SharkNinja, Inc. (SN) Q4 Earnings and Revenues Top Estimates

Core Insights - SharkNinja, Inc. reported quarterly earnings of $1.93 per share, exceeding the Zacks Consensus Estimate of $1.78 per share, and showing an increase from $1.4 per share a year ago, resulting in an earnings surprise of +8.23% [1] - The company achieved revenues of $2.1 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.30% and up from $1.79 billion year-over-year [2] - SharkNinja has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of SharkNinja's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $1.4 billion, and for the current fiscal year, it is $5.95 on revenues of $7.05 billion [7] Industry Context - The Consumer Products - Discretionary industry, to which SharkNinja belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact SharkNinja's stock performance [5]