• Reported GAAP EPS of -$0.06 up 25.00% YoY • Reported revenue of $82.4M down -1.31% YoY • BeautyHealth expects fiscal year 2026 net sales between $285-$305M and adjusted EBITDA of $35-$45M. First half 2026 revenue is expected to be modestly below first half of 2025.
Bullish
BeautyHealth achieved improved adjusted EBITDA and expanded gross margins in Q4 2025, driven by operational efficiencies. The company also grew its active install base.
Bearish
BeautyHealth experienced declining delivery systems sales and total net sales in Q4 2025 and for the full year, alongside a notable decrease in cash and equivalents due to note repurchases.