Every material Form 8-K SharkNinja has filed with the SEC since January 07, 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.
SharkNinja reported a 21.2% increase in third-quarter net sales to $1.98 billion and a 79.3% increase in net income to $338.4 million compared to the prior year period. Driven by operational strength and tariff refund claims, the company raised its fiscal year 2026 outlook across key financial metrics.
Net sales increased 21.2% to $1,976.4 million for the third quarter ended September 30, 2026.
Net income increased 79.3% to $338.4 million, with diluted net income per share at $2.39.
Fiscal year 2026 net sales growth outlook was raised to a range of 18.0% to 19.0%.
Adjusted diluted net income per share for fiscal year 2026 is now expected to be between $6.65 and $6.75.
SharkNinja reported second-quarter 2026 net sales of $1,765.5 million, up 22.2% from a year earlier, and raised its fiscal 2026 outlook for net sales, adjusted net income per diluted share, and adjusted EBITDA. GAAP net income fell 7.0% to $129.8 million, so shareholders get strong sales and a higher outlook alongside lower reported profit, and part of the outlook raise comes from expected tariff refunds.
Q2 net sales rose 22.2% to $1,765.5 million; net income fell 7.0% to $129.8 million and diluted EPS was $0.92, versus $0.98 a year earlier.
Adjusted Net Income per diluted share rose 29.9% to $1.26 in Q2 from $0.97.
Fiscal 2026 net sales growth outlook raised to 16.0% to 17.0%, from 11.5% to 12.5%; adjusted EPS outlook raised to $6.45 to $6.55, from $6.00 to $6.10.
The company expects a benefit of about $247.1 million from tariff refund claims, recognized in Q3 2026 as a reduction of cost of sales.
SharkNinja reported first quarter 2026 net sales up 15.6% to $1,412.8 million and net income up 3.1% to $121.5 million, with GAAP diluted EPS of $0.85. The company raised its fiscal 2026 outlook for net sales and Adjusted Net Income per diluted share and Adjusted EBITDA, while GAAP net income margin and gross margin declined.
Net sales rose 15.6% to $1,412.8 million; Adjusted Net Income rose 25.1% to $154.8 million
GAAP net income per diluted share was $0.85, up 2.4% from $0.83; gross margin fell 10 basis points to 49.2%
Fiscal 2026 outlook raised: net sales growth of 11.5% to 12.5% and Adjusted Net Income per diluted share of $6.00 to $6.10
Cash used in operating activities was $156.3 million in the quarter, compared with $54.9 million a year earlier
SharkNinja reported fourth-quarter 2025 net sales of $2.1 billion, up 17.6%, and net income of $255.2 million, up 98.3%. The company also gave fiscal 2026 guidance calling for net sales growth of 10% to 11%, and its Board authorized a $750 million share repurchase program with no expiration date.
Q4 2025 net income rose 98.3% to $255.2 million, or $1.80 per diluted share, versus $0.91 a year earlier; Adjusted Net Income per diluted share rose 37.9% to $1.93.
Full-year 2025 net sales rose 15.7% to $6,399.2 million, and net income rose 59.9% to $701.4 million.
Fiscal 2026 outlook: net sales up 10.0% to 11.0%; Adjusted Net Income per diluted share of $5.90 to $6.00.
The $750 million buyback may be used over time at management's discretion; the company expects to begin in fiscal 2026 and does not expect to borrow to fund it.
SharkNinja appointed Kaitlin Folan as its Principal Accounting Officer and Chief Accounting Officer, effective January 20, 2026, reporting to CFO Adam Quigley. The filing sets out her $450,000 base salary, a $240,000 signing bonus and a planned $1,200,000 equity award, which is a routine executive hire that does not change the company's reported results.
Kaitlin Folan, 43, previously served as Chief Accounting Officer of Katapult Holdings, Inc. from July 2024 to January 2026
Annual base salary of $450,000 with a bonus of up to 40% of base salary, prorated in her first year
One-time signing bonus of $240,000 paid in two $120,000 installments at 90 and 180 days of employment
Planned long-term equity award of RSUs with a fair market value of $1,200,000, subject to Compensation Committee approval
SharkNinja added Jason Wortendyke, a Cantor Fitzgerald investment banker with more than 25 years of finance experience, to its Board of Directors effective January 5, 2026. He also joined the Compensation Committee, which sets director and executive pay. The filing discloses his director pay terms but no financial results, so the appointment itself has no direct effect on reported performance.
Board appointment effective January 5, 2026, with a term ending at the 2026 annual general meeting
Annual cash retainer of $152,000 for Board service plus $15,000 for Compensation Committee service
Annual RSU grant with a grant-date fair value of $181,342, vesting in full on June 18, 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.
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 SharkNinja filing is on SEC EDGAR ↗. 8-K briefs of other companies →