e.l.f. Beauty (NYSE:ELF) Posts Quarterly Earnings Results, Beats Estimates By $0.61 EPS

e.l.f. Beauty (NYSE:ELF) issued its quarterly earnings results on Wednesday. The company reported $1.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.60 by $0.61, FiscalAI reports. The firm had revenue of $520.82 million during the quarter, compared to analyst estimates of $473.51 million. e.l.f. Beauty had a return on equity of 14.07% and a net margin of 3.38%. The firm’s quarterly revenue was up 51.4% on a year-over-year basis. During the same period last year, the company 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 Trading Down 2.1%

Shares of e.l.f. Beauty stock traded down $2.42 on Thursday, reaching $111.21. 2,147,881 shares of the company were exchanged, compared to its average volume of 2,461,135. The stock has a fifty day moving average price of $106.01 and a 200-day moving average price of $81.94. The firm has a market capitalization of $6.56 billion, a price-to-earnings ratio of 111.00, a price-to-earnings-growth ratio of 2.93 and a beta of 1.61. The company has a current ratio of 2.55, a quick ratio of 1.82 and a debt-to-equity ratio of 0.69. e.l.f. Beauty has a fifty-two week low of $48.82 and a fifty-two week high of $123.13.

Analyst Ratings Changes

Several research firms have recently weighed in on ELF. Wall Street Zen upgraded shares of e.l.f. Beauty from a “hold” rating to a “buy” rating in a research report on Saturday, October 31st. Jefferies Financial Group lifted their price objective on shares of e.l.f. Beauty from $100.00 to $132.00 and gave the stock a “buy” rating in a research note on Monday, October 19th. The Goldman Sachs Group set a $100.00 target price on shares of e.l.f. Beauty in a report on Thursday, August 6th. Zacks Research raised shares of e.l.f. Beauty from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 9th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of e.l.f. Beauty in a report on Wednesday, October 28th. Three analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $115.81.

e.l.f. Beauty News Summary

Here are the key news stories impacting e.l.f. Beauty this week:

• Positive Sentiment: Fiscal Q2 net sales rose 51% year over year to $520.8 million, beating estimates of about $473.5 million. Earnings of $1.21 per share also topped forecasts of roughly $0.60–$0.62. The company said growth was broad-based across its portfolio and marked its 31st consecutive quarter of sales growth. CNBC report on e.l.f. Beauty earnings
• Positive Sentiment: Management raised its fiscal 2027 net-sales growth guidance to 22%–24%, signaling confidence in continued momentum. e.l.f. Beauty fiscal 2027 results
• Negative Sentiment: Piper Sandler raised its price target from $100 to $110 but kept a neutral rating; the new target was about 1.3% below the cited share price, suggesting limited upside at that level. Piper Sandler ratings

Insider Buying and Selling

In other e.l.f. Beauty news, CEO Tarang Amin sold 47,000 shares of the business’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 sale, the chief executive officer owned 134,496 shares in the company, valued at approximately $13,894,781.76. The trade was a 25.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Joshua Franks sold 7,926 shares of the business’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $110.15, for a total value of $873,048.90. Following the sale, the senior vice president owned 119,005 shares in the company, valued at approximately $13,108,400.75. The trade was a 6.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 91,821 shares of company stock valued at $9,624,513. 3.50% of the stock is currently owned by company insiders.

e.l.f. Beauty Company Profile

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.