Elf Beauty, $ELF, earnings: - EPS: $1.24, est: $0.72 - Revenue: $489 million, est: $461 million

$ELF Beauty Q3’26 Earnings Highlights

🔹 Revenue: $489.5M (Est. $461M) 🟢; +38% YoY
🔹 Adj. EPS: $1.24 (Est. $0.72) 🟢
🔹 Gross Margin: 71%; down ~30 bps YoY

FY Guide (Raised):
🔹 Revenue: $1.600B–$1.612B (Est. $1.57B) 🟢
🔹 Adj. EPS: $3.05–$3.10 (Est. $2.87) 🟢
🔹 Adj. EBITDA: $323M–$326M
🔹 Adj. net income: $180M–$183M
🔹 Adj. effective tax rate: 23%
🔹 Diluted shares outstanding: 59M

Other Q3:
🔹 Adj. EBITDA: $123.0M (25% of net sales); +79% YoY
🔹 Market share gains (e.l.f. Cosmetics): +130 bps
🔹 Cash & equivalents: $196.8M
🔹 Long-term debt: $816.7M

Commentary:
🔸 “Our Q3 results… are a continuation of the consistent, category-leading growth we’ve delivered over the past 28 quarters.”
🔸 “Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands.”
🔸 “We remain confident… as reflected by our raised fiscal 2026 outlook.”