e.l.f. Beauty raises forecast after 38% quarterly sales rise

US cosmetics institution e.l.f. Beauty reported 38% third-quarter nett income maturation and raised its fiscal 2026 gross outlook to 22%-23%.

Net income for the 4th ended 31 December 2025 totalled $489.5m, which the institution said was driven by higher volumes crossed store-based retail and e-commerce channels successful the US and overseas.

The institution accrued its full-year gross projection from a antecedently expected 18%-20% growth.

Quarterly nett income roseate to $39.3m from $17.2m a twelvemonth earlier portion adjusted nett income precocious to $74.4m from $43.03m.

Diluted net per stock were $0.65, oregon $1.24 connected an adjusted basis.

Adjusted EBITDA jumped 79% year-on-year to $123.02m, adjacent to 25% of nett sales.

Gross borderline eased by astir 30 ground points to 71%, reflecting higher tariff-related costs that were partially offset done pricing measures and merchandise mix.

Selling, wide and administrative expenses climbed $61.7m to $279.9m portion adjusted SG&A roseate $56.3m to $249.2m.

The increases were chiefly linked to higher marketing, merchandising and organisation spending, on with greater compensation and benefits, depreciation and amortisation, and nonrecreational fees.

For the 9 months ended 31 December 2025, nett income accrued 21% to $1.18bn.

Net income for the play was $75.6m, down from $83.8m successful the aforesaid play past year, with adjusted nett income astatine $166.5m from $152.3m.

Diluted net per stock stood astatine $1.28, oregon $2.81 connected an adjusted basis.

Adjusted EBITDA for the nine-month play roseate 28% to $276.3m, representing 23% of revenue.

Gross borderline declined by astir 124 ground points to 70%, again mostly owed to tariff impacts.

SG&A expenses expanded $122m to $706.9m portion adjusted SG&A grew $102.2m to $619.8m.

For fiscal 2026, the institution present expects nett income of $1.60bn-$1.61bn, up from a anterior forecast of $1.55bn-$1.57bn.

It besides projects adjusted EBITDA of $323m-$326m, adjusted nett income of $180m-$183m and adjusted diluted net per stock of $3.05-$3.10, based connected astir 59 cardinal diluted shares outstanding.

"e.l.f. Beauty raises forecast aft 38% quarterly income rise" was primitively created and published by Retail Insight Network, a GlobalData owned brand.

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