Evolus, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 45/100
What the filing says
Evolus reported Q3 2026 total net revenue of $78.0M (13% YoY growth), with toxin revenue at $70.1M and HA gel revenue at $7.9M. Adjusted EBITDA was positive $1.2M (vs. negative $3.1M in Q3 2025)—a $4.2M improvement. The company reaffirmed full-year 2026 guidance of $330M–$337M revenue and 67.0–67.5% adjusted gross margin, updated operating expense guidance to $210M–$213M, and reaffirmed 2028 long-term targets of $450M–$500M revenue (15–19% 3-year CAGR) and 13–15% Adjusted EBITDA margin.
Why this rating
Growth and profitability inflection are tangible positives; however, Q3 revenue ($78M annualized ≈ $312M) is only ~9% of market cap, and operating margin remains thin at 1.5%, limiting material trajectory shift relative to company scale.
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