e.l.f. Beauty, Inc.
Shortcut
0.64Normalized diluted EPS
+6.4% vs Street
Street
0.60Normalized diluted EPS
November 1 consensus snapshot
Real
1.21Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
Guidance: 2Q27 net sales growth "mid-30s" (~$464m midpoint); FY27 raised to $1,938-1,968m with adj. EBITDA $401-407m, implying ~16% balance-of-year EBITDA margin as the $50m tariff refund is reinvested.
Revenue $476m: legacy brands +12% y/y (Canaccord tracker e.l.f. Cosmetics $ +11.6%, units +17% in Sept; lapping Aug-25 shipment halt) plus rhode ~$149m (1Q27 ex-launch run-rate $1.46m/day x 92 days + ~$15m Sephora Europe pipeline).
Margins: gross margin 70.2% (+75bp y/y on lower tariff rate vs FY26, partly offset by price reinvestment and rhode retail mix); marketing & digital 26.5% of sales; adj. EBITDA $81m (17.0%).
EPS bridge: adj. pre-tax $51.4m, 25.5% adj. tax rate, 60.0m diluted shares -> $0.64 vs $0.60 frozen consensus (19 estimates); GAAP EPS ~$0.06 after SBC, earnout fair-value charge and intangible amortization.
Beat probability: mid-cap ($6.6bn, not S&P 500) prior 0.70 with 6/6 historical beats gives 0.83 start; trimmed to 0.75 for reinvestment-timing risk, negative Zacks ESP and soft mass makeup at Ulta.
On the record.
- Reporting period
- FQ2 2027 (quarter ended 2026-09-30)
- Reporting basis
- non-GAAP adjusted diluted EPS per common share, USD (issuer "adjusted diluted EPS" = normalized EPS)
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 10:10 PM PST
- First posted
- Nov 2, 2026 at 4:10 PM PST
- Result checked
- Nov 6, 2026 at 1:54 AM PST
Result basis
Provider normalized EPS 1.21 matches issuer adjusted diluted EPS 1.21. All six frozen normalized historical EPS values match.