The earnings call was largely positive, with Brilliant Earth exceeding guidance on net sales and profitability, demonstrating strong customer demand, and maintaining a robust financial position. However, challenges remain with a decline in average order value and potential impacts from new tariffs.

Company Guidance

During Brilliant Earth's second quarter 2025 earnings call, the company reported robust financial performance, significantly exceeding guidance for both net sales and profitability. Net sales grew by 3.3% year-over-year to $108.9 million, and adjusted EBITDA reached $3.2 million, marking the 16th consecutive quarter of profitability. The company also experienced an 18% year-over-year increase in total orders and an 11% rise in repeat orders. Despite a 12.6% decline in average order value to $2,074, driven by the growth of the lower-priced fine jewelry segment, the company's gross margin remained strong at 58.3%. Brilliant Earth ended the quarter with $134 million in cash and $99 million in net cash, facilitating a $25.3 million onetime dividend distribution. Looking ahead, the company anticipates 8% to 10% net sales growth in Q3 and is raising its annual net sales guidance to 2.5% to 4% growth, while maintaining an adjusted EBITDA margin guidance of 3% to 4%. The company's strategic investments in showroom expansion, brand-building, and leveraging AI for operational efficiency are expected to drive continued growth.

Exceeded Guidance for Net Sales and Profitability

Brilliant Earth reported net sales growth of 3.3% and adjusted EBITDA of $3.2 million, both significantly exceeding their guidance. The company also raised their annual net sales guidance.

Strong Customer Demand and Growth in Orders

Total orders grew 18% year-over-year, and repeat orders increased by 11% year-over-year, indicating strong customer demand for Brilliant Earth jewelry.

Strategic Partnerships and Brand Momentum

The company boosted brand momentum with partnerships, including designing custom jewelry for Beyonce and partnering with tennis star Madison Keys.

Financial Stability and Shareholder Rewards

Brilliant Earth announced a one-time dividend and distribution of approximately $25.3 million and paid off their remaining debt, illustrating a strong financial position.

Fine Jewelry as a Growth Driver

Fine jewelry bookings grew 38% year-over-year, contributing significantly to the company's growth.

Successful Showroom Strategy

Showrooms delivered strong double-digit metro bookings uplift, with retail customer orders without scheduled appointments growing 81% year-over-year.

Brilliant Earth Group (BRLT) Earnings, Revenues Date & History

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BRLT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.02 / -	0.02	―	―	―
Aug 07, 2025	2025 (Q2)	-0.01 / 0.01	0.03	-66.67% (-0.02)
May 06, 2025	2025 (Q1)	>-0.01 / 0.00	0.03	―
Mar 12, 2025	2024 (Q4)	>-0.01 / 0.04	0.04	0.00% (0.00)
Nov 07, 2024	2024 (Q3)	>-0.01 / 0.02	0.05	-60.00% (-0.03)
Aug 08, 2024	2024 (Q2)	<0.01 / 0.03	0.04	-25.00% (-0.01)
May 09, 2024	2024 (Q1)	0.00 / 0.03	0.03	0.00% (0.00)
Mar 14, 2024	2023 (Q4)	<0.01 / 0.04	0.08	-50.00% (-0.04)
Nov 09, 2023	2023 (Q3)	0.04 / 0.05	0.07	-28.57% (-0.02)
Aug 09, 2023	2023 (Q2)	0.03 / 0.04	0.06	-33.33% (-0.02)

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

BRLT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.23	$1.69	+37.40%
May 06, 2025	$1.38	$1.26	-8.70%
Mar 12, 2025	$1.20	$1.30	+8.33%
Nov 07, 2024	$1.50	$1.62	+8.00%

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.