Zepp Health Corporation (ZEPP)
NYSE:ZEPP
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Earnings Data
Report Date
Aug 26, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational narrative: strong top-line performance with Q1 revenue up 33.8% YoY, meaningful premiumization (ASP +20% YoY), gross profit expansion (up 35.3%) and market share gains supported by new product launches and a strategic 3‑year HYROX partnership. Management also demonstrated progress on expense discipline (operating loss narrowed) and working capital (inventory down). Key near-term challenges include rising memory costs, unfavorable FX impacts, elevated operating expenses from front‑loaded launches/marketing, sequential margin moderation from a Q4 peak, and potential shipment timing risk that could shift revenue across quarters. Overall, the positive revenue, premiumization, margin resilience YoY and strategic partnerships outweigh the challenges, but the company remains on a path toward profitability rather than currently profitable.Company Guidance
Strong Revenue Growth
Q1 2026 revenue of $51.5M, up 33.8% year-over-year, driven by new product launches (Active MAX, Active 3 Premium, T‑Rex Ultra 2) and broad-based demand across entry and premium tiers.
Average Selling Price (ASP) Improvement
Average selling price increased more than 20% year-over-year, reflecting successful premiumization and stronger premium product mix.
Gross Profit and Margin Expansion (YoY)
Gross profit rose 35.3% to $19.4M; gross margin was 37.7%, a 0.4 percentage-point expansion versus Q1 2025 (despite sequential moderation from Q4 2025).
Premium Product Mix Momentum
Higher-priced T‑Rex premium models (priced at $399 and $549) accounted for nearly 50% of total T‑Rex family unit sales in March–April, and the T‑Rex Ultra 2 raised the brand's price ceiling to $550.
Market Share and Brand Credibility Gains
Sequential value share expansion across EMEA, U.S. and Asia Pacific; third-party data ranks Amazfit among top 6 smartwatch brands in both the U.S. and Europe by value share. Elite athlete moments and HYROX activity supporting brand credibility.
Strategic HYROX Partnership and Product Ecosystem
Signed an exclusive 3-year global partnership with HYROX to deepen presence in hybrid training, expand wearable categories (watches, rings, glasses, cameras, straps) and integrate HYROX-specific modes and data — supporting long-term monetization and positioning.
Operating Performance Improvement
Operating loss narrowed to $6.3M from $17.2M in Q1 2025; adjusted net loss modestly improved to $17.9M (34.8% of sales) from $18.1M (41% of sales) a year earlier, indicating progress toward profitability.
Healthy Liquidity and Capital Actions
Cash and cash equivalents of $103.2M (nearly flat YoY); repurchased $17M of $20M authorized share buyback (85% executed). Since 2023 the company has retired $46.7M of debt.
Inventory and Working Capital Improvement
Inventory reduced to $62.8M from $72.8M sequentially (approx. -13.7%), reflecting tighter inventory management.
Q2 2026 Revenue Guidance
Guidance for Q2 2026 revenue of $63M to $68M, representing approximately 6% to 14% year-over-year growth and signaling continued top-line momentum.
ZEPP 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
ZEPP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 09, 2026 | $6.18 | $4.41 | -28.64% |
Nov 04, 2025 | $38.90 | $37.07 | -4.70% |
May 19, 2025 | $2.78 | $2.84 | +2.16% |
Mar 26, 2025 | $3.00 | $3.46 | +15.33% |
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 Zepp Health Corporation (ZEPP) report earnings?
Zepp Health Corporation (ZEPP) is schdueled to report earning on Aug 26, 2026, Before Open (Confirmed).
What is Zepp Health Corporation (ZEPP) earnings time?
Zepp Health Corporation (ZEPP) earnings time is at Aug 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is ZEPP EPS forecast?
Currently, no data Available