e.l.f. Beauty
Builds accessible beauty through a five-brand portfolio.
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Profile
Groups e.l.f. Cosmetics, e.l.f. SKIN, Naturium, rhode, and Well People in an accessible-beauty platform. A digital launch evolved into retail and international expansion, while acquisitions expanded the five-brand portfolio.
Built around accessible beauty, the portfolio combines e.l.f. Cosmetics and e.l.f. SKIN with Naturium, rhode, and Well People. Its roots are digital: an online launch used prestige-inspired products and low prices to reach consumers outside traditional channels. Later retail expansion and an international office broadened the platform beyond its original online model.
Naturium joined in 2023 and rhode in 2025, adding new brands through acquisition. The company frames its operating identity around accessibility, inclusivity, positivity, disruption, and community; those are management-stated commitments rather than independently measured performance claims. The business is structured as a five-brand portfolio rather than a direct-to-consumer-only model.
Company facts
Categories
Key statistics
Year to date +33.8% · Average volume (30d) 2.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Canaccord Genuity | Target | $110 | $123 | ||
| Aug 19, 2026 | Canaccord Genuity | Reiterate | Buy | $90 | $110 | |
| Aug 6, 2026 | Piper Sandler | Reiterate | Neutral | $50 | $65 | |
| Aug 6, 2026 | Robert W. Baird | Target | $115 | $105 | ||
| Aug 6, 2026 | Bernstein | Reiterate | Outperform | $113 | $121 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q1 FY27 | $0.71 | $1.75 | +145.1% | $431.2M | $479.4M | +11.2% | +6.88% |
| May 20, 2026Q4 FY26 | $0.29 | $0.32 | +10.3% | $423.1M | $449.3M | +6.2% | +4.73% |
| Feb 4, 2026Q3 FY26 | $0.73 | $1.24 | +69.9% | $461.8M | $489.5M | +6.0% | −9.18% |
| Nov 5, 2025Q2 FY26 | $0.57 | $0.68 | +19.9% | $455.8M | $343.9M | −24.5% | −35.04% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $332.6M | $353.7M | $343.9M | $489.5M | $449.3M | $479.4M | |
| Gross profit | $237.0M | $244.5M | $238.9M | $347.5M | $326.5M | $398.8M | |
| Operating income | $44.3M | $48.7M | $7.7M | $67.5M | $7.3M | $102.4M | |
| Net income | $28.3M | $33.3M | $3.0M | $39.4M | −$49.4M | $66.6M | |
| Diluted EPS | $0.48 | $0.58 | $0.05 | $0.65 | −$0.82 | $1.12 | |
| Gross margin | 71.3% | 69.1% | 69.4% | 71.0% | 72.7% | 83.2% | |
| Operating margin | 13.3% | 13.8% | 2.2% | 13.8% | 1.6% | 21.4% |
Fiscal years (4-quarter sums)FY22 $392.2M · FY23 $578.8M · FY24 $1.02B · FY25 $1.31B · FY26 $1.64B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $344.2M · Total debt $921.7M · Total assets $2.46B · Shareholders' equity $1.17B
Dividends
No dividends on record.
Ownership
Shares outstanding 58.94M · Float 56.87M · 96.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Baillie Gifford & Co | 7.05M | 11.96% | 13F | Aug 6, 2026 |
| BlackRock, Inc. | 5.79M | 9.82% | 13F | Aug 7, 2026 |
| Fenelon Opportunity Fund Inc. | 4.42M | 7.50% | 13G | Aug 17, 2026 |
| Vanguard Portfolio Management LLC | 2.75M | 4.67% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.58M | 4.38% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Joshua Allen Franks | officer: SVP, Operations | −5,718 | $100.00 |
| Aug 18, 2026 | Lauren Cooks Levitan | director | −1,034 | $93.15 |
| Aug 4, 2026 | Kory Marchisotto | officer: See Remarks | −12,173 | $88.02 |
| Jun 4, 2026 | Tarang Amin | director, officer: Chief Executive Officer | −15,829 | $51.94 |
| Jun 9, 2026 | Tarang Amin | director, officer: Chief Executive Officer | −7,000 | $51.53 |
Peers
- Coty
Mass color cosmetics through COVERGIRL, Rimmel and Kylie Cosmetics
- Estée Lauder Companies
Prestige makeup and skincare through M·A·C, Clinique and The Ordinary
- Oddity Tech
Digital-first makeup and skincare through IL MAKIAGE
- The Honest Company
Clean skincare and color cosmetics sold under the Honest brand
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| e.l.f. Beauty | $104.44 | +0.33% | $6.14B | 104.1 | 33.7 | 3.5 | +35.5% |
| Coty | $2.86 | +0.18% | $2.51B | — | 9.0 | 0.4 | +1.3% |
| Estée Lauder Companies | $103.41 | +0.01% | $37.39B | 206.8 | 31.2 | 2.5 | +6.5% |
| Oddity Tech | $14.20 | −0.98% | $817.9M | 18.3 | 28.9 | 1.1 | −26.2% |
| The Honest Company | $5.69 | +0.35% | $624.1M | — | 71.6 | 1.8 | −10.9% |
| Median | 112.5 | 30.0 | 1.5 | −4.8% |