ELF Earnings

ELF reported its earnings on 2026-02-04, showcasing a revenue of 489.50M against an estimate of 459.86M, resulting in a 6.45% surprise. The EPS was 1.24, surpassing the expected 0.72 by 72.22%. The stock experienced a -9.18% price change on the earnings day and a -13.43% change over the next five days, reflecting market reactions to the results.

Following ELF's earnings announcement on 2026-02-04, the stock price moved by -9.18% on the day of the release. Over the subsequent five days, it saw a -13.43% change. Historically, ELF's stock price tends to shift by an average of 3.98% in the 10 days leading up to earnings and 4.09% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate ELF's annual revenue to reach 414.25M, while the EPS is projected at 0.59. These estimates reflect recent revisions, with revenue estimates revised downward by -0.06% and EPS estimates revised upward by 0.41% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ELF's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -0.06%, while EPS estimates moved revised upward by 0.41%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ELF's stock price typically moves by 3.98% in the 10 days before its earnings and 4.09% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.59 and revenue of 414.25M.

The earnings call highlights strong financial performance with expected net sales growth and improved EBITDA margins. The company is strategically investing in marketing and international expansion, with successful product launches and innovation pipelines. Despite some concerns about organic growth and tariffs, management's optimistic guidance and focus on maintaining quality suggest a positive outlook. The positive sentiment is reinforced by the expected gross margin improvements and disciplined global expansion, likely leading to a stock price increase.