SharkNinja jumps as buyback authorization and upbeat FY2026 outlook support shares
SharkNinja shares rose about 3% as investors continued to price in a strong FY2026 outlook after the company posted Q4/FY2025 results with 17.6% Q4 net-sales growth to $2.10B and nearly doubled Q4 net income to $255.2M. The company also authorized a $750M share repurchase program and guided to 10%–11% FY2026 sales growth with adjusted EPS of $5.90–$6.00.
1. What’s moving the stock
SharkNinja (SN) traded higher Monday as the market continued to digest the company’s latest earnings and forward outlook, with investors focusing on accelerating profitability, double-digit sales-growth guidance for 2026, and capital-return support from a newly authorized share repurchase program.
2. The key fundamentals investors are keying on
In its fourth-quarter and full-year 2025 report, SharkNinja posted Q4 net sales of $2.10 billion (up 17.6% year over year) and Q4 net income of $255.2 million (up 98.3%), alongside adjusted EBITDA of $395.3 million (up 36.0%). For full-year 2025, net sales rose 15.7% to $6.40 billion and net income increased 59.9% to $701.4 million, reinforcing the view that the company’s category expansion and international growth are translating into stronger operating leverage.
3. Outlook and capital return in focus
Management’s FY2026 outlook calls for net sales growth of 10%–11% and adjusted EPS of $5.90–$6.00, keeping expectations anchored for another year of profitable growth. Separately, the board authorized a $750 million share repurchase program with no stated expiration date, giving the company flexibility to buy shares over time and potentially support per-share metrics depending on pace and pricing.