ELF · e.l.f. Beauty, Inc.

Track ELF — free

$117.98 +4.45 (+3.92%) At close · Nov 13

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.98B

59.15M

Volume · Nov 13 2.07M Avg daily vol (3M) 1.48M

Up next

Next earnings call

Feb 3, 2027 Est · unconfirmed · in 11 wks

Q2 2027 earnings call transcript

call held Nov 4, 2026

Play latest call

Latest documents

what the company just published, in one sentence each

2026

Nov 5

Quarterly report 10-Q FY2027 Q2, ended Sep 30

Quarterly report for FY2027 Q2 AI summary on its way

Revenue $520.82M ▲ 51.4% Net income $30.03M ▲ 902.3% Diluted EPS $0.50 ▲ 900.0%

Nov 4

Earnings call

Q2 sales grew 51%, adjusted EBITDA 86%

e.l.f. beauty reported Q2 net sales growth of 51% and adjusted EBITDA growth of 86%, raising Fiscal 27 net sales growth guidance to 22% to 24% from 18% to 20%.

3 source passages

In Q2, we had an incredible fall innovation class across e.l.f. beauty, exceeding our expectations. In Q2, we grew net sales 51% and adjusted EBITDA 86%. With the momentum we're seeing, we're raising our Fiscal 27 outlook to 22 to 24% net sales growth as compared to 18 to 20% previously. Open the document at this passage

Nov 4

Current report 8-K

Financial results AI summary on its way

Aug 24

Current report 8-K Events of Aug 20

Shareholder vote results AI summary on its way

Aug 6

Quarterly report 10-Q FY2027 Q1, ended Jun 30

Quarterly report for FY2027 Q1 AI summary on its way

Revenue $479.37M ▲ 35.5% Net income $66.6M ▲ 99.9% Diluted EPS $1.12 ▲ 93.1%

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 125 metrics

Revenue (TTM)

$1.94B

Trailing 12 months

Net income (TTM)

$86.64M

Trailing 12 months

Revenue growth YoY

+51.4%

Year over year

Operating margin

8.9%

Trailing 12 months

P / E (TTM)

81.4

Trailing earnings · reciprocal yield 1.2%

FCF yield

4.0%

TTM · current market cap

Return on invested capital

6.7%

Trailing 12 months

Net cash

−$473.85M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

+0.8%

Year over year · more shares

Price change (1Y)

+58.6%

Trailing year

Short interest

7.0%

Latest settlement · 3.4 days to cover

View all 125 metrics

Quarterly results

Revenue Net income Net loss

▲31.1% $355.32M $17.26M '25 Q3 ▲3.6% $332.64M $28.25M '25 Q4 ▲9% $353.74M $33.31M '26 Q1 ▲14.2% $343.94M $3.00M '26 Q2 ▲37.8% $489.50M $39.38M '26 Q3 ▲35.1% $449.29M −$49.37M '26 Q4 ▲35.5% $479.37M $66.60M '27 Q1 LATEST ▲51.4% $520.82M $30.03M '27 Q2

AI Brief

Q1 FY27 earnings call · Aug 5, 2026

Q1 FY27

TL;DR. e.l.f. Beauty delivered 36% net sales growth in Q1 FY27, marking 30 consecutive quarters of growth, and raised its full-year FY27 net sales growth outlook to 18-20% (from 12-14%) and adjusted EBITDA to $401-$407M (from $379-$385M), driven by strong rhode performance, e.l.f. brand momentum, and reinvestment of $50M in IEEPA tariff refunds into pricing and marketing.

Bullish

+ Net sales grew 36% YoY to $479.4M, marking the 30th consecutive quarter of growth.
+ rhode contributed approximately $160M in net sales, outperforming expectations, with a single-day DTC launch driving $27M in sales.
+ rhode expanding into Sephora Europe across 19 countries starting September, building on #1 rankings in Sephora North America/UK and Mecca.

Bearish

− Q1 organic net sales (excluding rhode) were largely in line with the outlooked high single-digit decline due to tough comps and ERP cutover lapping.
− Unit volumes declined approximately 3 percentage points in Q1 despite pricing/mix adding ~39 ppts, indicating underlying volume softness.
− Adjusted SG&A as a percent of sales rose to 54% from 50%, driven by team, infrastructure, merchandising and distribution investments.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Mentioned in fund letters

Nicholas Investment Partners, LP 1Q24

Strategy Update | 1Q24

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Very High

Market backdrop VIX 19.3 · elevated Equity put/call 0.63

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +43%

above

Price vs 50-day avg +10%

above

RSI (14) 59

neutral

MACD trend Negative

52-week position 98%

near high

Momentum

relative strength

Very Strong

1-month return +4%

trailing

6-month return +118%

trailing

YTD return +55%

this year

Relative strength +117%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $107 › 200d $83 — 50d above 200d

Institutional flow Accumulating

432 of 447 funds reported for Sep 30 · net +671.8K sh shares · +85 new

Insider flow Distributing

Net -$118.3K over 90 days · 100% sells

Short interest Falling

7.03% of shares out · ▼ -5.4% MoM · 3.4 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

447 holders — mid 3-yr range

Squeeze score 61

elevated · 0–100

Fundamentals

Fair

Revenue growth +25%

Y/Y

Gross margin 71%

contracting

EPS growth −77%

Y/Y

Free cash flow $190.1M

Valuation P/E 81.4

rich

Buyback $350.0M

remaining

Balance sheet $549.7M

net debt

Quant / Vol

risk profile

Very High

Volatility 54%

annualized · 1-yr

Max drawdown −48%

past year

ATR 4.7%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 5 of last 5

Latest guidance · from the Earnings Call filed Aug 5, 2026

fiscal 27 full year

Adjusted EBITDA Non-GAAP Raised $401M – $407M

May 20, 2026 $379M – $385M Aug 5, 2026 $401M – $407M

Adjusted net income Non-GAAP Raised $212M – $215M

May 20, 2026 $198M – $201M Aug 5, 2026 $212M – $215M

Adjusted EPS Non-GAAP Raised $3.50 – $3.55

May 20, 2026 $3.27 – $3.32 Aug 5, 2026 $3.50 – $3.55

fiscal 27

Rode contribution to net sales growth 13%

Adjusted EBITDA growth Non-GAAP Raised 20% – 21%

May 20, 2026 13% – 15% Aug 5, 2026 20% – 21%

Adjusted EBITDA margins Non-GAAP 21%

balance of the year

Organic net sales growth Non-GAAP 10% – 12%

Organic sales growth Non-GAAP 10% – 12%

Fiscal 27

Adjusted tax rate Non-GAAP Maintained 25% – 26%

May 20, 2026 25% – 26% Aug 5, 2026 25% – 26%

Q2 through Q4 (fiscal year)

Marketing as a percent of net sales 23% – 25%

Previous outlook earlier release · from the 8-K filed Feb 4, 2026

Still-open targets the latest release did not restate under the same label.

Net sales · Fiscal 2026 $1.6B – $1.61B

Adjusted EBITDA · Fiscal 2026 $323M – $326M

Adjusted effective tax rate · Fiscal 2026 23%

Adjusted diluted earnings per share · Fiscal 2026 $3.05 – $3.10

Adjusted net income · Fiscal 2026 $180M – $183M

Guided vs delivered · last 5 settled

Net sales Fiscal 2026

guided $1.6B – $1.61B

guided $1.6B – $1.61B $1.64B Beat +1.9%

Net sales fiscal 2025

guided $1.28B – $1.3B

guided $1.28B – $1.3B $1.31B Beat +1.8%

Net sales Fiscal 2024

guided $896M – $906M

guided $896M – $906M $1.02B Beat +13.6%

Net sales fiscal 2023

guided $541M – $545M

guided $541M – $545M $578.84M Beat +6.6%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 2 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+43% Bullish

Price vs 50-day avg

+10% Bullish

RSI (14)

59 Neutral

MACD trend

Negative Bearish

52-week position

98% Bullish

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $107 › 200d $83 — 50d above 200d

Institutional flow Accumulating

432 of 447 funds reported for Sep 30 · net +671.8K sh shares · +85 new

Insider flow Distributing

Net -$118.3K over 90 days · 100% sells

Short interest Falling

7.03% of shares out · ▼ -5.4% MoM · 3.4 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

447 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $50 Now $118 · 98% Range high $119

vs 200-day avg +43% vs 50-day avg +10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted diluted earnings per share non-GAAP	$1.75	Three months ended June 30, 2026	—
Adjusted EBITDA non-GAAP	$168.2M	Q1 FY2027	—
GAAP → non-GAAP reconciliation GAAP Net income 66.6M +7.81M Interest expense, net +27.7M Income tax provision +26.1M Depreciation and amortization +19.68M Stock-based compensation +16.08M Change in fair value of contingent consideration (a) +4.23M Other non-cash and non-recurring items (b) = Adjusted EBITDA 168.2M
Adjusted net income non-GAAP	$104.6M	Q1 FY2027	—
GAAP → non-GAAP reconciliation GAAP Net income 66.6M +19.68M Stock-based compensation +16.08M Change in fair value of contingent consideration (a) -142K Other non-recurring items (b) +11.13M Amortization of acquired intangible assets (c) -8.79M Tax Impact (d) = Adjusted net income 104.56M
Adjusted SG&A non-GAAP	$260.7M	Q1 FY2027	—
GAAP → non-GAAP reconciliation GAAP Selling, general and administrative expenses 280.32M -19.68M Stock-based compensation +23K Other non-recurring items (a) = Adjusted selling, general and administrative expenses 260.66M

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Household & Personal Products — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
ELF e.l.f. Beauty, Inc. this stock	$6.98B	+55.2%	+24.6%	81.4	7.0%
PG PROCTER & GAMBLE Co	$393.56B	+18.5%	+3.3%	25.6	1.0%
UL Unilever PLC	$142.57B	+1.2%	—	—	0.3%
CL Colgate Palmolive Co	$79.23B	+26.1%	+1.7%	38.9	2.3%
RBGLY Reckitt Benckiser Group PLC	$47.99B	—	—	—	0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

490

% held: 99.2%
Reported: 432 of 447
Top holder: BAILLIE GIFFORD & CO

Held Float

View

Held by Funds

Fund positions

363

View

Short & Settlement

Short Interest Falling

Shares short

4.2M

Days to cover: 3.4d
Change: -235.9K sh

View

Short Volume

Short vol %

46%

As of: Nov 13, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $110
As of: Oct 13, 2026

View

Off-Exchange

Off-exchange %

44.0%

Week of: Oct 5, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$118.3K

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Congressional Trades Sell

Member

Michael Patrick Guest

Amount: $1.0K–$15.0K
Traded: Dec 16, 2025

View

Financials

Revenue (FY)

$1.6B

Net income (FY): $26.3M
EPS diluted: $0.44

View

Buybacks

Authorized

$500.0M

Remaining: $350.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Nov 5, 2026
This year: 14

View

Proposed Sales

Value

$105.3K

Shares: 900
Filed: Nov 12, 2026

View

Earnings & Events

Webcasts

Last webcast

Nov 4, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
ELF	+1.6%	+3.9%	+118.0%	+5.6%	+55.2%
SPY	+2.6%	-1.2%	+0.5%	-0.2%	+10.6%
vs SPY	-1.0%	+5.1%	+117.5%	+5.8%	+44.5%

Capital returns

Buyback program · as of Sep 30, 2026

Authorized

$500.00M

Spent (derived)

$150.00M

Remaining

$350.00M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1600033 CUSIP 26856L103 13F (30d) 397 filings 360 filers Visit website Investor relations

ELF · e.l.f. Beauty, Inc.

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

AI Brief

Mentioned in fund letters

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns