Earnings Releases·Nov 4, 2026, 4:11 PM ET

e.l.f. Beauty — Second Quarter Fiscal 2027 Earnings Summary

Net sales for the three and six months ended September 30, 2026, increased 51% and 43% year-over-year to $520.8 million and $1,000.2 million, respectively, marking 31 consecutive quarters of growth.
The company raised full-year fiscal 2027 guidance, projecting net sales growth of 22% to 24% (vs. prior 18% to 20%) with updated revenue targets of $2,003 million to $2,029 million and adjusted net income of $231 million to $233 million.
Gross margins expanded significantly, rising 160 basis points to 71% in the quarter and 760 basis points to 77% for the six months, driven by IEEPA tariff refunds and favorable mix, while adjusted EBITDA surged 86% and 90% year-over-year for the respective periods.
Strategic financial activity included $49.982 million in common stock repurchases over the six months and a $33.8 million fair value adjustment related to the outperformance of the rhode acquisition revenue results.