e.l.f. Beauty Q2 net sales rise 14% to $343.9 million; GAAP net income falls to $3.0 million
e.l.f. Beauty reported second-quarter fiscal 2026 results for the three months ended September 30, 2025, with net sales up 14% to $343.9 million but GAAP net income down to $3.0 million from $19.0 million a year earlier. The company also issued fiscal 2026 guidance calling for net sales of $1,550 million to $1,570 million and adjusted diluted EPS of $2.80 to $2.85, compared with fiscal 2025 adjusted EPS of $3.39.
Key points
- Q2 net sales rose 14% to $343.9 million; gross margin fell about 165 basis points to 69%, mainly due to higher tariff costs
- GAAP diluted EPS was $0.05 versus $0.33 a year earlier; adjusted diluted EPS was $0.68 versus $0.77
- Adjusted EBITDA was $66.2 million, down 4% year over year
- Fiscal 2026 outlook: adjusted net income of $165 million to $168 million, versus $198 million in fiscal 2025
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:57 AM ET, from the text of the filing and its press-release exhibits 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 November 05, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.