ELF earnings
Analysis, not adviceThis print
5 Aug 2026Q1 FY27graded 6 Aug 2026
cons 0.71 EPS / 0.43B rev
Next scheduled print 4 Nov 2026. Nothing on this page is about that print yet.
What the desk tested
Explicit conditions that would change the desk’s view, graded against the transcript below.
Bull condition triggered: rhode contributes ≥$85M in Q1 FY27 (or implied run-rate language) AND management guides FY27 adj. EPS above $3.50 (confirming operating leverage recovery toward 18%+ margins)…
Bull condition triggered: Gross margin prints ≥71% despite tariff headwinds, demonstrating pricing power or supply-chain mitigation sufficient to defend the premium Fast Grower multiple and put the 65…
＋3 more criteria on the desksign up freeFrom the desk's pre-read · 5 Aug 2026
ELF Beauty (ELF) is scheduled to report Q1 FY27 earnings on August 5, 2026, with FMP consensus at $0.72 EPS · $430M revenue.
＋1 more — the full pre-read is on the desksign up freeThe desk's graded verdict
intactgraded 6 Aug 2026
PASSConsensus revenue and EPS clear
“Net sales increased 36% to $479.4 million... Adjusted diluted earnings per share were $1.75”
PASSGross margin floor defense
“Gross margin increased approximately 1,400 basis points to 83%, including approximately 1,050 basis points benefit from IEEPA tariff refunds”
This page shows one print. The desk has published work on 3 earlier prints of ELF.
Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.