AI brief of an SEC Form 8-K · Celsius (CELH)

Celsius 2025 revenue hits record $2.5 billion; GAAP net income falls 26%

Mixed Impact 3 of 5 earnings Written later

Celsius reported fourth-quarter and full-year 2025 results on February 26, 2026. Full-year revenue rose 86% to $2,515.3 million, but net income fell 26% to $108.0 million and GAAP diluted EPS fell to $0.25 from $0.45, mainly due to $327.5 million of distributor termination costs tied to the Alani Nu distribution transition. Shareholders get a split picture: sales grew strongly, while GAAP profit declined and the company's margin and CELSIUS brand trends remain under pressure.

Key points

  • Full-year 2025 revenue was $2,515.3 million, up 86% from $1,355.6 million, with Alani Nu contributing $1,001.9 million.
  • Full-year 2025 net income was $108.0 million, down 26%; GAAP diluted EPS was $0.25 versus $0.45, while non-GAAP adjusted diluted EPS rose to $1.34 from $0.70.
  • Fourth-quarter revenue was $721.6 million, up 117%, but CELSIUS brand revenue fell approximately 8% in the quarter, which the company attributed to integration timing.
  • The company expects gross margin to return to the low 50s as the Alani Nu integration completes by the end of the first quarter of 2026 and Rockstar Energy by the end of the second quarter of 2026.

The filing

CompanyCelsius (CELH)
Form8-K, current report
Filed with the SECFeb 26, 2026, 6:02 AM ET
Accession number0001341766-26-000017

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.