NASDAQ$OLPX
OLAPLEX HOLDINGS INC · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Olaplex Q4 2025 Earnings Report
Olaplex reported a 4.3% increase in net sales for Q4 2025, driven by strong growth in the Professional and Direct-To-Consumer channels, despite a decline in Specialty Retail. However, the company experienced a wider net loss of $13.1 million compared to the prior year, primarily due to increased SG&A expenses and litigation-related costs.
- Net sales grew 4.3% to $105.1 million, with Professional channel sales surging 18.9%.
- Specialty Retail channel faced a significant headwind, with revenue declining 14.5% year-over-year.
- Net loss widened to $13.1 million from $8.8 million in Q4 2024, resulting in a diluted EPS of $(0.02).
- International sales outperformed the domestic market, growing 7.6% compared to 0.8% growth in the United States.
Headline financials
Revenue & EPS history
Olaplex · Revenue · Quarterly
$105M
Revenue by segment
Olaplex · $124M total across 3 segments · Q3 2023
- Professional$48.3M-23.3%39.1%
- Specialty Retail$43.2M-41.8%35.0%
- Direct-To-Consumer$32.1M-18.3%26.0%
Forward guidance
For fiscal year 2026, Olaplex expects net sales between $414 million and $435 million, with growth weighted toward the second half of the year.
Tailwinds
- Anticipated net sales up to $435 million for the full year.
- Adjusted Gross Profit Margin expected to remain strong between 71% and 72%.
- Strategic initiatives expected to drive consumer demand in the second half of 2026.
- Consistent innovation pipeline and renewed brand momentum from 'Bonds & Beyond' transformation.
- Strengthened balance sheet following a $300 million voluntary debt repayment in 2025.
Headwinds
- Q1 2026 net sales performance expected to trend below the full-year average.
- Q1 2026 Adjusted EBITDA margin expected to be significantly lower due to front-loaded marketing spend.
- Full-year Adjusted EBITDA margin guidance of 21%-22% is lower than the 22.2% achieved in FY 2025.
- Guidance assumes no material impact from potential new tariffs.
- Ongoing litigation-related expenses and costs associated with business transformation.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q4 2025
-0.7%
Avg return
Earnings day
+0.0%
Avg return
5 days after
+7.1%
Avg return
30 days after
43%
10 / 23 earnings
Positive
+24.6%
Q3 2023
Best reaction
-21.6%
Q2 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.2% | -0.2% | — | |
| Q4 2025 | -17.0% | -27.0% | +14.0% | |
| Q3 2025 | +1.9% | +7.5% | +17.9% | |
| Q1 2025 | +3.0% | -3.8% | -1.5% | |
| Q4 2024 | +21.7% | +10.9% | -15.6% | |
| Q3 2024 | -4.5% | -5.0% | +19.6% | |
| Q2 2024 | -0.5% | +0.0% | +24.3% | |
| Q1 2024 | +15.0% | +8.6% | +27.1% | |
| Q4 2023 | -5.7% | -3.1% | -0.5% | |
| Q3 2023 | +24.6% | +26.1% | +83.3% | |
| Q2 2023 | -21.6% | -27.2% | -31.4% | |
| Q1 2023 | -10.6% | -11.8% | -6.3% | |
| Q4 2022 | -15.3% | -14.0% | -24.4% | |
| Q3 2022 | +13.8% | +26.9% | +20.7% | |
| Q2 2022 | -9.7% | -4.8% | -25.9% | |
| Q1 2022 | +6.2% | +16.0% | +25.3% | |
| Q1 2021 | +6.2% | +16.0% | +25.3% | |
| Q1 2020 | +9.2% | +2.9% | +6.8% | |
| Q4 2021 | +9.2% | +2.9% | +6.8% | |
| Q2 2021 | -10.4% | -5.2% | -2.2% | |
| Q3 2021 | -10.4% | -5.2% | -2.2% | |
| Q4 2020 | -10.4% | -5.2% | -2.2% | |
| Q3 2020 | -10.4% | -5.2% | -2.2% | |
| Q2 2020 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro