e.l.f. Beauty (NYSE:ELF – Get Free Report) announced its earnings results on Wednesday. The company reported $1.21 EPS for the quarter, topping the consensus estimate of $0.60 by $0.61, FiscalAI reports. The firm had revenue of $520.82 million for the quarter, compared to the consensus estimate of $473.51 million. e.l.f. Beauty had a net margin of 3.38% and a return on equity of 14.07%. The business’s quarterly revenue was up 51.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.68 EPS.
Here are the key takeaways from e.l.f. Beauty’s conference call:
- e.l.f. Beauty reported 51% net sales growth and 86% adjusted EBITDA growth in Q2, its 31st consecutive quarter of sales growth; organic sales rose approximately 35%.
- The company raised its fiscal 2027 outlook, now expecting 22%–24% net sales growth, adjusted EBITDA of $421 million–$427 million, and adjusted EPS of $3.82–$3.86 per diluted share.
- Growth spanned the portfolio and channels: e.l.f. Cosmetics regained unit momentum and market share, while rhode’s Sephora Europe launch set a retailer record. Haircare and international expansion also showed early traction.
- Management expects second-half adjusted EBITDA margins in the low teens as marketing spending shifts later and tariff refunds are reinvested; it also expects gross margin to be lower year over year in the second half as rhode expands in retail.
e.l.f. Beauty Stock Performance
Shares of NYSE ELF traded up $2.47 during trading hours on Wednesday, reaching $113.97. The stock had a trading volume of 2,379,928 shares, compared to its average volume of 1,223,719. The business’s fifty day moving average is $106.01 and its two-hundred day moving average is $81.94. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.55 and a quick ratio of 1.82. The company has a market cap of $6.73 billion, a price-to-earnings ratio of 113.97, a PEG ratio of 2.93 and a beta of 1.61. e.l.f. Beauty has a twelve month low of $48.82 and a twelve month high of $122.36.
Wall Street Analysts Forecast Growth
ELF has been the topic of several research analyst reports. TD Cowen initiated coverage on e.l.f. Beauty in a research report on Friday, October 30th. They issued a “strong-buy” rating on the stock. JPMorgan Chase & Co. boosted their price objective on e.l.f. Beauty from $106.00 to $130.00 and gave the stock an “overweight” rating in a research report on Monday, October 19th. Canaccord Genuity Group increased their target price on e.l.f. Beauty from $123.00 to $137.00 and gave the company a “buy” rating in a research note on Thursday, October 22nd. Zacks Research raised e.l.f. Beauty from a “hold” rating to a “strong-buy” rating in a report on Friday, October 9th. Finally, B. Riley Financial reaffirmed a “buy” rating and issued a $115.00 price target (up from $100.00) on shares of e.l.f. Beauty in a research report on Wednesday, September 16th. Three equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, e.l.f. Beauty currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.06.
e.l.f. Beauty News Roundup
Here are the key news stories impacting e.l.f. Beauty this week:
- Positive Sentiment: Adjusted earnings were $1.21 per share, well above consensus estimates of about $0.60–$0.62 and up from $0.68 a year earlier. e.l.f. Beauty Tops Q2 Earnings and Revenue Estimates
- Positive Sentiment: Revenue reached $520.8 million, beating analyst expectations of roughly $473.5 million and climbing 51.4% year over year. CEO Tarang Amin cited growth across the company’s portfolio and said this marked its 31st consecutive quarter of sales growth. E.l.f. Beauty posts 51% sales increase, raises full-year guidance
- Positive Sentiment: Management raised its full-year net sales growth guidance to 22%–24%, signaling confidence in continued momentum. The earnings beat and higher outlook are the main positive catalysts for ELF shares. e.l.f. Beauty Announces Second Quarter Fiscal 2027 Results
Insider Transactions at e.l.f. Beauty
In other news, SVP Joshua Franks sold 8,366 shares of the stock in a transaction on Monday, October 12th. The shares were sold at an average price of $110.01, for a total value of $920,343.66. Following the completion of the transaction, the senior vice president owned 126,931 shares in the company, valued at approximately $13,963,679.31. This represents a 6.18% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Tarang Amin sold 47,000 shares of the firm’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $103.31, for a total transaction of $4,855,570.00. Following the transaction, the chief executive officer directly owned 134,496 shares of the company’s stock, valued at $13,894,781.76. The trade was a 25.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 91,821 shares of company stock valued at $9,624,513 in the last ninety days. 3.50% of the stock is owned by company insiders.
About e.l.f. Beauty
e.l.f. Beauty, Inc is a cosmetics and skincare company that develops, markets and sells beauty products under a portfolio of brands. Its offerings include makeup, skin care, hair care and other personal-care products designed to provide accessible, trend-focused beauty options across a range of categories.
The company’s portfolio includes e.l.f. Cosmetics, Well People, Keys Soulcare and Naturium. Its products are sold through mass retailers, specialty beauty stores, e-commerce platforms and the brands’ direct-to-consumer websites.
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