e.l.f. Beauty (ELF) Company Report

e.l.f. Beauty reported Q3 2026 net sales growth of 38% and adjusted EBITDA up 79% year-over-year, marking its 28th consecutive quarter of net sales growth.
The company raised its fiscal 2026 outlook, now projecting net sales growth of 22%-23% (up from 18%-20% previously) and adjusted EBITDA of $323 million-$326 million (up from $302 million-$306 million previously), largely due to Rhode's outperformance, which contributed $128 million to Q3 net sales.
The e.l.f. Cosmetics brand grew 8% in the U.S. and gained 130 basis points of market share in Q3 2026, while e.l.f. Skin grew 16%.

2 hours ago

Transcript

e.l.f. Beauty Reports Strong Q3 2026 Results and Raises Fiscal 2026 Outlook

ELF

Earnings

Guidance Update

Share Buyback

e.l.f. Beauty reported strong Q3 2026 results, with net sales growing 38% and adjusted EBITDA increasing 79% year-over-year, marking its 28th consecutive quarter of net sales growth.
The company raised its fiscal 2026 outlook, now expecting net sales growth of 22%-23% (up from 18%-20% previously) and adjusted EBITDA of $323 million-$326 million (up from $302 million-$306 million), primarily driven by the outperformance of the Rhode brand.
Rhode contributed $128 million to Q3 net sales and is expected to contribute $260 million-$265 million to fiscal 2026 net sales, achieving record-breaking launches in Sephora North America and the U.K..
e.l.f. Cosmetics consumption grew 8% in the U.S., gaining 130 basis points of market share, while e.l.f. Skin consumption grew 16% in the U.S., and Naturium is expanding its retail presence to Walmart.
The company repurchased approximately $50 million of its common stock in Q3 and plans significant marketing investments in Q4, including a Super Bowl commercial, alongside investments in team and space expansion.

2 hours ago

Transcript

e.l.f. Beauty Reports Strong Q3 2026 Results and Raises Fiscal 2026 Outlook

ELF

Earnings

Guidance Update

Share Buyback

e.l.f. Beauty reported strong Q3 2026 results, with net sales growing 38% year-over-year and adjusted EBITDA increasing 79%. Adjusted net income was $74 million, or $1.24 per diluted share.
The company raised its fiscal 2026 outlook, now expecting net sales growth of 22%-23% (up from 18%-20% previously) and adjusted EBITDA of $323 million-$326 million (up from $302 million-$306 million previously).
Rhode contributed $128 million to Q3 net sales and is now expected to contribute $260 million-$265 million to fiscal 2026 net sales. The company also highlighted continued market share gains for e.l.f. Cosmetics and e.l.f. Skin.
During Q3, e.l.f. Beauty repurchased approximately $50 million of common stock, with approximately $400 million remaining under the authorized repurchase program.

3 hours ago

Transcript

ELF Announces Strong Q3 FY 2026 Results and Raises FY 2026 Outlook

ELF

Earnings

Guidance Update

Revenue Acceleration/Inflection

Net Sales for Q3 FY 2026 increased by +38% year-over-year, with Adjusted EBITDA growing +79% and Adjusted EPS reaching $1.24.
The company raised its FY 2026 Net Sales outlook to +22-23% (from +18-20%) and anticipates Adjusted EBITDA growth of +9-10% with a 20% margin.
e.l.f. Cosmetics US consumption grew +8% and e.l.f. SKIN US consumption grew +16% in Q3 FY 2026, contributing to a 71% Gross Margin.
Rhode contributed $128 million to net sales in Q3 FY 2026, with an FY 2026 outlook of $260-$265 million.
The company repurchased $50 million of common stock in Q3 FY 2026, with $400 million remaining under repurchase authorization.

3 hours ago

Presentation

e.l.f. Beauty Announces Third Quarter Fiscal 2026 Results and Raises Full-Year Outlook

ELF

Earnings

Guidance Update

Revenue Acceleration/Inflection

For the three months ended December 31, 2025, e.l.f. Beauty reported net sales of $489.5 million, an increase of 38% year-over-year, and adjusted diluted earnings per share of $1.24.
For the nine months ended December 31, 2025, net sales increased 21% to $1,187.2 million, with adjusted diluted earnings per share of $2.81.
The company raised its fiscal 2026 outlook, now projecting net sales between $1,600 million and $1,612 million, Adjusted EBITDA between $323 million and $326 million, and Adjusted diluted earnings per share between $3.05 and $3.10.
As of December 31, 2025, e.l.f. Beauty held $196.8 million in cash and cash equivalents and had $816.7 million of long-term debt.

4 hours ago

Press Release

e.l.f. Beauty Announces Q3 Fiscal 2026 Results and Raises Fiscal 2026 Outlook

ELF

Earnings

Guidance Update

Revenue Acceleration/Inflection

For the three months ended December 31, 2025, e.l.f. Beauty reported net sales of $489.5 million, an increase of 38% year-over-year.
GAAP diluted earnings per share for Q3 Fiscal 2026 were $0.65, while adjusted diluted earnings per share were $1.24.
Adjusted EBITDA for the three months ended December 31, 2025, was $123.0 million, or 25% of net sales, marking a 79% increase year-over-year.
The company raised its Fiscal 2026 outlook, now projecting net sales between $1,600 million and $1,612 million and adjusted diluted earnings per share between $3.05 and $3.10.
As of December 31, 2025, e.l.f. Beauty held $196.8 million in cash and cash equivalents and had $816.7 million in long-term debt.

4 hours ago

8-K

ELF Beauty Discusses H2 FY25 Outlook, Rhode Performance, and Market Strategy

ELF

Guidance Update

M&A

Share Buyback

e.l.f. Beauty projects 2%-5% organic growth for the second half of the fiscal year, with global consumption running at 8% but a significant 4-point pipeline impact, which could lead to Q4 organic growth dipping negative due to concentrated shipments in the prior year's Q4.
The company recently repurchased $50 million of stock, signaling management's belief in a disconnect between the stock's current valuation and the business's strong fundamentals and long-term potential.
International consumption is currently down mid-single digits in Q3 year-to-date, primarily attributed to a highly promotional environment in the U.K. and the company lapping the launch in Rossmann Germany, despite a 55% 5-year international CAGR.
The acquired Rhode brand is performing exceptionally well, with its Sephora North American launch being 2.5 times bigger than any previous Sephora launch, and is projected to achieve a $300 million run rate in 2026, representing 40% growth. Rhode's margins are also expected to be above e.l.f.'s total margins.
e.l.f. Beauty continues to gain market share, marking 27 consecutive quarters of gains and picking up 90 basis points in October, driven by strong productivity and ongoing shelf space expansion with key retailers. A 15% price increase across its portfolio resulted in only low single-digit unit declines.

Dec 3, 2025, 4:00 PM

Transcript

e.l.f. Beauty Discusses H2 FY Outlook, Rhode Growth, and Market Share Gains

ELF

Guidance Update

M&A

Share Buyback

e.l.f. Beauty anticipates 2%-5% organic growth for the second half of the fiscal year, with Q3 expected to be at or above this range and Q4 potentially seeing negative growth due to pipeline impacts. Total company top-line growth is projected at 24%-27% for the second half.
The company continues to demonstrate strong market share gains, marking 27 consecutive quarters of growth, including a 90 basis point increase in October. U.S. consumption remains robust at 12%, although international consumption is down mid-single digits due to U.K. promotional activity and lapping the Rossmann Germany launch.
The acquired Rhode brand has shown exceptional performance, with its Sephora North American launch being 2.5 times larger than any previous Sephora launch. Rhode is now the number one skincare brand at Sephora and is forecast to achieve approximately $300 million in run-rate net sales in 2026, representing 40% growth.
e.l.f. Beauty successfully implemented a 15% price increase across its portfolio, resulting in only low single-digit unit declines, and remains committed to driving unit growth. The company recently repurchased $50 million of stock, reflecting management's confidence in the business's long-term potential.

Dec 3, 2025, 4:00 PM

Transcript

e.l.f. Beauty provides H2 fiscal year outlook and updates on rhode acquisition and market share gains

ELF

Guidance Update

M&A

Share Buyback

e.l.f. Beauty projects 2%-5% organic growth for the second half of the fiscal year, with Q4 potentially seeing a negative impact due to pipeline issues, while total company top-line growth is expected to be 24%-27%.
The company has repurchased $50 million of stock and maintains a strong balance sheet, with a net debt to EBITDA ratio of less than two turns post-rhode acquisition.
e.l.f. continues to demonstrate strong market performance, gaining 90 basis points of market share in October (marking 27 consecutive quarters of share gains) and successfully implementing a 15% price increase with only low single-digit unit declines.
The acquired rhode brand is a significant growth driver, having achieved $212 million in net sales (DTC only) and becoming the number one skincare brand at Sephora. It is projected to reach a $300 million run rate in 2026 (up 40%) and is expected to maintain margins above e.l.f.'s total margins.

Dec 3, 2025, 4:00 PM

Transcript

E.l.f. Beauty Launches in Six GCC Countries via Sephora

ELF

Product Launch

New Projects/Investments

E.l.f. Beauty has expanded its international presence by launching in six Gulf Cooperation Council (GCC) countries (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the UAE).
This expansion is an exclusive partnership with Sephora, making products available in 70 Sephora stores and online at sephora.me.
The move is driven by strong organic demand, with social media mentions in the region up 38%, and the GCC being the most requested area without a prior retail presence for e.l.f..
The launch is supported by a regional marketing campaign, 'eyes.lips.finally,' featuring prominent out-of-home advertising in Dubai and Riyadh.
This strategic expansion aims to strengthen e.l.f.'s global footprint, building on international growth where non-U.S. sales accounted for 20% of net revenue in Q2 FY26.

Nov 20, 2025, 10:15 AM

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for e.l.f. Beauty.

Q3 2026

Feb 4, 2026

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Q2 2026

Nov 5, 2025

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Q1 2026

Aug 6, 2025

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View All Transcripts

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e.l.f. Beauty (ELF)

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