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e.l.f. Beauty Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.570 |
| EPS actual | $0.680 |
| EPS Surprise | 19.30% |
| Revenue estimate | 451.872M |
| Revenue actual | 343.936M |
| Revenue Surprise | -23.89% |
| Release date | Aug 07, 2025 |
| EPS estimate | - |
| EPS actual | $0.578 |
| Revenue estimate | - |
| Revenue actual | 353.739M |
| Release date | May 28, 2025 |
| EPS estimate | $0.721 |
| EPS actual | $0.780 |
| EPS Surprise | 8.18% |
| Revenue estimate | 326.714M |
| Revenue actual | 332.645M |
| Revenue Surprise | 1.82% |
| Release date | Feb 06, 2025 |
| EPS estimate | $0.760 |
| EPS actual | $0.740 |
| EPS Surprise | -2.63% |
| Revenue estimate | 328.095M |
| Revenue actual | 355.32M |
| Revenue Surprise | 8.30% |
Last 4 Quarters for e.l.f. Beauty
Below you can see how ELF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $88.49 |
| EPS estimate | $0.760 |
| EPS actual | $0.740 |
| EPS surprise | -2.63% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $99.91 |
| Feb 03, 2025 | $93.44 |
| Feb 04, 2025 | $88.44 |
| Feb 05, 2025 | $87.32 |
| Feb 06, 2025 | $88.49 |
| Feb 07, 2025 | $71.13 |
| Feb 10, 2025 | $73.86 |
| Feb 11, 2025 | $76.94 |
| Feb 12, 2025 | $75.08 |
| 4 days before | -11.43% |
| 4 days after | -15.15% |
| On release day | -19.52% |
| Change in period | -24.85% |
| Release date | May 28, 2025 |
| Price on release | $90.50 |
| EPS estimate | $0.721 |
| EPS actual | $0.780 |
| EPS surprise | 8.18% |
| Date | Price |
|---|---|
| May 21, 2025 | $79.06 |
| May 22, 2025 | $82.78 |
| May 23, 2025 | $83.93 |
| May 27, 2025 | $91.72 |
| May 28, 2025 | $90.50 |
| May 29, 2025 | $111.84 |
| May 30, 2025 | $112.49 |
| Jun 02, 2025 | $113.77 |
| Jun 03, 2025 | $114.78 |
| 4 days before | 14.47% |
| 4 days after | 26.83% |
| On release day | 23.58% |
| Change in period | 45.18% |
| Release date | Aug 07, 2025 |
| Price on release | $99.92 |
| EPS estimate | - |
| EPS actual | $0.578 |
| Date | Price |
|---|---|
| Aug 01, 2025 | $116.42 |
| Aug 04, 2025 | $116.28 |
| Aug 05, 2025 | $109.84 |
| Aug 06, 2025 | $110.39 |
| Aug 07, 2025 | $99.92 |
| Aug 08, 2025 | $101.77 |
| Aug 11, 2025 | $111.67 |
| Aug 12, 2025 | $116.75 |
| Aug 13, 2025 | $122.92 |
| 4 days before | -14.17% |
| 4 days after | 23.02% |
| On release day | 1.85% |
| Change in period | 5.58% |
| Release date | Nov 05, 2025 |
| Price on release | $117.83 |
| EPS estimate | $0.570 |
| EPS actual | $0.680 |
| EPS surprise | 19.30% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $123.11 |
| Oct 31, 2025 | $122.14 |
| Nov 03, 2025 | $120.94 |
| Nov 04, 2025 | $118.29 |
| Nov 05, 2025 | $117.83 |
| Nov 06, 2025 | $76.54 |
| Nov 07, 2025 | $73.74 |
| Nov 10, 2025 | $79.85 |
| Nov 11, 2025 | $77.97 |
| 4 days before | -4.29% |
| 4 days after | -33.83% |
| On release day | -35.04% |
| Change in period | -36.67% |
e.l.f. Beauty Earnings Call Transcript Summary of Q3 2025
e.l.f. Beauty reported strong Q3 fiscal 2025 results: net sales grew 31% year-over-year, adjusted EBITDA was $69M, and U.S. market share increased by 220 basis points. Q3 marked the company’s 24th consecutive quarter of net sales growth and share gains. Year-to-date net sales are up ~40%. Management highlighted continued momentum across digital (digital consumption +30% in Q3; Beauty Squad >5.6M members; app >3M downloads), color cosmetics (significant outperformance vs. category), skincare (e.l.f. Skin and Naturium expansion), and international (net sales +66% in Q3; presence in 15 countries).
However, consumption trends softened in January due to three factors: (1) a pullback in the overall category after heavy December promotions and reduced social conversation, (2) difficult comps from the global launch of Glow Reviver Lip Oil and higher prior-year Q4 shipments, and (3) slower-than-expected initial reads on several spring launches. As a result, management lowered Q4 net sales guidance to -1% to +2% and updated full-year net sales guidance to ~27%–28% (previously 28%–30%). Adjusted EBITDA guidance was reduced to $289M–$293M (from $304M–$308M) largely reflecting a $7M FX loss and the softer top-line outlook. Gross margin is now expected to be up ~40 bps for FY25 (vs. ~30 bps previously); this outlook excludes the recently announced incremental 10% tariffs on goods from China (company will address FY26 impacts in May).
Balance sheet and cash flow: cash of $74M, inventory $215M, and net leverage <1x. Management reiterated confidence in the company’s multi-year growth runway driven by digital, color, skincare, and international expansion, plus an innovation/marketing engine and a productivity model that supports retail space expansion (notably Target, Walmart, Dollar General). Management emphasized continued investments (people, SAP ERP transition, distribution capacity) and that they have levers to mitigate tariff impacts (supplier diversification, past playbook, potential price actions).
