Did The Beauty Health beat or miss consensus estimates last quarter?

What is The Beauty Health's latest dividend and current dividend yield?

What does The Beauty Health do and what are its main business segments?

What is The Beauty Health's gross profit margin?

What were the key takeaways from The Beauty Health's earnings call?

What is the market's earnings forecast for The Beauty Health next quarter?

What were the key takeaways from The Beauty Health’s earnings call?

What guidance did The Beauty Health's management provide for the next earnings period?

- **Resilient Q4 Results**: Adjusted EBITDA up 67% to $15M, driven by margin expansion. Consumables growth (+1.7%) outperformed devices.
- **2026 Strategy**: Focus on installed base utilization and innovation, with 2027 growth outlook. Q1 2026 revenue expected at $63-68M.
- **Innovation Pipeline**: Next-gen Hydrafacial device set for 2028 launch, targeting installed base upgrades.
- **Market Trends**: Non-invasive treatments hold steady, with Gen Z and men driving new consumer segments.
- **Financial Discipline**: 2026 EBITDA guidance ($35-45M) reflects reinvestment in R&D for long-term growth.

**【CEO Opening Remarks】**
- Highlighted the aesthetic market's resilience, driven by skin health as a lifestyle category. Consumers are seeking clinically proven, non-invasive treatments, aligning with Hydrafacial's strengths.
- Q4 2025 revenue: $82.4M (-1.3% YoY), with consumables up 1.7% to $57.7M and devices down 7.9% to $24.7M. Adjusted EBITDA improved to $15M (+67% YoY), reflecting margin expansion.
- 2026 strategy: Focus on installed base utilization, sales force transformation, and innovation. Expect modest Q1 2026 revenue ($63-68M) with 2027 growth potential.

**【CFO Financial Commentary】**
- Full-year 2025 revenue: $300.8M (-10% YoY), with adjusted EBITDA up 268% to $45.1M. Q4 GAAP gross margin: 64.4%, driven by consumables mix. Operating expenses down 47% YoY to $52.9M, with R&D up 14%.
- 2026 guidance: Revenue $285-305M, adjusted EBITDA $35-45M. First-half 2026 expected below 2025, with second-half momentum from utilization and innovation.

**【Q&A Highlights】**
- **Guidance & Execution**: CEO expects 2026 to be an execution year with 2027 growth, citing device utilization and booster adoption. CFO notes Q1 2026 pressure from APAC and macro, but 2026 EBITDA guidance reflects reinvestment in R&D.
- **Market Trends**: Non-invasive treatments hold up despite macro challenges. Men and Gen Z driving new consumer segments, with targeted marketing and clinical differentiation.
- **Innovation**: Next-gen Hydrafacial device in development for 2028 launch, aiming to upgrade installed base and expand market share.
- **Regional Performance**: EMEA strong due to booster launches; China transition impacting APAC results. U.S. medical spas remain key growth driver.
- **Churn Management**: Q4 churn improved to 1.1%, with focus on small account support to reduce attrition.


The Beauty Health Company (SKIN) Q4 2025 Earnings Call Transcript

- **Revenue Resilience**: Q3 2025 net sales of $70.7 million (-10.3% YoY) outperformed expectations, with consumables mix rising to 71%. 
- **Margin Improvement**: Adjusted EBITDA of $8.9 million (+11% YoY) driven by cost control and consumables mix. Full-year EBITDA guidance raised to $37-39 million. 
- **Strategic Shifts**: China transition to distributor model impacting near-term sales but positioning for 2026 growth. 
- **Innovation Momentum**: Booster sales up 14%, with Hydralock HA and HydraFillic driving clinical differentiation. 
- **Churn Mitigation**: Proactive provider support programs targeting 1.8% churn rate. 
- **2026 Outlook**: Prioritizing device expansion and consumable utilization to drive top-line growth while maintaining profitability.

**【CEO Summary Section】**
- **Revenue Performance**: Q3 2025 net sales of $70.7 million (-10.3% YoY), with device segment down 24.6% YoY and consumables down 2.6% YoY. Consumables mix rose to 71% of net sales (vs. 65% in Q3 2024). 
- **Strategic Focus**: Emphasized four priorities: 1) Protecting the 35,409-unit installed base, 2) Driving consumable utilization (e.g., 14% booster sales growth), 3) Innovating with clinically-backed products like Hydralock HA and HydraFillic, and 4) Operational excellence (inventory reduced to $56.1M, lowest in 3 years). 
- **Financial Highlights**: Adjusted EBITDA of $8.9 million (+11% YoY), raising full-year guidance to $293-300M revenue and $37-39M EBITDA. 
- **China Transition**: Shift to distributor model impacted Q3 sales, but pre-positioned inventory for 2026 demand. 
- **Churn Management**: Actively addressing 1.8% churn rate (vs. 0.9% historical norm) through provider support programs. 

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Americas (-7%), APAC (-41.5%), EMEA (flat). GAAP gross margin 64.6% (vs. 61.2% Q3 2024) due to consumables mix. 
- **Expense Control**: Total operating expenses down 16.5% YoY to $51.9 million, with R&D up 53.2% on early-stage investments. 
- **Balance Sheet**: $219.4 million cash, down from $370.1M due to debt refinancing. Inventory at $56.1 million (vs. $69.1M year-end 2024). 
- **Q4 Outlook**: Net sales $74.5-81.5M, EBITDA $6.9-8.9M, reflecting reduced YoY declines and cost discipline. 

**【Q&A Highlights】**
- **Regional Trends**: Americas device sales stabilizing after 20%+ Q1/Q2 declines. EMEA consumables up 10% driven by Germany. APAC constrained by China transition. 
- **Pricing Power**: 5% consumables price increase absorbed well, with booster ASPs rising. 
- **Device Strategy**: "Good, Better, Best" program (Syndeo, Allegro, Elite) targeting macro-resilient spending. 
- **Consumer Trends**: Booster attachment rates strong, but utilization rates under pressure. 
- **2026 Outlook**: Focus on top-line growth through device expansion, while maintaining profitability through operational leverage.

The Beauty Health Company (SKIN) Q3 2025 Earnings Call Transcript

- **Revenue & Profit Beats**: $78.2M revenue (+15% YoY) and $13.9M EBITDA exceed expectations, driven by consumables (70% of revenue).
- **Gross Margin Expansion**: Adjusted margin 65.9% (vs. 49.4% YoY), enabled by cost control and inventory optimization.
- **Device Sales Challenge**: 36.5% YoY decline, but non-Syndeo devices (37% of sales) show market access success.
- **China Transition**: Distributor model reduces OpEx but pressures gross margin; 2025 viewed as transition year.
- **Strategic Initiatives**: 5% price increase on consumables, $4-5M R&D investment for 2025/2026 product launches, and loyalty program relaunch in 2026.

**【CEO Opening Remarks】**
- Q2 2025 revenue of $78.2 million and adjusted EBITDA of $13.9 million exceeded expectations, driven by consumables (70% of revenue) and margin expansion.
- Key achievements: HydraFillic booster launch success, 35,193 active devices globally, 18% operating expense reduction, and $212 million cash post-debt restructuring.
- Device sales pressured by macroeconomic headwinds, but non-Syndeo devices (37% of sales) show market access strategy success.

**【CFO Financial Commentary】**
- Q2 GAAP gross margin 62.8%, adjusted 65.9% (vs. 45.2% and 49.4% in Q2 2024), driven by inventory optimization and mix shift to consumables.
- Operating expenses down 17.8% to $51.8 million, with G&A down 12.6% and S&M down 24.2%.
- Full year guidance updated to $285-300 million revenue and $27-35 million EBITDA. Q3 guidance: $65-70 million revenue, $2-4 million EBITDA.
- $4 million tariff impact expected in H2, offset by 5% consumables price increase.

**【Q&A Highlights】**
- **Q3 Guidance Cautiousness**: Seasonality, macroeconomic device sales pressure, and $4 million tariff impact. Gross margin expected to decline due to lower ASP on refurbished devices.
- **China Transition**: Distributor model reduces OpEx but lowers gross margin. 2025 viewed as transition year, with 2026+ growth potential.
- **Churn Management**: Higher churn in Q2 (medical/nonmedical channels), but reactivation initiatives underway.
- **R&D Investment**: $4-5 million in H2 for 2025/2026 launches (backbar, skincare, scalp/lip tips).
- **Loyalty Program**: Relaunch in early 2026 to reward long-term providers and drive incremental sales.


The Beauty Health Company (SKIN) Q2 2025 Earnings Call Transcript

- **Revenue Beat**: $69.6M Q1 revenue (+8% consumables growth), 71.9% gross margin vs. 63.4% YoY.
- **Strategic Wins**: 35K+ active devices, China distributor transition drives APAC growth, June hydrophilic booster launch.
- **Challenges**: 43.5% device sales decline, $5M annual tariff impact, Q2+ margin normalization expected.
- **Market Leadership**: 60% U.S. market share, medical sector growth offsetting luxury channel softness.

**【CEO Opening Remarks】**
- Q1 2025 revenue exceeded expectations at $69.6 million, driven by 8% growth in consumables (70% of total revenue). Active devices increased to 35,014 units, up 7.7% YoY.
- Strategic priorities: 1) Enhanced commercial execution (e.g., flexible pricing, U.S. loyalty program relaunch in Q3), 2) Science-backed innovation (e.g., June launch of hydrophilic booster with PEP9 complex), 3) Deepened provider partnerships (e.g., medical sector growth, backbar skincare rollout in H2).
- Gross margin improved to 71.9% (vs. 63.4% YoY) due to consumables mix, inventory management, and U.S. production consolidation.

**【CFO Financial Highlights】**
- Adjusted EBITDA: $7.3 million (vs. $1.9 million YoY), exceeding guidance.
- Device sales decline 43.5% YoY, but non-Syndeo units (36% of Q1 sales) offset macro pressure.
- Regional trends: Americas down 8.1%, APAC up 42.6% (China transition to distributor model), EMEA up 7.9%.
- Tariffs: $5M annualized impact, mitigated via U.S. production and inventory placement.
- FY25 guidance: $270-300M revenue, $15-25M EBITDA; Q2: $71-76M revenue, $2-4M EBITDA.

**【Q&A Key Takeaways】**
- **Profitability**: Q1 gross margin boost unsustainable; Q2+ expected to normalize due to device mix and tariffs.
- **APAC Strength**: China transition reduced discounting, driving 42.6% APAC consumables growth.
- **Tariff Mitigation**: 100% U.S. production and strategic inventory placement limit exposure, but $5M annualized impact remains.
- **Consumer Trends**: Medical (dermatology, med spas) outperform luxury channels; signature treatments resilient, luxury boosters lag.
- **Competition**: 60% U.S. market share; clinical-backed innovations (e.g., PEP9 booster) differentiate from peers.

The Beauty Health Company (SKIN)-8 May 25-2025 Q1 Earnings call transcript

- **2024 Financial Success**: Exceeded guidance with $334M revenue and $12.3M EBITDA, cutting expenses by $30M.
- **Consumables Growth**: Q4 consumables up 8.7% to $56.7M, driven by Hydralock success and treatment stacking.
- **China Strategy Shift**: Transition to distributor model to enhance profitability, despite $10-15M 2025 revenue impact.
- **Gross Margin Improvement**: 67.1% Q4 adjusted gross margin, up from 54.6% YoY, fueled by consumables mix.
- **2025 Outlook**: Guided for $270-300M revenue and $10-25M EBITDA, with Q1 facing $6M EBITDA loss.

**【CEO Summary Section】**
- Delivered full year 2024 net revenue of $334 million and adjusted EBITDA of $12.3 million, exceeding guidance.
- Reduced operating expenses by $30 million, demonstrating financial discipline.
- Key strategic priorities: sales execution (good, better, best pricing model), operational excellence (manufacturing consolidation, inventory management), and financial discipline (third-party China distribution transition).
- Hydralock HA Booster, launched in Q3 2024, became the most successful booster launch to date, selling out in record time.
- 2025 focus: science-backed innovation, commercial execution, and international partnerships.

**【CFO Financial Commentary】**
- Q4 2024 revenue: $83.5 million (-13.8% YoY), with 8.7% growth in consumables to $56.7 million.
- Adjusted gross margin improved to 67.1% (vs. 54.6% YoY), driven by consumables mix and lower inventory charges.
- Operating loss of $7.2 million (vs. $18.4 million YoY), with adjusted EBITDA of $9 million.
- 2025 guidance: $270-300 million revenue, $10-25 million adjusted EBITDA. Q1 2025: $61-66 million revenue, -$6 to -$4 million EBITDA.
- Cash balance of $370 million at year-end, with $156 million used to repurchase convertible debt.

**【Q&A Key Highlights】**
- Equipment sales decline (40% Q4 YoY) driven by macro uncertainty and high borrowing costs.
- China transition to third-party distributor expected to reduce 2025 revenue by $10-15 million but improve profitability long-term.
- Consumables growth (10.1% YoY in Americas) supported by treatment stacking and clinical validation.
- Manufacturing consolidation in Long Beach improved quality control and reduced costs.
- 2025 R&D focus on clinically backed boosters and device innovation leveraging 179 patents.

Actual	-0.02	0.0834	0.0149	0.0093	-0.0483	0.0122	0.0519	0.0559	-0.0424	0.0609	-0.4998	-0.028	-0.01	-0.057	-0.15	-0.08	-0.08	0.16	-0.09	-0.06
Forecast	-0.025	0.0027	-0.0138	-0.0037	0.0032	-0.0064	0.0106	0.0393	-0.0283	0.0468	0.0741	-0.0738	-0.1038	-0.015	-0.0923	-0.1138	-0.1282	-0.0529	-0.0739	-0.0484
Surprise	+20.00%	+2988.89%	+207.97%	+351.35%	-1609.38%	+290.63%	+389.62%	+42.24%	-49.82%	+30.13%	-774.49%	+62.06%	+90.37%	-280.00%	-62.51%	+29.70%	+37.60%	+402.46%	-21.79%	-23.97%

SKIN

SKIN fundamentals

SKIN Q4 2025 Earnings

Earnings Call

You can ask Aime

SKIN

SKIN fundamentals

SKIN Q4 2025 Earnings

Earnings Call

SKIN Earnings Call Summary for Q4/20254:30 PM on Mar 12, 2026

SKIN Earnings Call Summary for Q3/20254:30 PM on Nov 6, 2025

SKIN Earnings Call Summary for Q2/20254:30 PM on Aug 7, 2025

SKIN Earnings Call Summary for Q1/20254:30 PM on May 8, 2025

SKIN Earnings Call Summary for Q4/20244:30 PM on Mar 12, 2025

You can ask Aime