ODDITY Tech Ltd. Class A (ODD)
NASDAQ:ODD
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.79Same Quarter Last Year
Moderate Sell
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call reflects a company facing a material near-term operational and financial shock driven by a technical dislocation with its largest advertising partner that caused severe CPA inflation, a 26% revenue decline, damaged new-customer acquisition (first orders down ~50%), negative Q1 EBITDA and FCF outflow. Offsets include an encouraging sequential CPA improvement in May (down ~28% vs April), an ad partner estimate of 40%–60% recoverability, solid liquidity ($667M cash and undrawn $350M facility), successful remediation steps (40% of TBYB acquisition shifted without unit-economics impact), early traction for METHODIQ (targeting $25M revenue in 2026), ongoing R&D/product pipeline progress, and a sizeable share buyback. Given the severity of the revenue and acquisition headwinds and remaining uncertainty over whether the algorithmic issue will fully normalize, the negatives currently outweigh the positives, although management believes recovery is achievable in H2 2026.Company Guidance
Sequential CPA Improvement in May
IL MAKIAGE cost-per-acquisition (CPA) declined an estimated 28% sequentially from April to May, marking the first month of sequential recovery since Q4 2025 and providing a positive inflection after months of deterioration.
Ad Partner Recovery Potential
ODDITY's largest advertising partner estimates that its system alone can recover 40%–60% of CPA (independent of macro factors), which management says would restore healthy unit economics and enable a return to growth/profitability.
Q1 Performance Slightly Better Than Outlook
Net revenue declined 26% year-over-year in Q1 versus the company's prior outlook of approximately a 30% decline, indicating a modest outperformance against internal expectations.
METHODIQ Early Traction and Revenue Target
METHODIQ, the medical telehealth brand launched late last year, is off to a strong start and is expected to deliver $25 million in revenue in 2026, with strong app download, weekly check-in and care-team engagement metrics.
Try Before You Buy (TBYB) Remediation Success
Towards the end of Q1, ODDITY successfully shifted ~40% of acquisition revenue away from Try Before You Buy into standard Buy with no impact on unit economics, reducing exposure to the complex TBYB model.
Robust Repeat Cohorts and Contribution Margins
Management reports strong 12-month repeat behavior (noted as 'over 100% 12-month repeat rate' in remarks) supporting 12-month contribution margins; repeat sales accounted for ~2/3 of net revenue in Q1 versus ~56% in Q1 2025.
Healthy Liquidity and Capital Return Activity
Cash, cash equivalents and investments totaled $667 million at quarter end; the company repurchased ~6 million shares for ~$82 million (~10% reduction in ordinary shares outstanding) and has ~$167 million remaining on a $200 million buyback authorization. A $350 million amended credit facility remains undrawn.
Product & R&D Momentum
ODDITY Labs added two new METHODIQ products (Neurexa and Zeralaq) this quarter and continues pipeline work on anti-aging, hypopigmentation and acne-prevention molecules, indicating ongoing product innovation and longer-term growth drivers.
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 |
|---|---|---|---|
Jun 02, 2026 | $13.98 | $9.84 | -29.61% |
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% |
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 Aug 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 Aug 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 (Q2) is 0.16.
