---
schema_version: "secwatch.filing_event.v1"
accession: "0001600033-26-000018"
form_type: "8-K"
ticker: "ELF"
cik: "0001600033"
company_name: "e.l.f. Beauty, Inc."
filed_at: "2026-05-20T20:14:17+00:00"
generated_at: "2026-05-20T21:35:20.205487+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# e.l.f. Beauty Q4 net sales +35% to $449M, GAAP loss $49.4M; FY26 sales +25%, adj EPS $3.13

## Summary
- 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.

## SEC filing metadata
- accession: 0001600033-26-000018
- form_type: 8-K
- ticker: ELF
- cik: 0001600033
- company_name: e.l.f. Beauty, Inc.
- filed_at: 2026-05-20T20:14:17+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/elf-20260520.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001600033-26-000018
- JSON: https://secwatch.observer/filing/0001600033-26-000018.json
- Plain text: https://secwatch.observer/filing/0001600033-26-000018.txt

## Key facts
- Earnings Releases
  e.l.f. Beauty, Inc. reported twelve months ended March 31, 2026 results: revenue $1,636.5 million, net income $185.9 million, EPS $3.13.
  - Period: twelve months ended March 31, 2026
  - Revenue: $1,636.5 million
  - Net income: $185.9 million
  - EPS: $3.13
  - Result: reported results
  source text: Net sales increased 25% to $1,636.5 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm
- Earnings Releases
  e.l.f. Beauty, Inc. reported twelve months ended March 31, 2026 results: revenue $1,636.5 million, net income $185.9 million, EPS $3.13.
  - Period: twelve months ended March 31, 2026
  - Revenue: $1,636.5 million
  - Net income: $185.9 million
  - EPS: $3.13
  - Result: reported results
  source text: year. Twelve Months Ended March 31, 2026 Results For the twelve months ended March 31, 2026, compared to the twelve months ended March 31, 2025: • Net sales increased 25% to $1,636.5 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin decreased approximately 50 basis points to 71%, primarily
  evidence_url: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm
- Earnings Releases
  e.l.f. Beauty, Inc. reported Fiscal 2027 results: revenue $1,835-1,865 million, net income $198-201 million, EPS $3.27-3.32. Guidance initiated.
  - Period: Fiscal 2027
  - Revenue: $1,835-1,865 million
  - Net income: $198-201 million
  - EPS: $3.27-3.32
  - Guidance: initiated
  - Result: guidance update
  source text: for fiscal 2027. When compared to fiscal 2026, the outlook for fiscal 2027 reflects an expected 12-14% increase in net sales. Fiscal 2027 Outlook Fiscal 2026 Actuals Net sales $1,835-1,865 million $1,636 million Adjusted EBITDA $379-385 million $335 million Adjusted effective tax rate 25-26% 23% Adjusted net income $198-201 million $186 million Adjusted
  evidence_url: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm
- Earnings Releases
  e.l.f. Beauty, Inc. reported three months ended March 31, 2026 results: revenue $449.3 million, net income $19.4 million, EPS $0.32.
  - Period: three months ended March 31, 2026
  - Revenue: $449.3 million
  - Net income: $19.4 million
  - EPS: $0.32
  - Result: reported results
  source text: Net sales increased 35% to $449.3 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm
- Earnings Releases
  e.l.f. Beauty, Inc. reported three months ended March 31, 2026 results: revenue $449.3 million, net income $19.4 million, EPS $0.32.
  - Period: three months ended March 31, 2026
  - Revenue: $449.3 million
  - Net income: $19.4 million
  - EPS: $0.32
  - Result: reported results
  source text: ahead.” Three Months Ended March 31, 2026 Results For the three months ended March 31, 2026, compared to the three months ended March 31, 2025: • Net sales increased 35% to $449.3 million, primarily driven by growth in both our retailer and e-commerce channels, in the US and internationally. • Gross margin increased approximately 140 basis points to 73%, primarily
  evidence_url: https://www.sec.gov/Archives/edgar/data/1600033/000160003326000018/0001600033-26-000018-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
