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Dec 31, 2025
e.l.f. Q3 2026 Earnings Report
e.l.f. Beauty announced its third quarter fiscal 2026 results, showcasing significant growth in net sales and adjusted EBITDA, and raising its fiscal 2026 outlook.
Key Takeaways
e.l.f. Beauty delivered strong third quarter fiscal 2026 results with a 38% increase in net sales to $489.5 million, driven by growth across all channels and geographies. The company also achieved a 79% year-over-year increase in Adjusted EBITDA and raised its fiscal 2026 outlook, reflecting continued market share gains and robust brand performance.
Net sales increased by 38% to $489.5 million for the three months ended December 31, 2025, compared to the same period in the prior year.
Adjusted EBITDA grew by 79% year-over-year to $123.0 million, representing 25% of net sales.
Diluted earnings per share on a GAAP basis were $0.65, while adjusted diluted earnings per share reached $1.24.
The company raised its fiscal 2026 outlook, now expecting a 22-23% year-over-year increase in net sales.
Revenue by Geographic Location
Forward Guidance
e.l.f. Beauty has updated its fiscal 2026 outlook, now projecting a higher year-over-year increase in net sales and an improved range for Adjusted EBITDA and Adjusted Net Income.
Positive Outlook
- Net sales guidance raised to $1,600-$1,612 million, reflecting a 22-23% year-over-year increase.
- Adjusted EBITDA guidance increased to $323-$326 million.
- Adjusted net income guidance raised to $180-$183 million.
- Adjusted diluted earnings per share guidance improved to $3.05-$3.10.
- The company remains confident in its ability to grow market share and deliver best-in-class growth in beauty.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- Potential risks include intense competition within the beauty industry.
- Ability to successfully introduce new products and maintain customer interest.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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