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Jun 30, 2025
e.l.f. Q1 2026 Earnings Report
e.l.f. Beauty reported strong first quarter Fiscal 2026 financial results.
Key Takeaways
e.l.f. Beauty achieved 9% net sales growth in Q1 FY26 to $353.7 M, maintained profitability with GAAP net income of $33.3 M, and delivered adjusted EBITDA of $87.1 M while managing margin pressures from tariffs.
Net sales increased 9% year-over-year to $353.7 M
Gross margin declined 215 basis points to 69% due to tariffs
GAAP net income was $33.3 M ($0.58 diluted EPS), with adjusted EPS of $0.89
Adjusted EBITDA grew 12% year-over-year to $87.1 M (25% margin)
Forward Guidance
e.l.f. Beauty provided first half Fiscal 2026 outlook amid tariff uncertainty, foregoing full-year guidance.
Positive Outlook
- H1 Fiscal 2026 net sales expected to increase 9%
- Retailer and e-commerce channels projected to drive growth
- Favorable foreign exchange impacts anticipated
- Adjusted SG&A expected at 50% of net sales
- Other income projected to increase due to currency gains
Challenges Ahead
- No full-year Fiscal 2026 guidance due to tariff uncertainties
- Gross margin expected to decline by approximately 215 basis points
- SG&A expenses anticipated to rise to 55% of net sales
- Higher depreciation and amortization costs impacting SG&A
- Potential range of outcomes not quantified
Historical Earnings Impact
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Avg. Return Before/After Earnings
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