The earnings call presented a positive outlook with strong performance in consumables and margin improvements, alongside strategic debt restructuring. However, challenges in global device sales, particularly in APAC, and macroeconomic pressures remain concerns.

Company Guidance

In The Beauty Health Company's second-quarter 2025 earnings call, the company exceeded both revenue and adjusted EBITDA guidance for the third consecutive quarter, reporting $78.2 million in revenue and $13.9 million in adjusted EBITDA. The gross margin showed significant improvement, with GAAP at 62.8% and adjusted at 65.9%. Operating expenses were reduced by nearly 18%, and the company ended the quarter with $212 million in cash following a strategic debt restructuring. While device sales faced pressure due to macroeconomic headwinds, consumables, which now account for over 70% of revenue, remained strong, driven by a favorable mix and cost control. The company increased the low end of its full-year net sales guidance to $285 million to $300 million and adjusted EBITDA to $27 million to $35 million, citing strategic R&D investments and expected tariff impacts for the cautious outlook. The call highlighted successful product launches, such as HydraFillic with Pep9, and ongoing global expansion, with over 35,000 active devices worldwide.

Exceeded Revenue and Adjusted EBITDA Guidance

For the third consecutive quarter, the company exceeded both revenue and adjusted EBITDA guidance, achieving $78.2 million in revenue and $13.9 million in adjusted EBITDA.

Significant Margin Improvement

The company saw a significant improvement in gross margins, with GAAP gross margin at 62.8% and adjusted gross margin at 65.9%.

Strong Consumables Business

The consumables business, now over 70% of revenue, demonstrated strong performance with booster sales in the Americas rising over 8% year-on-year.

Debt Restructuring and Cash Position

The company restructured its debt and closed the quarter with $212 million in cash, enhancing financial flexibility.

Increased Full-Year Guidance

The company increased the low end of its net sales full-year guidance range to $285 million to $300 million and adjusted EBITDA guidance range to $27 million to $35 million.

Innovation and Product Launches

Successful launch of HydraFillic with Pep9 booster and plans for further innovation including a new retail skincare line and additional boosters.

Beauty Health (SKIN) Earnings, Revenues Date & History

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SKIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.07 / -	-0.15	―	―	―
Aug 07, 2025	2025 (Q2)	-0.05 / 0.16	-0.057	380.70% (+0.22)
May 08, 2025	2025 (Q1)	-0.13 / -0.08	-0.01	-700.00% (-0.07)
Mar 12, 2025	2024 (Q4)	-0.11 / -0.08	-0.028	-185.71% (-0.05)
Nov 12, 2024	2024 (Q3)	-0.09 / -0.15	-0.5	70.00% (+0.35)	―
Aug 08, 2024	2024 (Q2)	-0.01 / -0.06	0.061	-193.44% (-0.12)	―
May 09, 2024	2024 (Q1)	-0.10 / -0.01	-0.042	76.19% (+0.03)	―
Mar 12, 2024	2023 (Q4)	-0.07 / -0.03	0.056	-150.00% (-0.08)	―
Nov 13, 2023	2023 (Q3)	0.07 / -0.50	0.052	-1061.54% (-0.55)	―
Aug 09, 2023	2023 (Q2)	0.05 / 0.06	0.012	408.33% (+0.05)

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

SKIN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.59	$1.89	+18.87%
May 08, 2025	$1.24	$1.87	+50.81%
Mar 12, 2025	$1.42	$1.34	-5.63%
Nov 12, 2024	$1.70	$1.85	+8.82%

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.