secwatch.observer — SEC 8-K summary
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Issuer:     e.l.f. Beauty, Inc. (ELF)
CIK:        0001600033
Form:       8-K
Filed at:   2026-08-05T20:14:25+00:00
Accession:  0001600033-26-000036
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

e.l.f. Beauty Q1 net sales +36% to $479.4M; raises FY2027 outlook to 18-20% growth
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- GAAP diluted EPS $1.12; adjusted diluted EPS $1.75; adjusted EBITDA $168.2M (35% of sales).
- Gross margin 83% (incl. ~1,050 bps IEEPA tariff refunds); SG&A rose $84.5M to $280.3M.
- rhode contingent consideration fair value adjustment of $16.1M due to revenue outperformance.
- FY2027 net sales guidance raised to $1,938-1,968M (prior $1,835-1,865M); adjusted EPS now $3.50-3.55.
- Cash $344.2M, total debt $834.2M as of June 30, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1600033/000160003326000036/0001600033-26-000036-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1600033/000160003326000036/elf-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001600033-26-000036

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer