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Herbalife Ltd (HLF)
NYSE:HLF
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.58Last Year’s EPS
0.59Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call struck a constructive tone: Herbalife showed a clear return to growth with Q4 net sales up 6.3% and full-year adjusted EBITDA/margin expansion, meaningful cash generation (Q4 operating cash flow +41% YoY; full year +17% YoY) and continued debt reduction (leverage reduced to 2.8x). Operational momentum in India, Latin America and product innovation (MultiBurn, HL/Skin, Life I/O Baseline) and the Pro2col digital initiative (including Cristiano Ronaldo partnership) provide upside. Offsetting items include regional weakness in China (volumes −11% YoY), margin pressure from FX, GST-related transition costs and bonus accrual timing, plus modest near-term guidance reflecting cautious assumptions and planned investments (SaaS, events). Overall the positives—growth resumption, margin/cashflow improvement, balance sheet repair and strategic digital/product initiatives—outweigh the challenges noted.Company Guidance
Quarterly Net Sales Growth
Q4 net sales of $1.3B, up 6.3% year-over-year and +5.5% on a constant currency basis; second consecutive quarter of YoY net sales growth and strongest YoY increase since Q2 2021.
Full Year Revenue and FX-Adjusted Growth
Full year net sales just over $5.0B, up nearly 1% year-over-year and +2.5% excluding foreign exchange, demonstrating full-year top-line stability.
Adjusted EBITDA and Margin Expansion
Q4 adjusted EBITDA of $156M and adjusted EBITDA margin of 12.2%. Full year adjusted EBITDA of $658M with margin at 13.1%, marking the second consecutive year of adjusted EBITDA and margin expansion.
Strong Cash Generation and Debt Reduction
Operating cash flow of $98M in Q4 (up 41% YoY) and $333M for full year (up 17% YoY). Repayments of $283M of debt in 2025 and over $530M paid down in last two years; total leverage ratio reduced to 2.8x from 3.9x at end of 2023. Ended quarter with $353M cash (up ~$50M sequentially).
India Record Quarter
India delivered a record Q4 with net sales of ~$250M, up nearly 15% YoY (≈21% in local currency); volume growth in India approximately +18%, driven largely by a GST rate reduction that boosted demand.
Regional Momentum
Three of five regions grew YoY in Q4. Latin America: reported +18% YoY (+11% local); Mexico: reported +19% (+9% local). EMEA: reported +9% (+5% local). Asia Pacific: reported +5% (+9% local). North America nearly flat (sales down <1%, volumes down <2%).
Distributor Network Strength
North America new distributors +19% YoY in Q4; Latin America achieved 7th consecutive quarter of YoY growth; worldwide new distributors down 5% YoY in Q4 but up 16% on a 2-year stack with 4 of 5 regions showing increases—evidence of multiyear momentum.
Product Innovation and Portfolio Expansion
2025 product launches included MultiBurn (weight management), HL/Skin (K-beauty formulations with AI facial analysis) and Life I/O Baseline (healthy lifespan category). Management highlighted continued innovation and planned new launches in 2026.
Pro2col Digital Platform and Strategic Partnership
Acquired Pro2col technology (April 2025) and advanced beta to 2.0 in December; phased rollout expanding to U.S., Canada, Puerto Rico and select EMEA markets. U.S. beta distributors to have first access to personalized supplements by end of H1 2026. Cristiano Ronaldo acquired 10% of HBL Pro2col for $7.5M and committed services/sponsorship to elevate visibility and adoption.
Operational Discipline on CapEx
Q4 CapEx of $19M (at low end of guidance). Q1 2026 CapEx guidance $10M–$20M; full year 2026 CapEx guidance $50M–$80M plus capitalized SaaS implementation costs of $40M–$60M.
HLF 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
HLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $16.54 | $19.57 | +18.32% |
Nov 05, 2025 | $8.24 | $9.20 | +11.65% |
Aug 06, 2025 | $9.25 | $8.62 | -6.81% |
Apr 30, 2025 | $7.20 | $6.63 | -7.92% |
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 Herbalife Ltd (HLF) report earnings?
Herbalife Ltd (HLF) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Herbalife Ltd (HLF) earnings time?
Herbalife Ltd (HLF) earnings time is at May 05, 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 HLF EPS forecast?
HLF EPS forecast for the fiscal quarter 2026 (Q1) is 0.58.