NASDAQ$ODD
Oddity Tech Ltd · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Oddity Tech reported strong fourth quarter 2025 results with 24% revenue growth and continued profitability despite margin pressure.
In Q4 2025, Oddity Tech generated $152726000 in net revenue, up 24% year-over-year, with net income of $5884000 and adjusted EBITDA of $12514000, while gross margin declined to 70.5% and adjusted EBITDA margin contracted to 8.2%.
- Net revenue increased 24% year-over-year to $152726000.
- Gross profit reached $107620000 with gross margin of 70.5%.
- Net income was $5884000 with diluted EPS of $0.10.
- Adjusted EBITDA was $12514000 with 8.2% margin, down year-over-year.
Headline financials
Revenue & EPS history
Oddity Tech · Revenue · Quarterly
$153M
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
For Q1 2026, the company expects revenue to decline approximately 30% year-over-year due to increased customer acquisition costs, with improvement anticipated in the second half of 2026.
Tailwinds
- Strong balance sheet with $776020000 in cash and investments.
- Exceeded Q4 guidance on revenue, gross margin, adjusted EBITDA and adjusted EPS.
- Successful launch of METHODIQ.
- Full year 2025 revenue reached $809844000.
- Share buyback authorization with $103000000 remaining.
Headwinds
- Expected approximately 30% year-over-year revenue decline in Q1 2026.
- Gross margin decreased 220 basis points year-over-year.
- Adjusted EBITDA margin declined 410 basis points year-over-year.
- Customer acquisition cost dislocation impacting performance.
- Adjusted EBITDA decreased 17% year-over-year.
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
-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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