This earnings release is a non-event for traders as the stock is locked into the Henkel acquisition at $2.06/share. The merger agreement caps upside and the company is not providing guidance. Monitor for shareholder vote, regulatory approvals, and any competing bids that could emerge.
Price Chart
Executive Summary
OLAPLEX reported Q1 2026 results with net sales of $99.4M (+2.5% YoY), but GAAP net loss widened to -$5.3M from +$0.5M a year ago, and adjusted EBITDA margin compressed to 19.1% from 26.5%. The filing is largely moot as the company is being acquired by Henkel for $2.06/share ($1.4B equity value), and no guidance or conference call was provided in light of the pending merger.
Key Financial Metrics
Key Facts
- Net sales $99.4M, up 2.5% YoY from $97.0M
- GAAP net loss of -$5.3M vs net income of $0.5M in Q1 2025
- GAAP diluted EPS -$0.01 vs $0.00 YoY
- Adjusted diluted EPS $0.02 (flat YoY)
- Adjusted EBITDA $19.0M, down 26.1% YoY; margin 19.1% vs 26.5%
- Professional channel grew 12.3% YoY; Specialty Retail declined 13.3%
- Company entered definitive agreement to be acquired by Henkel for $2.06/share on March 26, 2026
- No FY2026 guidance provided; no conference call held
- Cash and equivalents $326.2M; long-term debt $352.5M
Financial Impact
Q1 revenue $99.4M vs consensus $94.0M (beat), but GAAP net loss widened; acquisition at $2.06/share values equity at ~$1.4B
Risk Factors
- Merger may fail to close due to regulatory hurdles or shareholder opposition
- Specialty Retail channel continues to decline (-13.3% YoY)
- Adjusted EBITDA margin compression from 26.5% to 19.1% signals underlying cost pressures
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001868726-26-000035 |
| Document: olpx-20260511.htm | 0001868726-26-000035 |
| Document: 0001868726-26-000035-index-headers.html | 0001868726-26-000035 |
| Document: 0001868726-26-000035-index.html | 0001868726-26-000035 |
| Document: 0001868726-26-000035.txt | 0001868726-26-000035 |
| 8-K Data (Synthetic) | 0001868726-26-000035 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 7, 2026 12w ago | 8-K / 25-NSE | $2.07 $2.07 | · 0.00% | ▼ −0.55% | — |
May 29, 2026 17w ago | 8-K | $2.05 $2.04 | ▼ −0.49% | ▲ +2.26% | — |
May 11, 2026 20w ago | 8-K | $2.04 $2.03 | ▼ −0.49% | ▼ −0.40% | — |
May 11, 2026 20w ago | Press Release | $2.04 $2.03 | ▼ −0.49% | ▼ −0.40% | — |
Mar 26, 2026 27w ago | Press Release | $2.01 $2.03 | ▲ +0.99% | ▼ −0.64% | — |
Mar 12, 2026 29w ago | Insider Cluster | $1.24 $1.30 | ▼ −4.84% | ▼ −5.82% | — |
Mar 5, 2026 30w ago | 8-K | $1.47 $1.24 | ▲ +15.36% | ▲ +13.12% | — |
Mar 5, 2026 30w ago | Press Release | $1.47 $1.24 | ▲ +15.36% | ▲ +13.12% | — |
US Market Status
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