Oddity Tech (ODD) Company Report

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.

Nov 20, 2025, 1:30 PM

Transcript

Oddity Tech Reports Record Third Quarter Results and Raises Full Year Outlook

ODD

Earnings

Guidance Update

Product Launch

Oddity Tech reported record third quarter net revenue of $148 million, representing a 24% year-over-year increase, and adjusted diluted EPS of $0.40 for Q3 2025.
The company raised its financial outlook for the full year 2025, now projecting net revenue between $806 million and $809 million and adjusted diluted EPS between $2.10 and $2.12.
Oddity Tech formally launched its newest brand, METHODIQ, in November 2025, aiming to provide medical-grade solutions using its data and technology platform.
As of September 30, 2025, the company held a strong cash position with $793 million in cash, cash equivalents, and investments.

Nov 19, 2025, 9:11 PM

6-K

ODDITY Tech Ltd. Launches METHODIQ Telehealth Platform

ODD

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

ODDITY Tech Ltd. (ODD) launched METHODIQ, a new medical telehealth platform, on November 18, 2025.
METHODIQ initially focuses on dermatology treatments for conditions such as acne, hyperpigmentation, and eczema, utilizing AI-powered skin analysis and computer vision for personalized care.
The platform aims to make high-standard medical care affordable, accessible, and personalized, leveraging ODDITY's existing base of over 60 million users.
METHODIQ offers 28 core products and over 100 personalized treatment plans, developed over four years of investment and product testing.

Nov 18, 2025, 2:06 PM

6-K

Oddity Tech Announces Issuance of Exchangeable Senior Notes

ODD

Debt Issuance

ODDITY Finance LLC issued 0% Exchangeable Senior Notes due 2030 with an initial aggregate principal amount not to exceed $600,000,000.
The Notes are unsecured and rank equally with other unsecured senior indebtedness but are effectively subordinated to secured indebtedness and liabilities of ODDITY Tech's subsidiaries. The Issuer cannot redeem the Notes prior to June 20, 2028, but can redeem them on or after this date under specific conditions at 100% of principal amount. Holders can require repurchase upon a Fundamental Change at 100% of principal amount.
A maximum of 8,638,020 Class A ordinary shares may be issued upon exchange of the Notes, based on an initial maximum exchange rate of 14.3967 Class A ordinary shares per $1,000 principal amount. The Notes were sold to qualified institutional buyers and qualified purchasers and have not been registered under the Securities Act.

Jun 13, 2025, 12:00 AM

6-K

ODDITY Tech Ltd. Prices $525 Million Exchangeable Senior Notes Offering

ODD

Debt Issuance

New Projects/Investments

Oddity Finance LLC, a wholly-owned subsidiary of ODDITY Tech Ltd. (ODD), priced an offering of $525 million aggregate principal amount of 0% exchangeable senior notes due 2030, an increase from the previously announced $350 million.
The offering is expected to close on June 12, 2025, and will result in $510.6 million in net proceeds to the Issuer.
The net proceeds will be used for general corporate purposes, including a hedge overlay to offset share dilution, and are not needed to support the company's ongoing business.
The notes mature on June 15, 2030, and have an initial exchange price of approximately $92.03 per Class A ordinary share, which represents a 32.5% premium over ODDITY's Class A ordinary share price of $69.46 on June 9, 2025.

Jun 10, 2025, 12:00 AM

6-K

ODDITY Tech Ltd. Reports Record Q1 2025 Results and Raises Full-Year Outlook

ODD

Earnings

Guidance Update

Revenue Acceleration/Inflection

ODDITY Tech Ltd. reported record first quarter 2025 results, with net revenue of $268 million, adjusted EBITDA of $52 million, and adjusted diluted EPS of $0.69, exceeding their own guidance across all metrics.
The company generated $87 million in free cash flow and held $257 million in cash, cash equivalents, and investments with zero outstanding debt as of March 31, 2025.
ODDITY raised its full-year 2025 financial outlook, now projecting net revenue between $790 million and $798 million, adjusted EBITDA between $157 million and $161 million, and adjusted diluted EPS between $1.99 and $2.04. The company also provided Q2 2025 guidance, expecting net revenue between $235 million and $239 million.