e.l.f. Beauty Reports Strong Q3 FY26 Results with 38% Sales Growth, Raises Full-Year Outlook

summarizeSummary

e.l.f. Beauty announced strong Q3 FY26 financial results, including 38% net sales growth, and raised its full-year fiscal 2026 outlook across key metrics.

check_boxKey Events

• Strong Q3 FY26 Financial Performance

  Net sales increased 38% to $489.5 million, and adjusted EBITDA grew 79% to $123.0 million for the three months ended December 31, 2025. Adjusted diluted EPS reached $1.24.

• Raised Fiscal 2026 Outlook

  The company increased its fiscal 2026 net sales outlook to $1,600-$1,612 million (from $1,550-$1,570 million) and adjusted diluted EPS to $3.05-$3.10 (from $2.80-$2.85).

• Market Share Gains and International Expansion

  e.l.f. Cosmetics brand gained 130 basis points of market share, and the rhode brand had a record-breaking launch in Sephora in the U.K., contributing to growth in both US and international markets.

auto_awesomeAnalysis

e.l.f. Beauty delivered robust third-quarter fiscal 2026 results, significantly exceeding prior performance with a 38% increase in net sales and a 79% rise in adjusted EBITDA year-over-year. This strong performance, driven by growth across all channels and successful brand initiatives like the rhode launch in the U.K., has led management to raise its full-year fiscal 2026 outlook for net sales, adjusted EBITDA, and adjusted diluted earnings per share. The raised guidance signals continued confidence in the company's growth trajectory and market position, which is a positive indicator for investors.