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e.l.f. Beauty, Inc. (ELF) Q4 2026 Earnings Call Transcript

Q4: 2026-05-20 Earnings Summary

EPS of $0.32 beats by $0.03

 | Revenue of $449.29M (35.07% Y/Y) beats by $26.26M

e.l.f. Beauty, Inc. (ELF) Q4 2026 Earnings Call May 20, 2026 4:30 PM EDT

Company Participants

Kristina Casey Katten – Vice President of Investor Relations
Tarang Amin – Chairman, CEO & President
Mandy Fields – Senior VP & CFO

Conference Call Participants

Sydney Wagner – Jefferies LLC, Research Division
Olivia Tong Cheang – Raymond James & Associates, Inc., Research Division
Dara Mohsenian – Morgan Stanley, Research Division
Andrea Teixeira – JPMorgan Chase & Co, Research Division
Anna Lizzul – BofA Securities, Research Division
Stephen Robert Powers – Deutsche Bank AG, Research Division
Peter Grom – UBS Investment Bank, Research Division
Anna Andreeva – Piper Sandler & Co., Research Division
Alec Legg – Canaccord Genuity Corp., Research Division
Bonnie Herzog – Goldman Sachs Group, Inc., Research Division
Filippo Falorni – Citigroup Inc., Research Division
Rupesh Parikh – Oppenheimer & Co. Inc., Research Division
Oliver Chen – TD Cowen, Research Division
Javier Escalante Manzo – Evercore ISI Institutional Equities, Research Division

Presentation

Kristina Casey Katten
Vice President of Investor Relations

Thank you for joining us today to discuss e.l.f. Beauty’s Fourth Quarter and Full Year Fiscal ’26 results. I’m KC Katten, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer; and Mandy Fields, Senior Vice President and Chief Financial Officer.

We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on our website at investor.elfbeauty.com. Since many of our remarks today contain forward-looking statements, please refer to our earnings release and reports filed with the SEC, where you’ll find factors that could cause actual results to differ materially from these forward-looking statements.

In addition, the company’s presentation today includes information presented on a non-GAAP basis. Our earnings release contains reconciliations of the differences between the non-GAAP presentation and the most directly comparable GAAP measure.

With that, let me turn

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