SharkNinja, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
SharkNinja reported Q3 2026 net sales of $1,976.4M (+21.2% YoY), net income of $338.4M (+79.3%), and Adjusted EBITDA of $461.3M (+45.7%). The company raised FY2026 guidance: net sales growth to 18–19% (from 16–17%), Adjusted EPS to $6.65–$6.75 (+25.9–27.8% vs prior year), and Adjusted EBITDA to $1,380–$1,391M (+21.5–22.5%). Gross margin expanded 910 bps to 59.2%, benefiting from $243.8M in IEEPA tariff refunds (net of $45.2M owed to factory partners). The company repurchased 1.3M shares YTD for $169.7M at avg $130.38/share.
Why this rating
Strong organic growth, margin expansion, and raised guidance signal healthy momentum. Tariff refunds are one-time but material (~$244M benefit). At $14B market cap, $1.98B quarterly sales (7% annualized) and guided 19% growth are significant. Real operating leverage evident. Offset: guidance relies on tariff policy persistence; inventory +42.5% signals execution risk.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.