Garmin Ltd
Q4 2024 Earnings
Market Reaction
S&P 500 over the same 30 days: −7.99%.
Did GRMN Beat Earnings? Q4 2024 Results
Garmin closed out fiscal 2024 with a standout fourth quarter, posting revenue of $1.82 billion, up 22.9% year-over-year and ahead of the $1.69 billion consensus estimate by 7.54%, while pro forma diluted EPS of $2.41 beat the $2.02 analyst estimate by 19.24%, reflecting the broad-based momentum that sent shares up roughly 12.7% on the day of the report. The results were driven by strength across all five business segments, with Outdoor contributing the largest dollar haul at $629.37 million and Fitness delivering the fastest growth at 31%, together underscoring the sustained consumer appetite for Garmin's wearables and connected devices. Operating income surged 52% to $516.08 million, with margins expanding to 28.3% from 23.0% a year prior, a testament to favorable product mix and operational leverage. Looking ahead, the company guided for approximately $6.80 billion in fiscal 2025 revenue, representing roughly 8% growth, and proposed a 20% dividend increase to $3.60 per share annually, signaling confidence in its long-term trajectory.
- Strong demand for wearables across fitness segment
- Adventure watches driving outdoor segment growth
- Increased shipments of domain controllers in Auto OEM
- Growth contributions from both OEM and aftermarket categories in aviation
- Gross margin expansion to 59.3% from 58.3%
- Operating margin expansion to 28.3% from 23.0%
“2024 was a year of remarkable growth and achievement for Garmin, resulting in record full-year consolidated revenue and record full-year revenue in all five of our segments, as well as record full-year consolidated operating income. We are entering 2025 with continued strong momentum from our robust product lineup and have many product launches planned during the year. I am very proud of what we accomplished in 2024 and look forward to all that 2025 will bring.”
Garmin CEO, on the earnings call
Forward Guidance & Outlook
Garmin expects full-year 2025 revenue of approximately $6.80 billion, representing approximately 8% growth over 2024. Full-year pro forma EPS is expected to be approximately $7.80, with gross margin of approximately 58.7%, operating margin of approximately 25.0%, and pro forma effective tax rate of approximately 16.5%.
GRMN YoY Financials
GRMN Revenue by Segment
GRMN Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.