Education
About Us
Working with TipRanks
Follow Us
SharkNinja, Inc. (SN)
NYSE:SN
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1Last Year’s EPS
0.87Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial story: record revenue, expanding margins, robust cash generation, international momentum, successful new categories (notably Shark Beauty), and a $750 million buyback authorization. Management also acknowledges tangible near-term headwinds — tariffs pressuring gross margins, short-term disruption from distributor-to-direct transitions in certain markets, elevated inventories, and an expected slowdown in growth rate for 2026 versus 2025. Overall, the upbeat results and strategic progress materially outweigh the manageable challenges, and the company retains clear levers to drive profitability and continued expansion.Company Guidance
Record Revenue and Sustained Top-Line Growth
Q4 net sales increased 17.6% year over year to $2.1 billion; full-year 2025 net sales were $6.4 billion, up nearly 16% year over year. SharkNinja delivered its eleventh consecutive quarter of double-digit top-line growth with domestic FY growth of ~13.5% and international FY growth of 20%.
Strong Profitability Expansion
Adjusted EBITDA for the quarter rose 36% year over year to $395 million (adjusted EBITDA margin 18.8%, up ~250 basis points). Full-year adjusted EBITDA was $1.14 billion, up >19% year over year, and adjusted EPS for the full year reached a record $5.28 (up ~21% year over year). Q4 adjusted EPS increased 38% to $1.93 and GAAP EPS nearly doubled from $0.91 to $1.80.
Gross Margin Improvement
Q4 adjusted gross margin expanded ~40 basis points to 48.2% of net sales (GAAP gross margin up ~90 bps to 47.9%). Full-year adjusted gross margin improved ~30 basis points to 49.4%, reflecting favorable mix and international margin expansion.
Strong Cash Generation and Capital Deployment
2025 cash from operating activities was $634 million; cash and cash equivalents ended the year at over $777 million (up >100% YoY). The company exited 2025 in a net cash position and announced a $750 million inaugural share repurchase authorization while maintaining $739 million of total debt and ~ $490 million available on its $500 million revolver.
International Momentum and Category Expansion
International net sales in Q4 grew 21.4% to $729 million; the UK grew 9.2% in Q4 and 7.3% for the full year. Mexico delivered triple-digit growth and Latin America showed rapid expansion. SharkNinja expanded to 38 subcategories in 2025 (adding propane grill and outdoor fire pit) and plans two additional category entries in 2026.
Breakout Product and Brand Wins
Shark Beauty emerged as a leader in beauty technology — Shark became the #1 skincare facial device brand in the U.S. Holiday successes included products like TrioGlow and FacialProGlow. Ninja Lux Cafe became the best-selling espresso SKU in the U.S. in under one year, and new products such as Ninja Fireside 360 drove new consumer acquisition.
Marketing, DTC, and Digital Traction
Social following across Instagram and TikTok reached 3.9 million, up 119% year over year. The redesigned sharkninja.com shows higher engagement, improved conversion, and increased average order value. Sales & marketing efficiency improved via advanced ROI dashboards and social optimization tools.
Supply Chain and Technology Investments
Supply chain diversification now enables nearly 100% of U.S. volume to be manufactured outside China, improving predictability and risk management. The company completed global Oracle implementation, launched Salesforce in US/Canada, and scaled AI initiatives (including moving contact center AI scoring from <5% to nearly 100%). Plans to hire ~100 software engineers to support AI/product initiatives.
SN 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
SN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $118.64 | $125.31 | +5.62% |
Nov 06, 2025 | $86.39 | $91.90 | +6.38% |
Aug 07, 2025 | $114.16 | $115.20 | +0.91% |
May 08, 2025 | $81.19 | $91.63 | +12.86% |
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 SharkNinja, Inc. (SN) report earnings?
SharkNinja, Inc. (SN) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is SharkNinja, Inc. (SN) earnings time?
SharkNinja, Inc. (SN) earnings time is at May 07, 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 SN EPS forecast?
SN EPS forecast for the fiscal quarter 2026 (Q1) is 1.
