ODDITY demonstrated strong financial performance with significant revenue growth, international expansion, and successful product diversification. Despite some challenges with average order value and gross margin compression, the company's strong cash position and successful execution of growth initiatives contributed to an overall positive outlook.

Company Guidance

During ODDITY's Second Quarter 2025 Earnings Conference Call, the company reported a strong performance with revenue growth of 26% to $509 million for the first half of 2025, and adjusted EBITDA of $122 million. Free cash flow was $99 million, surpassing the figures for the entire year of 2023. In Q2 alone, net revenue increased by 25% to $241 million, beating the guidance of 22%-24% growth. The company maintained a robust gross margin of 72.3%, exceeding the expected 70.5%. Adjusted EBITDA for Q2 was $70 million, with an adjusted EBITDA margin of 28.8%. ODDITY's strategic focus on expanding internationally and launching new brands was highlighted, with IL MAKIAGE projected to reach $1 billion in revenue by 2028 and SpoiledChild expected to surpass $200 million in revenue in 2025. The company plans to launch Brand 3, targeting the medical-grade dermatology market with innovative, personalized products, in Q4 2025, and Brand 4 in 2026. For the full year 2025, ODDITY anticipates net revenue between $799 million and $804 million, representing 23%-24% growth, with a gross margin of 71% and adjusted EBITDA between $160 million and $162 million.

Strong Revenue Growth

ODDITY reported a 26% revenue increase to $509 million for the first half of 2025, with a second-quarter revenue growth of 25% to $241 million, surpassing guidance expectations.

Record Adjusted EBITDA and Free Cash Flow

The company generated adjusted EBITDA of $122 million and free cash flow of $99 million in the first half of 2025, surpassing the full-year totals for 2023.

International Expansion Success

International sales grew over 40%, reaching $85 million in the first half, with strong performance in established markets such as the U.K. and Australia.

Brand and Product Diversification

ODDITY is on track to launch Brand 3, entering the medical-grade space in dermatology, with plans for Brand 4 in the following year. SpoiledChild is expected to reach $200 million in revenue this year.

Strong Cash Position

ODDITY finished the quarter with $815 million in cash, cash equivalents, and investments, supported by a $600 million exchangeable note offering.

ODDITY Tech Ltd. Class A (ODD) Earnings, Revenues Date & History

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ODD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.34 / -	0.29	―	―	―
Aug 04, 2025	2025 (Q2)	0.84 / 0.79	0.73	8.22% (+0.06)
Apr 29, 2025	2025 (Q1)	0.59 / 0.63	0.53	18.87% (+0.10)
Feb 25, 2025	2024 (Q4)	0.11 / 0.09	0.08	12.50% (<+0.01)
Nov 06, 2024	2024 (Q3)	0.20 / 0.29	0.06	383.33% (+0.23)
Aug 07, 2024	2024 (Q2)	0.64 / 0.73	0.561	30.12% (+0.17)
May 07, 2024	2024 (Q1)	0.47 / 0.53	0.366	44.81% (+0.16)
Mar 05, 2024	2023 (Q4)	0.09 / 0.08	-0.012	766.67% (+0.09)
Nov 07, 2023	2023 (Q3)	0.14 / 0.06	0.049	22.45% (+0.01)
Aug 09, 2023	2023 (Q2)	- / 0.56	0.294	90.82% (+0.27)	―

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

ODD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$74.04	$57.72	-22.04%
Apr 29, 2025	$47.13	$61.44	+30.36%
Feb 25, 2025	$45.52	$45.35	-0.37%
Nov 06, 2024	$43.44	$42.11	-3.06%

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.