Evolus, 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
Evolus reported Q2 2026 net revenue of $84.1M (+21% YoY), GAAP operating loss of $4.5M, and positive adjusted EBITDA of $4.7M (third consecutive quarter). The company raised FY2026 net revenue guidance to $330–337M, raised adjusted gross profit margin guidance to 67.0–67.5%, and narrowed non-GAAP opex guidance to $212–216M. New partnerships: exclusive US deal with IBSA for Profhilo (peak revenue >$100M, US launch 2030) and expansion of Estyme into Canada, Australia, New Zealand (2028). Reaffirmed 2028 long-term outlook: $450–500M revenue (15–19% CAGR) and 13–15% adjusted EBITDA margins.
Why this rating
Strong execution with margin expansion, consistent profitability inflection, and material portfolio expansion (Profhilo deal >$100M peak ≈18% of current market cap). Guidance raise and 2028 targets concrete but 5% of current size, moderately significant for near-term trajectory.
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