e.l.f. Beauty Q3 sales rise 38% to $489.5 million; fiscal 2026 outlook raised
e.l.f. Beauty reported third-quarter fiscal 2026 net sales up 38% to $489.5 million, with GAAP net income of $39.4 million, compared with $17.3 million a year earlier. The company raised its fiscal 2026 net sales and adjusted EPS outlook, though gross margin declined on higher tariff costs and long-term debt rose to $816.7 million from $154.1 million a year earlier.
Key points
- Q3 GAAP diluted EPS was $0.65, up from $0.30; adjusted diluted EPS was $1.24, up from $0.74.
- Fiscal 2026 net sales outlook raised to $1,600-1,612 million from $1,550-1,570 million.
- Fiscal 2026 adjusted diluted EPS outlook raised to $3.05-3.10 from $2.80-2.85.
- Gross margin decreased about 30 basis points to 71% in the quarter, primarily due to higher tariff costs.
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 February 04, 2026.
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.