e.l.f. Beauty, Inc. (ELF) Form 8-K — Aug 5, 2026
e.l.f. Beauty reported first quarter fiscal 2027 results for the quarter ended June 30, 2026, with net sales up 36% to $479.4 million, driven by strong performance in both retailer and e-commerce channels in the US and internationally. The company noted this marked its 30th consecutive quarter of net sales growth. GAAP net income was $66.6 million with diluted EPS of $1.12, nearly double the prior year's $33.3 million and $0.58, while adjusted net income was $104.6 million ($1.75 adjusted diluted EPS) and adjusted EBITDA rose 93% to $168.2 million, or 35% of net sales.
Key figures
- Eps
- 1.12
- Revenue
- 479400000
- Guidance
- Fiscal 2027 outlook raised: net sales $1,938-1,968 million (18-20% growth, up from 12-14% previously), adjusted EBITDA $401-407 million, adjusted net income $212-215 million, adjusted diluted EPS $3.50-3.55
- Net Income
- 66600000
- Total Debt
- 834200000
- Revenue Yoy
- 36%
- Total Assets
- 2460649000
- Cash Position
- 344200000
- Shares Outstanding
- 58936996
- Sga Expense
- 280319000
- Gross Margin
- 83%
- Adjusted Ebitda
- 168200000
- Adjusted Ebitda Yo Y
- 93%
- Adjusted Net Income
- 104555000
- Gross Margin Change
- approximately +1,400 bps, including approximately +1,050 bps from IEEPA tariff refunds
- Prior Year Net Sales
- 353739000
- Adjusted Diluted Eps
- 1.75
- Share Repurchases Q1
- 49982000
- Prior Year Diluted Eps
- 0.58
- Long Term Debt Repayment Q1
- 7500000
- Fy27 Prior Outlook Net Sales
- $1,835-1,865 million
- Prior Year Adjusted Diluted Eps
- 0.89
- Consecutive Quarters Of Net Sales Growth
- 30
- Fy27 Weighted Avg Diluted Shares Outlook
- 60.5 million
- Rhode Contingent Consideration Fair Value Adjustment
- 16100000
Price after filing
Close on the filing date to close N calendar days later (from $87.84). Historical, not a forecast.
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