Zepp Health Corporation (ZEPP)
NYSE:ZEPP
Earnings Data
Report Date
May 26, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational turnaround: strong revenue growth (41.8% FY, 43% Q4), a record gross margin (~40.4%) driven by premiumization, improved adjusted losses and solid cash balances. Management acknowledged near-term headwinds—one-time provisions, higher operating spend tied to strategic brand and channel investments, memory cost pressure, and some SKU supply shortages—but characterized many cost increases as non-structural and reiterated confidence in continued margin expansion and strong 2026 demand (Q1 guide +30% to +43% YoY). On balance, the favorable top-line, margin expansion and improving profitability trends outweigh the manageable lowlights highlighted by management.Company Guidance
Strong Top-Line Growth
Full year 2025 revenue of $259.0M, up 41.8% year-over-year from $183M; Q4 2025 revenue of $85.2M, up 43% year-over-year and meeting the upper end of guidance.
Amazfit Branded Product Momentum
Full-year Amazfit branded product revenue grew 51% year-over-year; Q4 Amazfit branded product sales increased 45.4% year-over-year and 12.4% sequentially, driven by broad-based strength across entry-level and premium segments.
Record Gross Margin Expansion
Q4 record gross margin of ~40.4% (CEO cited 40.3%), up ~3.6 percentage points vs Q4 2024 and +2.2 percentage points vs Q3 2025; full-year gross margin was 38.3%, reflecting premium mix and maintained price integrity during promotions.
Improved Profitability Trends
Q4 adjusted net loss attributable to Zepp Health narrowed to $6.4M from an adjusted net loss of $22.5M in Q4 2024; full-year adjusted net loss improved to $31.5M from $56.7M in 2024, showing material reduction in losses year-over-year.
Product & Premiumization Progress
Launched new products across tiers including Active MAX, Active 3 Premium (~$169), T-Rex Ultra 2 (~$550) and T-Rex 3 Pro; premium Adventure series helped elevate ASP and product mix toward higher-margin SKUs.
Ecosystem and Brand Strengthening
Software & services momentum (Zepp OS features like BioCharge and Zepp Coach AI) and strategic athlete partnerships (e.g., Josh Kerr, Grant Fisher) plus HYROX integration to drive credibility, engagement and organic brand exposure.
Cash Flow and Working Capital Improvements
Cash and cash equivalents of $113M as of Dec 31, 2025 (up from $111M a year earlier); inventory reduced to $72.8M from $87.7M in Q3 2025 (down ~17%); another quarter of positive operating cash flow and cumulative debt retired of $58M since 2023.
Confident Near-Term Outlook
Q1 2026 guidance of $50M-$55M revenue, implying ~30%-43% year-over-year growth; company reiterates path to sustained margin expansion and commitment to share repurchase program.
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 |
|---|---|---|---|
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% |
Nov 19, 2024 | $3.13 | $2.63 | -15.97% |
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 May 26, 2026, Before Open (Confirmed).
What is Zepp Health Corporation (ZEPP) earnings time?
Zepp Health Corporation (ZEPP) earnings time is at May 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