earnings
confidence high
sentiment positive
materiality 0.80
Evolus Q2 revenue $84.1M (+21% YoY); raises FY2026 guidance; adds Profhilo U.S. rights
Evolus, Inc.
- Q2 net revenue $84.1M (+21% YoY); GAAP operating loss $4.5M; adjusted EBITDA $4.7M (vs -$7.9M prior year).
- Raises FY2026 revenue guidance to $330-337M; raises adjusted gross margin to 67.0-67.5%; narrows non-GAAP opex to $212-216M.
- Exclusive U.S. partnership for Profhilo (IBSA); peak revenue >$100M; U.S. launch expected 2030.
- Expands Estyme HA gel franchise into Canada, Australia, New Zealand; commercialization expected 2028.
- Cash $45.2M; $120M non-dilutive capacity; reaffirms 2028 outlook ($450-500M revenue, 13-15% adj EBITDA margin).