What is the revenue and EPS growth rate for SharkNinja year over year?

Did SharkNinja beat or miss consensus estimates last quarter?

What is SharkNinja's gross profit margin?

What were the key takeaways from SharkNinja's earnings call?

What factors drove the changes in SharkNinja's revenue and profit?

What is SharkNinja's latest dividend and current dividend yield?

What does SharkNinja do and what are its main business segments?

What were the key takeaways from SharkNinja’s earnings call?

- **Record Growth**: FY25 net sales $6.4B (+16% YoY), with Q4 Adj. EBITDA $395M (+36% YoY). 11th straight quarter of double-digit revenue growth.
- **Share Repurchase**: $750M program announced to enhance shareholder value amid $777M cash balance.
- **Diversification Payoff**: 21% International growth in Q4, led by Mexico (+triple-digit) and EMEA. Beauty segment became #1 skincare device brand in U.S.
- **AI & Innovation**: 2026 pipeline includes AI-driven products in coffee, air purification, and robotics. 100 new software engineers hired for AI initiatives.
- **Financial Strength**: FY25 free cash flow $634M, with 2026 guidance for +10-11% net sales growth and +12-13% EBITDA expansion.

**【CEO Summary Section】**
- **Q4 2025 Results**: Net sales grew 17.6% YoY to $2.1B, driven by 15.7% Domestic and 21.4% International growth. Adjusted EBITDA rose 36% YoY to $395M, with 18.8% margin. FY25 net sales reached $6.4B (+16% YoY), with Domestic +13.5% and International +20.8%.
- **Diversification Success**: Gained market share across 4 category groups (Cleaning, Cooking & Beverage, Food Prep, Beauty & Home). U.S. market declined 3-5% YoY, but SharkNinja outperformed with 11th consecutive quarter of double-digit growth.
- **New Categories & Innovation**: Launched propane grill and outdoor fire pit, adding to 38 subcategories. 2026 pipeline includes AI-driven products in coffee, air purification, and robotics. Shark Beauty became #1 skincare facial device brand in the U.S.
- **Share Repurchase Program**: $750M authorized to offset dilution and enhance shareholder value.

**【CFO Financial Commentary】**
- **Gross Margin Expansion**: Q4 adjusted gross margin +40bps YoY to 48.2%, driven by International cost optimization and favorable sales mix. FY25 adjusted gross margin +30bps YoY to 49.4%.
- **Operating Expense Leverage**: Q4 adjusted OpEx -280bps YoY to 30.7% of sales, with R&D +13.1% and SG&A +8% YoY. 3Q streak of OpEx leverage demonstrated scalability.
- **Cash Flow Strength**: FY25 free cash flow $634M, ending with $777M cash (up 100% YoY). 2026 guidance: Net sales +10-11%, Adj. EPS $5.90-6.00 (+12-14%), Adj. EBITDA $1.27-1.28B (+12-13%).
- **Tariff Impact**: 2026 outlook assumes 20%+ tariffs on China, Vietnam, and SE Asia, with headwinds in H1 offset by cost mitigation strategies.

**【Q&A Key Highlights】**
- **U.S. Growth**: CEO expects double-digit Domestic growth in 2026, driven by D2C expansion, retailer partnerships, and new channels like TikTok Shop. Beauty segment attracts younger, diverse demographics (e.g., male skin care users).
- **International Momentum**: Mexico (+triple-digit) and EMEA (Germany, France) lead International acceleration. Direct model transitions in Spain/Italy (Q2 2026) will reduce disruption. Latin America expansion via e-commerce partnerships.
- **Beauty Segment**: Shark CryoGlow and FacialPro Glow drove LED mask market growth from $35M to $70M in 2025. Targeting global beauty tech leadership with scalp, nail, and wellness innovations.
- **Marketing Efficiency**: Social media ROI tools and global influencer campaigns (e.g., Tom Brady) enhance engagement. 2025 Instagram/TikTok followers +119% YoY vs. peers' 8% growth.
- **Gross Margin Outlook**: H1 2026 faces tariff headwinds, but cost optimization and mix improvements will support EBITDA margin expansion.
- **Consumer Spending**: CEO expects flat consumer backdrop vs. 2025, with focus on earning discretionary dollars through value and innovation.

SharkNinja, Inc. (SN) Q4 2025 Earnings Call Transcript

- **Record Growth**: Q3 net sales $1.63B (+14.3% YoY), EBITDA $317M (+20.7% YoY), EPS $1.08 (24% YoY). 
- **50%+ Gross Margin**: Adjusted GM 50.3%, up 90bps YoY, despite tariffs. 
- **Innovation Surge**: 25 new products launched, including sold-out Shark Facial Pro Glow. 
- **International Expansion**: U.K. sales +26.7% YoY, Mexico triple-digit growth, targeting 50% intl revenue. 
- **2025 Guidance Raised**: Sales 15-15.5% growth, EPS $5.05-$5.15. 
- **2026 Outlook**: Double-digit growth driven by beauty, outdoor, and intl expansion.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 net sales increased 14.3% YoY to $1.63 billion, driven by double-digit growth across all regions. U.S. sales rose 9.5%, while international sales surged 25.8% YoY, with the U.K. leading at 26.7% growth.
- **Gross Margin Expansion**: Adjusted gross margin reached 50.3%, up 90 basis points YoY, despite tariff headwinds. This reflects cost optimization and new product launches like the Shark Stain Force and Ninja Crispi Pro.
- **EBITDA Performance**: Adjusted EBITDA grew 20.7% YoY to $317 million, with a 19.4% margin, up 100 basis points YoY. Operating expenses leveraged 16 basis points YoY.
- **Innovation Pipeline**: 25 new products launched in 2025, including the Shark Facial Pro Glow (sold out in 3 hours) and Ninja Blend Boss. Q4 guidance includes 16% YoY sales growth and 200 basis points EBITDA margin expansion.
- **International Expansion**: Mexico and EMEA show strong momentum. U.K. sales grew 26.7% YoY, and the company aims for 50% international revenue in the midterm.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income of $213 million ($1.08 EPS) vs. $170 million ($1.21 EPS) YoY. Adjusted EPS up 24% to $1.08, beating expectations. Cash increased 100% YoY to $264 million, with $490 million credit facility available.
- **Tariff Mitigation**: 1/3 of gross margin expansion from operational excellence, 2/3 from tariff timing. 2025 guidance raised to 15-15.5% sales growth and $5.05-$5.15 EPS.
- **Balance Sheet**: Inventory at $1.16 billion (7.6% YoY), healthy for holiday. Capital expenditures tracking to the lower end of $180-200 million.

**【Q&A Key Highlights】**
- **Innovation Confidence**: Mark Barrocas emphasized a robust pipeline, including reinventing core categories (e.g., air fryers) and entering new spaces (outdoor heaters, skincare). Q4 will see 25,000 pre-orders for Shark Facial Pro Glow.
- **International Strategy**: Adam Quigley highlighted Europe and Latin America as key growth areas, with Germany and France targeting larger market shares. Direct-to-consumer sites in EMEA will launch in H1 2026.
- **Gross Margin Durability**: Adam Quigley cited multiple levers for margin expansion, including value engineering, dual sourcing, and higher-margin new categories. 2026 outlook includes continued tariff mitigation and operational efficiency.
- **Holiday Outlook**: Strong retailer support and new product launches (e.g., Ninja Crispi Pro) position SharkNinja for Q4 growth. U.S. beauty devices and international expansion will drive double-digit sales growth.
- **Transition to Domestic Filer**: SharkNinja will become a U.S. domestic filer in 2026, reflecting its global scale and investor alignment.

SharkNinja, Inc.(SN)-20251106-2025 Q3 Earnings call transcript

- **Revenue Beat**: 15.7% YoY growth ($1.4B) driven by 53% food prep category growth and 25% beauty/home expansion. 
- **Margin Expansion**: 15.5% EBITDA margin (vs. 13.4% YoY), 200bps OpEx leverage. 
- **Supply Chain Resilience**: 90% U.S. production outside China, 30% China tariffs mitigated. 
- **International Acceleration**: 20%+ intl growth, U.K. up despite 25% air fryer decline. 
- **Beauty Tech Growth**: CryoGlow, TurboBlade fans driving 25% category growth. 
- **Updated Guidance**: FY2025 sales 13-15% growth, EBITDA +16-18%. 
- **Tariff Mitigation**: 19% SE Asia tariffs offset by diversification; $1.1B inventory buffers. 


**【CEO Summary Section】**
- **Revenue Growth**: Q2 net sales increased 15.7% YoY to $1.4 billion, driven by 14% domestic growth and 20%+ international expansion. Key contributors included SLUSHi frozen drink maker (+53% YoY) and Ninja Luxe Cafe espresso business. 
- **Gross Margins**: Adjusted gross margin improved 30bps YoY to 49.4%, supported by cost optimization and pricing actions. 
- **New Product Pipeline**: 2026 launch pipeline includes 20+ new products across categories like beauty tech (CryoGlow), outdoor fans (FlexBreeze Go), and portable air fryers (Crispi). 
- **Supply Chain Resilience**: 90% of U.S. production now sourced outside China, with plans to reach 100% by year-end. Southeast Asia diversification mitigated 30% China tariffs. 
- **International Expansion**: France, Germany, Mexico showing strong momentum. U.K. sales grew despite 25% decline in air fryers. Direct-to-consumer (DTC) sites launching Q4 2025 in North America, Q1 2026 globally. 
- **Updated Outlook**: FY2025 net sales growth raised to 13-15% (vs. 11-13% prior), EBITDA up 16-18% YoY. 

**【CFO Financial Commentary】**
- **Profitability**: Adjusted EBITDA rose 33% YoY to $223M (15.5% margin), driven by 200bps OpEx leverage. GAAP net income was $138M ($0.97 EPS). 
- **Tariff Mitigation**: 30% China tariffs, 20% Vietnam, 19% SE Asia. Prebuilt inventory reduced tariff impact, with $1.1B ending inventory (+25% YoY). 
- **Cash Flow**: $188M cash (vs. $139M YoY), $759M debt, $490M revolver capacity. 
- **CapEx Discipline**: $180-200M FY2025, focused on DTC infrastructure and R&D. 

**【Q&A Highlights】**
- **Domestic vs. International Growth**: U.S. demand resilient despite market decline; international acceleration in EMEA, LatAm. 
- **Tariff Strategy**: 30% China tariffs manageable due to diversification; 19% SE Asia tariffs higher than prior 10% assumption. 
- **Talent Additions**: 5+ key hires in R&D, growth, beauty marketing to support innovation pipeline. 
- **Brand Integration**: SharkNinja.com DTC launch will enable cross-brand selling and loyalty programs. 
- **Retail Partnerships**: Strong support from Walmart, Target, European retailers for new product launches. 
- **Beauty Tech Expansion**: 2025 launches include hair care and skin care products; pipeline for 2026+ includes prestige beauty tech. 
- **Holiday Season**: France, Germany, Mexico poised for strong holiday selling with expanded product assortments. 


SharkNinja (SN)-7 Aug 25-2025 Q2 Earnings call transcript

- **Revenue Momentum**: Q1 2025 net sales up 14.7% YoY to $1.2B, driven by North America (+15%) and international (+14%).
- **Tariff Resilience**: 90% U.S. volume sourced outside China by Q2 2025, with 1,500 cost-saving initiatives. Price increases (e.g., Ninja Luxe Café +10%) offset 10%+ tariffs.
- **Innovation Powerhouse**: 25+ new products in 2025, including FlexFlame grill and TurboBlade fan. Swirl by CREAMi launched at $3.49, exceeding $2.99 target.
- **Global Expansion**: 1/3 of sales from international markets, with EMEA growth led by CryoGlow and new European shelf space agreements.

**【CEO Business Update】**
- **Revenue Growth**: Q1 2025 net sales increased 14.7% YoY to $1.2 billion, driven by 15% growth in North America and 14% in international markets. Key products like SLUSHi frozen drink maker and CryoGlow skincare contributed significantly.
- **Tariff Mitigation**: 90% of U.S. volume will be sourced outside China by Q2 2025, with 1,500 cost-saving opportunities identified through value engineering. Strategies include factory cost reductions, selective price increases (e.g., Ninja Luxe Café from $4.99 to $5.49), and inventory prebuilds.
- **Product Innovation**: 25+ new products planned for 2025, including FlexFlame propane grill and TurboBlade fan. Swirl by CREAMi launched at $3.49, outperforming initial $2.99 pricing.
- **International Expansion**: 1/3 of net sales now from outside U.S., with strong growth in EMEA (e.g., CryoGlow launched in U.K. and Mexico). New agreements in Europe secure additional shelf space for holiday 2025.

**【CFO Financial Highlights】**
- **Q1 Financials**: Adjusted EBITDA of $200 million (16.4% of net sales), down 13% YoY due to investments in R&D, marketing, and supply chain diversification. Adjusted gross margin 50.2%, down 60bps YoY.
- **Expense Growth**: R&D up 26% YoY to $88 million, sales & marketing up 29% to $276 million. Inventory rose 30% YoY to $973 million, with 48% due to tariff-related prebuilds.
- **2025 Guidance**: Net sales +11-13%, adjusted EBITDA +15-17% YoY. Cash position $225 million, debt $770 million (0.6x net leverage).

SharkNinja (SN)-8 May 25-2025 Q1 Earnings call transcript

- **Record Q4 Growth**: 30% sales growth to $1.8B, 32% EBITDA expansion to $291M, fueled by 49% international sales surge.
- **Viral Product Success**: SLUSHi generates 0.5B social impressions, CryoGlow exceeds sales targets in 2 markets.
- **2025 Ambition**: 10-12% sales growth, 13-15% EBITDA growth, with 25 new products and 90% U.S. production outside China by Q2.
- **Financial Resilience**: 47.8% gross margin, $364M cash, 0.4x net leverage; 2025 capex $180-200M for supply chain.
- **Tariff Mitigation**: Prebuilt inventory and aggressive production shift offset 10% China tariffs.


**【CEO Summary Section】**
- **Q4 2024 Results**: Net sales grew 30% YoY to $1.8B, with 32% EBITDA growth to $291M. International sales surged 49% to $600M, driven by Germany (+100%) and France (+120%).
- **Product Innovation Success**: SLUSHi frozen drink maker generated 0.5B social media impressions, CryoGlow skincare device exceeded sales targets in U.K. and Mexico.
- **2025 Outlook**: Guided for 10-12% sales growth, 13-15% EBITDA expansion. Key drivers include 25 new product launches, 2 new subcategory entries, and 90% U.S. production outside China by Q2.

**【CFO Financial Commentary】**
- **Q4 2024 Financials**: GAAP net income $198M (+48% YoY), Non-GAAP EPS $1.40. Gross margin improved 40bps to 47.8% via cost optimization. Operating expenses grew 26% in R&D, 29% in sales/marketing.
- **Balance Sheet Strength**: $364M cash, $780M debt (0.4x net leverage). 2025 capex $180-200M for supply chain diversification.
- **Tariff Mitigation**: Prebuilt inventory and 90% U.S. production shift outside China by Q2.

**【Q&A Highlights】**
- **D2C Growth**: Direct sales grew faster than overall business in 2024; CryoGlow launched on U.S. D2C platform with FDA approval.
- **Mexico Transition**: Q1 2025 revenue reversal due to distributor-to-direct shift, but $400M+ long-term opportunity.
- **Tariff Impact**: 10% China tariffs included in 2025 guidance; 60-75 day lag in inventory flow-through.
- **Category Expansion**: 36 new subcategories entered internally; 4 new entries in 2024 (coolers, fans, frozen drinks, skincare).


Actual	0.47	0.95	0.94	1.06	0.71	1.21	1.4	0.87	0.97	1.5	1.93
Forecast		0.8139	0.8683	0.9714	0.5967	1.1341	1.271	0.7339	0.7694	1.3249	1.8042
Surprise	0.00%	+16.72%	+8.26%	+9.12%	+18.99%	+6.69%	+10.15%	+18.54%	+26.07%	+13.22%	+6.97%

Actual	905.61M	1.06B	1.38B	1.07B	1.25B	1.43B	1.79B	1.22B	1.44B	1.63B	2.10B
Forecast	--	1.00B	1.31B	949.88M	1.09B	1.31B	1.63B	1.17B	1.38B	1.60B	2.09B
Surprise	0.00%	+5.22%	+5.52%	+12.25%	+14.27%	+9.24%	+9.87%	+4.65%	+4.35%	+1.89%	+0.71%

SN

SN fundamentals

SN Q4 2025 Earnings

Earnings Call

You can ask Aime

SN

SN fundamentals

SN Q4 2025 Earnings

Earnings Call

SN Earnings Call Summary for Q4/20258:30 AM on Feb 11, 2026

SN Earnings Call Summary for Q3/20258:30 AM on Nov 6, 2025

SN Earnings Call Summary for Q2/20258:30 AM on Aug 7, 2025

SN Earnings Call Summary for Q1/20258:30 AM on May 8, 2025

SN Earnings Call Summary for Q4/20248:30 AM on Feb 13, 2025

You can ask Aime