The earnings beat and raised guidance, combined with $45M annual interest savings from refinancing, support a bullish outlook. Monitor upcoming quarters for sustained revenue growth and successful integration of the Bioniq acquisition.
Price Chart
Executive Summary
Herbalife reported Q1 2026 net sales of $1.317B (+7.8% YoY) and GAAP diluted EPS of $0.57, beating consensus of $0.55. Full-year 2026 guidance was narrowed with constant currency midpoints raised, and the company completed a $1.45B debt refinancing expected to yield $45M annual interest savings. The results confirm preliminary figures announced on April 14 and signal improving fundamentals.
Key Financial Metrics
Key Facts
- Q1 2026 net sales $1.317B, +7.8% YoY
- GAAP diluted EPS $0.57, consensus $0.55
- Adjusted EBITDA $175.7M, above guidance
- FY2026 guidance: net sales +1.5%-5.5% YoY (constant currency midpoint raised), adjusted EBITDA $675M-$705M
- Completed $1.45B senior secured refinancing, expected $45M annual interest savings
- Bioniq asset acquisition for $55M base consideration plus up to $95M contingent
Financial Impact
Q1 revenue beat by ~$7M vs consensus, EPS beat by $0.02; interest savings of ~$45M annually
Risk Factors
- Declining sales in North America (down 2.7% YoY) and China (down 12% YoY)
- Foreign exchange headwinds (2.4% FX tailwind in Q1, guidance assumes current rates)
- Integration risk from Bioniq acquisition and contingent payments up to $95M
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-052833 |
| Document: ea0289404-8k_herbalife.htm | 0001213900-26-052833 |
| Document: 0001213900-26-052833-index-headers.html | 0001213900-26-052833 |
| Document: 0001213900-26-052833-index.html | 0001213900-26-052833 |
| Document: 0001213900-26-052833.txt | 0001213900-26-052833 |
| 8-K Data (Synthetic) | 0001213900-26-052833 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 4w ago | 8-K | $10.99 $12.44 | ▼ −13.19% | ▼ −13.38% | $12.56 (−14.29%) |
May 21, 2026 19w ago | Insider Cluster | $12.69 $12.20 | ▲ +3.90% | ▲ +4.23% | $12.56 (+1.02%) |
May 6, 2026 21w ago | 8-K | $14.49 $11.39 | ▼ −21.39% | ▼ −24.53% | $12.56 (−13.32%) |
May 1, 2026 22w ago | 8-K | $15.82 $11.90 | ▼ −24.78% | ▼ −30.42% | $12.56 (−20.61%) |
Apr 14, 2026 24w ago | 8-K | $16.67 $13.51 | ▼ −18.96% | ▼ −25.25% | $12.56 (−24.66%) |
Mar 17, 2026 28w ago | DEFA14A | $15.12 $16.17 | ▲ +6.94% | ▲ +0.90% | $12.56 (−16.93%) |
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