The earnings call highlighted strong financial performance with significant revenue growth and successful brand expansion. However, there were concerns regarding a slight decline in average order value and gross margin guidance. Overall, positive sentiments outweigh the challenges noted.

Company Guidance -

Q3 2025

In the second quarter of 2025, ODDITY demonstrated robust financial performance, with revenue growth of 25% year-over-year, reaching $241 million, surpassing the guidance of 22% to 24%. The company's adjusted EBITDA for the quarter was $70 million, exceeding the projected range of $65 million to $68 million, while the adjusted EBITDA margin was 28.8%, reflecting a strategic investment in growth initiatives including the launch of new brands. The adjusted diluted earnings per share stood at $0.92, above the anticipated $0.85 to $0.89. ODDITY's international sales grew over 40%, contributing to the overall success, and the company maintains a positive outlook for the remainder of the year, with full-year 2025 revenue expected to be between $799 million and $804 million, representing 23% to 24% growth. The company also highlighted its future growth drivers, including the upcoming launch of Brand 3, which will enter the medical-grade dermatology space, and continued investments in ODDITY Labs and technology.

Strong Revenue Growth

Revenue grew by 26% to $509 million in the first half of 2025, surpassing financial targets for the ninth consecutive quarter since IPO.

Successful Brand Expansion

ODDITY plans to launch Brand 3 in Q4 2025 and Brand 4 in 2026, marking entry into the medical-grade space with OTC and prescription products.

International Sales Growth

International sales grew over 40% in the first half of 2025, showcasing strong performance in markets like the UK and Australia.

High Cash Flow Conversion

In the first half of 2025, ODDITY generated $99 million of free cash flow, converting more than 80% of adjusted EBITDA into free cash.

ODDITY Tech Ltd. Class A (ODD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ODD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.34 / -	0.29	―	―	―
Aug 04, 2025	2025 (Q2)	0.84 / 0.79	0.73	8.22% (+0.06)
Apr 29, 2025	2025 (Q1)	0.59 / 0.63	0.53	18.87% (+0.10)
Feb 25, 2025	2024 (Q4)	0.11 / 0.09	0.08	12.50% (<+0.01)
Nov 06, 2024	2024 (Q3)	0.20 / 0.29	0.06	383.33% (+0.23)
Aug 07, 2024	2024 (Q2)	0.64 / 0.73	0.561	30.12% (+0.17)
May 07, 2024	2024 (Q1)	0.47 / 0.53	0.366	44.81% (+0.16)
Mar 05, 2024	2023 (Q4)	0.09 / 0.08	-0.012	766.67% (+0.09)
Nov 07, 2023	2023 (Q3)	0.14 / 0.06	0.049	22.45% (+0.01)
Aug 09, 2023	2023 (Q2)	- / 0.56	0.294	90.82% (+0.27)	―

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
Aug 04, 2025	$74.04	$57.72	-22.04%
Apr 29, 2025	$47.13	$61.44	+30.36%
Feb 25, 2025	$45.52	$45.35	-0.37%
Nov 06, 2024	$43.44	$42.11	-3.06%

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.