (TTM)
$156M
FCF margin
22.6%
Stock pay % of revenue
3.9%

Earnings

Last results
August 4, 2026
Next results (est.)
November 3, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Agreement
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Cricut, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: share count (209m) is 3.8x the market-data count (55m): held for review.

Our value per share comes from a discounted-cash-flow model of Cricut, Inc.'s free cash flow after stock-based pay ( $153M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$14.86$6.23$4.98$4.73$4.74$6.04
Market value$3.3bn$1.4bn$1.1bn$1.0bn$1.0bn$1.3bn
+ Net debt (− = net cash)−$242m−$225m−$142m−$232m−$256m−$267m
Enterprise value$3.0bn$1.2bn$952m$789m$774m$1.0bn
Multiples
Price / sales 2.5x1.6x1.4x1.4x1.5x1.9x
Price / earnings 23.2x22.7x20.4x16.2x13.4x14.9x
Price / free cash flow ——————
EV / EBITDA 14.3x10.8x9.5x7.5x6.4x7.9x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

67 /100

Moderate moat

How hard Cricut's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 30.6% of total assets over 5 years.

  • Pricing power 9 / 20

    Gross margin has been a median 44.5%, moving by 8.0 percentage points (standard deviation) across 6 years.

  • Durability 11 / 20

    Operating margin has been a median 12.1%; its worst year was 7.1%.

  • Cash conversion 18 / 20

    Free cash flow was positive in 5 of 6 years, at a median 24.1% of revenue.

  • Discipline 13 / 20

    The diluted share count rose 2.0% over five years; stock-based pay has been a median 4.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (72 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $172m and EPS of $0.05 (range $0.03 to $0.06) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.35 0% $697m −2%
Next $0.24 −33% $705m +1%

Next year's EPS estimate has moved +24.4% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +81.8% on 90 days ago. In the last 30 days, 3 analysts raised Cricut, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Cricut, Inc., last 90 days
$0.15 $0.20 $0.25 $0.30 $0.35 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.19 Current fiscal year, 60 days ago: $0.19 Current fiscal year, 30 days ago: $0.17 Current fiscal year, 7 days ago: $0.34 Current fiscal year, Now: $0.35 $0.35 Next fiscal year, 90 days ago: $0.19 Next fiscal year, 60 days ago: $0.19 Next fiscal year, 30 days ago: $0.19 Next fiscal year, 7 days ago: $0.23 Next fiscal year, Now: $0.24 $0.24

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.19$0.19
60 days ago $0.19$0.19
30 days ago $0.17$0.19
7 days ago $0.34$0.23
Now $0.35$0.24

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.05 $0.19 +272.5%
Mar 2026 $0.04 $0.10 +140.0%
Dec 2025 $0.03 $0.04 +50.0%
Sept 2025 $0.04 $0.10 +185.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026

No numeric guidance in Cricut, Inc.'s latest earnings release (filed August 4, 2026). Some companies give their outlook only on the earnings call.

How our valuation uses these forecasts

Our cash-flow model grows Cricut, Inc.'s revenue by +1.7% next year and +1.8% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+1.6%, weight 60%) and the company's own record (+2.0%, weight 40%) . How the weights are set.

Analyst recommendations

3 analysts, Oct 2026
Buy00%
Hold00%
Sell3100%

Monthly trend

  1. Oct 2026213
  2. Sep 2026213

Counts of recommendations published by analysts covering Cricut, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.6%
of tradable shares
Days to cover
6.91
at average volume
Short interest, 1 month
−11%
to October 15, 2026
Held by institutions
56%
of shares
Held by insiders
11.2%
of shares
Employees
700
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +18.8%

$5.09 on October 31, 2025 to $6.04

ThenNowEffect
Revenue (last 12 months) $712m $690m −3.1%
Net margin 10.1% 12.7% +26.0%
P/E multiple 15.2x 14.9x −1.8%
Share count 214m 216m −0.9%

Biggest factor: net margin.

Last 3 years −5.9%

$6.42 on November 3, 2023 to $6.04

ThenNowEffect
Revenue (last 12 months) $817m $690m −15.5%
Net margin 5.9% 12.7% +114.2%
P/E multiple 29.1x 14.9x −48.8%
Share count 220m 216m +1.7%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
CRCT−58%−20%−5%+0%+27%
Industry peers (median)−35%−4%−26%−15%+3%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
CRCT25%33%42%50%46%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
CRCT−74%−58%−32%−34%−24%
S&P 500−25%−10%−8%−19%−9%

Worst fall since March 26, 2021: 88% from June 30, 2021 to April 16, 2025. Getting back needed a 726% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$3.66 – $6.70
From 52-week high
−9.9%
vs 50-day average
−0.3%
vs 200-day average
+25.8%
Volatility (1 year)
43%
Beta vs S&P 500
0.56

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±14.4%
After a week
7 up, 5 down
typical move ±12.5%
After a month
6 up, 6 down
typical move ±12.2%
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 +26.7% +1.6% +24.6% +20.3%
May 5, 2026 +6.7% +2.2% +2.4% −0.7%
March 3, 2026 +5.1% −0.2% −6.0% −9.3%
November 4, 2025 −11.2% −0.8% −10.3% −5.0%
August 5, 2025 +20.1% +0.3% +17.8% +24.2%
May 6, 2025 +20.1% −0.4% +23.0% +27.6%
March 4, 2025 0.0% −0.1% −0.2% −2.0%
November 5, 2024 −12.6% +3.7% −12.6% −12.4%
August 6, 2024 +11.1% +0.2% +7.4% +4.0%
May 7, 2024 +46.9% +0.1% +35.0% +21.7%
March 5, 2024 −3.1% −0.5% +1.7% +0.8%
November 7, 2023 −9.2% +0.4% −9.5% −18.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Cricut, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Cricut, Inc.
$650M $700M $750M $800M $850M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $814.7M Revenue (TTM), FY23 Q4: $765.1M Revenue (TTM), FY24 Q1: $751.3M Revenue (TTM), FY24 Q2: $741.5M Revenue (TTM), FY24 Q3: $734.5M Revenue (TTM), FY24 Q4: $712.5M Revenue (TTM), FY25 Q1: $707.8M Revenue (TTM), FY25 Q2: $711.9M Revenue (TTM), FY25 Q3: $714.5M Revenue (TTM), FY25 Q4: $708.8M Revenue (TTM), FY26 Q1: $705.6M Revenue (TTM), FY26 Q2: $689.8M $689.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $814.7M
FY23 Q4 $765.1M
FY24 Q1 $751.3M
FY24 Q2 $741.5M
FY24 Q3 $734.5M
FY24 Q4 $712.5M
FY25 Q1 $707.8M
FY25 Q2 $711.9M
FY25 Q3 $714.5M
FY25 Q4 $708.8M
FY26 Q1 $705.6M
FY26 Q2 $689.8M
Revenue growth, TTM YoY Cricut, Inc.
-20% -15% -10% -5% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -18.0% Revenue growth, TTM YoY, FY23 Q4: -13.7% Revenue growth, TTM YoY, FY24 Q1: -8.7% Revenue growth, TTM YoY, FY24 Q2: -9.2% Revenue growth, TTM YoY, FY24 Q3: -9.8% Revenue growth, TTM YoY, FY24 Q4: -6.9% Revenue growth, TTM YoY, FY25 Q1: -5.8% Revenue growth, TTM YoY, FY25 Q2: -4.0% Revenue growth, TTM YoY, FY25 Q3: -2.7% Revenue growth, TTM YoY, FY25 Q4: -0.5% Revenue growth, TTM YoY, FY26 Q1: -0.3% Revenue growth, TTM YoY, FY26 Q2: -3.1% -3.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -18.0%
FY23 Q4 -13.7%
FY24 Q1 -8.7%
FY24 Q2 -9.2%
FY24 Q3 -9.8%
FY24 Q4 -6.9%
FY25 Q1 -5.8%
FY25 Q2 -4.0%
FY25 Q3 -2.7%
FY25 Q4 -0.5%
FY26 Q1 -0.3%
FY26 Q2 -3.1%
Operating margin (TTM) Cricut, Inc.
6% 8% 10% 12% 14% 16% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 7.9% Operating margin (TTM), FY23 Q4: 9.1% Operating margin (TTM), FY24 Q1: 11.3% Operating margin (TTM), FY24 Q2: 12.4% Operating margin (TTM), FY24 Q3: 10.7% Operating margin (TTM), FY24 Q4: 10.7% Operating margin (TTM), FY25 Q1: 11.3% Operating margin (TTM), FY25 Q2: 11.8% Operating margin (TTM), FY25 Q3: 13.4% Operating margin (TTM), FY25 Q4: 13.5% Operating margin (TTM), FY26 Q1: 12.7% Operating margin (TTM), FY26 Q2: 15.5% 15.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 7.9%
FY23 Q4 9.1%
FY24 Q1 11.3%
FY24 Q2 12.4%
FY24 Q3 10.7%
FY24 Q4 10.7%
FY25 Q1 11.3%
FY25 Q2 11.8%
FY25 Q3 13.4%
FY25 Q4 13.5%
FY26 Q1 12.7%
FY26 Q2 15.5%
FCF margin (TTM) Cricut, Inc.
20% 25% 30% 35% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 34.8% FCF margin (TTM), FY23 Q4: 33.7% FCF margin (TTM), FY24 Q1: 29.1% FCF margin (TTM), FY24 Q2: 25.5% FCF margin (TTM), FY24 Q3: 30.5% FCF margin (TTM), FY24 Q4: 33.1% FCF margin (TTM), FY25 Q1: 34.2% FCF margin (TTM), FY25 Q2: 34.4% FCF margin (TTM), FY25 Q3: 27.4% FCF margin (TTM), FY25 Q4: 24.8% FCF margin (TTM), FY26 Q1: 20.1% FCF margin (TTM), FY26 Q2: 22.6% 22.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 34.8%
FY23 Q4 33.7%
FY24 Q1 29.1%
FY24 Q2 25.5%
FY24 Q3 30.5%
FY24 Q4 33.1%
FY25 Q1 34.2%
FY25 Q2 34.4%
FY25 Q3 27.4%
FY25 Q4 24.8%
FY26 Q1 20.1%
FY26 Q2 22.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Cricut took in during FY2025, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $709M
  2. Other income $11.9M · 1.7%
  3. Cost of revenue $318M · 44.9%
  4. Gross profit $390M · 55.1%
  5. Research and development $66.5M · 9.4%
  6. Selling, general and admin $228M · 32.2%
  7. Operating income $96M · 13.5%
  8. Income tax $31.2M · 4.4%
  9. Net income $76.7M · 10.8%

Shares of revenue. Source: Cricut's 10-K for FY2025, as filed with the SEC. Other income is income outside operations, such as investment gains.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 487 959 1,306 886 765 713 709 690
Gross profit 142 332 457 350 343 353 390 400
EBITDA 63 215 212 107 100 105 120 131
Operating income 54 201 192 80 70 76 96 107
Net income 39 155 140 61 54 63 77 88
Diluted EPS $0.19 $0.74 $0.64 $0.28 $0.24 $0.29 $0.35 $0.41
Growth (year on year)
Revenue — +97.1% +36.2% −32.1% −13.7% −6.9% −0.5% −3.1%
EBITDA — +242.1% −1.3% −49.5% −6.4% +5.1% +14.6% +19.2%
Operating income — +274.4% −4.0% −58.4% −12.5% +8.8% +26.2% +27.4%
Net income — +294.2% −9.1% −56.8% −11.6% +17.1% +22.1% +22.1%
Diluted EPS — +289.5% −13.5% −56.3% −14.3% +20.8% +20.7% +21.0%
Margins
Gross margin 29.3% 34.7% 35.0% 39.5% 44.9% 49.5% 55.1% 57.9%
EBITDA margin 12.9% 22.4% 16.2% 12.1% 13.1% 14.8% 17.0% 19.0%
Operating margin 11.0% 20.9% 14.7% 9.0% 9.1% 10.7% 13.5% 15.5%
Net margin 8.1% 16.1% 10.8% 6.8% 7.0% 8.8% 10.8% 12.7%
Cash flow
Cash from operations 4 248 −105 118 288 265 200 180
Stock-based pay 2 9 38 41 47 45 35 27
Balance sheet
Cash 7 122 242 225 142 232 256 267
Total debt 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −7 −122 −242 −225 −142 −232 −256 −267
Diluted shares 208m 208m 220m 221m 220m 216m 217m 216m
Returned to shareholders
Dividends 0 51 0 0 294 110 202 202
Buybacks — 0 0 19 20 38 25 28
Total returned 0 51 0 19 314 148 227 230

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 3 checks passed · June 30, 2026
What it owns · $586m
Short-term assets $500mLonger-term assets $86m
What it owes, and who funded it · $586m
Short-term liabilities $201mLonger-term liabilities $17mShareholders' equity $368m
  • Short-term assets cover short-term liabilities $500m of assets due within a year against $201m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $500m short-term assets against $17m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of $107m against $567,000 of interest.

From Cricut, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$27.8M
Dividends (TTM)
$202M
Returned to shareholders
147%
of free cash flow
Buybacks, last 3 fiscal years
$83.6M
Diluted share count
+0.9%
year over year
Total shareholder yield
18.1%
dividends 16.0% + buybacks 2.2% of market value
Dividend payout ratio
230%
of net income paid out
R&D spending
9.8%
of revenue
Days sales outstanding
38 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in leisure products
Last 12 months unless stated CRCT JOUT RGR SWBI MBUU FNKO Median
Revenue, last 12 months $690m $661m $577m $551m $915m $933m $349m
Revenue growth, last 12 months −3.1% 17.5% 7.6% 17.0% 13.3% −3.9% 7.6%
Revenue growth, 3-year average −5.5% −4.7% −0.2% 2.7% −13.0% −7.8% −2.5%
Revenue growth, latest quarter −9.2% 5.0% 19.3% 32.3% 42.7% 7.4% 10.9%
Gross margin 57.9% 39.7% 18.7% 27.4% 16.0% 40.1% 40.1%
Operating margin 15.5% 2.7% 1.0% 6.6% 0.3% 2.7% 1.0%
Operating margin, 3-year average 13.2% −3.5% 2.6% 6.5% −1.2% −0.9% 0.9%
Net margin 12.7% −1.2% 2.1% 4.4% 0.2% −0.2% −0.5%
Cash from operations / revenue 26.1% 7.6% 11.2% 20.6% 7.4% 6.7% 8.7%
Free-cash-flow margin 22.6% 4.5% 8.2% 14.9% 4.7% 2.9% 6.1%
Free-cash-flow margin, 3-year average 27.5% 3.5% 7.7% 2.7% 1.9% 2.8% 5.3%
Stock pay / revenue 3.9% 0.5% 0.9% 1.5% 0.6% 1.1% 1.3%
Change in share count 0.9% 0.8% −4.2% −6.8% −1.8% 4.6% 0.5%

Median of all 29 companies we cover in leisure products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

29 leisure products companies
Measure Company Peer median Rank
Revenue growth Growth -3.1% 7.6% 22 of 29
Change in growth rate Growth -2.8pp +3.1pp 25 of 29
Gross margin Profitability 57.9% 39.7% 5 of 27
Operating margin Profitability 15.5% 1.0% 2 of 29
Net margin Profitability 12.7% -0.5% 3 of 29
Free-cash-flow margin Cash generation 22.6% 6.1% 2 of 29
Stock pay as % of revenue Cash generation 3.9% 1.3% 23 of 27
Change in share count Balance sheet 0.9% 0.8% 14 of 24
Days sales outstanding Balance sheet 38 days 42 days 12 of 27

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Accessories and Materials $381M 53.8% ▼ 4.6%
Subscriptions $327M 46.2% ▲ 4.6%
Products and services
Line of business Revenue Share YoY
Products Member $381M 53.8% ▼ 4.6%
Connected Machines $192M 50.5% 0.0%
Accessories and Materials $189M 49.5% ▼ 8.8%
Platform $327M 46.2% ▲ 4.6%
Geography
Region Revenue Share YoY
North America $539M 76.1% ▼ 2.9%
International $170M 23.9% ▲ 7.8%

From Cricut, Inc.'s 10-K filed March 4, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$132M
Institutions reporting
155
Shares held vs prior quarter
▲ 5.4%
Positions opened / closed
25 / 25

Top buyers and sellers, Q2 2026: 86 institutions bought and 68 sold ; the biggest buyer was Blackrock, Inc (+597K shares) and the biggest seller Cwa Asset Management Group, LLC (−416K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $18.8M 4.3M 14.3% ▲ 16.2%
Vanguard Portfolio Management LLC $10.3M 2.4M 7.9% ▲ 13.8%
American Century Companies Inc $9.2M 2.1M 7.0% ▲ 8.3%
Vanguard Capital Management LLC $9.1M 2.1M 6.9% ▲ 2.7%
Geode Capital Management, LLC $7.7M 1.8M 5.9% ▲ 9.7%
State Street Corp $5.3M 1.2M 4.1% ▼ 2.2%
Dimensional Fund Advisors LP $4.9M 1.1M 3.8% ▲ 14.2%
AQR Capital Management LLC $4.9M 1.1M 3.7% ▲ 50.2%
D. E. Shaw & Co., Inc. $4.3M 976K 3.3% ▲ 5.1%
Goldman Sachs Group Inc $4.3M 971K 3.2% ▲ 127.2%
Jacobs Levy Equity Management, Inc $3.9M 894K 3.0% ▼ 5.9%
Renaissance Technologies LLC $3.9M 887K 3.0% ▲ 0.9%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Cricut, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $43,345 2 trades by 1 insider, last 12 months Insider sales History → $9.9M 46 trades by 2 insiders · 98% under pre-set plans
Net ▼ $9.9M net selling
Insider Date Trade Shares Price Value
Ashish Arora Chief Executive Officer October 23, 2026 Sell pre-set plan 60,000 $6.26 $375,648
Ashish Arora Chief Executive Officer October 22, 2026 Sell pre-set plan 60,000 $6.32 $379,368
Ashish Arora Chief Executive Officer October 21, 2026 Sell pre-set plan 60,000 $6.31 $378,588
Ashish Arora Chief Executive Officer October 5, 2026 Sell pre-set plan 60,000 $6.43 $386,064
Ashish Arora Chief Executive Officer October 2, 2026 Sell pre-set plan 60,000 $6.52 $391,056
Ashish Arora Chief Executive Officer October 1, 2026 Sell pre-set plan 60,000 $6.50 $389,916
Ashish Arora Chief Executive Officer September 17, 2026 Sell pre-set plan 60,000 $5.68 $340,800
Ashish Arora Chief Executive Officer September 16, 2026 Sell pre-set plan 60,000 $5.55 $333,000
Ashish Arora Chief Executive Officer September 15, 2026 Sell pre-set plan 60,000 $5.62 $337,200
Ashish Arora Chief Executive Officer September 4, 2026 Sell pre-set plan 60,000 $5.61 $336,600
Ashish Arora Chief Executive Officer September 3, 2026 Sell pre-set plan 60,000 $5.85 $351,000
Ashish Arora Chief Executive Officer September 2, 2026 Sell pre-set plan 60,000 $5.79 $347,400

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 3, 2026 estimated from the company's past filing pattern, not announced

  • August 4, 2026
  • May 5, 2026
  • March 3, 2026
  • November 4, 2025
  • August 5, 2025
  • May 6, 2025

Recent SEC filings

Data status

When each part of this page on Cricut, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Cricut, Inc. in brief

What does Cricut, Inc. do?
Cricut, Inc. is a US-listed company in the leisure products industry. Its financial year ends in December.
What is Cricut, Inc.'s stock ticker?
Cricut, Inc. trades under the ticker CRCT on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Cricut, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Cricut, Inc. reported revenue of $690M, 3.1% lower than a year earlier, according to its SEC filings.
What is Cricut, Inc.'s free cash flow?
Cricut, Inc.'s free-cash-flow margin is 22.6% of revenue over the trailing twelve months, ranking 2 of the 29 leisure products companies we cover.
Who are Cricut, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and American Century Companies Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Cricut, Inc. buying back stock, and does it pay a dividend?
Cricut, Inc. spent $27.8M on share repurchases over the trailing twelve months, and its diluted share count still rose 0.9% over the year.
What is Cricut, Inc.'s market cap?
On November 2, 2026, Cricut, Inc.'s market capitalisation was about $1.3B, with a price-to-earnings ratio of 14.9 and net debt of -$267M. Market figures come from third-party market data and may be delayed.
Does Cricut, Inc. pay a dividend?
Yes: Cricut, Inc. paid $202M in dividends over the trailing twelve months, a dividend yield of 15.96% and a payout ratio of 230.1%.
Who are Cricut, Inc.'s competitors?
In our Leisure Products peer group, the companies closest to Cricut, Inc. are Johnson Outdoors Inc, Sturm Ruger & Co Inc, Smith & Wesson Brands, Inc., Malibu Boats, Inc. and Funko, Inc. The side-by-side comparison below sets their revenue, margins and growth against Cricut, Inc.'s.
Are insiders buying or selling Cricut, Inc. stock?
Over the last 12 months, Cricut, Inc.'s directors and officers reported 2 open-market purchases and 46 sales on Form 4. The insider trading page charts every trade.
When is Cricut, Inc.'s next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Cricut, Inc. announces its own schedule.