ODDITY Tech Ltd. Class A (ODD)
NASDAQ:ODD
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Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
0.63Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights a company with strong underlying fundamentals: record revenue, robust repeat purchase behavior, profitable operations (20.2% adjusted EBITDA margin), successful brand launches (METHODIQ) and meaningful R&D/product pipeline progress. However, a technical dislocation with a major advertising partner's algorithm has caused a sharp and abnormal rise in customer acquisition costs, prompting a significant near-term revenue and margin headwind (Q1 sales expected to decline ~30%), higher ad spend (~50% YoY) and uncertainty for 2026 guidance. Management emphasizes confidence in remediation and the non-structural nature of the issue, but near-term execution risk and timing uncertainty temper the outlook.Company Guidance
Record Annual Revenue and Growth
Net revenue grew 25% year-over-year to a record $810 million for fiscal 2025, ahead of long-term target and company plan.
Strong Profitability Metrics
Delivered record adjusted EBITDA of $163 million with a 20.2% adjusted EBITDA margin (consistent with the 20% long-term target); adjusted diluted EPS of $2.21 for the full year 2025.
Q4 Outperformance
Fourth-quarter net revenue increased 24% year-over-year to $153 million, exceeding guidance (21%–23%); Q4 adjusted EBITDA of $13 million and adjusted diluted EPS of $0.20, both above guidance.
High Repeat Sales and Customer Retention
Approximately 70% of 2025 revenue came from repeat sales; 12-month net revenue repeat rates for the 2024 cohort exceeded 100% and improved versus the 2023 cohort—supporting long-term unit economics.
Brand and Product Momentum
IL MAKIAGE grew low double digits to ~ $560 million; IL MAKIAGE Skin rose to ~40% of brand revenue (from ~30% in 2024). SpoiledChild grew double digits to ~ $250 million. Launched third brand METHODIQ with early success and app engagement metrics showing positive KPI trends.
International Expansion
ODDITY International revenue grew 42% for the year and now represents 17.5% of total net revenue, driving incremental growth outside the U.S.
Investment in R&D and Product Pipeline
Continued build-out of ODDITY LABS (in silico, in vitro and traditional biology, new peptide capabilities). Company expects 8 products in market in 2026 using ODDITY LABS molecules, indicating meaningful product pipeline progress.
Strong Balance Sheet and Cash Generation
Ended year with $776 million in cash and equivalents, generated $84 million of free cash flow for 2025, amended credit facilities expanded borrowing capacity to $350 million (undrawn), and $103 million remaining on share repurchase authorization.
ODD 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
ODD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $29.02 | $14.74 | -49.21% |
Nov 19, 2025 | $37.16 | $39.57 | +6.49% |
Aug 04, 2025 | $74.04 | $57.72 | -22.04% |
Apr 29, 2025 | $47.13 | $61.44 | +30.36% |
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 ODDITY Tech Ltd. Class A (ODD) report earnings?
ODDITY Tech Ltd. Class A (ODD) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is ODDITY Tech Ltd. Class A (ODD) earnings time?
ODDITY Tech Ltd. Class A (ODD) earnings time is at May 12, 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 ODD EPS forecast?
ODD EPS forecast for the fiscal quarter 2026 (Q1) is -0.03.
