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e.l.f. Beauty (ELF)
NYSE:ELF
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.29Last Year’s EPS
0.78Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum driven by outsized Q3 growth (38% net sales) and a 79% increase in adjusted EBITDA, supported by successful brand launches (notably Rhode) and improved cash and buyback activity. Management raised full-year guidance and highlighted sustained market share gains, product innovation wins, and international expansion. Offsetting risks include weaker organic growth excluding Rhode (~2%), regional softness in the U.K. and timing-related shipment headwinds, plus near-term margin pressure from elevated marketing and investment spend. On balance, the company expanded revenue, profitability, cash flow, and strategic footprint while acknowledging manageable short-term challenges.Company Guidance
Strong Top-Line Growth
Q3 net sales grew 38% year-over-year, marking the company's 28th consecutive quarter of net sales growth and placing e.l.f. Beauty among a small group of high-growth public consumer companies.
Margin and Profit Expansion
Q3 adjusted EBITDA was $123 million, up 79% year-over-year; adjusted net income was $74 million ($1.24 per diluted share) versus $43 million ($0.74) a year ago. Full-year adjusted EBITDA guidance was raised to $323–326 million (up from $302–306 million).
Raised Full-Year Guidance Driven by Rhode
Company raised fiscal 2026 net sales growth outlook to ~22–23% (from 18–20%), driven primarily by Rhode outperformance. Rhode is now expected to contribute $260–265 million to 2026 net sales (previously $200 million), implying ~70% year-over-year growth on an annualized basis.
Brand Momentum and Market Share Gains
e.l.f. Cosmetics namesake brand consumption in the U.S. grew 8% in the quarter (roughly twice the category) and gained 130 basis points of market share — the largest share gain among >700 cosmetics brands tracked by Nielsen.
Successful M&A and Portfolio Scale
Acquisitions are accelerating scale: Rhode contributed $128 million to Q3 net sales (≈36 percentage points of Q3 growth). e.l.f. now has four of the 14 cosmetics/skincare brands tracked by Nielsen that have surpassed $200 million in annual retail sales.
High Gross Margin and Operational Leverage
Q3 gross margin was 71% (down ~30 bps YoY but up ~200 bps sequentially). Adjusted SG&A as a percentage of sales improved to 51% from 54% a year ago; marketing was 21% of net sales (down from 27% prior year), demonstrating leverage.
Strong Cash Position and Share Repurchase
Cash balance grew to $197 million from $74 million year-over-year. The company repurchased ~$50 million of common stock in the quarter and has ~ $400 million remaining under its repurchase authorization; net debt is <2x adjusted EBITDA post-Rhode.
Marketing and Product Launch Wins
Notable consumer/marketing milestones: Liquid Death collaboration sold out (Lip Crip Vault in 19 minutes), campaign drove ~4 billion earned impressions; Rhode achieved the biggest Sephora North America launch in history and a record Sephora UK launch (5x prior record). New product wins include Slipstick (debuted #1 new lipstick on Amazon and TikTok Shop) and Soft Glam Satin Concealer at a $5 price point.
International Expansion Progress
Rhode and Notorium are expanding global distribution (Rhode launching in Australia/New Zealand with Mecca; Notorium rolling into Walmart U.S. this spring). International represented ~20% of company net sales, providing runway vs. legacy peers with higher international exposure.
ELF 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
ELF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
May 28, 2025 | $90.50 | $111.84 | +23.58% |
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 e.l.f. Beauty (ELF) report earnings?
e.l.f. Beauty (ELF) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is e.l.f. Beauty (ELF) earnings time?
e.l.f. Beauty (ELF) earnings time is at May 27, 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 ELF EPS forecast?
ELF EPS forecast for the fiscal quarter 2026 (Q4) is 0.29.
