Loading...
•
Dec 31, 2025
Oddity Tech Q4 2025 Earnings Report
Oddity Tech reported strong fourth quarter 2025 results with 24% revenue growth and continued profitability despite margin pressure.
Key Takeaways
In Q4 2025, Oddity Tech generated $152726000 in net revenue, up 24% year-over-year, with net income of $5884000 and adjusted EBITDA of $12514000, while gross margin declined to 70.5% and adjusted EBITDA margin contracted to 8.2%.
Net revenue increased 24% year-over-year to $152726000.
Gross profit reached $107620000 with gross margin of 70.5%.
Net income was $5884000 with diluted EPS of $0.10.
Adjusted EBITDA was $12514000 with 8.2% margin, down year-over-year.
Revenue by Geographic Location
Forward Guidance
For Q1 2026, the company expects revenue to decline approximately 30% year-over-year due to increased customer acquisition costs, with improvement anticipated in the second half of 2026.
Positive Outlook
- Strong balance sheet with $776020000 in cash and investments.
- Exceeded Q4 guidance on revenue, gross margin, adjusted EBITDA and adjusted EPS.
- Successful launch of METHODIQ.
- Full year 2025 revenue reached $809844000.
- Share buyback authorization with $103000000 remaining.
Challenges Ahead
- Expected approximately 30% year-over-year revenue decline in Q1 2026.
- Gross margin decreased 220 basis points year-over-year.
- Adjusted EBITDA margin declined 410 basis points year-over-year.
- Customer acquisition cost dislocation impacting performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...