e.l.f. Beauty closes rhode acquisition for $800M; Q1 net sales up 9% to $353.7M, adj. EPS $0.89

e.l.f. Beauty, Inc.

Acquired rhode for $800M ($600M cash via term loan, $200M stock); potential earnout up to $200M.
Q1 FY2026 net sales $353.7M (+9% YoY); gross margin 69% (-215bps due to tariffs).
GAAP net income $33.3M ($0.58 EPS); adjusted net income $51.3M ($0.89 adj. EPS).
Fiscal 2026 H1 outlook: net sales growth >9%; adj. EBITDA margin ~20% vs ~23% last year.
26th consecutive quarter of net sales growth; market share gains of 210 bps.

item 1.01item 2.01item 2.02item 2.03item 3.02item 9.01

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.