Every material Form 8-K e.l.f. Beauty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
e.l.f. Beauty reported results for the three and six months ended September 30, 2026, with quarterly net sales up 51% to $520.8 million and GAAP diluted earnings per share of $0.50, compared with $0.05 a year earlier. The company raised its fiscal 2027 outlook, with net sales now expected to grow 22-24%, up from 18-20%, which gives shareholders a higher expected sales and profit range than before.
Q2 net sales rose 51% to $520.8 million; GAAP diluted EPS was $0.50 versus $0.05, and adjusted diluted EPS was $1.21 versus $0.68.
Fiscal 2027 net sales outlook raised to $2,003-2,029 million from $1,938-1,968 million; adjusted diluted EPS outlook raised to $3.82-3.86 from $3.50-3.55.
Q2 included a $17.7 million fair value charge tied to rhode contingent consideration, driven by rhode's revenue outperformance against earnout thresholds.
As of September 30, 2026, cash and equivalents were $350.8 million and total debt was $826.7 million.
e.l.f. Beauty reported results for the three months ended June 30, 2026, with net sales up 36% to $479.4 million and GAAP net income of $66.6 million, compared with $33.3 million a year earlier. The company raised its fiscal 2027 net sales growth outlook to 18-20% from 12-14%, and its adjusted diluted EPS outlook to $3.50-3.55 from $3.27-3.32.
Net sales rose 36% to $479.4 million, up from $353.7 million in the same quarter of 2025.
GAAP diluted EPS was $1.12, versus $0.58 a year earlier; adjusted diluted EPS was $1.75 versus $0.89.
Gross margin rose to 83%, including approximately 1,050 basis points from IEEPA tariff refunds.
Fiscal 2027 outlook: net sales growth raised to 18-20% from 12-14%; adjusted diluted EPS raised to $3.50-3.55 from $3.27-3.32.
e.l.f. Beauty reported fourth-quarter fiscal 2026 net sales up 35% to $449.3 million and full-year net sales up 25% to $1,636.5 million. A $57.6 million non-cash charge tied to the rhode earnout turned the quarter to a GAAP net loss of $49.4 million, and adjusted diluted EPS fell to $0.32 from $0.78 a year earlier. The company also issued fiscal 2027 guidance calling for net sales of $1,835 million to $1,865 million and adjusted diluted EPS of $3.27 to $3.32.
Q4 net sales rose 35% to $449.3 million; adjusted EBITDA fell 28% to $58.8 million
Q4 GAAP diluted loss was $0.82 per share; adjusted diluted EPS was $0.32 versus $0.78 a year earlier
Full-year GAAP net income was $26.3 million, or $0.44 per diluted share; adjusted diluted EPS was $3.13 versus $3.39
Fiscal 2027 outlook: net sales $1,835 million to $1,865 million and adjusted diluted EPS $3.27 to $3.32
e.l.f. Beauty's board appointed Matthew Farrell as a Class I director effective February 12, 2026. He will stand for election at the 2026 annual meeting, and the filing says he will receive the same director compensation as the company's other non-employee directors.
Matthew Farrell appointed to the Board as a Class I director, effective February 12, 2026
Farrell was CEO of Church & Dwight from January 2016 until April 2025 and Chairman until September 2025
Company expects Farrell to enter its standard indemnification agreement; filing reports no related party transactions
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every e.l.f. Beauty filing is on SEC EDGAR ↗. 8-K briefs of other companies →