elf Beauty raises its forecasts after a 38% jump in 3Q sales

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The American company announced a 38% growth in salesreaching $489.5 million for the quarter ended December 31, 2025, compared to the quarter ended December 31, 2024.

Over this period, corresponding to the third quarter of its staggered fiscal year, elf Beauty exceeded analysts’ estimates of $460.2 million.

The company has revised upwards its full-year net revenue guidance of $1.60 billion to $1.61 billioncompared to a previous estimate of $1.55 billion to $1.57 billion.

« Our third quarter results, which include a 130 basis point gain in market share for our flagship brand elf Cosmetics and the record launch of rhode at Sephora in the UK, confirm the sustained and exceptional growth we have shown for 28 quarters “, declared Tarang Amin, Chairman and CEO of e.lf Beauty. « Our value proposition, our capacity for innovation and our disruptive marketing strategy continue to propel our brands. We remain confident in our ability to increase our market share and achieve leading growth in the beauty sector, as evidenced by the upward revision of our guidance for fiscal 2026 ».

As of Dec. 31, 2025, the company, which acquired Hailey Bieber’s Rhode brand for $1 billion last May, had $196.8 million in cash and cash equivalents and $816.7 million in long-term debt, compared with $73.8 million in cash and cash equivalents and $154.1 million in long-term debt as of Dec. 31, 2024.

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