secwatch.observer — SEC 8-K summary
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Issuer:     SharkNinja, Inc. (SN)
CIK:        0001957132
Form:       8-K
Filed at:   2026-08-05T11:00:52+00:00
Accession:  0001957132-26-000047
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1957132/000195713226000047/0001957132-26-000047-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1957132/000195713226000047/sharkninja-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001957132-26-000047

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