earnings
confidence high
sentiment negative
materiality 0.85
e.l.f. Beauty Q2 net sales up 14% to $344M; adj. EPS $0.68; FY26 outlook below prior year
e.l.f. Beauty, Inc.
2026-Q2 EPS reported
$0.62
revenue$697,675,000
- Net sales $343.9M (+14% YoY); GAAP net income $3.0M ($0.05 diluted EPS); adjusted net income $40.7M ($0.68 adj. EPS).
- Gross margin 69%, down ~165 bps due to higher tariff costs, partially offset by pricing/mix.
- FY2026 outlook: net sales $1,550-1,570M (+18-20%); adj. EPS $2.80-$2.85 vs prior year $3.39.
- Record rhode launch in Sephora NA; e.l.f. brand gained 140 bps market share.
- Cash $194.4M; long-term debt $831.6M vs $96.8M and $156.6M a year ago.