Monitor the conference call for commentary on Q2-to-date trends and whether the IPO overhang is fully absorbed. The guidance midpoint of $369M revenue implies ~13% growth, which is achievable given Q1's 22.5% — but deceleration is baked in.
Price Chart
Executive Summary
Suja Life reported Q1 2026 net sales of $107.1M (+22.5% YoY) and net income of $7.7M (vs -$0.8M loss a year ago), beating consensus revenue of $106.0M. Adjusted EBITDA surged 66.3% to $25.0M with margins expanding to 23.4%. The company initiated FY2026 guidance of $367-371M revenue and $70-72M Adjusted EBITDA, implying 12-14% top-line growth and ~73-78% EBITDA growth.
Key Financial Metrics
Key Facts
- Q1 2026 net sales $107.1M vs $87.4M YoY (+22.5%), above $106.0M consensus
- Net income $7.7M vs net loss $0.8M YoY; gross margin expanded 70bps to 50.5%
- Adjusted EBITDA $25.0M (+66.3% YoY), margin 23.4% vs 17.2%
- FY2026 guidance: revenue $367-371M (12.4-13.6% growth), Adjusted EBITDA $70-72M (72.8-77.7% growth)
- IPO completed May 8, 2026: 8.9M shares at $21.00, net proceeds ~$173.6M; used to reduce term loan to $164.9M
- Cash $28.4M, total debt $303.5M pre-IPO; post-IPO diluted shares 38.6M
Financial Impact
Revenue beat by ~$1.1M (1.0%) vs consensus; EPS not reported (partnership structure pre-IPO); guidance implies ~$40M incremental EBITDA vs 2025
Risk Factors
- High leverage: $303.5M debt pre-IPO vs $28.4M cash; post-IPO debt reduced but still ~$165M term loan
- FY guidance implies significant H2 deceleration from Q1's 22.5% growth to ~10-11% in remaining quarters
- IPO lockup expiration (typically 180 days from May 8) could create overhang
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3309315 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 3 | $9.65 $9.71 | ▲ +0.62% | ▲ +1.80% | $9.75 (+1.04%) |
Oct 20, 2026 6d ago | 3 | $9.65 $9.71 | ▲ +0.62% | ▲ +1.80% | $9.75 (+1.04%) |
Oct 20, 2026 6d ago | 8-K | $10.31 $9.65 | ▼ −6.40% | ▼ −6.93% | $9.75 (−5.43%) |
Oct 19, 2026 7d ago | Press Release | $10.31 $9.65 | ▼ −6.40% | ▼ −6.93% | $9.75 (−5.43%) |
Oct 9, 2026 17d ago | SC 13G/A | $10.73 $11.49 | ▲ +7.08% | ▲ +7.09% | $9.75 (−9.13%) |
Sep 8, 2026 6w ago | Insider Buy | $9.26 $9.18 | ▼ −0.86% | ▼ −0.26% | $9.75 (+5.29%) |
Sep 2, 2026 7w ago | Insider Buy | $10.19 $10.51 | ▲ +3.14% | ▲ +3.53% | $9.75 (−4.32%) |
Aug 28, 2026 8w ago | Insider Buy | $10.07 $10.43 | ▲ +3.58% | ▲ +4.26% | $9.75 (−3.18%) |
Aug 25, 2026 8w ago | Insider Buy | $9.44 $9.00 | ▼ −4.66% | ▼ −5.32% | $9.75 (+3.28%) |
Aug 20, 2026 9w ago | Insider Buy | $7.68 $9.05 | ▲ +17.84% | ▲ +18.13% | $9.75 (+26.95%) |
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