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Sep 30, 2025
SharkNinja Q3 2025 Earnings Report
SharkNinja reported strong financial results for the third quarter ended September 30, 2025, with significant growth in net sales, gross profit, and net income, driven by innovative product offerings and international expansion.
Key Takeaways
SharkNinja delivered an exceptional third quarter, with net sales increasing by 14.3% to $1.63 billion, driven by broad-based growth across all product categories and a 25.8% increase in international net sales. The company achieved a 42.6% increase in net income and a 25.2% increase in adjusted net income, reflecting strong operational execution and cost optimization efforts.
Net sales grew by 14.3% to $1,630.2 million, demonstrating robust demand for SharkNinja's products.
Gross profit increased by 17.6% to $817.5 million, with adjusted gross margin improving by 90 basis points due to cost optimization.
Operating income surged by 45.8% to $262.9 million, and adjusted operating income rose by 21.7%.
Adjusted EBITDA increased by 20.7% to $316.5 million, indicating strong profitability and operational efficiency.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
SharkNinja has raised its fiscal year 2025 outlook on key metrics, reflecting confidence in continued strong performance.
Positive Outlook
- Continued strong net sales growth expected, driven by innovative product launches.
- Anticipated improvements in gross margin due to ongoing cost optimization efforts.
- Further expansion in international markets is expected to contribute to revenue growth.
- Disciplined execution and supply chain flexibility are projected to support profitability.
- Investment in future growth opportunities, including new product categories, is expected to yield positive returns.
Challenges Ahead
- Potential impact of tariffs on cost of goods sold.
- Increased sales and marketing expenses to support new product launches and market expansion.
- Higher delivery and distribution costs, particularly in the direct-to-consumer business.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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