NYSE$ELF

elf Beauty Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

e.l.f. Beauty Inc reported Q4 2026 results with net sales of $449 million and a net loss of $49 million.

The company achieved Q4 net sales of $449 million, up from the prior year, driven by strong brand performance across its portfolio including the recent rhode acquisition. However, the quarter resulted in a net loss due to higher operating expenses, acquisition-related costs, and fair value adjustments on contingent consideration. Full year results showed robust growth with net sales reaching $1.64 billion.

  • Q4 net sales reached $449 million, contributing to full-year revenue of $1.64 billion, a 25% increase year-over-year.
  • The company recorded a Q4 net loss of $49 million, impacted by a $58 million fair value adjustment on rhode contingent consideration.
  • US sales accounted for 79% of full-year net sales, with international markets contributing 21%.
  • The rhode acquisition added significant scale, with rhode contributing $294 million in net sales post-acquisition.

Headline financials

Total Revenue

$449M

Previous: $333M+35.1%
EPS (adj)

-$0.84

Previous: $0.78-207.7%
Gross Margin

70.7%

Previous: 71.0%-0.4%
Net Income

-$49.4M

Previous: $28.3M-274.7%
Operating Income

$73.6M

Previous: $44.3M+66.2%
Gross Profit

$326M

Previous: $237M+37.7%
Cash & Equivalents

$290M

Previous: $149M+94.8%
Total Assets

$2.39B

Previous: $1.25B+91.8%

Revenue & EPS history

e.l.f. · Revenue · Quarterly

$449M

Q4 2026+35.1%vs Q4 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company expects continued growth driven by innovation and retail expansion, while monitoring tariff impacts and integration of recent acquisitions.

Tailwinds

  • Strong brand momentum and new product launches
  • Expanded international presence

Headwinds

  • Potential tariff-related cost pressures
  • Integration costs from acquisitions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+1.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+6.3%

Avg return

30 days after

59%

27 / 46 earnings

Positive

+23.7%

Q4 2025

Best reaction

-34.8%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+2.6%
Q3 2026-9.2%-13.4%-2.6%
Q2 2026-34.8%-33.8%-30.9%
Q1 2026-9.4%+5.8%+21.4%
Q4 2025+23.7%+26.8%+39.6%
Q3 2025-19.6%-15.2%-20.1%
Q2 2025+8.3%+25.2%+30.3%
Q1 2025-11.5%-18.2%-32.5%
Q4 2024+16.2%+20.4%+29.5%
Q3 2024-2.9%+2.8%+23.7%
Q2 2024+5.8%+9.8%+32.2%
Q1 2024+14.1%+9.8%+18.8%
Q4 2023+22.5%+19.1%+27.6%
Q3 2023+16.9%+19.3%+30.7%
Q2 2023+10.0%+14.7%+26.5%
Q1 2023+6.2%+9.3%+12.5%
Q4 2022+17.0%+23.4%+34.6%
Q3 2022-4.2%-5.3%-15.6%
Q2 2022-8.2%-5.9%-8.4%
Q1 2022+4.3%+4.0%+7.2%
Q4 2021+0.1%-1.8%-1.8%
Q3 2021+2.1%+3.0%+13.8%
Q2 2021-6.5%-0.2%+7.6%
Q1 2021+13.1%+10.3%+5.1%
Q4 2020+18.6%+17.3%+28.0%
Q3 2020+10.5%+10.7%-8.6%
Q2 2020-0.5%-3.3%-12.1%
Q1 2020+3.8%-0.1%+5.1%
Q1 2019-6.3%-3.9%-2.7%
Q4 2018-22.8%-15.9%+13.1%
Q3 2018+21.7%+19.7%+7.0%
Q2 2018-31.8%-25.4%-6.3%
Q1 2018-4.6%-4.0%-4.3%
Q4 2017-13.6%-14.7%-9.2%
Q3 2017-8.3%-4.9%+5.8%
Q2 2017-3.1%-0.2%-20.7%
Q1 2016-7.0%-9.7%-5.9%
Q1 2017-3.7%-10.4%-9.3%
Q4 2014+0.8%+0.8%+6.2%
Q2 2016+0.8%+0.8%+6.2%
Q2 2015+0.8%+0.8%+6.2%
Q1 2015+0.8%+0.8%+6.2%
Q4 2016+9.6%+4.8%+4.6%
Q3 2015+7.4%+8.9%+8.0%
Q4 2015+7.4%+8.9%+8.0%
Q3 2016+7.4%+8.9%+8.0%

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