Zepp Health Q2 Revenue Up 6.9% but Net Loss Widens; Q3 Guidance Below Prior Year
ZEPP sits 19% above its 52-week low of $3.85.
Summary
Zepp Health reported Q2 revenue growth of 6.9% and improved gross margin, but a wider net loss and below-prior-year Q3 guidance. Director Alain Lam resigned, and the company plans Bip price increases in January 2027.
Key Events · Earnings and Guidance · ZEPP
-
Q2 Revenue Up 6.9%, Net Loss Widens
Revenue reached US$63.5M, up 6.9% YoY, with gross margin improving to 37.4% from 36.2%. Net loss attributable to Zepp widened to US$11.3M from US$7.7M, driven by FX headwinds and increased marketing spend.
-
Q3 Guidance Below Prior Year
Management guided Q3 2026 revenue to US$68.0M–US$73.0M, below the US$75.8M reported in Q3 2025, citing a high comparison base and product ramp timing.
-
Director Resignation
Alain Lam resigned as a director effective September 1, 2026, to focus on his responsibilities at Xiaomi. No disagreements with the board were reported.
-
Bip Price Increase Announced
The company will increase prices across the entire Bip family beginning January 2027 to improve pricing discipline and unit economics.
Analysis · ZEPP · Technology
Zepp Health delivered mixed Q2 results: revenue grew 6.9% to US$63.5M and gross margin improved to 37.4%, but net loss widened to US$11.3M from US$7.7M a year earlier as FX headwinds and higher marketing spend offset the gains. Q3 guidance of US$68-73M implies a year-over-year decline against the US$75.8M base from Q3 2025, which management attributes to a tough comparison and product ramp timing. The company also announced a director resignation and a Bip family price increase for January 2027, while cash remains healthy at US$106.3M.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30% of the 1963 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.14%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ZEPP was trading at $4.58 on NYSE in the Technology sector, with a market capitalization of approximately $70.8M. The 52-week trading range was $3.85 to $61.85. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.