Monitor the FY2027 guidance execution closely, particularly the implied deceleration to 12-14% revenue growth. The GAAP loss is largely non-cash, but the adjusted EBITDA decline of 28% YoY in Q4 warrants attention. Tariff and SGA trends remain key risks.
Price Chart
Executive Summary
e.l.f. Beauty reported Q4 FY2026 net sales of $449.3M (+35% YoY) and GAAP diluted loss per share of -$0.82, reflecting a $57.6M non-cash contingent consideration adjustment. Adjusted diluted EPS was $0.32. FY2027 guidance calls for 12-14% revenue growth, a deceleration from FY2026's 25%, and adjusted EPS of $3.27-3.32. The mixed results combine strong top-line momentum with a GAAP loss and slower forward guidance.
Key Financial Metrics
Key Facts
- Q4 FY2026 net sales $449.3M, +35% YoY
- GAAP diluted loss per share -$0.82 (vs prior year GAAP EPS +$0.49)
- Adjusted diluted EPS $0.32, down from $0.78 a year ago
- GAAP net loss $49.4M driven by $57.6M fair value adjustment on rhode contingent consideration
- FY2027 guidance: net sales $1,835-1,865M (+12-14% YoY), adjusted EPS $3.27-3.32
- Full-year FY2026 net sales $1,636.5M (+25%), adjusted EPS $3.13 (vs $3.39 prior year)
- Operating cash flow FY2026 $212.5M, up from $133.8M prior year
Financial Impact
Q4 revenue beat suppressed by non-cash charges; guidance implies ~13% growth deceleration
Risk Factors
- FY2027 guidance of 12-14% revenue growth may disappoint if consensus expects higher
- Higher tariff costs and elevated SGA could pressure margins
- Contingent consideration adjustments may cause further GAAP volatility
- Deceleration from 25% to ~13% growth suggests fading momentum
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001600033-26-000018 |
| Document: elf-20260520.htm | 0001600033-26-000018 |
| Document: 0001600033-26-000018-index-headers.html | 0001600033-26-000018 |
| Document: 0001600033-26-000018-index.html | 0001600033-26-000018 |
| Document: 0001600033-26-000018.txt | 0001600033-26-000018 |
| 8-K Data (Synthetic) | 0001600033-26-000018 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 5w ago | Insider Cluster | $95.76 $105.96 | ▲ +10.65% | ▲ +8.53% | $113.54 (+18.57%) |
Aug 21, 2026 8w ago | Insider Cluster | $105.95 $102.12 | ▼ −3.61% | ▼ −4.93% | $113.54 (+7.16%) |
Aug 21, 2026 8w ago | Insider Cluster | $105.95 $102.12 | ▼ −3.61% | ▼ −4.93% | $113.54 (+7.16%) |
Aug 21, 2026 8w ago | Insider Cluster | $105.95 $102.12 | ▼ −3.61% | ▼ −4.93% | $113.54 (+7.16%) |
Jul 2, 2026 15w ago | Insider Cluster | $76.42 $82.89 | ▲ +8.47% | ▲ +8.16% | $113.54 (+48.57%) |
Jul 2, 2026 15w ago | Insider Cluster | $76.42 $82.26 | ▲ +7.64% | ▲ +8.06% | $113.54 (+48.57%) |
Jul 2, 2026 15w ago | Insider Cluster | $76.42 $82.26 | ▼ −7.64% | ▼ −8.06% | $113.54 (−48.57%) |
Jun 5, 2026 19w ago | Insider Cluster | $52.28 $73.49 | ▲ +40.57% | ▲ +38.94% | $113.54 (+117.18%) |
May 20, 2026 21w ago | 8-K | $53.12 $63.30 | ▲ +19.16% | ▲ +18.83% | $113.54 (+113.74%) |
Apr 27, 2026 25w ago | Insider Cluster | $63.72 $54.13 | ▲ +15.05% | ▲ +20.01% | $113.54 (−78.19%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access