The earnings call presented a mix of positive and negative elements. On the positive side, there was growth in adjusted EBITDA, an improved consumable mix, successful new product launches, and significant inventory management achievements. However, these were countered by declines in overall revenue, significant drops in the device segment and APAC revenues, and concerns about the churn rate among providers. While operational improvements and strategic initiatives offer promise, the ongoing pressures in device sales and regional performance present notable challenges.
Company Guidance
During The Beauty Health Company's 2025 Third Quarter Earnings Conference Call, the guidance provided highlighted a few key metrics and strategic focuses. The company reported total net sales of $70.7 million for Q3, reflecting a year-over-year decrease of 10.3%, with device segment revenues down 24.6% to $20.8 million and consumables segment revenues down 2.6% to $49.8 million. Despite these declines, adjusted EBITDA was up 11% to $8.9 million, showcasing strong operational execution and cost control. The company raised its adjusted EBITDA guidance for the remainder of the year, now expecting between $37 million and $39 million, and adjusted its full-year revenue guidance to between $293 million and $300 million. The strategic focus remains on protecting and growing the Hydrafacial installed base of over 35,000 devices, driving consumable utilization, innovating across device and consumable platforms, and strengthening operational discipline. While the company faces market challenges, it aims to leverage its unique business model to drive predictable and profitable revenue.
Adjusted EBITDA Growth
Adjusted EBITDA for Q3 was $8.9 million, up 11% from the previous year, reflecting tight cost control and solid operational execution.
Consumable Mix Increase
Consumable mix increased from 65% of net sales in the previous year to 71% this quarter, driven by modest growth net of the China impact.
Successful New Product Launches
Hydralock HA and HydraFillic with Pep9 Boosters collectively contributed to a 14% growth in the booster sales category.
Inventory Management Milestone
Inventory levels were reduced to below $60 million, the lowest in 3 years, due to improved demand planning and production quality.
Beauty Health (SKIN) 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
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
Nov 06, 2025
$1.29
$1.40
+8.53%
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%
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 Beauty Health (SKIN) report earnings?
Beauty Health (SKIN) is schdueled to report earning on Mar 18, 2026, After Close (Confirmed).
What is Beauty Health (SKIN) earnings time?
Beauty Health (SKIN) earnings time is at Mar 18, 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.