e.l.f. BeautyELFRevenue: is the business selling more than it used to?
$1.6B+25% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $1.6B in 2025, compounding +41% a year since 2022 and the pace is picking up. The trailing twelve months are already running at $1.8B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFNet income: how much of that revenue becomes profit?
$26M−77% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Net income was $26M in 2025, compounding -25% a year over three years. Earnings per share moved -39% over the last twelve months. Trailing twelve-month profit stands at $60M.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFHow fast is it growing, year by year?
+24.6%revenue growth, FY 2025
Off the axis: 2021 earnings +249.3% - rebounds off a collapsed prior year.
→Revenue grew +25% in 2025 against a five-year average of +40%. Earnings went the other way (-77%) even as sales grew, so margins compressed: costs rose faster than revenue. 2021's +249% earnings rebound off a collapsed base sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFRevenue per share: is your slice growing as fast as the company?
$27.57revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $27.57 in 2025, compounding +38% a year against +41% for ELF as a whole. Dilution absorbed about 3.3 points of that growth. Free cash flow per share stands at $3.20.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFFree cash flow: what is left in real cash after everything?
$190M+65% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow was $190M in 2025, compounding +24% a year since 2022. That is the most cash the business has ever thrown off in a year. The trailing twelve months stand at $280M.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhere does each dollar of revenue actually go?
→Of $1.6B in 2025 sales, $26M reaches net profit - 2 cents on the dollar. The largest single deduction is running the company ($1.1B).
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→12 cents of every sales dollar became free cash in 2025, down 6 points since 2022.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is stock compensation, at 5% of revenue (capital spending 1%).
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhen sales grow, do profits grow faster?
→Operating profit outgrew revenue in 3 of the last 5 years, most recently -53% against +25%. Each additional dollar of sales is landing more profitably than the last - the definition of operating leverage.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Operating margin compressed 7 points to 4% since 2022. After everything, 2 cents of each sales dollar reaches net profit.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→ROE of 5% and ROCE of 4% sit close together, so the returns come from the business itself rather than from borrowing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhat has the market paid for ELF over time?
109.2xP/E today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→At 109.2x earnings, the market is paying +54% more than ELF's own 7-year median of 70.8x. Expectations are elevated, so more has to go right to justify the price.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFWhat cash return does the business throw off per dollar of market value?
4.3%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys 4.3% of annual free cash flow, more than its 7-year median of 2.2% - the cash is cheaper than usual.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFCould it handle its debt if things went wrong?
→Debt of $834M sits against $344M of cash, or 0.7x shareholders' equity.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFIs the company's own capital growing?
→The company's own capital grew from $614M in 2023 to $1.2B (+90%). The business is building book value rather than consuming it.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFHow much goes back, and how much leaks out as stock comp?
→Shareholders received $50M in buybacks in 2025. Stock compensation issued $87M of new shares in the same year, offsetting 100% of that.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFHow fast is your ownership being diluted - or concentrated?
→The share count grew 1.7% in 2025, averaging 2.4% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFDoes ELF earn more on its capital than that capital costs?
→ELF earns 3.6% on the capital it employs, below the 10% most investors treat as the cost of capital. It was 14.5% in 2022, so the trend is down, though the pace has cooled.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFELF has issued or retired shares - did shareholders end up better off?
→ELF issued +17% more shares from 2019 to 2025, but revenue per share still rose +395%. The dilution bought more growth than it cost existing holders.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
e.l.f. BeautyELFAre the people running it buying or selling?
→Insiders sold $28M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 33 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30