NASDAQ$ODD

Oddity Tech Ltd · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

ODDITY Tech reported FY2025 net revenue of $809.8M and net income of $110.7M.

Net revenue grew 25% to $809.8 million. Net income was $110.7 million with Adjusted EBITDA of $163.3 million and gross margin of 72.7%.

  • FY2025 net revenue $809.8M (+25% YoY).
  • Net income $110.7M.
  • Adjusted EBITDA $163.3M.
  • IL MAISON and SpoiledChild brands drove DTC growth.

Headline financials

Total Revenue

$810M

Previous: $124M+555.0%
EPS (adj)

$0.20

Previous: $0.20+0.0%
Gross Margin

70.5%

Previous: 72.7%-3.0%
Adjusted EBITDA

$12.5M

Previous: $15.2M-17.5%
Adjusted Net Income

$12.4M

Previous: $12M+3.6%
Net Income Margin

3.9%

Previous: 4.3%-9.3%
Adjusted Net Income Margin

8.1%

Previous: 9.7%-16.5%
Adjusted EBITDA Margin

8.2%

Previous: 12.3%-33.3%
Total Cash & Investments

$776M

No prior period
Net Income

$111M

Previous: $5.3M+1990.3%
Operating Income

$1.65M

Previous: $4.04M-59.2%
Gross Profit

$108M

Previous: $89.9M+19.7%

Revenue & EPS history

Oddity Tech · Revenue · Quarterly

$810M

Q4 2025+555%vs Q4 2024
Beat estimate in 7 of 8 quarters(88%)
ActualEstimate

Revenue by segment

Oddity Tech · $148M total across 2 segments · Q3 2025

  • Online direct-to-consumer
    $140M
  • Other (Israel retail, affiliates)
    $7.44M

Forward guidance

The filing discusses operating priorities, liquidity, and sector risks; quantitative multi-quarter guidance varies by issuer.

Tailwinds

  • MD&A highlights cash, capital, and core trends.
  • Segment or product commentary supports the narrative.

Headwinds

  • Macro or input costs may pressure margins.
  • One-time items affect comparability.

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 Q4 2025

Historical avgQ4 2025

-9.5%

Avg return

Earnings day

-6.1%

Avg return

5 days after

-7.8%

Avg return

30 days after

27%

3 / 11 earnings

Positive

+7.8%

Q2 2023

Best reaction

-49.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-29.4%-29.9%
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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