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Beauty Health (SKIN)
NASDAQ:SKIN
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.08Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of clear operational and profitability improvements (notably strong adjusted EBITDA growth, margin expansion, operating cash generation, and a large installed base) alongside persistent top-line challenges (approximately 10% FY revenue decline, device/capital equipment weakness, APAC/China transition and a sizable cash reduction tied to debt repurchases). Management framed 2026 as an execution year to stabilize utilization, invest in sales/marketing/innovation, and drive a return to growth in 2027. Given the scale of margin and EBITDA recovery and strategic actions to unlock installed-base economics, the positives around profitability and structural positioning outweigh the near-term revenue and regional challenges.Company Guidance
Quarterly Revenue Stabilization
Q4 total revenue of $82.4M, down 1.3% year-over-year — a meaningful improvement from the double-digit decline seen in Q3, signaling stabilization in topline performance.
Consumables Revenue Growth and Recurring Model Strength
Q4 consumables revenue $57.7M, up 1.7% year-over-year; full-year consumables were $212.7M. Management emphasized the resiliency of recurring consumables as the company’s margin engine.
Material Margin Expansion
Adjusted gross margin expanded to 67.4% and GAAP gross margin expanded to 64.4% in Q4. For the full year, adjusted gross margin moved from ~62% to over 68% and GAAP gross margin improved from 54.5% to 65.3% — driven by favorable mix shift toward consumables and lower inventory charges.
Large Increase in Adjusted EBITDA and Profitability Progress
Adjusted EBITDA was $15.0M in Q4 versus $9.0M in the prior-year quarter (~700 bps margin expansion). Full-year adjusted EBITDA grew to $45.1M from $12.3M — a 268% year-over-year increase, demonstrating strong operating leverage and expense discipline.
Installed Base Scale and Device Placements
Placed 1,032 delivery systems in Q4 and ended the year with an installed base of over 36,000 systems globally — a strategic asset that management plans to activate to drive future consumables and margin growth.
Operating Cash Generation and Balance Sheet Actions
Generated over $37M in operating cash flow for the year and completed repurchases/refinancing of convertible debt to strengthen the capital structure (while changing cash balances).
Booster and Pricing Momentum
Booster revenue grew ~7% in Q4; boosters represent roughly 20% of treatments and are a growing attach-rate driver. Average spend per treatment in the U.S. increased ~10% year-over-year. A 5% consumables price increase implemented in Q3 was well received with minimal pushback.
Forward Guidance with Positive Adjusted EBITDA
2026 guidance: revenue $285M–$305M and positive adjusted EBITDA $35M–$45M. Q1 2026 guide: revenue $63M–$68M and positive adjusted EBITDA $3.5M–$5.5M. Management expects 2026 to be an execution year with momentum building into H2 and a return to growth in 2027.
SKIN Earnings History
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
SKIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $1.06 | $1.27 | +19.81% |
Nov 06, 2025 | $1.29 | $1.40 | +8.53% |
Aug 07, 2025 | $1.59 | $1.89 | +18.87% |
May 08, 2025 | $1.24 | $1.87 | +50.81% |
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.
FAQ
When does Beauty Health (SKIN) report earnings?
Beauty Health (SKIN) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Beauty Health (SKIN) earnings time?
Beauty Health (SKIN) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SKIN EPS forecast?
SKIN EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.
