e.l.f.
Beauty Inc (NYSE:ELF) reported fiscal fourth quarter results that topped Wall Street expectations on revenue and profitability, but issued fiscal 2027 guidance that came in below analyst estimates
For the quarter ended March 31, 2026, the company posted revenue of $449.3 million, up 35% year over year and above consensus estimates of $424.8 million. Adjusted earnings per share came in at $0.32, compared with expectations of $0.29, while adjusted EBITDA reached $58.8 million versus $49.8 million expected. For the full fiscal year, net sales rose 25% to $1.636 billion, driven by growth across both retailer and e-commerce channels in the U.S. and internationally.
Adjusted diluted earnings per share were $3.13. “Fiscal 2026 marked our 7th consecutive year of net sales and market share growth—a track record that reflects the strength of our team, strategy and portfolio of brands,” e.l.f. Beauty CEO Tarang Amin said in the earnings statement. “All five of our brands grew this year, with rhode and Naturium delivering particularly strong results and reinforcing the power of our expanding brand portfolio. The whitespace opportunity in front of us across brands, categories, and geographies gives us great confidence in the runway ahead.” For fiscal 2027, e.l.f. projected net sales of $1.835 billion to $1.865 billion, representing 12% to 14% growth over fiscal 2026.