e.l.f. Beauty tops Q4 estimates but issues softer-than-expected outlook

For the 4th ended March 31, 2026, the institution posted gross of $449.3 million, up 35% twelvemonth implicit twelvemonth and supra statement estimates of $424.8 million. Adjusted net per stock came successful astatine $0.32, compared with expectations of $0.29, portion adjusted EBITDA reached $58.8 cardinal versus $49.8 cardinal expected.

For the afloat fiscal year, nett income roseate 25% to $1.636 billion, driven by maturation crossed some retailer and e-commerce channels successful the U.S. and internationally. Adjusted diluted net per stock were $3.13.

“Fiscal 2026 marked our 7th consecutive twelvemonth of nett income and marketplace stock growth—a way grounds that reflects the spot of our team, strategy and portfolio of brands,” e.l.f. Beauty CEO Tarang Amin said successful the net statement.

“All 5 of our brands grew this year, with rhode and Naturium delivering peculiarly beardown results and reinforcing the powerfulness of our expanding marque portfolio. The whitespace accidental successful beforehand of america crossed brands, categories, and geographies gives america large assurance successful the runway ahead.”

For fiscal 2027, e.l.f. projected nett income of $1.835 cardinal to $1.865 billion, representing 12% to 14% maturation implicit fiscal 2026. That scope fell somewhat abbreviated of the astir $1.87 cardinal Wall Street estimate.

The institution besides forecast adjusted EPS of $3.27 to $3.32, beneath statement expectations of $3.61.

Despite the softer-than-expected outlook, investors initially responded positively, sending shares up 1% successful aboriginal commercialized connected Thursday.