Evolus Inc (EOLS)
NASDAQ:EOLS
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.15Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive and forward-looking view: strong revenue growth (12% FY, 14% Q4), expanding product portfolio (Jeuveau, Evolysse), improving operating leverage and a clear path to profitability in 2026 supported by disciplined expense control and substantial liquidity. Key challenges include a soft U.S. procedural market (notably fillers), tariff headwinds on Evolysse, elevated GAAP operating expenses, and near-term competitive sampling from new toxin entrants. On balance the company shows momentum and actionable levers to drive profitable growth while acknowledging and modeling the main market and cost risks.Company Guidance
Top-line Growth — Full Year and Q4
Global net revenue of $297.2M for FY2025, up 12% year-over-year; Q4 2025 revenue $90.3M, up 14% year-over-year, marking the sixth consecutive year of double-digit revenue growth.
Jeuveau Market Performance
Jeuveau revenue of $83.1M in Q4; brand captured over 14% U.S. market share and continued to gain share in 2025 despite a declining procedural environment.
Evolysse Launch Momentum
Introduced first new HA technology in over a decade; over 3,000 customers have purchased Evolysse to date; Evolysse contributed $7.2M in Q4 revenue and is positioned for wider sampling in 2Q2026 with Sculpt submission/approval expected in the fourth quarter.
International Expansion
International revenue nearly doubled year-over-year and represented ~8% of 2025 global revenues (up from 5% in 2024); company now operates in 9 countries and is approaching double-digit toxin market share in the U.K.
Healthy Gross Margins
Reported gross margin ~66% and adjusted gross margin ~67% for both Q4 and full year 2025, demonstrating margin resilience despite product mix changes and tariffs.
Operating Leverage and Profitability Trajectory
Non-GAAP operating expenses declined 4% in H2 2025 vs H1; Q4 non-GAAP operating income $7.1M (vs $6.7M in Q4 2024); company expects to achieve full-year profitability in 2026 with low- to mid-single-digit adjusted EBITDA margin and targets 13%–15% adjusted EBITDA margins and $450M–$500M revenue by 2028.
Strong Cash and Liquidity Actions
Cash balance increased to $53.8M at Q4-end (from $43.5M in Q3); entered a revolving credit facility providing up to $30M (accordion to $40M) and retains access to two additional $50M tranches under existing long-term debt, providing substantial liquidity and flexibility.
Customer Retention and Marketing Programs
Evolus Rewards loyalty program exceeded 1.4M treated patients; Evolux co-branded media and new portfolio growth rebates are driving practice-level partnerships and contributed to stronger account commitment in late 2025.
EOLS 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
EOLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $4.13 | $5.59 | +35.35% |
Nov 05, 2025 | $6.81 | $7.18 | +5.43% |
Aug 05, 2025 | $8.91 | $6.37 | -28.51% |
May 07, 2025 | $11.76 | $10.09 | -14.20% |
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 Evolus Inc (EOLS) report earnings?
Evolus Inc (EOLS) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Evolus Inc (EOLS) earnings time?
Evolus Inc (EOLS) earnings time is at May 12, 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 EOLS EPS forecast?
EOLS EPS forecast for the fiscal quarter 2026 (Q1) is -0.11.