
• Reported GAAP EPS of $0.66 up 112.90% YoY • Reported revenue of $489.5M up 37.76% YoY • e.l.f. Beauty raised its fiscal 2026 outlook, now expecting net sales to increase 22-23% year-over-year to $1.6B, and adjusted diluted earnings per share to be $3.05-$3.10.
Bullish
e.l.f. Beauty delivered strong 38% net sales growth, gained 130 basis points of market share, and saw adjusted EBITDA increase 79% year over year.
Bearish
e.l.f. Beauty faced gross margin compression due to higher tariffs and increased SG&A expenses, while also seeing a significant rise in long-term debt to $816.7M.