Earnings Releases·Nov 5, 2026, 6:50 AM ET

Brilliant Earth — Third Quarter 2026 Earnings Summary

Q3 2026 net sales reached $112.8 million (up 2.3% YoY), with GAAP net income turning positive at $2.4 million versus a $0.7 million loss in Q3 2025; adjusted EBITDA rose 43.7% to $5.1 million and gross margin improved 210 basis points to 59.7%.
Full-year 2026 guidance remains unchanged at 2.75% to 4% net sales growth and $13 million to $15 million adjusted EBITDA, assuming tariffs and metal prices as of November 3, 2026.
Strategic momentum is evident in fine jewelry bookings growing to 16% of total bookings and record wedding/anniversary band volumes, while nine-month total orders increased 1.9% to 150,854.
Balance sheet strength is maintained with $76.2 million in cash and cash equivalents as of September 30, 2026, and deferred revenue rising to $24.1 million.