NYSE$SN

Sharkninja Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

SharkNinja reported Q4 2025, revenue of $640M, net income of $5.9M.

For Q4 2025, SharkNinja reported revenue of $640M, net income of $5.9M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $640M.
  • Net income $5.9M.
  • SharkNinja highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$640M

Previous: $1.79B-64.2%
EPS (adj)

$1.93

Previous: $1.40+37.9%
Gross Margin

47.9%

Previous: 47.0%+1.9%
Adjusted Gross Profit

$1.01B

Previous: $855M+18.4%
Adjusted Gross Margin

48.2%

Previous: 47.8%+0.8%
Research and Development

$98.2M

Previous: $86.8M+13.1%
Sales and Marketing

$459M

Previous: $425M+8.0%
General and Administrative

$107M

Previous: $123M-13.0%
Adjusted Operating Margin

17.5%

Previous: 14.4%+21.5%
Adjusted Net Income

$275M

Previous: $198M+38.9%
Adjusted EBITDA

$395M

Previous: $291M+36.0%
Adjusted EBITDA Margin

18.8%

Previous: 16.3%+15.3%
Effective Tax Rate

22.6%

Previous: 22.0%+2.7%
Adjusted Effective Tax Rate

21.9%

Previous: 18.3%+19.7%
Net Income

$5.9M

Previous: $129M-95.4%
Operating Income

$344M

Previous: $205M+67.6%
Gross Profit

$1.01B

Previous: $839M+20.0%

Revenue & EPS history

SharkNinja · Revenue · Quarterly

$640M

Q4 2025-64.2%vs Q4 2024
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Forward guidance

The release discusses SharkNinja's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • SharkNinja cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 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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