SharkNinja reported third‑quarter 2025 results that surpassed expectations, with net sales reaching $1.63 billion—an increase of 14.3% year‑over‑year—and adjusted EBITDA of $316.5 million, up 20.7% from the same period in 2024. The company’s top‑line growth was driven by a 25.8% rise in international sales and a 9.5% increase in domestic sales, reflecting continued momentum in both markets.
The beauty and home‑environment segment led the charge, posting a 56.7% jump in sales as new products such as CryoGlow face masks and the SLUSHi line captured significant market share. Other categories, including cleaning appliances and food‑preparation appliances, also contributed to the overall growth, though at a more modest pace, balancing the high‑margin beauty segment’s impact on the company’s gross‑margin expansion of 90 basis points to 50.3%.
Earnings per share came in at $1.50, beating the consensus estimate of $1.31 by $0.19—a 14.5% beat. The strong EPS result was largely driven by disciplined cost control and pricing power that allowed the company to maintain margin expansion even as raw‑material costs rose. The company’s adjusted gross margin improvement and the 140‑basis‑point lift in adjusted gross margin underscore the effectiveness of its cost‑optimization initiatives.
SharkNinja raised its fiscal‑2025 outlook, now guiding for net‑sales growth of 15.0%–15.5% and adjusted EBITDA of $1.115 billion–$1.125 billion, up from the prior guidance of 13%–15% and $1.10 billion–$1.12 billion. The upward revision signals management’s confidence in sustained demand, margin expansion, and the success of its supply‑chain diversification strategy, which has reduced exposure to single‑source risks.
CEO Mark Barrocas highlighted the company’s “exceptional performance” and emphasized continued focus on cost optimization, pricing power, and international expansion. The market reacted strongly, with shares surging over 11% in pre‑market trading, driven by the EPS beat, the raised guidance, and the company’s robust margin story.
Overall, SharkNinja’s Q3 results demonstrate a solid execution of its three‑pillar strategy—category expansion, market‑share gains, and international growth—while maintaining a healthy balance of growth and profitability. The company’s ability to deliver a margin‑expanding EPS beat amid a slightly weaker revenue outlook positions it well for the remainder of the fiscal year, with a clear path to sustaining momentum through continued innovation and supply‑chain resilience.
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