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%
R&D Expenses

$98.2M

Previous: $86.8M+13.1%
Sales and Marketing Expenses

$459M

Previous: $425M+8.0%
G&A Expenses

$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 8 of 10 quarters(80%)
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
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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