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NYSE · Materials

e.l.f. Beauty, Inc. (ELF)

As-reported financials and SEC filings for e.l.f. Beauty, Inc. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About e.l.f. Beauty, Inc.

e.l.f. Beauty, Inc. is a multi-brand beauty company that offers cosmetics and skin care products that are inclusive, accessible, clean, vegan, and cruelty-free. Its brands include e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium, and Well People, which are sold online and through major retailers such as Target, Walmart, Amazon, and Sephora. The company serves consumers seeking affordable, high-quality beauty products across the United States and international markets.

Snapshot

Revenue
$1.64B
Revenue growth (YoY)
24.6%
Net income
$26.3M
Diluted EPS
$0.44
Gross margin
70.7%
Operating margin
4.5%
Net margin
1.6%
FCF margin
11.6%
ROE
2.3%
net income / fiscal-year-end equity
P/E
108.3×
trailing when available, otherwise FY EPS
Market cap
$6.26B
Long-term debt / equity
0.72×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended March 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at e.l.f. Beauty

  • Revenue grew 24.6% to $1.6B in FY2026, slower than the 28.3% the year before.
  • Operating margin is 4.5% in FY2026, -3.1 pp against 7.6% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $479M, up 35.5% from Q1 FY2026.
  • Free cash flow was $190M in FY2026, 11.6% of revenue.
  • Net income fell 76.5% to $26M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where e.l.f. Beauty’s fundamentals sit among the 241 Materials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin70.7%
98th percentile of 191
Operating margin4.5%
49th percentile of 189
Net margin1.6%
45th percentile of 221
FCF margin11.6%
83rd percentile of 205
Revenue growth (YoY)+24.6%
89th percentile of 236
ROE2.3%
47th percentile of 216
P/E108.3×
94th percentile of 134
Long-term debt / equity0.72×
56th percentile of 165
Short interest1.31d
16th percentile of 238

e.l.f. Beauty’s gross margin of 70.7% ranks in the 98th percentile of the 191 Materials companies reporting it. e.l.f. Beauty’s P/E of 108.3 ranks in the 94th percentile of the 134 peers with a meaningful P/E. e.l.f. Beauty’s revenue growth of +24.6% ranks in the 89th percentile of the 236 Materials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 21 insider sales totaling $11.0M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
4
0 new, 4 added
Reduced / exited
3
3 trimmed, 0 exited
Combined position
$123.2M
reported long value
InvestorAs ofPosition valueSharesChange
Citadel AdvisorsquantQ2 2026$71.5M966.6KAdded
Millennium ManagementquantQ2 2026$26.6M359.6KAdded
Gotham Asset ManagementQ2 2026$17.2M232.1KAdded
D. E. ShawquantQ2 2026$5.3M71.2KAdded
AQR Capital ManagementquantQ2 2026$1.5M21.8KReduced
Two Sigma InvestmentsquantQ2 2026$877,56611.9KReduced
Bridgewater AssociatesQ2 2026$247,9743.4KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
21
$11.0M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-19
filed 2026-08-21
Franks Joshua AllenSVP, OperationsSell5.7K$100.00$572K
2026-08-18
filed 2026-08-20
Levitan Lauren CooksDirectorSell1.0K$93.15$96K
2026-08-04
filed 2026-08-06
MARCHISOTTO KORYSee RemarksSell12.2K$88.02$1.1M
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell26.0K$78.96$2.1M
2026-07-01
filed 2026-07-02
Hartnett Jennifer CatherineChief Commercial OfficerSell25.4K$80.00$2.0M
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell16.1K$78.22$1.3M
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell3.3K$73.59$243K
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell2.3K$79.74$183K
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell1.1K$76.76$84K
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell800$74.26$59K
2026-07-01
filed 2026-07-02
AMIN TARANGChief Executive OfficerSell600$75.61$45K
2026-06-09
filed 2026-06-11
MARCHISOTTO KORYSee RemarksSell4.4K$51.53$224K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
4.2M
settled 2026-08-14
Change vs prior
-47.8%
vs previous settlement
Days to cover
1.31
at avg daily volume
Avg daily volume
3.2M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-144.2M-47.8%1.31
2026-07-318.0M+4.9%3.66
2026-07-157.6M-36.2%2.79
2026-06-3012.0M+9.4%3.13
2026-06-1511.0M+2.1%2.57
2026-05-2910.7M+20.4%2.01
2026-05-158.9M+21.3%2.66
2026-04-307.3M-0.7%3.44

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.64B$1.31B$1.02B$578.8M$392.2M
Gross profit$1.16B$935.7M$724.1M$390.4M$251.7M
Operating income$73.6M$158.0M$149.7M$68.1M$29.8M
Net income$26.3M$112.1M$127.7M$61.5M$21.8M
Diluted EPS$0.44$1.92$2.21$1.11$0.41

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$212.5M$133.8M$71.2M$101.9M$19.5M
Capital expenditure$22.4M$18.5M$8.7M$1.7M$4.8M
Free cash flow$190.1M$115.3M$62.5M$100.2M$14.7M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$479.4M35.5%$66.6M$1.12
Q4 FY2026$449.3M35.1%$-49.4M$-0.82
Q3 FY2026$489.5M37.8%$39.4M$0.65
Q2 FY2026$343.9M14.2%$3.0M$0.05
Q1 FY2026$353.7M9.0%$33.3M$0.58
Q4 FY2025$332.6M3.6%$28.3M$0.49
Q3 FY2025$355.3M31.1%$17.3M$0.30
Q2 FY2025$301.1M39.7%$19.0M$0.33

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorMaterials
SIC industryPerfumes, Cosmetics & Other Toilet Preparations
Latest annual periodFY2026 (ended March 31, 2026)
Latest reported quarterQ1 FY2027 (ended June 30, 2026)
Oldest indexed filing2014
SEC CIK1600033

Selected SEC filings

10-K2026-05-21
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-02-05
View on EDGAR →
8-K2026-08-24
View on EDGAR →
8-K2026-08-05
View on EDGAR →
8-K2026-05-20
View on EDGAR →
8-K2026-02-13
View on EDGAR →

Largest Materials peers

All Materials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.