e.l.f. Beauty NYSE: ELF struggled in 2025 with consumer shifts, slowing growth, and the less-than-spectacular rollout of the rhode makeup and skincare brand. But that was then—this is now.
e.l.f. Beauty delivered a strong Q3, beating EPS by ~70% and raising FY26 revenue and EPS guidance. ELF's 38% YoY top-line growth was driven by the Rhode acquisition, while organic net sales grew 2% and international sales surged 44%. Gross margin remained robust at 71%, with operational leverage and market share gains despite tariff and consumer headwinds.
Elf Beauty Inc (NYSE:ELF) shares fell more than 5% on Thursday after the company reported third quarter fiscal 2026 results and raised its full-year guidance, with the increase seen as modest relative to analyst expectations. For the three months ended December 31, 2025, Elf Beauty posted net sales of $489.5 million, surpassing Wall Street's consensus estimate of roughly $460 million.
e.l.f. Beauty, Inc. (ELF) Q3 2026 Earnings Call Transcript
e.l.f. Beauty (ELF) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.74 per share a year ago.
Shares of e.l.f. Beauty jumped after hours on Wednesday, after the cosmetics maker raised its full-year outlook as shoppers continue to seek out lower-priced cosmetics.
Shares of E.l.f. Beauty surged Wednesday after the company reported a major earnings beat.
The 2025 Q4 earnings season continues to chug along, with a wide selection of notable companies on the reporting docket, including several consumer-facing names like e.l.f. Beauty ELF and Estee Lauder EL.
EL and ELF highlight beauty's split path, with a prestige turnaround and margin recovery facing a value-driven, digital-first growth model.
e.l.f. Beauty (ELF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
E.l.f. Beauty has done a great job over the years taking market share. The company's acquisition of skincare brand Rhode should help provide a big growth driver.
e.l.f. Beauty (ELF) reached $93.61 at the closing of the latest trading day, reflecting a +1.95% change compared to its last close.