ODD Oddity Tech Ltd.
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Executive Summary
Oddity Tech reported Q1 2026 revenue of $197.9M (down 26% YoY) and a GAAP net loss of $21.4M vs net income of $37.8M a year ago, driven by a severe CPA dislocation with its largest advertising partner. The company guided Q2 revenue down 25-30% YoY and expects positive full-year adjusted EBITDA, but the magnitude of the advertising disruption and the loss of first-order customers will pressure repeat business throughout 2026.
Key Financial Metrics
Actionable Insight
The CPA dislocation is the dominant driver — monitor May CPA improvement claims for confirmation in Q2 results. The share buyback provides a floor but does not offset fundamental deterioration. Watch for any update on advertising partner remediation or guidance revision in the next 8-K.
Key Facts
- Q1 2026 net revenue $197.9M, down 26% YoY from $268.1M
- GAAP net loss of $21.4M vs net income of $37.8M in Q1 2025
- Adjusted EBITDA of -$7.0M vs +$52.4M in Q1 2025
- Diluted loss per share of $(0.38) vs diluted EPS of $0.63 in Q1 2025
- IL MAKIAGE CPA with largest advertising partner surged 83% in H1 through May vs prior year
- Q2 2026 revenue expected to decline 25-30% YoY
- Full-year 2026 adjusted EBITDA expected to be positive
- Board authorized $200M share buyback; $82.3M deployed in Q1, reducing shares outstanding by 10.6%
- Cash and investments of $667.4M; $350M undrawn credit facilities
Financial Impact
Revenue decline of $70.1M YoY in Q1; net income swing of -$59.2M YoY; adjusted EBITDA swing of -$59.4M YoY
Risk Factors
- CPA dislocation may persist or worsen if advertising partner algorithm changes are not fully remediated
- Loss of first-order customers in Q1 will reduce repeat revenue across the remainder of 2026
- Q2 revenue guidance of -25% to -30% YoY implies continued top-line pressure
- Gross margin compression from product mix and lower AOV may persist
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305002 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
6-K
| $10.96 awaiting T+1 | awaiting T+1 | — | $11.72 (+6.93%) |
|
Jun 2, 2026
10d ago
|
6-K
| $9.84 $10.25 | ▼ −4.17% | ▼ −4.86% | $11.72 (−19.11%) |
|
Jun 2, 2026
10d ago
|
Press Release
| $9.84 $10.25 | ▼ −4.17% | ▼ −4.86% | $11.72 (−19.11%) |
US Market Status
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