Zevia Q4 Revenue Misses by 5.8% at $37.9M; Q1 Rev Guidance Tops Estimates

ZVIAZVIA

Zevia’s Q4 sales declined 4% year-over-year to $37.87 million, missing analyst estimates of $40.19 million, with a GAAP loss of $0.02 per share in line with forecasts. Adjusted EBITDA rose 101% to $49 000, while Q1 revenue guidance of $41 million midpoint sits 1.2% above estimates.

1. Q4 Financial Results

Zevia reported Q4 CY2025 revenue of $37.87 million, a 4% year-over-year decline that missed estimates of $40.19 million by 5.8%. GAAP loss per share was $0.02, matching consensus, while adjusted EBITDA surged 101% to $49 000 on a 0.1% margin.

2. Cash Flow Performance

Free cash flow in the quarter was negative $588 000, equivalent to a -1.6% margin, compared with -$2.04 million in the year-ago period, reflecting a continued but improving cash burn trajectory.

3. Guidance for Upcoming Periods

Management guided Q1 CY2026 revenue to $41 million at the midpoint, 1.2% above street forecasts, and issued full-year 2026 EBITDA guidance of -$250 000 at midpoint versus analysts’ expectations of $2.04 million.

4. Market Reaction and Outlook

Shares fell approximately 6.5% on the earnings miss, with market capitalization near $101 million as investors balance mixed quarterly results against an optimistic near-term revenue outlook.

Sources

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