Zepp Health (ZEPP) Q2 FY26 earnings call

Zepp Health returned to year-over-year revenue growth in Q2 FY26, driven by new product launches and a strategic shift towards higher-value offerings, which also bolstered gross margins despite cost headwinds. The company is navigating supply constraints and macroeconomic pressures, leading to a projected Q3 revenue decline, but remains focused on product innovation, brand building, and disciplined cost management to achieve sustainable, high-quality growth. Management highlighted the increasing importance of product design and engineering capabilities in differentiating its portfolio.