earnings
confidence high
sentiment neutral
materiality 0.65
e.l.f. Beauty Q4 net sales +35% to $449M, GAAP loss $49.4M; FY26 sales +25%, adj EPS $3.13
e.l.f. Beauty, Inc.
- Q4 net sales $449.3M (+35% YoY); GAAP net loss $49.4M ($0.82 loss/share); adjusted net income $19.4M, adj diluted EPS $0.32.
- Full FY26 net sales $1,636.5M (+25% YoY); GAAP net income $26.3M ($0.44 EPS); adjusted net income $185.9M, adj diluted EPS $3.13.
- Gross margin Q4 up 140bps to 73%; FY26 gross margin down 50bps to 71% due to higher tariffs partially offset by pricing.
- Total debt $841.7M (up from $256.7M); cash $289.7M as of March 31, 2026.
- FY27 guidance: net sales $1,835-1,865M (+12-14% YoY), adj EBITDA $379-385M, adj diluted EPS $3.27-3.32.
item 2.02item 9.01