SharkNinja Q2 sales up 22.2% to $1.77B; raises FY2026 outlook on tariff refund benefit

SharkNinja, Inc.

2026-Q2 EPS reported $1.77 revenue$3,178,282,000

Net sales $1,765.5M (+22.2% YoY); Adjusted Net Income $178.2M (+29.3%); Adjusted EPS $1.26 (+29.9%).
FY2026 outlook raised: sales growth 16-17% (from 11.5-12.5%), Adj. EPS $6.45-$6.55 (from $6.00-$6.10).
Tariff refund: $247.1M claims accepted by CBP, expected in Q3 2026; ~$30M benefit in Adj. EBITDA guidance.
International sales +36.6% to $167.2M; Beauty & Home +65.3%, Cooking & Beverage +36.5%.
Gross margin down 30 bps to 48.7% due to tariffs, FX, retailer activations; share repurchases $99.7M in Q2.

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