e.l.f. Beauty (ELF) Beats Q2 Earnings Estimates

Core Insights - e.l.f. Beauty reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, but down from $0.77 per share a year ago, resulting in an earnings surprise of +19.30% [1] - The company posted revenues of $343.94 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 6.17%, compared to $301.08 million in the same quarter last year [2] - e.l.f. Beauty shares have declined approximately 5.8% year-to-date, contrasting with the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.02 on revenues of $474.31 million, and for the current fiscal year, it is $3.52 on revenues of $1.65 billion [7] - The estimate revisions trend for e.l.f. Beauty was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Cosmetics industry is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]