e.l.f. Beauty reported fourth-quarter fiscal 2025 net sales of $332.6 million, up 4% year-over-year, with adjusted diluted earnings per share of $0.78. The company achieved a gross margin of 71%, net income of $28.3 million, adjusted EBITDA of $81.4 million, and adjusted SG&A expenses of $173.3 million. GAAP diluted EPS for the quarter was $0.49. For the full fiscal year, net sales increased 28% to $1.31 billion, adjusted net income reached $197.6 million, GAAP EPS was $1.92, and adjusted EPS was $3.39. e.l.f. ended the year with $148.7 million in cash and $256.7 million in debt. e.l.f. Beauty announced a definitive agreement to acquire rhode, a skincare brand founded by Hailey Bieber, in a deal valued at up to $1 billion. The acquisition includes $800 million at closing—$600 million in cash and $200 million in stock—and a potential $200 million earnout based on rhode's future growth. rhode reported $212 million in net sales for the 12 months ended March 31, 2025. The deal is subject to regulatory approval and is anticipated to close in the second quarter of fiscal 2026. Due to uncertainty around tariffs, e.l.f. Beauty is not providing a fiscal 2026 financial outlook. Following the earnings release and acquisition news, e.l.f. Beauty shares saw after-hours volatility, initially falling by as much as 15% before recovering to trade up 1.7%. SentinelOne reported fiscal first-quarter 2026 revenue of $229 million, up 23% year-over-year, with adjusted EPS of $0.02. The company posted a non-GAAP gross margin of 79%, non-GAAP operating margin of -2%, free cash flow margin of 20%, and a GAAP net loss of $208 million (GAAP EPS: -$0.63). Annual recurring revenue reached $948.1 million, up 24%, with 1,459 customers generating $100,000 or more in ARR. SentinelOne introduced the Athena update to its Purple AI platform and achieved FedRAMP-High authorization for three core solutions. The company issued second-quarter revenue guidance of $242 million and full-year guidance of $996 million to $1.001 billion, both below analyst estimates, resulting in a 12% decline in its share price after hours.
SentinelOne posts strong Q1 revenue growth but shares fall on weak guidance https://t.co/wArkVb9GO9
SentinelOne $S Q1 2026 Earnings – Revenue: $229M (+23% YoY) – ARR: $948M (+24%) – $100K+ customers: 1,459 (+22%) – Non-GAAP gross margin: 79% – Non-GAAP op margin: -2% (up from -6%) – Free cash flow margin: 20% (record high) – GAAP net loss: -$208M | EPS: -$0.63 – Non-GAAP net https://t.co/ZLkN0Z2JG1
Key Takeaways from $S's Earnings Call - SentinelOne delivered Q1 revenue growth of 23%, alongside record free cash flow margin of 20%, demonstrating top-tier growth and operating leverage as they approach $1 billion in scale. - The company's data solutions surpassed $100 https://t.co/aTmSU4eA0H