Olaplex Holdings (OLPX)
NASDAQ:OLPX
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
<0.01Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights meaningful progress in brand relaunch, professional channel reengagement, a robust innovation pipeline (including the No. 3+ launch), improved gross margins, and positive operating cash flow. However, these achievements are tempered by notable margin compression versus prior year, a flat full‑year top line, continuing annual sell‑through weakness, specialty retail declines, and near‑term EBITDA pressure due to front‑loaded marketing and elevated operating spend. Management frames the moves as deliberate investments to stabilize and accelerate long‑term growth, while 2026 guidance is cautious and front‑weighted toward second‑half improvement.Company Guidance
Full-Year Net Sales and Stability
Net sales were flat at $423.0M for fiscal 2025, stabilizing after declines of 35% in 2023 and 8% in 2024; company exited the year with improving sell-through trends and positive December sell-through in key accounts.
Fourth Quarter Revenue Growth
Q4 net sales were $105.1M, up 4.3% year over year, led by strong holiday performance across professional and DTC channels.
Strong Professional Channel Performance
Professional channel net sales in Q4 increased 18.9% year over year to $36.8M; professional channel net sales grew 5.5% for the full year as management reengaged pros via blitz activations, education, and backbar offerings.
Direct-to-Consumer Momentum
DTC grew 6.6% year over year in Q4 to $43.6M and 3.1% for the year, driven by a revamped digital strategy, strong holiday/wash-and-shine kit performance, and outperformance on TikTok Shop.
Improved Gross Margins and Cash Flow
Adjusted gross profit margin was 70.6% in Q4, up 200 basis points YoY; fiscal 2025 adjusted gross margin was 71.8% (up 40 bps). The company generated positive operating cash flow of $58.7M for the year and ended the quarter with $318.7M in cash.
Adjusted EBITDA and Margin Stabilization
Adjusted EBITDA for fiscal 2025 was $93.9M representing a 22.2% margin. Management describes this margin range as a stabilized base for executing the transformation and long-term growth.
Brand Relaunch and Measurable Marketing Uplift
Brand relaunch produced measurable gains: brand awareness +7%, sentiment +3%, earned media value +14%; engaged ~4,000 creators and generated ~2 billion impressions during 2025 campaigns.
Innovation Pipeline and Strategic Acquisition
Company delivered four of the top five prestige hair care launches (Circana) in 2025, launched No. 3+, claims of clinically proven results (3x stronger, 3x softer after one three-minute use), and completed acquisition of Pervala Bioscience to expand bio‑inspired innovation and white space opportunities.
Working Capital Discipline
Inventory decreased to $60.2M from $75.2M in 2024 (down $15.0M), reflecting improved working capital management amid transformation efforts.
OLPX 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
OLPX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $1.78 | $1.47 | -17.70% |
Nov 06, 2025 | $1.06 | $1.08 | +1.89% |
Aug 07, 2025 | $1.41 | $1.43 | +1.42% |
May 08, 2025 | $1.33 | $1.37 | +3.01% |
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 Olaplex Holdings (OLPX) report earnings?
Olaplex Holdings (OLPX) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Olaplex Holdings (OLPX) earnings time?
Olaplex Holdings (OLPX) earnings time is at May 13, 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 OLPX EPS forecast?
OLPX EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.
