SharkNinja, Inc. (SN) Form 8-K — Aug 5, 2026

Key figures

Eps

$0.92 diluted GAAP (down 6.1% vs $0.98)

Revenue

$1,765.5 million

Guidance

FY2026 net sales growth raised to 16.0%-17.0% (from 11.5%-12.5%); Adjusted EPS raised to $6.45-$6.55 (from $6.00-$6.10); Adjusted EBITDA raised to $1,357-$1,369 million (from $1,290-$1,300 million); GAAP tax rate ~22.0%-23.0%; ~142.5 million diluted shares; capex $190-$210 million

Net Income

$129.8 million (down 7.0% vs $139.6 million)

Total Debt

$718.9 million (excluding unamortized deferred financing costs)

Revenue Yoy

+22.2% (21.6% constant currency)

Cash Position

$779.8 million

Shares Outstanding

140917390

Q2 Buyback

815,233 shares for $99.7 million at avg $122.29

Ytd Buyback

1,008,368 shares for $119.7 million at avg $118.71

Adjusted Eps

$1.26, up 29.9% vs $0.97

Gross Margin

48.7%, down 30 bps; Adjusted Gross Margin down 70 bps

Inventories

$1,143.6 million, up 14.1% from $1,002.2 million at December 31, 2025

Adjusted Ebitda

$264.9 million, up 18.6%, 15.0% of net sales

Revolver Capacity

$489.8 million available

Adjusted Net Income

$178.2 million, up 29.3%

Domestic Sales Growth

+15.5%

Cooking Beverage Sales

$499.0 million, up 36.5%

Food Preparation Sales

$458.6 million, up 13.3%

Tariff Refund Expected

$247.1 million benefit as reduction of cost of sales in Q3 2026 via accepted CBP refund claims

Repurchase Program Size

$750.0 million (authorized February 11, 2026)

Cleaning Appliances Sales

$522.0 million, up 4.1%

International Sales Growth

+36.6%

Q2 Share Based Compensation

$47.2 million vs $10.9 million prior year

Beauty Home Environment Sales

$285.8 million, up 65.3%

Price after filing

Close on the filing date to close N calendar days later (from $168.19). Historical, not a forecast.