View Future Growthe.l.f. Beauty 過去の業績過去 基準チェック /16e.l.f. Beautyは、平均年間26.9%の収益成長を遂げていますが、 Personal Products業界の収益は、年間 成長しています。収益は、平均年間10.5% 33.2%収益成長率で 成長しています。 e.l.f. Beautyの自己資本利益率は2.3%であり、純利益率は1.6%です。主要情報26.91%収益成長率25.17%EPS成長率Personal Products 業界の成長13.59%収益成長率33.18%株主資本利益率2.33%ネット・マージン1.61%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026すべての更新を表示Recent updatesお知らせ • Jun 16E.L.F. Brands Launches E.L.F. Hair with Six Prestige-Quality ProductsE.L.F. Brands announced the launch of e.l.f. Hair. Debuting with a curated assortment of six prestige-quality products, e.l.f. Hair marks e.l.f.’s newest category extension and an answer to what the community is asking for: e.l.f.fordable luxury. E.L.F.’s mission is to make the best of beauty accessible to every eye, lip and face. Now, that extends to hair. Among e.l.f.’s community, 77% have expressed purchase intention of haircare, and e.l.f. takes its Zero Distance commitment from insight to action seriously. Earlier this year, e.l.f. took a test-and-learn approach with two limited-edition hair styling products – Power Grip Styling Wand and Power Grip Hair Gel + Brush bundle. E.L.F. listened to the enthusiastic signals: 96% positive sentiment across all social platforms; 65% of purchasers across connected commerce were new to e.l.f. The broader market data is also compelling. According to Mintel: 84% of consumers say self-expression drives them to view hair as a form of personal identity; 73% of women ages 18–34 say they genuinely enjoy the process of caring for their hair – a sentiment echoed by 75% of men in the same age group. E.L.F. Hair’s powerhouse innovation includes six prestige-quality products. Committed to incredible value, e.l.f. is empowering its community to create a luxurious experience anytime, anywhere through its launch lineup: 1) Never Thirsty Moisturizing Shampoo ($9): Have some good clean fun with this gentle moisturizing shampoo that cleanses and lathers luxuriously to remove oil and product buildup for soft, smooth hair with a bright and uplifting fruit scent. 2) Never Thirsty Moisturizing Conditioner ($9): This moisturizing conditioner with a bright and uplifting fruit scent hydrates hair without weighing it down. It detangles for silky-soft, shiny locks. 3) Gloss Mode Treatment Oil ($10): Have the shine of your life with this glossy styling oil that strengths hair and helps protect it from heart of soft, silky-feeling strands with a layered vanilla and peony scent. 4) Humidity Hero Anti-Frizz Styling Spray ($9): Lock down a silky-smooth look with the heat activated treatment for fizz control that repels humidity so you can get slick done. 5) 3-in-Wonder Magic Styling Cream ($9): This lightweight, moisturizing cream provides a flexible hold for smooth styles, primes for silky blowouts and gives curls soft definition with an effervescent citrus scent. 6) 3-in-Wonder Magic Styling Cream Wand ($6): Use the wand to smooth frizz, slick flyaways and edges and style with a soft, flexible hold. The campaign is further amplified through e.l.f.’s immersive experience on Roblox. E.L.F. is bringing haircare to its virtual worlds. In e.l.f.UP!, players can grow their virtual beauty businesses with new hair products, and the Glow UP! experience introduces a dedicated hair styling section. To celebrate the expansion, e.l.f. is dropping an exclusive collection of digital hair accessories for players to customize their avatars.Recent Insider Transactions • Jun 08Insider recently sold €461k worth of stockOn the 4th of June, Jennifer Hartnett sold around 10k shares on-market at roughly €44.68 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).Buy Or Sell Opportunity • Apr 07Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €54.00. The fair value is estimated to be €44.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Recent Insider Transactions • Feb 26Director recently bought €395k worth of stockOn the 20th of February, Matthew Farrell bought around 5k shares on-market at roughly €78.91 per share. This transaction increased Matthew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €25m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.13 per share.お知らせ • Feb 14e.l.f. Beauty, Inc. Appoints Matthew Farrell as Class I Director, Effective February 12, 2026e.l.f. Beauty, Inc. appointed Matthew Farrell to the Board of Directors as a Class I director, effective as of February 12, 2026. Matthew Farrell served as the Chief Executive Officer of Church & Dwight Co. Inc., a global consumer products company, from January 2016 until April 2025 and as Chairman from 2019 until September 2025. In 2006, Mr. Farrell joined Church & Dwight as Executive Vice President, Chief Financial Officer and served in that role until 2014 when he became the Chief Operating Officer and Chief Financial Officer until December 2015. Prior to joining Church & Dwight, Mr. Farrell served as Chief Financial Officer of Alpharma Inc. (now part of Pfizer), as Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd., and in various senior financial positions at AlliedSignal Inc. (now Honeywell International Inc.). Mr. Farrell began his career with KPMG LLP, where he was an audit partner. Mr. Farrell has served as a member of the board of directors of Trinseo PLC, a global materials supplier of latex binders, plastics, and specialty products, since 2020 and is currently a member of the audit and compensation committees. In addition, Mr. Farrell has served as a member of the board of directors of Morton Salt, a major North American producer of salts, since July 2025, and Novanta, a global supplier of core technology solutions, since November 2025. He also served on the board of Lydall Co., Inc., a global manufacturer of specialty engineered products and materials (now part of Alkegen), from 2003 to 2021. Mr. Farrell received a B.S. degree from Manhattan College and is a certified public accountant (inactive). Mr. Farrell will stand for election to the Board at the 2026 annual meeting of stockholders of the Company.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.お知らせ • Feb 05E.L.F. Beauty, Inc. Raises Earnings Guidance for Fiscal 2026e.l.f. Beauty, Inc. raised earnings guidance for fiscal 2026. For the period, the company now expects net sales of $1,600 million to $1,612 million against previous guidance for net sales of $1,550 to $1,570 million. The updated outlook for fiscal 2026 reflects an expected 22-23% year-over-year increase in net sales, as compared to an expected 18-20% increase previously.お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €87.26, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Personal Products industry in Europe.お知らせ • Dec 19E.L.F. Beauty Launches Glow Up, Redefining Virtual Makeup and Community on Robloxe.l.f. Beauty announced the launch of Glow Up!, a next-generation makeup game and immersive beauty experience on Roblox. Designed for players 13+, Glow Up! was engineered to deliver an experience that feels both aspirational and accessible: Next-Gen Tech: Engineered a new, inventive, and layered makeup system that allows for millions of unique looks. High-Fidelity Realism: Modernized with realistic finishes, textures, and makeup routines that mirror real life. Community "Livestreaming" Introduced an innovative new way to compete and celebrate through themed challenges. Inclusivity at the Core: Launched with four unique characters that champion women in sports, business, music, and gaming. Aligned with e.l.f.'s commitment to make the world a better place for every eye, lip and face, Glow Up! leads with innovation to prioritize inclusivity, so more players feel seen and represented on Roblox. Roblox audiences increasingly prefer more realistic, high-detail experiences: New, diverse characters will be released monthly, inspired by the 55% of Gen Z/Alpha who believe their virtual avatar represents them better than their physical self. Players become makeup artists preparing characters for major life moments. The game introduces a "livestream" mode that enables players to interact with each other's creations based on theme fit, creativity, and overall vibes, encouraging friendly competition and community engagement. Across the Roblox ecosystem, e.l.f. Beauty designs experiences that empower players to be their best, most authentic selves. e.l.f. UP! inspires young entrepreneurs, Fortune Island introduces financial literacy concepts through play, and Glow Up! centers around self-expression. Together, these experiences reflect e.l.f. beauty's mission to leave the platform better than they found it. Glow Up! was developed in collaboration with e.l.f''s longtime partner eGen and Exclusible, marking e.l.f.''s first partnership with the studio known for high-end, gameplay-first experiences. To play Glow Up!, visit the e.l.f. up! Community on Roblox.収支内訳e.l.f. Beauty の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1ELF 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,636261,018031 Dec 251,520104892030 Sep 251,38682845030 Jun 251,34398793031 Mar 251,314112777031 Dec 241,30298794030 Sep 241,218108729030 Jun 241,132122659031 Mar 241,024128574031 Dec 23890129482030 Sep 23766122398030 Jun 23673100352031 Mar 2357962322031 Dec 2249747266030 Sep 2244834246030 Jun 2241828232031 Mar 2239222221031 Dec 2138020214030 Sep 2137018209030 Jun 2135113204031 Mar 213186193031 Dec 203006182030 Sep 2029210171030 Jun 2028816164031 Mar 2028318156031 Dec 192740146030 Sep 192722141030 Jun 19268-1136031 Mar 19268-3137031 Dec 1826716137030 Sep 1827027135030 Jun 1827829136031 Mar 1827532135031 Dec 1727033131030 Sep 1726519129030 Jun 17249-361127031 Mar 17237-461119031 Dec 16230-498109030 Sep 16219-544103030 Jun 16213-17591031 Mar 16205-8084031 Dec 15191-48750質の高い収益: 1ELFには$66.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 1ELFの現在の純利益率 (1.6%)は、昨年(8.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1ELF過去 5 年間で収益を上げており、収益は年間26.9%増加しています。成長の加速: 1ELFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 1ELFは過去 1 年間で収益成長率がマイナス ( -76.5% ) となったため、 Personal Products業界平均 ( 2.7% ) と比較することが困難です。株主資本利益率高いROE: 1ELFの 自己資本利益率 ( 2.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YHousehold 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 01:13終値2026/06/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋e.l.f. Beauty, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Mark AltschwagerBairdCristian Rios MartinezBernsteinShannon CoyneBMO Capital Markets Equity Research21 その他のアナリストを表示
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.
お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.
お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Jun 16E.L.F. Brands Launches E.L.F. Hair with Six Prestige-Quality ProductsE.L.F. Brands announced the launch of e.l.f. Hair. Debuting with a curated assortment of six prestige-quality products, e.l.f. Hair marks e.l.f.’s newest category extension and an answer to what the community is asking for: e.l.f.fordable luxury. E.L.F.’s mission is to make the best of beauty accessible to every eye, lip and face. Now, that extends to hair. Among e.l.f.’s community, 77% have expressed purchase intention of haircare, and e.l.f. takes its Zero Distance commitment from insight to action seriously. Earlier this year, e.l.f. took a test-and-learn approach with two limited-edition hair styling products – Power Grip Styling Wand and Power Grip Hair Gel + Brush bundle. E.L.F. listened to the enthusiastic signals: 96% positive sentiment across all social platforms; 65% of purchasers across connected commerce were new to e.l.f. The broader market data is also compelling. According to Mintel: 84% of consumers say self-expression drives them to view hair as a form of personal identity; 73% of women ages 18–34 say they genuinely enjoy the process of caring for their hair – a sentiment echoed by 75% of men in the same age group. E.L.F. Hair’s powerhouse innovation includes six prestige-quality products. Committed to incredible value, e.l.f. is empowering its community to create a luxurious experience anytime, anywhere through its launch lineup: 1) Never Thirsty Moisturizing Shampoo ($9): Have some good clean fun with this gentle moisturizing shampoo that cleanses and lathers luxuriously to remove oil and product buildup for soft, smooth hair with a bright and uplifting fruit scent. 2) Never Thirsty Moisturizing Conditioner ($9): This moisturizing conditioner with a bright and uplifting fruit scent hydrates hair without weighing it down. It detangles for silky-soft, shiny locks. 3) Gloss Mode Treatment Oil ($10): Have the shine of your life with this glossy styling oil that strengths hair and helps protect it from heart of soft, silky-feeling strands with a layered vanilla and peony scent. 4) Humidity Hero Anti-Frizz Styling Spray ($9): Lock down a silky-smooth look with the heat activated treatment for fizz control that repels humidity so you can get slick done. 5) 3-in-Wonder Magic Styling Cream ($9): This lightweight, moisturizing cream provides a flexible hold for smooth styles, primes for silky blowouts and gives curls soft definition with an effervescent citrus scent. 6) 3-in-Wonder Magic Styling Cream Wand ($6): Use the wand to smooth frizz, slick flyaways and edges and style with a soft, flexible hold. The campaign is further amplified through e.l.f.’s immersive experience on Roblox. E.L.F. is bringing haircare to its virtual worlds. In e.l.f.UP!, players can grow their virtual beauty businesses with new hair products, and the Glow UP! experience introduces a dedicated hair styling section. To celebrate the expansion, e.l.f. is dropping an exclusive collection of digital hair accessories for players to customize their avatars.
Recent Insider Transactions • Jun 08Insider recently sold €461k worth of stockOn the 4th of June, Jennifer Hartnett sold around 10k shares on-market at roughly €44.68 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.3m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).
お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.
お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026
Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.
New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).
Buy Or Sell Opportunity • Apr 07Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €54.00. The fair value is estimated to be €44.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Recent Insider Transactions • Feb 26Director recently bought €395k worth of stockOn the 20th of February, Matthew Farrell bought around 5k shares on-market at roughly €78.91 per share. This transaction increased Matthew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €25m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.13 per share.
お知らせ • Feb 14e.l.f. Beauty, Inc. Appoints Matthew Farrell as Class I Director, Effective February 12, 2026e.l.f. Beauty, Inc. appointed Matthew Farrell to the Board of Directors as a Class I director, effective as of February 12, 2026. Matthew Farrell served as the Chief Executive Officer of Church & Dwight Co. Inc., a global consumer products company, from January 2016 until April 2025 and as Chairman from 2019 until September 2025. In 2006, Mr. Farrell joined Church & Dwight as Executive Vice President, Chief Financial Officer and served in that role until 2014 when he became the Chief Operating Officer and Chief Financial Officer until December 2015. Prior to joining Church & Dwight, Mr. Farrell served as Chief Financial Officer of Alpharma Inc. (now part of Pfizer), as Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd., and in various senior financial positions at AlliedSignal Inc. (now Honeywell International Inc.). Mr. Farrell began his career with KPMG LLP, where he was an audit partner. Mr. Farrell has served as a member of the board of directors of Trinseo PLC, a global materials supplier of latex binders, plastics, and specialty products, since 2020 and is currently a member of the audit and compensation committees. In addition, Mr. Farrell has served as a member of the board of directors of Morton Salt, a major North American producer of salts, since July 2025, and Novanta, a global supplier of core technology solutions, since November 2025. He also served on the board of Lydall Co., Inc., a global manufacturer of specialty engineered products and materials (now part of Alkegen), from 2003 to 2021. Mr. Farrell received a B.S. degree from Manhattan College and is a certified public accountant (inactive). Mr. Farrell will stand for election to the Board at the 2026 annual meeting of stockholders of the Company.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.
お知らせ • Feb 05E.L.F. Beauty, Inc. Raises Earnings Guidance for Fiscal 2026e.l.f. Beauty, Inc. raised earnings guidance for fiscal 2026. For the period, the company now expects net sales of $1,600 million to $1,612 million against previous guidance for net sales of $1,550 to $1,570 million. The updated outlook for fiscal 2026 reflects an expected 22-23% year-over-year increase in net sales, as compared to an expected 18-20% increase previously.
お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €87.26, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Personal Products industry in Europe.
お知らせ • Dec 19E.L.F. Beauty Launches Glow Up, Redefining Virtual Makeup and Community on Robloxe.l.f. Beauty announced the launch of Glow Up!, a next-generation makeup game and immersive beauty experience on Roblox. Designed for players 13+, Glow Up! was engineered to deliver an experience that feels both aspirational and accessible: Next-Gen Tech: Engineered a new, inventive, and layered makeup system that allows for millions of unique looks. High-Fidelity Realism: Modernized with realistic finishes, textures, and makeup routines that mirror real life. Community "Livestreaming" Introduced an innovative new way to compete and celebrate through themed challenges. Inclusivity at the Core: Launched with four unique characters that champion women in sports, business, music, and gaming. Aligned with e.l.f.'s commitment to make the world a better place for every eye, lip and face, Glow Up! leads with innovation to prioritize inclusivity, so more players feel seen and represented on Roblox. Roblox audiences increasingly prefer more realistic, high-detail experiences: New, diverse characters will be released monthly, inspired by the 55% of Gen Z/Alpha who believe their virtual avatar represents them better than their physical self. Players become makeup artists preparing characters for major life moments. The game introduces a "livestream" mode that enables players to interact with each other's creations based on theme fit, creativity, and overall vibes, encouraging friendly competition and community engagement. Across the Roblox ecosystem, e.l.f. Beauty designs experiences that empower players to be their best, most authentic selves. e.l.f. UP! inspires young entrepreneurs, Fortune Island introduces financial literacy concepts through play, and Glow Up! centers around self-expression. Together, these experiences reflect e.l.f. beauty's mission to leave the platform better than they found it. Glow Up! was developed in collaboration with e.l.f''s longtime partner eGen and Exclusible, marking e.l.f.''s first partnership with the studio known for high-end, gameplay-first experiences. To play Glow Up!, visit the e.l.f. up! Community on Roblox.