ELF e.l.f. Beauty, Inc. Common Stock
NYSE · Consumer products · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$104.68
· of 52w range
· above low
· to high
$48.8252w low
$147.7552w high
Market Cap (MRQ)
$6.17B
P/E (TTM)
104.7
EPS (TTM)
$1.00
Revenue (TTM)
$1.76B
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52W Range
$49–$148
Analyst Rating
STRONG BUY
Price Target
$102
P/E
104.7
ROE
6.0%
Net Profit Margin
3.4%
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ELF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$104.68
Market Cap (MRQ)
$6.17B
P/E (TTM)
104.7
EPS (TTM)
$1.00
Revenue (TTM)
$1.76B
ROE (TTM)
6.0%
52W Range
$49–$148
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.64B2024-03-31 → 2026-03-31
EPS$0.442024-03-31 → 2026-03-31
Free Cash Flow$190M2024-03-31 → 2026-03-31
Net margin3.4%2024-03-31 → 2026-03-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ELF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 104.7 | · | 22.2 | Overvalued | |
| P/S (TTM) | 3.5 | · | 1.9 | Overvalued | |
| P/B (MRQ) | 5.3 | · | 3.0 | Overvalued | |
| Price / FCF (TTM) | 22.0 | · | · | · | |
| Price / Cash Flow (TTM) | 20.8 | · | 15.0 | Overvalued | |
| Price / Tangible Book (MRQ) | 9.8 | · | · | · | |
| PEG Ratio | ≈3.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ELF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 74.4% | · | 60.5% | Top tier | |
| Operating Margin (TTM) | 7.2% | · | 11.5% | Top tier | |
| EBITDA Margin (TTM) | 12.5% | · | 11.5% | Top tier | |
| Pretax Margin (TTM) | 4.7% | · | 10.4% | Top tier | |
| Net Profit Margin (TTM) | 3.4% | · | 7.5% | Top tier | |
| ROA (TTM) | 3.2% | · | 1.2% | Top tier | |
| ROE (TTM) | 6.0% | · | 2.0% | Top tier | |
| ROIC | 4.2% | · | 5.7% | Below avg |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ELF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.5 | · | 2.0 | Strong liquidity | |
| Quick Ratio | 1.4 | · | 0.7 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ELF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 24.6% | · | · | · | |
| Revenue CAGR 3Y | 41.4% | · | · | · | |
| Revenue CAGR 5Y | 38.8% | · | · | · | |
| EPS YoY | -77.1% | · | · | · | |
| Net Income YoY | -76.5% | · | · | · | |
| EPS CAGR 3Y | -26.5% | · | · | · | |
| EPS CAGR 5Y | 29.7% | · | · | · | |
| Net Income CAGR 3Y | -24.6% | · | · | · | |
| Net Income CAGR 5Y | 33.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ELF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.9 | · | 0.8 | In line | |
| Inventory Turnover | 2.4 | · | 2.7 | Weak | |
| Receivables Turnover | 10.9 | · | 10.4 | In line | |
| Revenue / Employee | ≈$1.9M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
37.9%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Dec. 31, 2026 | May 20, 2026 | $0.32 | $0.29 | 10.8% |
| June 30, 2026 | $1.75 | $0.72 | 143.1% | |
| March 31, 2026 | $0.32 | $0.29 | 10.8% | |
| Dec. 31, 2025 | $1.24 | $0.73 | 69.7% | |
| Sept. 30, 2025 | $0.68 | $0.57 | 18.3% | |
| June 30, 2025 | $0.89 | $0.84 | 5.4% | |
| March 31, 2025 | $0.78 | $0.73 | 7.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.64B | $1.31B | · | · | $392M | $318M | $283M | · | $267M | $270M | |
| Cost of Revenue | $479M | $378M | · | · | $140M | $112M | $102M | · | $105M | $105M | |
| Gross Profit | $1.16B | $936M | · | · | $252M | $206M | $181M | · | $163M | $165M | |
| SG&A Expense | $1.03B | $778M | · | · | $222M | $194M | $157M | · | $137M | $131M | |
| Operating Income | $74M | $158M | · | · | $30M | $9M | $30M | · | $26M | $33M | |
| Other Non-op | $3M | $1M | · | · | $-1M | $-2M | $426.0K | · | $-390.0K | $-2M | |
| Pretax Income | $40M | $145M | · | · | $25M | $4M | $24M | · | $18M | $22M | |
| Income Tax | $14M | $33M | · | · | $4M | $-3M | $6M | · | $2M | $-11M | |
| Net Income | $26M | $112M | · | · | $22M | $6M | $18M | · | $16M | $33M | |
| EPS (Basic) | $0.45 | $1.99 | · | · | $0.43 | $0.13 | $0.37 | · | $0.33 | $0.74 | |
| EPS (Diluted) | $0.44 | $1.92 | · | · | $0.41 | $0.12 | $0.35 | · | $0.32 | $0.68 | |
| Shares (Basic) | 58,263,255 | 56,210,459 | · | · | 50,940,808 | 49,377,410 | 48,498,813 | · | 46,828,798 | 45,358,452 | |
| Shares (Diluted) | 59,351,449 | 58,345,174 | · | · | 53,654,303 | 51,994,145 | 50,817,143 | · | 49,268,616 | 49,374,758 | |
| EBITDA | $153M | $202M | · | · | $57M | $35M | $53M | · | · | $48M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $290M | $149M | $109M | $143M | $43M | $58M | $46M | $54M | $51M | $10M | |
| Receivables | $175M | $126M | $156M | $91M | $46M | $40M | $30M | $32M | $37M | $45M | |
| Inventory | $220M | $187M | $200M | $98M | $84M | $57M | $46M | $44M | $46M | $63M | |
| Prepaid Expense | $105M | $79M | $66M | $39M | $20M | $15M | $10M | $7M | $7M | $6M | |
| Current Assets | $789M | $541M | $530M | $370M | $193M | $170M | $132M | $137M | $142M | $124M | |
| PP&E (Net) | $41M | $29M | $14M | $8M | $11M | $14M | $17M | $16M | $22M | $18M | |
| PP&E (Gross) | $65M | $56M | · | · | $35M | $31M | $30M | $24M | $39M | $29M | |
| Accum. Depreciation | $23M | $27M | · | · | $25M | $17M | $13M | $8M | $17M | $11M | |
| Goodwill | $853M | $341M | $341M | $172M | $172M | $172M | $171M | $157M | $157M | $157M | |
| Intangibles | $553M | $208M | $221M | $76M | $86M | $94M | $102M | $97M | $99M | $106M | |
| Other Non-current Assets | $157M | $131M | $99M | $32M | $30M | $35M | $27M | $21M | $13M | $10M | |
| Total Assets | $2.39B | $1.25B | $1.20B | $658M | $495M | $487M | $453M | $432M | $436M | $417M | |
| Accounts Payable | $97M | $72M | $80M | $53M | $19M | $16M | $12M | $16M | $20M | $27M | |
| Accrued Liabilities | $182M | $105M | $117M | $51M | $40M | $41M | $26M | $19M | $13M | $16M | |
| Current Liabilities | $336M | $177M | $300M | $110M | $65M | $73M | $51M | $45M | $43M | $51M | |
| Capital Leases | $70M | $49M | $34M | $10M | $16M | $20M | $11M | $16M | $0 | · | |
| Deferred Tax | $6M | $4M | $8M | $6M | $10M | $13M | $22M | $17M | $20M | $21M | |
| Other Non-current Liabilities | $3M | $1M | $656.0K | $870.0K | $769.0K | $598.0K | $591.0K | $668.0K | $3M | $3M | |
| Total Liabilities | $1.26B | $487M | $501M | $186M | $182M | $218M | $211M | $216M | $207M | $223M | |
| Long-term Debt | $842M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $590.0K | $556.0K | $563.0K | $543.0K | $515.0K | $504.0K | $489.0K | $483.0K | $478.0K | $463.0K | |
| Retained Earnings | $-156M | $-182M | $-247M | $-369M | $-484M | $-505M | $-512M | $-529M | $-512M | $-527M | |
| AOCI | $882.0K | $521.0K | $-9.0K | $0 | · | · | · | · | · | · | |
| Stockholders' Equity | $1.13B | $761M | $704M | $472M | $312M | $270M | $242M | $215M | $229M | $194M | |
| Liabilities + Equity | $2.39B | $1.25B | $1.20B | $658M | $495M | $487M | $453M | $432M | $436M | $417M | |
| Shares Outstanding | 59,089,708 | 55,730,037 | 56,387,461 | 54,326,530 | 51,524,307 | 50,400,510 | 50,003,531 | 49,645,450 | 48,715,276 | 46,617,830 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $79M | $44M | · | · | $27M | $25M | $23M | · | $18M | $15M | |
| Stock-based Comp | $87M | $72M | · | · | $20M | $20M | $15M | · | $17M | $13M | |
| Deferred Tax | $-4M | $533.0K | · | · | $-4M | $-9M | $2M | · | $-939.0K | $-13M | |
| Amort. of Intangibles | $36M | $17M | · | · | $8M | $8M | $7M | · | $7M | $7M | |
| Restructuring | · | · | · | · | $50.0K | $3M | $-6M | · | $0 | $0 | |
| Other Non-cash | $23M | $-95M | · | · | $-45M | $-13M | $-14M | · | · | $-36M | |
| Operating Cash Flow | $213M | $134M | · | · | $20M | $29M | $44M | · | $56M | $12M | |
| CapEx | $22M | $19M | · | · | $5M | $6M | $9M | · | $9M | $8M | |
| Investing Cash Flow | $-605M | $-19M | · | · | $-5M | $-6M | $-35M | · | $-9M | $-10M | |
| Debt Issued | $600M | $257M | · | · | $26M | $0 | $0 | · | $0 | $0 | |
| Net Debt Issued | $585M | $83M | · | · | $-29M | $-12M | $-9M | · | · | $-8M | |
| Stock Issued | $6M | $953.0K | · | · | $2M | $2M | $1M | · | $3M | $2M | |
| Stock Repurchased | $50M | $67M | · | · | $0 | $0 | $8M | · | $0 | $0 | |
| Net Stock Activity | $-44M | $-66M | · | · | $2M | $2M | $-6M | · | · | $2M | |
| Financing Cash Flow | $534M | $-74M | · | · | $-29M | $-11M | $-17M | · | $-6M | $-7M | |
| Net Change in Cash | $141M | $41M | · | · | $-14M | $12M | $-8M | · | $41M | $-5M | |
| Taxes Paid | $21M | $25M | · | · | $8M | $2M | $179.0K | · | $4M | $6M | |
| Free Cash Flow | $190M | $115M | · | · | $15M | $23M | $35M | · | · | $5M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 71.2% | · | · | 64.2% | 64.8% | 64.0% | · | · | 61.0% | |
| Operating Margin | 4.5% | 12.0% | · | · | 7.6% | 2.9% | 10.6% | · | · | 12.3% | |
| Net Margin | 1.6% | 8.5% | · | · | 5.5% | 2.0% | 6.3% | · | · | 12.4% | |
| Pretax Margin | 2.5% | 11.1% | · | · | 6.5% | 1.2% | 8.5% | · | · | 8.3% | |
| EBITDA Margin | 9.3% | 15.4% | · | · | 14.5% | 10.9% | 18.7% | · | · | 17.7% | |
| ROA | 1.5% | 8.9% | · | · | 4.4% | 1.3% | 3.9% | · | · | 8.1% | |
| ROE | 2.3% | 14.7% | · | · | 7.0% | 2.3% | 7.4% | · | · | 18.5% | |
| ROIC | 4.2% | 16.0% | · | · | 8.2% | 5.9% | 9.2% | · | · | 25.6% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 3.1 | · | · | 3.0 | 2.3 | 2.6 | · | · | 2.4 | |
| Quick Ratio | 1.4 | 1.6 | · | · | 0.7 | 0.5 | 0.6 | · | · | 1.1 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | · | · | 0.8 | 0.7 | 0.6 | · | · | 0.7 | |
| Inventory Turnover | 2.4 | 1.9 | · | · | 1.7 | 1.8 | 2.2 | · | · | 1.7 | |
| Receivables Turnover | 10.9 | 8.4 | · | · | 8.5 | 7.5 | 8.7 | · | · | 6.7 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.13 | $13.65 | · | · | $5.98 | $5.23 | $4.84 | · | · | $4.16 | |
| Revenue / Share | $27.57 | $22.51 | · | · | $7.31 | $6.12 | $5.57 | · | · | $5.47 | |
| Cash Flow / Share | $3.58 | $2.29 | · | · | $0.36 | $0.57 | $0.87 | · | · | $0.25 | |
| Cash / Share | $4.90 | $2.67 | · | · | · | · | · | · | · | $0.22 | |
| EPS (TTM) | $0.44 | $1.92 | · | · | $0.41 | $0.12 | $0.35 | · | $0.32 | $0.68 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.6% | 28.3% | · | · | 23.3% | · | · | · | · | · | |
| Revenue CAGR 3Y | 41.4% | 49.6% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 38.8% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -77.1% | -13.1% | · | · | 241.7% | · | · | · | · | · | |
| EPS CAGR 3Y | -26.5% | 67.3% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 29.7% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -76.5% | -12.2% | · | · | 249.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | -24.6% | 72.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 33.4% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.64B | $1.31B | · | · | $392M | $318M | $283M | · | $267M | $270M | |
| Net Income TTM | $26M | $112M | · | · | $22M | $6M | $18M | · | $16M | $33M | |
| Market Cap | $3.58B | $3.50B | · | · | $1.35B | $1.38B | $492M | · | · | $1.04B | |
| P/E | 137.8 | 32.7 | · | · | 63.0 | 223.6 | 28.1 | · | 27.1 | 32.8 | |
| P/S | 2.2 | 2.7 | · | · | 3.4 | 4.4 | 1.7 | · | · | 3.9 | |
| P/B | 3.2 | 4.6 | · | · | 4.3 | 5.1 | 2.0 | · | · | 5.4 | |
| P / Tangible Book | · | 16.5 | · | · | 24.7 | 370.1 | · | · | · | · | |
| P / Cash Flow | 16.9 | 26.1 | · | · | 69.2 | 47.0 | 11.1 | · | · | 84.0 | |
| P / FCF | 18.8 | 30.3 | · | · | 91.8 | 60.2 | 14.1 | · | · | 215.2 | |
| Earnings Yield | 0.73% | 3.1% | · | · | 1.6% | 0.45% | 3.6% | · | 3.7% | 3.0% |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $479M | $449M | $490M | $344M | $354M | $333M | $355M | $301M | $324M | $321M | $271M | $216M | $216M | $187M | $147M | $122M | |
| Cost of Revenue | $81M | $123M | $142M | $105M | $109M | $96M | $102M | $87M | $93M | $94M | $79M | $63M | $64M | $58M | $48M | $43M | |
| Gross Profit | $399M | $326M | $347M | $239M | $245M | $237M | $253M | $214M | $231M | $227M | $192M | $152M | $153M | $129M | $99M | $80M | |
| SG&A Expense | $280M | $319M | $280M | $231M | $196M | $193M | $218M | $186M | $181M | $210M | $160M | $112M | $92M | $121M | $75M | $64M | |
| Operating Income | $102M | $-50M | $68M | $8M | $49M | $44M | $35M | $28M | $51M | $17M | $32M | $40M | $61M | $8M | $23M | $15M | |
| Other Non-op | $-331.0K | $951.0K | $-1M | $-2M | $5M | $3M | $-5M | $4M | $187.0K | $-692.0K | $3M | $-1M | $399.0K | $320.0K | $730.0K | $-1M | |
| Pretax Income | $94M | $-61M | $54M | $-4M | $51M | $44M | $26M | $28M | $47M | $11M | $30M | $40M | $60M | $8M | $23M | $13M | |
| Income Tax | $28M | $-11M | $14M | $-7M | $18M | $16M | $9M | $9M | $-325.0K | $-3M | $4M | $6M | $7M | $-8M | $4M | $2M | |
| Net Income | $67M | $-49M | $39M | $3M | $33M | $28M | $17M | $19M | $48M | $15M | $27M | $33M | $53M | $16M | $19M | $12M | |
| EPS (Basic) | $1.13 | $-0.84 | $0.66 | $0.05 | $0.59 | $0.50 | $0.31 | $0.34 | $0.85 | $0.26 | $0.49 | $0.61 | $0.98 | $0.31 | $0.36 | $0.22 | |
| EPS (Diluted) | $1.12 | $-0.82 | $0.65 | $0.05 | $0.58 | $0.49 | $0.30 | $0.33 | $0.81 | $0.25 | $0.46 | $0.58 | $0.93 | $0.29 | $0.34 | $0.21 | |
| Shares (Basic) | 59,144,587 | · | 59,294,883 | 58,361,701 | 56,328,483 | · | 56,358,694 | 56,345,648 | 55,973,914 | · | 55,140,887 | 54,425,384 | 53,938,136 | · | 52,707,406 | 52,298,905 | |
| Shares (Diluted) | 59,727,575 | · | 60,190,799 | 59,593,910 | 57,675,035 | · | 58,353,219 | 58,482,530 | 58,551,423 | · | 58,030,115 | 57,438,152 | 57,175,870 | · | 55,840,137 | 55,037,514 | |
| EBITDA | $129M | · | $68M | $8M | $62M | · | · | $28M | $62M | · | $32M | $40M | $66M | · | $23M | $15M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $344M | $290M | $197M | $194M | $170M | $149M | $74M | $97M | $109M | $108M | $73M | $168M | $143M | · | $87M | $85M | |
| Receivables | $175M | $175M | $190M | $155M | $173M | $126M | $188M | $147M | $156M | $124M | $121M | $87M | $91M | · | $66M | $54M | |
| Inventory | $247M | $220M | $221M | $247M | $170M | $187M | $215M | $239M | $200M | $191M | $205M | $147M | $98M | · | $81M | $81M | |
| Prepaid Expense | $94M | $105M | $94M | $111M | $89M | $79M | $83M | $72M | $66M | $54M | $57M | $34M | $39M | · | $28M | $27M | |
| Current Assets | $860M | $789M | $702M | $707M | $603M | $541M | $559M | $554M | $530M | $477M | $455M | $435M | $370M | · | $263M | $247M | |
| PP&E (Net) | $40M | $41M | $45M | $44M | $39M | $29M | $20M | $16M | $14M | $14M | $13M | $8M | $8M | · | $9M | $9M | |
| PP&E (Gross) | · | $65M | · | · | · | $56M | · | · | · | $39M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $23M | · | · | · | $27M | · | · | · | $25M | · | · | · | · | · | · | |
| Goodwill | $853M | $853M | $853M | $852M | $341M | $341M | $341M | $341M | $341M | $341M | $340M | $172M | $172M | · | $172M | $172M | |
| Intangibles | $542M | $553M | $564M | $575M | $203M | $208M | $212M | $216M | $221M | $225M | $231M | $74M | $76M | · | $80M | $82M | |
| Other Non-current Assets | $166M | $157M | $160M | $140M | $129M | $131M | $133M | $110M | $99M | $73M | $69M | $57M | $31M | · | $30M | $29M | |
| Total Assets | $2.46B | $2.39B | $2.32B | $2.32B | $1.31B | $1.25B | $1.26B | $1.24B | $1.20B | $1.13B | $1.11B | $747M | $658M | · | $556M | $542M | |
| Accounts Payable | $96M | $97M | $74M | $109M | $75M | $72M | $65M | $94M | $80M | $81M | $73M | $64M | $53M | · | $32M | $19M | |
| Accrued Liabilities | $183M | $182M | $150M | $130M | $110M | $105M | $128M | $117M | $117M | $118M | $130M | $83M | $51M | · | $50M | $47M | |
| Current Liabilities | $338M | $336M | $254M | $262M | $185M | $177M | $294M | $311M | $300M | $299M | $303M | $152M | $110M | · | $88M | $72M | |
| Capital Leases | $90M | $70M | $67M | $56M | $50M | $49M | $48M | $36M | $34M | $21M | $22M | $15M | $10M | · | $12M | $13M | |
| Deferred Tax | $6M | $6M | $17M | $21M | $17M | $4M | $493.0K | $5M | $8M | $4M | $4M | $5M | $6M | · | $8M | $11M | |
| Other Non-current Liabilities | $4M | $3M | $7M | $10M | $1M | $1M | $870.0K | $766.0K | $656.0K | $616.0K | $717.0K | $942.0K | $870.0K | · | $795.0K | $874.0K | |
| Total Liabilities | $1.29B | $1.26B | $1.16B | $1.18B | $510M | $487M | $497M | $509M | $501M | $487M | $494M | $231M | $186M | · | $171M | $185M | |
| Long-term Debt | $834M | $842M | $849M | $857M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $589.0K | $590.0K | $589.0K | $593.0K | $566.0K | $556.0K | $563.0K | $562.0K | $563.0K | $555.0K | $553.0K | $545.0K | $543.0K | · | $528.0K | $525.0K | |
| Retained Earnings | $-89M | $-156M | $-107M | $-146M | $-149M | $-182M | $-210M | $-228M | $-247M | $-294M | $-309M | $-336M | $-369M | · | $-438M | $-457M | |
| AOCI | $925.0K | $882.0K | $1M | $971.0K | $1M | $521.0K | $183.0K | $439.0K | $-9.0K | $-50.0K | $-58.0K | · | · | · | · | · | |
| Stockholders' Equity | $1.17B | $1.13B | $1.16B | $1.14B | $805M | $761M | $767M | $728M | $704M | $643M | $614M | $516M | $472M | $411M | $385M | $357M | |
| Liabilities + Equity | $2.46B | $2.39B | $2.32B | $2.32B | $1.31B | $1.25B | $1.26B | $1.24B | $1.20B | $1.13B | $1.11B | $747M | $658M | · | $556M | $542M | |
| Shares Outstanding | 58,936,996 | 59,089,708 | 59,052,239 | 59,430,231 | 56,734,903 | 55,730,037 | 56,398,608 | 56,331,038 | 56,387,461 | 55,508,536 | 55,412,234 | 54,621,561 | 54,417,579 | 53,571,577 | 53,165,462 | 52,896,411 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $26M | $22M | $18M | $13M | $13M | $7M | $8M | $9M | $10M | $8M | $7M | $6M | $1M | $5M | $5M | |
| Stock-based Comp | $20M | $18M | $30M | $29M | $10M | $15M | $22M | $22M | $13M | $11M | $11M | $11M | $7M | $7M | $7M | $8M | |
| Amort. of Intangibles | $11M | $11M | $11M | $9M | $4M | $4M | $4M | $4M | $4M | $5M | $6M | $2M | $2M | $0 | $2M | $4M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Other Non-cash | $-712.0K | · | · | · | $-29M | · | · | · | $-70M | · | · | · | $-42M | · | · | · | |
| Operating Cash Flow | $112M | $102M | $59M | $23M | $27M | $136M | $-15M | $11M | $1M | $37M | $-17M | $28M | $23M | $33M | $26M | $12M | |
| CapEx | $1M | $2M | $7M | $7M | $7M | $11M | $5M | $2M | $786.0K | $3M | $5M | $849.0K | $616.0K | $76.0K | $953.0K | $453.0K | |
| Investing Cash Flow | $-2M | $-2M | $-8M | $-587M | $-8M | $-11M | $-5M | $-2M | $-879.0K | $-4M | $-279M | $-849.0K | $-616.0K | $-76.0K | $-953.0K | $-453.0K | |
| Debt Issued | · | $0 | $0 | · | · | $257M | $0 | · | · | $0 | · | · | · | $0 | $0 | $0 | |
| Net Debt Issued | $-8M | · | · | · | · | · | · | · | $0 | · | · | · | $-1M | · | · | · | |
| Stock Issued | $2M | $496.0K | $4M | $2M | $121.0K | $36.0K | $384.0K | $69.0K | $464.0K | $3M | $2M | $265.0K | $485.0K | $2M | $3M | $3M | |
| Stock Repurchased | $50M | $0 | $50M | $0 | $0 | $50M | $0 | · | · | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-48M | · | · | · | $121.0K | · | · | · | $464.0K | · | · | · | $485.0K | · | · | · | |
| Financing Cash Flow | $-55M | $-7M | $-54M | $595M | $121.0K | $-50M | $-2M | $-22M | $408.0K | $-106.0K | $204M | $-2M | $-967.0K | $951.0K | $-23M | $1M | |
| Net Change in Cash | $55M | $93M | $-3M | $29M | $21M | $75M | $-23M | $-12M | $851.0K | $33M | $-93M | $25M | $22M | $34M | $2M | $13M | |
| Free Cash Flow | $110M | · | · | · | $20M | · | · | · | $495.0K | · | · | · | $23M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 83.2% | · | 71.0% | 69.5% | 69.1% | · | · | 71.1% | 71.3% | · | 70.9% | 70.7% | 70.5% | · | 67.4% | 65.0% | |
| Operating Margin | 21.4% | · | 13.8% | 2.2% | 13.8% | · | · | 9.3% | 15.6% | · | 11.8% | 18.6% | 28.0% | · | 15.9% | 12.6% | |
| Net Margin | 13.9% | · | 8.0% | 0.87% | 9.4% | · | · | 6.3% | 14.7% | · | 9.9% | 15.4% | 24.5% | · | 13.0% | 9.6% | |
| Pretax Margin | 19.7% | · | 11.0% | -1.2% | 14.4% | · | · | 9.3% | 14.6% | · | 11.2% | 18.4% | 27.6% | · | 16.0% | 10.9% | |
| EBITDA Margin | 26.8% | · | 13.8% | 2.2% | 17.5% | · | · | 9.3% | 19.1% | · | 11.8% | 18.6% | 30.6% | · | 15.9% | 12.6% | |
| ROA | 3.5% | · | 2.2% | 0.17% | 2.6% | · | · | 1.9% | 5.1% | · | 3.2% | 5.2% | 9.0% | · | 3.6% | 2.3% | |
| ROE | 6.8% | · | 4.1% | 0.32% | 4.4% | · | · | 3.1% | 8.1% | · | 5.4% | 7.6% | 13.2% | · | 5.5% | 3.6% | |
| ROIC | 6.2% | · | 4.2% | -0.51% | 3.9% | · | · | 2.6% | 7.3% | · | 4.6% | 6.5% | 11.4% | · | 4.9% | 3.8% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | · | 2.8 | 2.7 | 3.3 | · | · | 1.8 | 1.8 | · | 1.5 | 2.9 | 3.4 | · | 3.0 | 3.4 | |
| Quick Ratio | 1.5 | · | 1.5 | 1.3 | 1.9 | · | · | 0.8 | 0.9 | · | 0.6 | 1.7 | 2.1 | · | 1.8 | 1.9 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | 0.3 | 0.2 | 0.3 | · | · | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.3 | 0.2 | |
| Inventory Turnover | 0.4 | · | 0.7 | 0.4 | 0.6 | · | · | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.8 | · | 0.6 | 0.5 | |
| Receivables Turnover | 2.8 | · | 2.6 | 2.3 | 2.1 | · | · | 2.6 | 2.6 | · | 2.9 | 3.1 | 3.0 | · | 2.6 | 2.5 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.83 | · | $19.67 | $19.17 | $14.19 | · | · | $12.92 | $12.48 | · | $11.08 | $9.45 | $8.67 | · | $7.25 | $6.75 | |
| Revenue / Share | $8.03 | · | $8.13 | $5.77 | $6.13 | · | · | $5.15 | $5.54 | · | $4.67 | $3.75 | $3.78 | · | $2.62 | $2.22 | |
| Cash Flow / Share | $1.87 | · | · | · | $0.47 | · | · | · | $0.02 | · | · | · | $0.41 | · | · | · | |
| Cash / Share | $5.84 | · | $3.33 | $3.27 | $3.00 | · | · | $1.72 | $1.93 | · | $1.31 | $3.07 | $2.62 | · | $1.64 | $1.61 | |
| EPS (TTM) | $1.00 | · | $1.77 | $1.42 | $1.70 | · | $1.69 | $1.85 | $2.10 | · | $2.26 | $2.14 | $1.77 | · | $0.85 | $0.63 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.76B | · | $1.52B | $1.39B | $1.34B | · | $1.30B | $1.22B | $1.13B | · | $890M | $766M | $673M | · | $497M | $448M | |
| Net Income TTM | $60M | · | $104M | $82M | $98M | · | $98M | $108M | $122M | · | $129M | $122M | $100M | · | $47M | $34M | |
| Market Cap | $4.36B | · | $4.49B | $7.87B | $7.06B | · | $7.08B | $6.14B | $11.88B | · | $8.00B | $6.00B | $6.22B | · | $2.94B | $1.99B | |
| P/E | 74.0 | · | 43.0 | 93.3 | 73.2 | · | 74.3 | 58.9 | 100.3 | · | 63.9 | 51.3 | 64.5 | · | 65.1 | 59.7 | |
| P/S | 2.5 | · | 3.0 | 5.7 | 5.3 | · | 5.4 | 5.0 | 10.5 | · | 9.0 | 7.8 | 9.2 | · | 5.9 | 4.4 | |
| P/B | 3.7 | · | 3.9 | 6.9 | 8.8 | · | 9.2 | 8.4 | 16.9 | · | 13.0 | 11.6 | 13.2 | · | 7.6 | 5.6 | |
| P / Tangible Book | · | · | · | · | 27.1 | · | 33.0 | 36.0 | 83.5 | · | 184.3 | 22.2 | 27.7 | · | 22.0 | 19.3 | |
| P / Cash Flow | 39.1 | · | · | · | 259.2 | · | · | · | 9275.5 | · | · | · | 266.2 | · | · | · | |
| Earnings Yield | 1.4% | · | 2.3% | 1.1% | 1.4% | · | 1.4% | 1.7% | 1.0% | · | 1.6% | 1.9% | 1.6% | · | 1.5% | 1.7% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $1.64B | · | $1.31B | · | · |
| Gross Margin % | 70.7% | · | 71.2% | · | · |
| Operating Margin % | 4.5% | · | 12.0% | · | · |
| Net Income | $26M | · | $112M | · | · |
| Diluted EPS | $0.44 | · | $1.92 | · | · |
| Metric | 2026-03-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Current Ratio | 2.3 | · | 3.1 | · | · |
| Quick Ratio | 1.4 | · | 1.6 | · | · |
| Metric | 2026-03-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $190M | · | $115M | · | · |
Institutional owners (13F) 497 filers · $4.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
497
Value held
$4.8B
New positions
77
Exited positions
82
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 77 (-20 vs prior Q) | 82 (+1 vs prior Q) | 159 (-2 vs prior Q) | 163 (+11 vs prior Q) | -2.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO | $521,607,648 | 7,048,752 | 10.78% | Shares |
| BlackRock, Inc. | $428,262,346 | 5,787,329 | 8.85% | Shares |
| VANGUARD GROUP INC | $417,254,596 | 5,487,304 | 8.62% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $203,845,284 | 2,754,666 | 4.21% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $191,058,972 | 2,581,878 | 3.95% | Shares |
| GOLDMAN SACHS GROUP INC | $142,207,165 | 1,921,718 | 2.94% | Shares |
| STATE STREET CORP | $138,647,021 | 1,874,997 | 2.87% | Shares |
| JPMORGAN CHASE & CO | $137,255,864 | 1,960,653 | 2.84% | Shares |
| Ensign Peak Advisors, Inc | $117,656,152 | 1,589,948 | 2.43% | Shares |
| Holocene Advisors, LP | $100,417,926 | 1,356,999 | 2.08% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $82,674,703 | 1,117,472 | 1.71% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $80,480,172 | 1,087,294 | 1.66% | Shares |
| JANE STREET GROUP, LLC | $78,832,200 | 1,065,300 | 1.63% | Call option |
| PRIMECAP MANAGEMENT CO/CA/ | $78,201,720 | 1,056,780 | 1.62% | Shares |
| Capital World Investors | $74,140,822 | 1,001,903 | 1.53% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $71,979,800 | 972,700 | 1.49% | Call option |
| CITADEL ADVISORS LLC | $71,532,026 | 966,649 | 1.48% | Shares |
| MORGAN STANLEY | $68,340,780 | 923,523 | 1.41% | Shares |
| Capital International Investors | $68,038,116 | 919,434 | 1.41% | Shares |
| CITADEL ADVISORS LLC | $57,646,000 | 779,000 | 1.19% | Put option |
| CITADEL ADVISORS LLC | $54,989,400 | 743,100 | 1.14% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $53,087,600 | 717,400 | 1.10% | Put option |
| Capital Research Global Investors | $53,087,082 | 717,393 | 1.10% | Shares |
| WOLVERINE TRADING, LLC | $48,793,280 | 371,900 | 1.01% | Call option |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47,938,310 | 647,815 | 0.99% | Shares |
| Prime Capital Management Co Ltd | $44,735,590 | 604,535 | 0.92% | Shares |
| UBS Group AG | $44,606,978 | 602,797 | 0.92% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $43,515,330 | 588,045 | 0.90% | Shares |
| NORGES BANK | $42,397,856 | 572,944 | 0.88% | Shares |
| NORTHERN TRUST CORP | $39,619,230 | 535,395 | 0.82% | Shares |
| JANE STREET GROUP, LLC | $35,571,800 | 480,700 | 0.74% | Put option |
| CITIGROUP INC | $34,264,294 | 463,031 | 0.71% | Shares |
| Trexquant Investment LP | $33,820,664 | 457,036 | 0.70% | Shares |
| Candlestick Capital Management LP | $31,962,390 | 241,262 | 0.66% | Shares |
| RAYMOND JAMES FINANCIAL INC | $30,424,434 | 411,141 | 0.63% | Shares |
| WOLVERINE TRADING, LLC | $29,821,760 | 227,300 | 0.62% | Put option |
| VANGUARD FIDUCIARY TRUST CO | $27,454,666 | 371,009 | 0.57% | Shares |
| D. E. Shaw & Co., Inc. | $26,928,600 | 363,900 | 0.56% | Put option |
| MILLENNIUM MANAGEMENT LLC | $26,608,254 | 359,571 | 0.55% | Shares |
| AXA Investment Managers S.A. | $25,899,840 | 195,500 | 0.54% | Shares |
| MetLife Investment Management, LLC | $23,887,422 | 322,803 | 0.49% | Shares |
| Bank of New York Mellon Corp | $23,624,191 | 319,246 | 0.49% | Shares |
| Champlain Investment Partners, LLC | $22,079,232 | 298,368 | 0.46% | Shares |
| BANK OF AMERICA CORP /DE/ | $21,275,542 | 287,507 | 0.44% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $20,992,838 | 283,687 | 0.43% | Shares |
| FMR LLC | $18,657,051 | 252,122 | 0.39% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $18,392,552 | 248,548 | 0.38% | Shares |
| JACOBSON & SCHMITT ADVISORS, LLC | $17,316,518 | 234,007 | 0.36% | Shares |
| Gotham Asset Management, LLC | $17,175,474 | 232,101 | 0.35% | Shares |
| Congress Wealth Management LLC / DE / | $16,469,632 | 132,350 | 0.34% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Marathon Partners L.P., Marathon Focus Fund L.P., Marathon Partners LUX Fund, L.P., Cibelli Research & Management, LLC, Marathon Partners Equity Management, LLC, Mario D. Cibelli ×13 filings | Oct. 27, 2020 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 26 insiders · 9 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Tarang Amin | Chief Executive Officer | Sept. 1, 2026 J | 560,778 | 0 | 23 | $-43,131,403 |
| Mandy J Fields | Senior Vice President and Chief Financial Officer | Sept. 8, 2026 S | 90,896 | 0 | 7 | $-3,847,599 |
| John P. Bailey | President and CFO | March 8, 2019 M | 258,630 | 0 | 0 | $0 |
| Joshua Allen Franks | SVP, Operations | Sept. 8, 2026 S | 135,297 | 0 | 6 | $-3,234,968 |
| Kory Marchisotto | Senior Vice President, Chief Marketing Officer | Aug. 4, 2026 S | 169,695 | 0 | 4 | $-3,252,692 |
| Jennifer Catherine Hartnett | Chief Commercial Officer | July 1, 2026 S | 28,699 | 0 | 4 | $-4,114,710 |
| Richard F Baruch Jr | Senior Vice President and Chief Commercial Officer | March 3, 2022 S | 185,982 | 0 | 0 | $0 |
| Jonathan T. Fieldman | Senior Vice President, Operations | Sept. 24, 2019 S | 138,501 | 0 | 0 | $0 |
| Erin C. Daley | Senior Vice President and Chief Marketing Officer | Sept. 21, 2016 A | · | 0 | 0 | $0 |
| Maria Ferreras | Director | Aug. 20, 2026 A | 3,933 | 0 | 0 | $0 |
| Gayle Tait | Director | Aug. 20, 2026 A | 6,623 | 0 | 0 | $0 |
| Tiffany F. Daniele | Director | Aug. 20, 2026 A | 8,258 | 0 | 0 | $0 |
| Kenneth Mitchell Jr | Director | Aug. 20, 2026 A | 19,827 | 0 | 0 | $0 |
| Lori Keith | Director | Aug. 20, 2026 A | 24,683 | 0 | 0 | $0 |
| Maureen C. Watson | Director | Aug. 20, 2026 A | 4,684 | 0 | 0 | $0 |
| Lauren Cooks Levitan | Director | Aug. 20, 2026 A | 11,937 | 0 | 4 | $-800,229 |
| Charles V Bergh | Director | Aug. 20, 2026 A | 3,934 | 0 | 0 | $0 |
| Matthew Farrell | Director | Aug. 20, 2026 A | 12,241 | 1 | 0 | $464,800 |
| Beth M Pritchard | Director | Aug. 22, 2024 A | 1,990 | 0 | 0 | $0 |
| Richard G Wolford | Director | June 7, 2024 S | 12,741 | 0 | 0 | $0 |
| Kirk Perry | Director | Aug. 25, 2022 A | 55,593 | 0 | 0 | $0 |
| Richelle P Parham | Director | Aug. 26, 2021 A | 34,940 | 0 | 0 | $0 |
| Sabrina Simmons | Director | Feb. 8, 2021 M | 7,474 | 0 | 0 | $0 |
| Joseph A. Shamah | Director | Sept. 27, 2016 C | 6,822,098 | 0 | 0 | $0 |
| J.A. Cosmetics Corp. | 10% owner | April 5, 2017 S | 4,615,221 | 0 | 0 | $0 |
| Scott Milsten | · | June 9, 2026 S | 144,581 | 0 | 4 | $-2,243,824 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 61 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| CBSE · Elevation Series Trust | 3.35% | 20,940 NS | July 31, 2026 | N-PORT |
| CBLS · Elevation Series Trust | 3.07% | 20,589 NS | July 31, 2026 | N-PORT |
| PSL · Invesco Exchange-Traded Fund Trust | 2.49% | 18,904 SH | Oct. 1, 2026 | Daily |
| CSMD · Professionally Managed Portfolios | 2.03% | 111,387 NS | July 31, 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 1.09% | 16,608 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.53% | 37,210 NS | July 31, 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.45% | 76,263 NS | July 31, 2026 | N-PORT |
| VDC · VANGUARD WORLD FUND | 0.40% | 495,999 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.20% | 2,159 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.19% | 15,607 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.18% | 18,199 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.16% | 11,171 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.15% | 39,039 SH | Aug. 19, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.14% | 6,408 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.12% | 32,495 SH | Oct. 1, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.12% | 95,280 SH | Aug. 19, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.11% | 749,689 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.10% | 867 NS | July 31, 2026 | N-PORT |
| IYC · iShares Trust | 0.10% | 11,597 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.09% | 25,491 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.08% | 155,794 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.08% | 13,920 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.08% | 16,744 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.08% | 31,165 SH | Sept. 11, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.07% | 9,214 SH | Oct. 1, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 5,201 SH | Oct. 1, 2026 | Daily |
| SMDX · Tidal Trust III | 0.06% | 960 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.05% | 86,771 SH | Sept. 11, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.05% | 95,060 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.05% | 3,585 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 677,785 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1,295,622 SH | Aug. 19, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 237,470 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 6,366 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 1,151 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 89,498 NS | July 31, 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0.02% | 332 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.01% | 128,093 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 4,605 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.01% | 35,648 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,795,507 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 9,482 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 34,784 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,924 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 13,103 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 13,100 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 39,914 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 77,418 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 2,410 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 14,730 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 17,430 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.01% | 17,213 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 790 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 4,586 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 47,844 SH | Aug. 19, 2026 | Daily |
| IJH · iShares Trust | · | 2,073,531 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 229,177 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 99,752 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 8,081 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 2,574 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 23,836 SH | Sept. 11, 2026 | Daily |
ELF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 23 analysts
BUY
Median target
$102.50
-2.1%
8 34.8%
Strong Buy
8 34.8%
Buy
7 30.4%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
16 analysts · 2026-09-30Mean target $102.12 -2.4%
Now
Current price $104.68
Low$65.00
Mean$102.12
High$127.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ELF | $3.58B | 137.8 | 24.6% | 1.6% | 2.3% | 70.7% |
| KVUE | $32.94B | 22.6 | -2.1% | 9.7% | 13.7% | 58.1% |
| EL | · | 157.9 | 5.1% | 1.2% | 4.8% | 75.5% |
| IPAR | $2.72B | 16.2 | 2.5% | 11.3% | 20.7% | 63.6% |
| BRBR | $4.39B | 21.6 | 16.1% | 9.3% | -72.0% | 33.3% |
| COTY | $1.90B | -3.1 | -1.5% | -10.4% | -18.5% | 62.9% |
| EPC | $946M | 38.4 | -1.3% | 1.1% | 1.7% | 41.6% |
| BRBR | $4.39B | 21.6 | 16.1% | 9.3% | -72.0% | 33.3% |
| HNST | $291M | -18.4 | -1.9% | -4.2% | -8.8% | 33.3% |
Latest News Recent headlines mentioning this company
Deutsche Bank Raises its Price Target on e.l.f. Beauty (ELF)
Yahoo Finance · 2 months, 2 weeks ago
Jim Cramer on e.l.f. Beauty: “I Don’t Want to Touch It”
Yahoo Finance · 3 months, 3 weeks ago
Insider Sells Approximately 10,000 Shares of Cosmetics Maker, According to Latest SEC Filing
Nasdaq · 3 months, 3 weeks ago
Why e.l.f. Beauty Stock Dropped13% in May
Nasdaq · 3 months, 4 weeks ago
Is e.l.f. Beauty Stock a Buy as Rhode Drives Growth?
Nasdaq · 4 months, 1 week ago
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Source: SEC 10-Q filed Aug 6, 2026