e.l.f. Beauty (ELF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.87

Last Year’s EPS

0.89

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 20, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted strong portfolio-led growth, successful acquisitions (Rhode, Naturium), healthy cash and margin performance for fiscal 2026, and significant international and skincare expansion—offset by moderation in core e.l.f. brand consumption, unit pressure after price increases, higher short-term marketing and SG&A investments, elevated tariffs and cost risks, and more moderate FY27 guidance. Management outlined concrete actions (pricing tests, accelerated innovation, leadership appointments, and international expansion) to address weaknesses, which could drive upside if successful.

Company Guidance

Management guided fiscal 2027 net sales growth of approximately 12%–14%, with Rhode’s annualization contributing ~9 percentage points (about $140M of net sales in the first four months) and organic net sales of ~4%–5% for the year (Q1 organic down high-single-digits; Q2 rebound to mid-teens); gross margin is expected to be roughly flat year-over-year (outlook assumes tariffs at ~35%), adjusted EBITDA $379M–$385M (implying ~13%–15% EBITDA growth) and ~21% adjusted EBITDA margin (up ~20 bps YoY; high‑teens margin in H1), adjusted net income $198M–$201M, adjusted EPS $3.27–$3.32 (diluted), an adjusted tax rate of ~25%–26%, and a fully diluted share count of ~60.5M; marketing and digital spend is planned at ~23%–25% of net sales, the company noted potential $15M–$20M oil‑price headwind if oil averages ~$100/barrel, and did not bake in a potential ~$58.5M tariff refund.

Sustained Top-Line Growth

Fiscal 2026 net sales grew 25% year-over-year; Q4 net sales grew 35% YoY. Company reported its 29th consecutive quarter of net sales growth and 7th consecutive year of industry-leading results.

Strong Portfolio Performance and Market Share Gains

e.l.f. Cosmetics delivered approximately $1.8 billion in global retail sales and increased U.S. market share by 115 basis points in fiscal 2026 (largest share gain among ~1,000 Nielsen-tracked cosmetics brands). e.l.f. has grown share +29 bps over 7 years and holds 13% national share in mass color cosmetics (21% at Target).

Acquisitions Driving Diversification and Growth

Rhode delivered over $500 million in global retail sales on an annualized basis and approximately $390 million in net sales (growing net sales >80% YoY). Naturium delivered nearly $250 million in global retail sales (double pre-acquisition levels); non-e.l.f. brands rose from 0% to ~30% of global consumption over 3 years.

Skincare Momentum

Skin care mix increased from 9% to 23% of global consumption; e.l.f. SKIN reached ~ $200 million in global retail sales and moved from #25 to #11 in U.S. mask care ranking over 5 years; Rhode and Naturium are among the fastest growing skincare brands.

Profitability and Margins (FY26)

Adjusted EBITDA grew 13% in fiscal 2026 with 20% adjusted EBITDA margins for the year. Q4 gross margin was 73%, up ~140 basis points YoY.

Strong International Expansion

International net sales grew 38% in fiscal 2026 and 75% in Q4; company launched with 8 international retail customers across 14 countries in FY26 and plans Sephora Europe rollout for Rhode across 19 countries (Sept launch).

Improved Supply Chain and Manufacturing Diversification

Manufacturing outside China increased from ~1% to over 45% of production over the past 3 years, reducing geographic concentration risk.

Healthy Balance Sheet & Capital Actions

Ended fiscal year with $290 million cash (up from $149 million prior year), repurchased ~$50 million of stock during the year, and maintained net debt <2x adjusted EBITDA with ~ $400 million remaining under a $500 million repurchase authorization.

e.l.f. Beauty (ELF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ELF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2027 (Q1)	0.87 / -	0.89	―	―	―
May 20, 2026	2026 (Q4)	0.29 / 0.32	0.78	-58.97% (-0.46)
Feb 04, 2026	2026 (Q3)	0.72 / 1.24	0.74	67.57% (+0.50)
Nov 05, 2025	2026 (Q2)	0.57 / 0.68	0.77	-11.69% (-0.09)
Aug 06, 2025	2026 (Q1)	0.84 / 0.89	1.1	-19.09% (-0.21)
May 28, 2025	2025 (Q4)	0.72 / 0.78	0.53	47.17% (+0.25)	―
Feb 06, 2025	2025 (Q3)	0.76 / 0.74	0.74	0.00% (0.00)
Nov 06, 2024	2025 (Q2)	0.43 / 0.77	0.82	-6.10% (-0.05)
Aug 08, 2024	2025 (Q1)	0.83 / 1.10	1.1	0.00% (0.00)
May 22, 2024	2024 (Q4)	0.33 / 0.53	0.42	26.19% (+0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ELF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 20, 2026	$50.72	―	―
Feb 04, 2026	$84.63	$76.86	-9.18%
Nov 05, 2025	$117.83	$76.54	-35.04%
Aug 06, 2025	$110.39	$99.92	-9.48%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.