SharkNinja releases transcript of second-quarter 2026 earnings call
SN•Quarterly earnings call transcript and results
SharkNinja posted the transcript of its Q2 2026 earnings call attended by CEO Mark Adam Barrocas, CFO Adam Quigley, and SVP IR James Lamb.
- Q2 net sales rose 22.2% to USD 1.77 billion; domestic sales increased 15.5% to USD 1.14 billion; international sales climbed 36.6% to USD 624 million.
- Guidance raised to 16%-17% net sales growth; adjusted EPS seen at USD 6.45-6.55; adjusted EBITDA seen at USD 1.36-1.37 billion.
- Management expects a USD 247.1 million tariff refund benefit in Q3 as a cost-of-sales reduction; about USD 30 million lifts adjusted EBITDA outlook.
- CEO forecast domestic sales to grow double digits in the second half; CFO cited higher structural gross margins in DTC and TikTok Shop channels.
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