The stock may respond positively to the strong earnings rebound, margin expansion, and clear growth in digital channels. The clean balance sheet and buyback activity support shareholder value. Traders should monitor whether 2026 guidance is conservative relative to current trends, especially in North America and digital.
Price Chart
Executive Summary
Nature's Sunshine Products (NATR) reported strong Q4 and full-year 2025 results, with revenue up 4.7% and 5.7% respectively, and a significant turnaround in profitability — GAAP EPS improved to $0.23 from a loss of $(0.02) in Q4 and $1.06 from $0.40 in FY25. Adjusted EBITDA grew 16% and 21.7% respectively, driven by digital channel strength and improved margins. The company guided 2026 revenue to $500–515M and adjusted EBITDA to $50–54M, signaling continued momentum.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $123.8M (+4.7% YoY), full-year 2025 revenue: $480.1M (+5.7% YoY)
- GAAP net income: $4.1M ($0.23/share) in Q4 vs. net loss of $(0.3M) ($0.02/share) in prior year; full-year net income: $19.5M ($1.06/share) vs. $7.7M ($0.40/share)
- Adjusted EBITDA: $11.9M in Q4 (+16% YoY), $49.4M for full-year (+21.7% YoY)
- Digital channels grew 47% YoY in Q4, with new customer acquisition up 98%
- Gross margin expanded to 72.5% in Q4 from 72.0% in prior year
- Company generated $35.3M in operating cash flow in 2025 and repurchased $16.3M in shares
- No debt and $93.9M in cash as of year-end
- 2026 guidance: revenue $500–515M, adjusted EBITDA $50–54M
Financial Impact
Revenue increased by $25.7M in 2025, with net income up $11.8M. Adjusted EBITDA increased by $8.9M. 2026 EBITDA guidance implies at least 2% growth.
Risk Factors
- SG&A increased as a percentage of sales (39.1% in Q4 vs. 37.0% prior year), pressuring operating margin despite revenue growth
- Forward-looking guidance is non-GAAP and lacks reconciliation, introducing uncertainty
- Foreign exchange remains a headwind, with 0.9% drag on full-year revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3253307 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $12.28 | awaiting T+1 | — | $12.27 (−0.08%) |
Oct 21, 2026 6d ago | Press Release | $12.41 | awaiting T+1 | — | $12.27 (−1.13%) |
Aug 19, 2026 9w ago | Insider Buy | $14.32 $14.34 | ▲ +0.14% | ▼ −0.27% | $12.27 (−14.32%) |
Aug 10, 2026 11w ago | Insider Buy | $15.99 $15.51 | ▼ −3.00% | ▼ −3.25% | $12.27 (−23.26%) |
Aug 3, 2026 12w ago | Press Release | $21.14 $20.46 | ▼ −3.22% | ▼ −5.02% | $12.27 (−41.96%) |
Jun 15, 2026 19w ago | Insider Cluster | $20.08 $20.08 | · 0.00% | ▲ +1.25% | $12.27 (−38.89%) |
Jun 11, 2026 19w ago | Insider Cluster | $20.51 $20.04 | ▼ −2.29% | ▼ −4.05% | $12.27 (−40.18%) |
May 7, 2026 24w ago | 8-K | $24.23 $22.18 | ▼ −8.46% | ▼ −8.69% | $12.27 (−49.36%) |
Apr 23, 2026 26w ago | Press Release | $27.33 $27.43 | ▲ +0.37% | ▲ +0.20% | $12.27 (−55.10%) |
Apr 20, 2026 27w ago | DEFA14A | $26.41 $26.91 | ▲ +1.89% | ▲ +0.87% | $12.27 (−53.54%) |
US Market Status
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