earnings
confidence high
sentiment neutral
materiality 0.80
e.l.f. Beauty Q3 FY2025: net sales +31% to $355M, adj. EPS $0.74; lowers FY2025 guidance
e.l.f. Beauty, Inc.
2025-Q3 EPS
reported $1.43
vs consensus $0.57
▲ beat
(+148.9%)
- Q3 net sales $355.3M (+31% YoY); GAAP EPS $0.30, adjusted EPS $0.74.
- Gross margin 71% (+40bps); adjusted EBITDA $68.7M (19% of sales).
- FY2025 outlook lowered: net sales $1.30-1.31B (prev. $1.315-1.335B), adj. EPS $3.27-3.32 (prev. $3.47-3.53).
- 24th consecutive quarter of net sales growth; gained 220bps US market share.
- Cash $73.8M, long-term debt $154.1M as of Dec 31, 2024.