E.l.f. Beauty Q4 Revenue Tops Estimates, Flags $15–20M Iran War Impact
E.l.f. Beauty reported Q4 revenue of $449.3 million and adjusted EPS of $0.32, topping estimates, but posted a net loss of $49.4 million (82¢ per share). The company forecasts fiscal 2027 earnings of $3.27–$3.32 per share, flags a $15–20 million Iran war impact and will reverse some tariff-driven price hikes.
1. Fourth Quarter Financial Results
E.l.f. Beauty reported Q4 revenue of $449.3 million, surpassing the $425.8 million consensus, and generated adjusted earnings of $0.32 per share against a $0.29 estimate. The company recorded a net loss of $49.4 million, or $0.82 per share.
2. Fiscal 2027 Guidance
The company projects full-year earnings between $3.27 and $3.32 per share and revenue of $1.84–1.87 billion, both below analyst expectations, signaling a cautious outlook for the coming year.
3. Iran War-Related Costs
E.l.f. Beauty warned that surging oil prices tied to the Iran conflict could reduce fiscal 2027 profits by $15–20 million, reflecting higher logistics and raw material expenses.
4. Tariff Rollback Strategy
To bolster unit sales amid elevated consumer costs, E.l.f. plans to reverse some tariff-driven price increases, aiming to improve affordability as gas prices remain high.