ELF 8-K SEC Filing Analysis

Latest settled — T+5d

ELF ▲ +8.06% at T+5d

NEUTRAL call ✓ call won +8.06% · α vs SPY +6.46% · entry $53.12 → $57.40

Next anchor: T+20d in 5d

Currently $61.15 · +15.12% from $53.12 entry

Entry anchored
May 20, 04:13 PM ET
via Databento tick

T+1d

-0.41%

call -0.41% · α -0.86%

$52.90

settled 23d ago

T+5d

+8.06%

call +8.06% · α +6.46%

$57.40

settled 16d ago

T+20d

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call — · α —

—

in 5d

T+60d

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call — · α —

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in 2mo

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Executive Summary

e.l.f. Beauty reported Q4 FY2026 net sales of $449.3M (+35% YoY) and GAAP diluted loss per share of -$0.82, reflecting a $57.6M non-cash contingent consideration adjustment. Adjusted diluted EPS was $0.32. FY2027 guidance calls for 12-14% revenue growth, a deceleration from FY2026's 25%, and adjusted EPS of $3.27-3.32. The mixed results combine strong top-line momentum with a GAAP loss and slower forward guidance.

Key Financial Metrics

Guidance

$1,835-1,865 million

initiated

Gross Margin

73%

Actionable Insight

Monitor the FY2027 guidance execution closely, particularly the implied deceleration to 12-14% revenue growth. The GAAP loss is largely non-cash, but the adjusted EBITDA decline of 28% YoY in Q4 warrants attention. Tariff and SGA trends remain key risks.

Key Facts

Q4 FY2026 net sales $449.3M, +35% YoY
GAAP diluted loss per share -$0.82 (vs prior year GAAP EPS +$0.49)
Adjusted diluted EPS $0.32, down from $0.78 a year ago
GAAP net loss $49.4M driven by $57.6M fair value adjustment on rhode contingent consideration
FY2027 guidance: net sales $1,835-1,865M (+12-14% YoY), adjusted EPS $3.27-3.32
Full-year FY2026 net sales $1,636.5M (+25%), adjusted EPS $3.13 (vs $3.39 prior year)
Operating cash flow FY2026 $212.5M, up from $133.8M prior year

Financial Impact

Q4 revenue beat suppressed by non-cash charges; guidance implies ~13% growth deceleration

revenueepsadjusted_ebitdacash_flow

Risk Factors

FY2027 guidance of 12-14% revenue growth may disappoint if consensus expects higher
Higher tariff costs and elevated SGA could pressure margins
Contingent consideration adjustments may cause further GAAP volatility
Deceleration from 25% to ~13% growth suggests fading momentum

Market Snapshot

Exchange

NYSE

Sector

Perfumes, Cosmetics & Other Toilet Preparations

Analyst Consensus

71% bullish (21 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001600033-26-000018
Document: elf-20260520.htm	0001600033-26-000018
Document: 0001600033-26-000018-index-headers.html	0001600033-26-000018
Document: 0001600033-26-000018-index.html	0001600033-26-000018
Document: 0001600033-26-000018.txt	0001600033-26-000018
8-K Data (Synthetic)	0001600033-26-000018

6 reports for ELF

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ELF — sortable, filterable
	Type				Now
Jun 5, 2026 7d ago	Insider Cluster NEUTRAL ★ 3/10	$49.59 awaiting T+5	awaiting T+5	—	$61.15 (+23.31%)
May 20, 2026 23d ago	8-K MIXED ★ 6/10	$53.12 $57.40	▲ +8.06%	▲ +6.46%	$61.15 (+15.12%)
Apr 27, 2026 6w ago	Insider Cluster BEARISH ★ 5/10	$63.72 $61.85	▲ +2.93%	▲ +3.33%	$61.15 (+4.03%)
Apr 27, 2026 6w ago	Insider Cluster NEUTRAL ★ 4/10	$61.08 $61.43	▲ +0.57%	▼ −2.54%	$61.15 (+0.11%)
Apr 27, 2026 6w ago	Insider Cluster NEUTRAL ★ 4/10	$63.72 $61.85	▼ −2.93%	▼ −3.33%	$61.15 (−4.03%)
Apr 1, 2026 10w ago	144 BEARISH ★ 6/10	$61.16 $65.13	▼ −6.49%	▼ −2.87%	$61.15 (+0.02%)

US Market Status

Market Closed — Opens Mon (48h 46m)

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