NYSE$SN

Sharkninja Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

SharkNinja Q3 2025: $1.63B net sales (+14.3%), net income $188.7M (+42.6%) with raised FY25 outlook

SharkNinja, Inc. reported Q3 2025 results for the quarter ended September 30, 2025, with net sales of $1.63 billion, up 14.3% year over year (13.0% constant currency). Net income rose 42.6% to $188.7 million ($1.33 diluted EPS) and adjusted net income increased 25.2% to $213.4 million ($1.50 adjusted diluted EPS). Adjusted EBITDA grew 20.7% to $316.5 million (19.4% of net sales). Gross margin expanded 140 bps to 50.1% (adjusted 50.3%). Growth was broad-based: Beauty and Home Environment surged 56.7%, Cleaning Appliances +12.4%, Food Preparation +11.9%, and Cooking and Beverage +6.3%. International net sales rose 25.8%. The company raised FY2025 outlook to 15.0-15.5% net sales growth and adjusted EPS of $5.05-$5.15.

  • Net sales $1.63B (+14.3% YoY); net income $188.7M (+42.6%); diluted EPS $1.33
  • Adjusted net income $213.4M (+25.2%); adjusted EBITDA $316.5M (+20.7%, 19.4% margin)
  • Beauty and Home Environment +56.7%; international sales +25.8%; domestic +9.5%
  • Adjusted gross margin 50.3%, up 90 bps; operating income $262.9M (+45.8%)
  • Raised FY2025 outlook: net sales +15.0-15.5%, adjusted EPS $5.05-$5.15, adjusted EBITDA $1,115-$1,125M

Headline financials

Total Revenue

$1.63B

Previous: $1.43B+14.3%
EPS (adj)

$1.50

Previous: $1.21+24.0%
International net sales growth

25.8%

No prior period
Adjusted EBITDA

$317M

No prior period
Net Income

$189M

Previous: $132M+42.6%
Operating Income

$263M

Previous: $209M+25.6%
Gross Profit

$817M

Previous: $689M+18.6%
Cash & Equivalents

$264M

No prior period

Revenue & EPS history

SharkNinja · Revenue · Quarterly

$1.63B

Q3 2025+14.3%vs Q3 2024
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Forward guidance

FY2025 net sales +15.0-15.5%; adjusted EPS $5.05-$5.15 (+15.6-17.8%); adjusted EBITDA $1,115-$1,125M (+17.2-18.3%); capex tracking toward lower end of $180-$200M range

Tailwinds

  • Broad-based category growth and international expansion at 25.8%
  • Margin expansion from cost optimization and end of JS Global sourcing fee

Headwinds

  • Tariff impact partially offset gross margin gains

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+3.1%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+9.0%

Avg return

30 days after

77%

10 / 13 earnings

Positive

+20.1%

Q2 2024

Best reaction

-19.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026———
Q1 2026-2.0%-8.6%+2.0%
Q4 2025+5.6%+10.5%-15.7%
Q3 2025+6.2%+6.7%+25.4%
Q2 2025+0.9%+2.3%+2.6%
Q4 2024+3.4%-0.5%-20.2%
Q3 2024-19.7%-15.3%-9.3%
Q2 2024+20.1%+23.2%+29.7%
Q1 2024+7.2%+6.5%+13.1%
Q4 2022+4.5%+2.6%+15.4%
Q4 2021+4.5%+2.6%+15.4%
Q4 2023+3.2%+3.0%+13.9%
Q3 2023-2.5%-1.9%+8.1%
Q2 2023+9.4%+9.9%+36.9%
Q1 2023———
Q3 2022———
Q2 2022———
Q1 2022———
Q1 2019———
Q4 2018———
Q3 2018———
Q2 2018———
Q1 2018———
Q4 2017———
Q3 2017———
Q2 2017———
Q1 2017———
Q4 2016———
Q3 2016———
Q2 2016———
Q1 2016———
Q4 2015———
Q3 2015———
Q2 2015———
Q1 2015———
Q4 2014———

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