Oddity Tech (ODD) Company Report

Analyst Coverage

Research analysts who have asked questions during Oddity Tech earnings calls.

Andrew Boone

JMP Securities

7 questions for ODD

Also covers: ACVA, CARG, CART +26 more

Youssef Squali

Truist Securities

7 questions for ODD

Also covers: ANGI, BABA, DASH +13 more

Dara Mohsenian

Morgan Stanley

6 questions for ODD

Also covers: CHD, CL, CLX +14 more

Scott Schoenhaus

KeyBanc Capital Markets

6 questions for ODD

Also covers: ALIT, CERT, DOCS +9 more

Anna Lizzul

Bank of America Corporation

4 questions for ODD

Also covers: CHD, CLX, COTY +3 more

Brian Tanquilut

Jefferies

4 questions for ODD

Also covers: ACHC, ADUS, AHCO +31 more

Lauren Lieberman

Barclays

4 questions for ODD

Also covers: CCEP, CHD, CL +18 more

Georgia Anderson

Wolfe Research

3 questions for ODD

Also covers: DUOL

Bonnie Herzog

Goldman Sachs

2 questions for ODD

Also covers: CASY, CCEP, CELH +21 more

Cory Carpenter

JPMorgan Chase & Co.

2 questions for ODD

Also covers: ANGI, APP, BMBL +16 more

Ryan MacDonald

Needham & Company

2 questions for ODD

Also covers: ACCD, AMWL, BNED +21 more

Ryan McDonald

Needham

2 questions for ODD

Also covers: AMWL, HNGE, MH +2 more

Andrew M. Boone

Citizens Financial Group, Inc.

1 question for ODD

Also covers: U, WIX

Anna Jeanne Lizzul

Bank of America

1 question for ODD

Also covers: CLX

Corey Carpenter

JPMorgan

1 question for ODD

Also covers: EVER, IAC

George Arison

Evercore ISI

1 question for ODD

Javier Escalante Manzo

Evercore ISI

1 question for ODD

Also covers: CHD, CLX, KMB +2 more

Kate Grafstein

Barclays

1 question for ODD

Also covers: EPC, IFF, OLPX

Kate McShane

Goldman Sachs

1 question for ODD

Also covers: ASO, AZO, BBWI +20 more

Lorraine Hutchinson

Bank of America

1 question for ODD

Also covers: AS, BBWI, BIRK +18 more

Mark Mahaney

Evercore ISI

1 question for ODD

Also covers: ABNB, AMZN, BKNG +23 more

Mark Stephen Mahaney

Evercore ISI

1 question for ODD

Also covers: BKNG, DUOL, ZG

Nicholas Cronin

Truist Securities

1 question for ODD

Also covers: IAS

Latest news

Recent press releases and 8-K filings for ODD.

Oddity Tech Announces Strong Q4 and Full Year 2025 Results

ODD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Oddity Tech reported FY 2025 net revenue of $810 million, marking a 25% year-over-year growth, with Adjusted EBITDA reaching $163 million (up 9% YoY) and Adjusted Diluted EPS at $2.21 (up 12% YoY).
For Q4 2025, the company exceeded its guidance, achieving net revenue of $153 million (24% increase year-over-year), Adjusted EBITDA of $13 million, and Adjusted Diluted EPS of $0.20.
As of December 31, 2025, Oddity Tech held $776 million in cash, cash equivalents, and investments, and generated $84 million in free cash flow for FY 2025.

3 days ago

Presentation

ODDITY Reports Strong FY 2025 Results Amidst User Acquisition Cost Challenges and Provides Q1 2026 Outlook

ODD

Earnings

Guidance Update

Demand Weakening

ODDITY delivered strong financial results for FY 2025, with net revenue increasing 25% to $810 million and adjusted EBITDA reaching $163 million.
The company successfully launched its third brand, Methodic, in 2025 and ended the year with a strong balance sheet, including $776 million in cash and cash equivalents.
However, ODDITY is currently facing an unprecedented dislocation in user acquisition costs with a major advertising partner, which significantly worsened in Q1 2026 due to algorithm changes impacting their "try before you buy" model.
This issue is expected to have a negative impact on 2026 financial results, with Q1 sales projected to decline approximately 30%, and no full-year guidance provided due to uncertain recovery timing.
Despite the near-term challenges, ODDITY remains committed to its long-term growth strategy, continuing investments in ODDITY Labs and new brands, and intends to opportunistically return cash to shareholders through buybacks, with $103 million remaining on its repurchase authorization.

3 days ago

Transcript

Oddity Tech Reports Strong FY 2025 Results Amidst 2026 User Acquisition Challenges

ODD

Earnings

Guidance Update

Demand Weakening

ODDITY reported strong financial results for fiscal year 2025, with revenue increasing 25% to $810 million, adjusted EBITDA of $163 million (20.2% margin), and adjusted EPS of $2.21.
The company successfully launched its third brand, METHODIQ, in 2025, expanding into the medical-grade space, and continues to invest in ODDITY Labs and new products.
However, ODDITY is facing an unprecedented dislocation in user acquisition costs with its largest advertising partner, attributed to algorithm changes impacting its "try before you buy" model.
This issue is projected to cause a negative impact on 2026 financial results, with Q1 sales expected to decline approximately 30%, and the company not issuing full-year 2026 guidance due to uncertain recovery timing.
Despite these near-term challenges, ODDITY maintains its long-term growth strategy, is implementing remediation actions, and plans to opportunistically return cash to shareholders through buybacks, with $103 million remaining on the authorization.

3 days ago

Transcript

Oddity Tech Reports Strong FY 2025 Results Amidst Q1 2026 User Acquisition Cost Challenges

ODD

Earnings

Product Launch

Guidance Update

ODDITY reported strong full-year 2025 financial results, with revenue increasing 25% to $810 million and adjusted EBITDA reaching $163 million, representing a 20.2% margin. The company also successfully launched its third brand, Methodic, in 2025, which is showing good initial success.
However, ODDITY is facing an unprecedented dislocation in user acquisition costs (CPA) with its largest advertising partner, with CPAs in some cases over 2x higher, leading to an expected negative impact on 2026 financial results.
As a result, Q1 2026 sales are projected to decline approximately 30%, and the company is not issuing full-year 2026 guidance due to the uncertain timing of recovery.
ODDITY is implementing remediation actions, believes the issue is technical and solvable, and expects normalization in Q3 or Q4 2026, while maintaining its long-term strategy and continuing investments in growth initiatives like ODDITY Labs and Brand 4.

3 days ago

Transcript

ODDITY Tech Ltd. Reports Record Full Year 2025 Results and Provides Q1 2026 Outlook

ODD

Earnings

Guidance Update

Share Buyback

ODDITY Tech Ltd. reported record full year 2025 net revenue of $810 million, a 25% year-over-year increase, and adjusted EBITDA of $163 million, surpassing its guidance for both the fourth quarter and full year.
Despite strong 2025 performance, the company anticipates a 30% year-over-year decline in Q1 2026 revenue due to a dislocation with its largest advertising partner that has significantly increased new user acquisition costs.
ODDITY successfully launched its third brand, METHODIQ, in Q4 2025 and has $103 million remaining on its $150 million share repurchase authorization.

3 days ago

6-K

ODDITY Tech Ltd. Secures Enhanced Credit Facilities

ODD

Debt Issuance

Share Buyback

New Projects/Investments

ODDITY Tech Ltd. has secured new credit facilities totaling $350 million, which amend and replace its previous $200 million facilities.
These new facilities become effective on January 15, 2026, and will be undrawn upon effectiveness, available for drawdown over a period of three years through January 14, 2029.
The purpose of these facilities is to increase financial flexibility for funding growth initiatives, acquisitions, share buybacks, and other general corporate needs.
Borrowings under the Facility Agreements will accrue interest at SOFR + 2.7% for term loans maturing on January 14, 2031, and a commitment fee of 0.3% will apply to any unused credit.
A financial covenant requires the net debt-to-EBITDA ratio of the Company to not exceed 4x of EBITDA.

Jan 12, 2026, 10:20 PM

6-K

ODDITY Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Launches New Brand METHODIQ

ODD

Earnings

Guidance Update

Product Launch

ODDITY reported strong Q3 2025 financial results, with revenue growing 24% to $148 million and adjusted diluted EPS reaching $0.40, both exceeding guidance.
The company raised its full-year 2025 guidance, now expecting net revenue between $806 million and $809 million and adjusted diluted EPS between $2.10 and $2.12.
ODDITY officially launched METHODIQ, its third brand, which focuses on dermatology with 28 prescription and non-prescription products, after a soft launch in Q3.
ODDITY Labs plans to introduce at least eight products with proprietary molecules in 2026, including four for METHODIQ and four for Il Makiage and SpoiledChild.
The company reaffirmed its long-term algorithm of 20% revenue growth and 20% adjusted EBITDA margin, with Il Makiage on track for $1 billion revenue by 2028.

Nov 20, 2025, 1:30 PM

Transcript

ODD Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ODD

Earnings

Guidance Update

Product Launch

ODD delivered strong financial performance in Q3 2025, with revenue growing 24% to $148 million, adjusted EBITDA reaching $29 million, and adjusted diluted EPS at $0.40, all exceeding the company's guidance.
The company raised its full-year 2025 guidance, now anticipating net revenue between $806 million and $809 million (representing 24%-25% year-over-year growth), adjusted EBITDA between $161 million and $163 million, and adjusted diluted EPS between $2.10 and $2.12.
ODD officially launched Methodic, its third brand and a telehealth platform starting in dermatology, which soft-launched in Q3 2025 and is expected to scale faster than SpoiledChild.
Existing brands continued to perform strongly, with Il Makiage on track to achieve $1 billion in revenue by 2028 and SpoiledChild projected to generate $225 million in revenue in 2025; international revenue also increased approximately 40% year-over-year in the first nine months of 2025.

Nov 20, 2025, 1:30 PM

Transcript

ODDITY Announces Q3 2025 Financial Highlights

ODD

Earnings

Revenue Acceleration/Inflection

ODDITY reported $781 million in net revenue for the LTM Q3 2025, marking a 26% year-over-year growth.
Adjusted EBITDA for LTM Q3 2025 reached $166 million, with an Adjusted EBITDA margin of 21%.
The company's cash, cash equivalents, and investments totaled $793 million as of September 30, 2025.
Adjusted diluted earnings per share for Q3 2025 was $0.40.

Nov 20, 2025, 1:30 PM

Presentation

ODDITY Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ODD

Earnings

Guidance Update

Product Launch

ODDITY delivered strong Q3 2025 financial results, with revenue growing 24% year-over-year to $148 million, adjusted EBITDA reaching $29 million, and adjusted diluted earnings per share at $0.40, all exceeding the company's guidance.
The company raised its full-year 2025 guidance, now expecting net revenue between $806 million and $809 million, representing 24% to 25% year-over-year growth, and adjusted diluted earnings per share between $2.10 and $2.12.
ODDITY officially launched Methodic, its third brand, a telehealth platform initially focused on dermatology, which is expected to scale faster than Spoiled Child.
International revenue increased approximately 40% year-over-year in the first nine months of 2025, and ODDITY Labs is projected to introduce at least eight products with proprietary molecules in 2026 across its existing brands.