With the Henkel acquisition at $2.06/share, OLPX equity is essentially a merger-arb instrument. The Q1 earnings miss (GAAP loss vs. prior-year profit) is irrelevant for equity holders — focus on deal closing risks, regulatory approvals, and any competing bids. The stock should trade near $2.06 until close.
Price Chart
Executive Summary
Olaplex reported Q1 2026 net sales of $99.4M (+2.5% YoY) but a GAAP net loss of $5.3M vs. $0.5M income a year ago, with diluted EPS of -$0.01. The filing is dominated by the pending $1.4B acquisition by Henkel at $2.06/share, which renders the earnings results largely moot for equity holders — the stock trades near the deal price and no guidance was provided.
Key Financial Metrics
Key Facts
- Q1 2026 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
- Diluted EPS of -$0.01 (GAAP loss); adjusted diluted EPS $0.02
- Adjusted EBITDA $19.0M, down 26.1% YoY from $25.7M
- Cash and equivalents $326.2M; long-term debt $352.5M
- Pending acquisition by Henkel at $2.06/share (~55% premium to pre-announcement price), equity value ~$1.4B
- No guidance provided due to pending merger; no earnings call held
Financial Impact
Pending $1.4B all-cash acquisition at $2.06/share; Q1 results show GAAP net loss of $5.3M vs. prior-year profit
Risk Factors
- Merger termination or regulatory rejection could send stock back to pre-deal levels (~$1.33)
- GAAP net loss and declining adjusted EBITDA signal weak standalone fundamentals if deal fails
- No guidance provided — limited visibility into standalone trajectory
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3291716 |
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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