e.l.f. Beauty, Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
For Q1 FY2027 (three months ended June 30, 2026), e.l.f. Beauty reported net sales of $479.4M (36% YoY growth), gross margin of 83% (up 1,400 bps), and adjusted net income of $104.6M ($1.75 diluted EPS). The company raised full-year FY2027 net sales guidance to $1,938–1,968M (18–20% growth) from prior guidance of $1,835–1,865M (12–14% growth), and adjusted EBITDA guidance to $401–407M from $379–385M. Cash increased to $344.2M; total debt rose to $834.2M (vs. $256.7M prior year), driven in part by rhode acquisition-related earnout liabilities ($80.8M in contingent consideration recorded).
Why this rating
Strong beat and raised guidance across metrics (4–6 pct pts higher growth) meaningfully above prior plan. At ~$5.2B market cap, FY2027 guidance raise of ~$100M sales represents 2% upside; contingent earn-out reflects successful acquisition. Debt roughly tripled YoY but offset by strong cash generation. Material momentum confirmation; not business-altering.
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