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Brilliant Earth Group (BRLT)
NASDAQ:BRLT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
0Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: the company delivered record quarterly and full-year net sales, positive adjusted EBITDA, strong order and repeat-customer growth, and meaningful momentum in fine jewelry and omnichannel retail. However, material headwinds from unprecedented precious metal price increases compressed gross margins significantly, AOV declined due to mix shifts, inventory grew markedly, and management signaled near-term profitability pressure with Q1 2026 expected to see negative adjusted EBITDA margins and uncertainty around medium-term targets. Overall, operational and strategic strengths are meaningful, but macro metal cost volatility is a substantial risk that tempers the upside.Company Guidance
Record Quarter and Full-Year Net Sales
Q4 net sales of $124.4M, up 4.1% YoY (the largest quarter in company history); full-year 2025 net sales $437.5M, up 3.6% YoY; strong holiday performance including record Cyber Weekend and 15% YoY bookings growth in the 10 days before Christmas.
Positive Adjusted EBITDA and Profitability
Q4 adjusted EBITDA of $4.2M (3.3% margin), above the midpoint of guidance; full-year adjusted EBITDA $12.0M (2.7% margin); company delivered positive free cash flow of approximately $5.8M for the year.
Order Growth and Customer Retention
Total orders grew 6.5% YoY in Q4 and 13% for the full year; repeat orders grew 15% YoY in Q4 and 13% for the full year, signaling improved customer retention and acquisition effectiveness.
Breakthrough in Fine Jewelry
Fine jewelry bookings grew 34% YoY in Q4, representing 23% of bookings in Q4 and 17% for the full year; fine jewelry using lab-grown diamonds grew 61% YoY in Q4; fine jewelry bookings are more than 3x larger than four years ago and are on a path toward a $100M annual business; roughly half of new customers discovered the company via fine jewelry in Q4.
Gross Margin Resilience Despite Metal Headwinds
Q4 gross margin of 55.9% and full-year gross margin of 57.5% were delivered despite extreme metal price pressure, supported by pricing optimization, sourcing, and product engineering.
Marketing and Operating Expense Leverage
Q4 marketing expense improved to 24.6% of net sales from 26.1% last year (≈150 bps improvement); full-year marketing expense improved ≈150 bps YoY; Q4 operating expense leveraged ≈170 bps YoY (55.9% vs 57.6%).
Balance Sheet Strength and Capital Actions
Ended Q4 with ~$79.1M in cash, paid off term loan leaving no debt, completed one-time dividend/distribution of ~$25M, and maintained a high inventory turn rate of ~4x vs industry average of 1–2x.
Retail Footprint Expansion and Omnichannel Execution
Opened two new showrooms in 2025 (ending year with 42 locations) and launched Beverly Hills flagship; orders from retail walk-in customers grew 61% YoY in Q4, underscoring showroom strategy momentum.
BRLT 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
BRLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $1.65 | $1.46 | -11.52% |
Nov 05, 2025 | $2.56 | $2.42 | -5.47% |
Aug 07, 2025 | $1.23 | $1.69 | +37.40% |
May 06, 2025 | $1.38 | $1.26 | -8.70% |
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 Brilliant Earth Group (BRLT) report earnings?
Brilliant Earth Group (BRLT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Brilliant Earth Group (BRLT) earnings time?
Brilliant Earth Group (BRLT) earnings time is at May 07, 2026, Before Open (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 BRLT EPS forecast?
BRLT EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.
