SharkNinja, Inc. (SN)
NYSE:SN
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.09Last Year’s EPS
0.97Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong momentum: robust revenue growth (15.6% YoY), particularly international (31.6%), healthy category performance, improving profitability (adjusted EBITDA +17.5%, adjusted EPS +25%), raised full-year guidance, meaningful cash on the balance sheet and active capital-return optionality. Management also highlighted transformational initiatives (company-wide AI, DTC and TikTok Shop expansion) and recent viral product traction. Offsetting these positives are margin pressures from tariffs and commodity/resin risk (adjusted gross margin down ~100 bps), a small decline in food preparation, elevated inventories and some near-term noise from EMEA distributor-to-direct transitions and tax-driven G&A increases. Overall, the positives materially outweigh the negatives, with the company raising guidance and emphasizing operational discipline and growth investments.Company Guidance
Strong Top-Line Growth
Net sales increased 15.6% year-over-year to $1.41 billion; domestic net sales rose 8.4% to $916 million and international net sales grew 31.6% to $497 million. Management noted the 12th consecutive quarter of double-digit organic net sales growth and double-digit point-of-sale growth domestically.
Category Momentum — Cleaning, Cooking & Beauty
Cleaning category net sales up 17% to $517 million; cooking & beverage up 19.8% to $415 million; beauty & home environment surged ~40.8% to $194 million. Management highlighted viral product launches (e.g., ShowHill) and strong consumer engagement driving premium-price demand.
Profitability Expansion
Adjusted EBITDA grew 17.5% year-over-year to $235 million, with adjusted EBITDA margin of 16.7% (up ~30 bps). Adjusted net income was $155 million ($1.09 per diluted share), a ~25% increase versus the prior year.
Operating Discipline and Investment Balance
Adjusted operating expenses were $495 million or 35% of net sales versus 36% a year ago, representing four consecutive quarters of leverage on adjusted OpEx as a % of sales. R&D increased 12.9% to $99 million while S&M increased 14.4% to $315 million, showing sustained reinvestment.
Balance Sheet Strength & Capital Return Optionality
Cash and cash equivalents were approximately $512 million (up >100% YoY). Total debt was $729 million with ~ $489 million revolver availability. Board approved a $750 million share repurchase authorization and ~$20 million of buybacks executed through March.
Raised Full-Year 2026 Outlook
Company raised its FY2026 guidance: net sales growth now expected 11.5%–12.5% (vs. prior 10%–11%); adjusted EPS guidance raised to $6.00–$6.10 (from $5.90–$6.00); adjusted EBITDA guidance to $1.29B–$1.30B (13.5%–14.5% growth).
Omnichannel & AI-Led Growth Initiatives
Broad DTC platform rollouts (UK, Germany, France, Spain, Italy), TikTok Shop expansion across multiple countries, and a company-wide AI initiative ("JailBreak") with >150 employee submissions, 20 cross-functional HackWeek projects and a $1M fund — driving product insights, media efficiency and productivity gains.
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 |
|---|---|---|---|
May 06, 2026 | $117.41 | $115.49 | -1.64% |
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% |
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 Aug 06, 2026, Before Open (Confirmed).
What is SharkNinja, Inc. (SN) earnings time?
SharkNinja, Inc. (SN) earnings time is at Aug 06, 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 (Q2) is 1.09.
