Mar 31

Evolus Q1 2025 Earnings Report

Expected Revenue:$75.4M
+31.5% YoY
Expected EPS:-$0.01
+85.7% YoY

Key Takeaways

Evolus reported global net revenue of $68.5 million for Q1 2025, a 15.5% increase year-over-year, driven by strong Jeuveau® demand and market share gains. The company launched Evolysse™ in the U.S. in Q2 and remains on track to achieve positive non-GAAP operating income for the full year 2025.

Global net revenue for Q1 2025 was $68.5 million, an increase of 15.5% from Q1 2024.

GAAP operating loss for the first quarter was $15.2 million.

Non-GAAP operating loss for the first quarter was $5.5 million.

Evolysse™ was launched in Q2 and is showing strong early adoption.

Total Revenue
$68.5M
Previous year: $59.3M
+15.5%
EPS
$0
Previous year: -$0.08
-100.0%
GAAP Operating Expenses
$61.8M
Non-GAAP Operating Expenses
$52.9M
Previous year: $42.1M
+25.6%
Non-GAAP Operating Income
-$5.53M
Previous year: -$856K
+546.0%
Gross Profit
$46.7M
Previous year: $40.5M
+15.2%
Cash and Equivalents
$67.9M
Previous year: $97M
-30.0%
Total Assets
$213M
Previous year: $226M
-5.7%

Evolus

Evolus

Evolus Revenue by Segment

Forward Guidance

Evolus reaffirmed its full-year 2025 net revenue guidance and expects to achieve positive non-GAAP operating income in Q4 2025, with contributions from new HA gels.

Positive Outlook

  • Reaffirms 2025 net revenue guidance of $345 million to $355 million.
  • Anticipates achieving positive non-GAAP operating income on a consolidated basis for the full-year 2025.
  • Evolysse™ and Estyme® injectable HA gels anticipated to contribute 8 to 10% of total revenue for the full-year 2025.
  • Anticipates achieving non-GAAP operating income margins of at least 20% by 2028.
  • Total net revenue of at least $700 million by 2028, a compound annual growth rate of 27% from 2024.

Challenges Ahead

  • Non-GAAP operating income is anticipated to be generated in Q4 2025.
  • Full-year non-GAAP operating expenses for 2025 expected to be between $230 million and $240 million.
  • Investments in expanding Jeuveau® and scaling Nuceiva® internationally will continue.
  • Supporting the launch of Evolysse™ and Estyme® injectable HA gels will contribute to expenses.
  • Launch of Evolysse™Sculpt and Evolysse™Lips are in 2026 and 2027, respectively.