Monitor first quarter 2026 revenue guidance of $50-55 million, which would represent 30-43% year-over-year growth, as an indicator of whether the company can sustain its momentum in premium product sales.
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Executive Summary
Zepp Health Corp reported strong 2025 financial performance with 41.8% revenue growth to $258.9 million, record 38.3% gross margin, and significantly narrowed net loss to $40.1 million from $75.7 million in 2024. The company launched new premium products and expanded its athlete ambassador program, while maintaining a cash balance of $112.9 million.
Key Facts
- Revenue reached $258.9 million in 2025, representing 41.8% year-over-year growth
- Gross margin improved to 38.3% in 2025, up from 26.2% in 2023
- Net loss narrowed significantly to $40.1 million in 2025 from $75.7 million in 2024
- Cash and cash equivalents totaled $112.9 million as of December 31, 2025
- Launched new premium products including Amazfit T-Rex Ultra 2 and Active Max
Financial Impact
41.8% revenue growth to $258.9 million, gross margin expansion to 38.3%, net loss narrowed by 47% year-over-year
Risk Factors
- The company faces risks related to its VIE structure and potential regulatory scrutiny in China
- Significant investment in marketing and R&D could pressure margins if growth slows
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 20-F Filing (Primary) | 0001104659-26-048127 |
| Document: zepp-20251231xex99d1.htm | 0001104659-26-048127 |
| Document: zepp-20251231xex4d1.htm | 0001104659-26-048127 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 7w ago | 6-K | $4.86 $4.51 | ▲ +7.20% | ▲ +8.25% | $2.49 (+48.86%) |
Sep 1, 2026 7w ago | Press Release | $4.86 $4.51 | ▲ +7.20% | ▲ +8.25% | $2.49 (+48.86%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.85 $4.69 | ▼ −3.30% | ▼ −3.84% | $2.49 (−48.76%) |
Jun 9, 2026 20w ago | 6-K | $4.41 $3.99 | ▲ +9.52% | ▲ +7.95% | $2.49 (+43.65%) |
Apr 24, 2026 26w ago | 20-F | $16.76 $16.89 | ▲ +0.78% | ▲ +0.61% | $2.49 (−85.17%) |
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