ELF Earnings: Live Dates, Forecasts & Stock Analysis 2026
As an investor, staying up-to-date on e.l.f. Beauty’s (NYSE:ELF) earnings performance is crucial for making informed decisions. This mass cosmetics powerhouse has reported 27 straight quarters of growth, making it a standout in the industry. Let’s dive into the latest ELF earnings insights and forecasts for 2026.
The Problem: Navigating Volatile ELF Stock Moves
ELF stock has seen its fair share of volatility, with a 40% drop in 2025 following a guidance cut. Investors are eager to understand the company’s growth drivers, profitability, and potential headwinds that could impact the stock price.
A Fresh Perspective: Uncovering ELF’s Earnings Potential
Despite the recent challenges, e.l.f. Beauty remains a compelling growth story. The company’s acquisition of Rhode skincare, international expansion, and continued share gains in the U.S. color cosmetics market position it for long-term success. By analyzing the latest ELF earnings data, we can uncover the company’s true earnings potential.
ELF Earnings History: 12 Quarters of Growth
ELF’s earnings history showcases its impressive performance, with 27 straight quarters of sales growth. The company has consistently reported positive earnings surprises, with an 80% beat rate over the last 12 quarters. This track record of outperformance has driven significant stock moves, with the share price typically reacting by 12-35% following earnings announcements.
ELF Analyst Consensus: Bullish Targets Ahead
The analyst community remains largely bullish on ELF, with a consensus “HOLD” rating and an average price target of $180, representing a 15% upside. This suggests that the market still sees significant upside potential in the stock.
ELF Growth Drivers vs. Headwinds
Key growth drivers for e.l.f. Beauty include its dominant U.S. color cosmetics market share, the success of the Rhode skincare acquisition, and strong international expansion (up 30% annually). However, the company faces headwinds such as tariffs, rising debt levels, and increased marketing spend, which could put pressure on margins.
ELF Earnings Forecasts: Solid Top-Line Growth
The latest ELF earnings forecasts point to continued top-line growth, with projections of $1.57 billion in revenue for fiscal year 2026, representing a 19% year-over-year increase. While the company recently cut its FY26 guidance, analysts remain optimistic about its long-term potential.
Practical Steps for Investors
As an investor, it’s essential to closely monitor ELF’s earnings reports, earnings surprises, and guidance updates. Pay attention to the company’s growth drivers, such as market share gains and international expansion, as well as any potential headwinds that could impact profitability. With a solid understanding of ELF’s earnings trajectory, you can make more informed investment decisions.
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