Celsius Q4 Revenue Jumps 117% to $721.6M; EPS Beats by 37%
Celsius posted Q4 2025 revenue of $721.6 million, up 117% year-over-year and 13.5% above consensus, driven by 124% North America sales growth to $699.5 million. Adjusted EPS of $0.26 topped forecasts by 37% and adjusted EBITDA reached $134.1 million, underscoring strong consumer demand.
1. Earnings Beat Expectations
Celsius delivered adjusted earnings per share of $0.26 for Q4 2025, 37% above the $0.19 consensus, alongside adjusted EBITDA of $134.1 million. These figures reflect robust consumer demand and efficient cost management across its portfolio.
2. Revenue and Geographic Growth
Total Q4 revenue reached $721.6 million, a 117% increase versus prior year and 13.5% above forecasts. North America sales surged 124% to $699.5 million, while international revenue rose 9% to $22.1 million.
3. Brand Portfolio Performance
In U.S. tracked channels, Celsius brand retail sales climbed 12.8%, Alani Nu spiked 76.9% since its April 2025 acquisition, and Rockstar Energy declined 10.3% following its August integration.
4. Market Share and Stock Reaction
Celsius now commands roughly 20% of the U.S. energy drink category, aided by its PepsiCo distribution partnership. Shares jumped about 7% post-earnings, reflecting investor confidence in its growth trajectory.