NASDAQ$ODD
Oddity Tech Ltd · Q3 2025 earnings
Q3 2025 earnings · · After market close · Investor relations
Briefing
ODDITY Q3 revenue up 24% to $148M; raises full-year outlook after METHODIQ launch
ODDITY Tech reported Q3 2025 net revenue of $148 million, up 24% year over year, with gross profit of $106 million and gross margin expanding 170 bps to 71.6%. Net income was $18 million (12.0% margin) and adjusted net income grew 26% to $25 million. Adjusted EBITDA increased 16% to $29 million. The company exceeded its prior Q3 guidance across revenue, gross margin, adjusted EBITDA, and adjusted EPS, driven by double-digit online revenue growth at IL MAKIAGE and SpoiledChild. ODDITY ended the quarter with $793 million in cash, cash equivalents and investments plus $200 million of undrawn credit facilities. Management raised full-year 2025 net revenue guidance to $806–809 million (+24–25% YoY) and adjusted EBITDA to $161–163 million, and guided Q4 revenue to $149–152 million.
- Q3 net revenue was $148 million (+24% YoY); gross margin expanded to 71.6% from 69.9%.
- Net income was $18 million; adjusted net income rose 26% to $25 million.
- Adjusted EBITDA grew 16% to $29 million; adjusted diluted EPS was $0.40 versus $0.32 a year ago.
- METHODIQ medical-grade brand soft-launched in Q3 with formal launch in November.
- Full-year 2025 revenue outlook raised to $806–809 million; Q4 revenue guided to $149–152 million.
Headline financials
Revenue & EPS history
Oddity Tech · Revenue · Quarterly
$148M
Revenue by segment
Oddity Tech · $148M total across 2 segments · Q3 2025
- Online direct-to-consumer$140M—95.0%
- Other (Israel retail, affiliates)$7.44M—5.0%
Forward guidance
ODDITY raised FY2025 net revenue guidance to $806–809 million (+24–25% YoY) with adjusted EBITDA of $161–163 million and adjusted diluted EPS of $2.85–$2.87. Q4 net revenue is expected at $149–152 million with adjusted EBITDA of $10–12 million.
Tailwinds
- Full-year revenue and EBITDA outlook raised after Q3 beat
- Strong cash position of $793 million plus undrawn $200 million credit facility
- METHODIQ launch expands into medical-grade personalized treatments
Headwinds
- Net income margin compressed to 12.0% from 14.9% despite revenue growth
- Q4 adjusted EBITDA guided lower sequentially at $10–12 million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 9 quarterly earnings reports · overlaid with Q3 2025
-7.6%
Avg return
Earnings day
-3.8%
Avg return
5 days after
-7.8%
Avg return
30 days after
30%
3 / 10 earnings
Positive
+7.8%
Q2 2023
Best reaction
-49.3%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | -49.3% | -4.2% | +7.5% | |
| Q3 2025 | +6.6% | +11.1% | +12.4% | |
| Q2 2025 | -21.9% | -21.4% | -16.1% | |
| Q4 2024 | -0.4% | -0.3% | -5.7% | |
| Q2 2024 | -6.2% | -7.6% | -17.8% | |
| Q4 2021 | -5.3% | -1.2% | -20.1% | |
| Q4 2022 | -5.3% | -1.2% | -20.1% | |
| Q4 2023 | -5.6% | -3.3% | -21.6% | |
| Q3 2023 | +3.9% | -0.8% | +31.7% | |
| Q2 2023 | +7.8% | -8.8% | -27.9% | |
| Q1 2023 | — | — | — | |
| Q2 2022 | — | — | — | |
| Q1 2022 | — | — | — |
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