SharkNinja Q2 net sales up 22.2% to $1,765.5 million; raises 2026 outlook
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:10 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 August 05, 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.