ODDITY Tech (NASDAQ:ODD) Posts Quarterly Earnings Results, Misses Expectations By $0.07 EPS

ODDITY Tech (NASDAQ:ODD) released its quarterly earnings data on Wednesday. The company reported $0.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.07), Zacks reports. ODDITY Tech had a net margin of 2.23% and a return on equity of 2.58%. The firm had revenue of $144.98 million for the quarter, compared to analyst estimates of $140.53 million. During the same period in the previous year, the business posted $0.28 EPS.

Here are the key takeaways from ODDITY Tech’s conference call:

• Q3 revenue was $145 million, down 2% year over year but better than the company’s guidance, while adjusted EBITDA of $22 million exceeded its outlook. Oddity raised its 2026 outlook to an approximately 18.5% revenue decline and adjusted EBITDA of $32 million to $34 million.
• IL MAKIAGE remains under pressure from an unresolved advertising-algorithm issue with its largest ad partner, which management said accounts for more than half of its category’s advertising activity. Results and customer-acquisition costs remain volatile as the company works on a fix.
• SpoiledChild is on track to grow at least 35% in 2026, approaching $350 million in revenue, while METHODIQ is off to a strong start and is expected to beat SpoiledChild’s first-year revenue performance. Management cited further product expansion for both brands in 2027.
• Oddity plans to expand METHODIQ into prescription injectable therapies, including semaglutide and NAD+, and additional peptide therapies, using existing provider and pharmacy infrastructure. Management sees significant potential but said it has not yet begun marketing these offerings and will assess customer retention and payback before scaling spend.
• Gross margin fell to 67.4% from 71.6%, pressured partly by lower average order value, and inventory ended the quarter at $158 million as IL MAKIAGE works through excess stock. The company said it expects to improve inventory balance in 2027; it also repurchased 11.7 million shares for $163 million in the first nine months.

ODDITY Tech Stock Performance

ODD stock traded up $0.66 during midday trading on Wednesday, hitting $20.16. The stock had a trading volume of 1,074,664 shares, compared to its average volume of 1,541,552. The firm has a market capitalization of $1.16 billion, a price-to-earnings ratio of 83.99 and a beta of 2.14. ODDITY Tech has a 52 week low of $9.25 and a 52 week high of $46.45. The stock has a 50-day simple moving average of $19.47 and a 200 day simple moving average of $17.22. The company has a current ratio of 3.45, a quick ratio of 2.11 and a debt-to-equity ratio of 2.21.

Insider Transactions at ODDITY Tech

In other ODDITY Tech news, CFO Mann Drucker sold 7,717 shares of the business’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $15.09, for a total value of $116,449.53. Following the sale, the chief financial officer owned 116,135 shares of the company’s stock, valued at $1,752,477.15. The trade was a 6.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 51,379 shares of company stock valued at $765,474.

Trending Headlines about ODDITY Tech

Investors following ODD have been watching these headlines:

• Positive Sentiment: Third-quarter revenue was about $145 million, above analysts’ roughly $140.5 million estimate. ODDITY also raised its 2026 revenue outlook to $660 million, ahead of the $656.6 million consensus, and raised its full-year adjusted EBITDA outlook. ODDITY Tech Q3 results and raised outlook
• Positive Sentiment: Adjusted earnings were reported at $0.37 per share, above the $0.30 consensus estimate. Zacks earnings report
• Neutral Sentiment: Fourth-quarter revenue guidance of $135.9 million to $137.5 million brackets the $136.8 million analyst estimate, offering little change to near-term expectations. Q3 results and guidance

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on ODD shares. Wall Street Zen raised ODDITY Tech from a “strong sell” rating to a “sell” rating in a research note on Sunday, October 18th. Bank of America reiterated an “underperform” rating on shares of ODDITY Tech in a report on Thursday, September 10th. The Goldman Sachs Group reissued a “sell” rating on shares of ODDITY Tech in a research report on Wednesday. Jefferies Financial Group boosted their target price on shares of ODDITY Tech from $16.00 to $18.00 and gave the stock a “hold” rating in a research report on Wednesday, September 9th. Finally, Zacks Research raised ODDITY Tech from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, ODDITY Tech currently has an average rating of “Reduce” and an average price target of $22.35.

ODDITY Tech Company Profile

ODDITY Tech Ltd. is a technology-driven consumer company that develops and operates digital-first beauty and wellness brands. Its portfolio includes IL MAKIAGE, which offers makeup and skincare products, and SpoiledChild, which focuses on beauty and wellness products. The company uses data analytics, artificial intelligence and other technology to support product development, personalized recommendations and online shopping. Its brands primarily sell directly to consumers through e-commerce platforms.