Jun 2026 (Q2 FY26) — Aug 5, 2026
SharkNinja Q2 FY26 — Blowout Quarter with Accelerated Growth and Strong Profitability
Read the full callSharkNinja (SN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
SharkNinja earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,765 | +22.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 10.2 | −1.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 130 | −7.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
16 of 16 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Direct-to-consumer platform relaunch - International markets | go live with new DTC sites internationally (Europe) by Q1 2026 | Dec 2024 | We've also finished the rollout of our new direct-to-consumer platform across our major international markets. | Achieved* |
| FY26 adjusted EBITDA guidance | $1.27 billion to $1.28 billion (12% to 13% growth) | Dec 2025 | Adjusted EBITDA is now expected to be in the range of $1.36 billion to $1.37 billion, representing growth of 19.5% to 20.5% year-over-year compared to the prior expectation of $1.29 billion to $1.3 billion, representing growth of 13.5% to 14.5% year-over-year. | Revised Up |
| FY26 capital expenditures guidance | $190 million to $210 million | Dec 2025 | capital expenditures are still expected to be between $190 million and $210 million for the year, where we are tracking toward the high end | On Track |
20 of SharkNinja, Inc.'s 36 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 33 more targets are in the full ledger.
Claimed
- Net sales increased 22.2% year-over-year to $1.77 billion, marking the 13th consecutive quarter of double-digit growth and the fastest rate since Q4 2024.
- International net sales grew nearly 37%, fueled by strong performance in the U.K., Europe, and Latin America.
- Adjusted EBITDA increased nearly 19% year-over-year to $265 million, demonstrating leverage on adjusted operating expenses for the fifth consecutive quarter.
- Adjusted EPS increased nearly 30% year-over-year to $1.26 per diluted share, marking growth in excess of 23% for 11 of the last 12 quarters.
- Cash and cash equivalents totaled almost $780 million, up more than 300% year-over-year, with cash flow from operations at nearly $275 million year-to-date.
Qualified
- Tariffs remained a primary headwind, primarily due to the annualization impact from 2025, partially offsetting gross margin improvements.
- Adjusted gross margins decreased approximately 70 basis points year-over-year to 48.7% of net sales, impacted by tariff pressures.
Price
$193.68 +3.95% · +$7.36
Performance +112.0% 1Y
1Y: $91.38 on 14 Oct 2025 → $193.68. High $193.68 (15 Oct 2026), low $84.57 (18 Nov 2025).
- Previous close
- $186.32
- 52-week range
- $84.57 – $193.68
- One year
- +104.26%
Overview
- Symbol
- SN
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
16 of 16 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Direct-to-consumer platform relaunch - International markets | go live with new DTC sites internationally (Europe) by Q1 2026 | Dec 2024 | We've also finished the rollout of our new direct-to-consumer platform across our major international markets. | Achieved* |
| FY26 adjusted EBITDA guidance | $1.27 billion to $1.28 billion (12% to 13% growth) | Dec 2025 | Adjusted EBITDA is now expected to be in the range of $1.36 billion to $1.37 billion, representing growth of 19.5% to 20.5% year-over-year compared to the prior expectation of $1.29 billion to $1.3 billion, representing growth of 13.5% to 14.5% year-over-year. | Revised Up |
| FY26 capital expenditures guidance | $190 million to $210 million | Dec 2025 | capital expenditures are still expected to be between $190 million and $210 million for the year, where we are tracking toward the high end | On Track |
Claimed
- Net sales increased 22.2% year-over-year to $1.77 billion, marking the 13th consecutive quarter of double-digit growth and the fastest rate since Q4 2024.
- International net sales grew nearly 37%, fueled by strong performance in the U.K., Europe, and Latin America.
- Adjusted EBITDA increased nearly 19% year-over-year to $265 million, demonstrating leverage on adjusted operating expenses for the fifth consecutive quarter.
- Adjusted EPS increased nearly 30% year-over-year to $1.26 per diluted share, marking growth in excess of 23% for 11 of the last 12 quarters.
- Cash and cash equivalents totaled almost $780 million, up more than 300% year-over-year, with cash flow from operations at nearly $275 million year-to-date.
Qualified
- Tariffs remained a primary headwind, primarily due to the annualization impact from 2025, partially offsetting gross margin improvements.
- Adjusted gross margins decreased approximately 70 basis points year-over-year to 48.7% of net sales, impacted by tariff pressures.
The full ledger
Open SharkNinja, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 36 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
SharkNinja Q1 FY26 — Strong Growth Across Categories, Geographies, and Channels, Driven by AI and Culture
Read the full callEvery analysed call
SharkNinja earnings calls (SN)
Financials
What the filings say
Net profit, year on year: −7% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | 1,223 | 1,445 | 1,413 | 1,765 |
| Operating profit | 145 | 169 | 165 | 179 |
| Operating margin | 11.9% | 11.7% | 11.7% | 10.2% |
| Profit before tax | 146 | 181 | 148 | 164 |
| Tax rate | 19.0% | 22.8% | 17.7% | 20.7% |
| Net profit | 118 | 140 | 121 | 130 |
| EPS ($ per share) | 0.84 | 0.99 | 0.86 | 0.92 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 |
| Reserves | — | 897 | 470 | 909 | 1,610 |
| Total liabilities | — | 1,467 | 2,008 | 2,458 | 2,673 |
| Fixed assets | — | 137 | 166 | 211 | 232 |
| Total assets | — | 3,295 | 3,487 | 4,394 | 5,349 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 229 | 205 | 281 | 447 | 634 |
| Cash from investing | -66 | -52 | -118 | -151 | -160 |
| Cash from financing | -54 | -160 | -235 | -81 | -77 |
| Net cash flow | 108 | -22 | -65 | 210 | 414 |
| Capital expenditure | -48 | -80 | -123 | -138 | -146 |
| Free cash flow | 181 | 125 | 158 | 309 | 488 |
SN revenue by segment
| Segment | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|
| Reportable | 100% | 100% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Product subcategories | 39This innovative multifunctional solution represents a new subcategory for SharkNinja, taking our total to 39.Source: earnings call transcript | 40This is an incredible adjacency for us in an established multibillion-dollar market, adding a TAM that is brand new to SharkNinja and taking our total subcategory count 40.Source: earnings call transcript | +2.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- North America 65%
- Europe 35%
As SN cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
65 filings between Jan 14, 2026 and Oct 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$600.17M
28 sales by 6 insiders
32% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 2
- Award — granted as compensation
- 21
- Option exercise — converted options into shares
- 13
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wang Xuning | — | $401.19M | Jul 10, 2026 |
| Barrocas Mark | — | $162.00M | Aug 6, 2026 |
| Shah Neil B. | — | $31.63M | Aug 26, 2026 |
| Lopez-Baldrich Pedro J. | — | $3.04M | Jun 4, 2026 |
| Quigley Adam | — | $1.40M | Aug 7, 2026 |
| Feld Peter | — | $900.0K | Aug 20, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | Barrocas Mark Chief Executive Officer | Tax withheld | 39,350 | $7.28M |
| Oct 9, 2026 | Barrocas Mark Chief Executive Officer | Option exercise | 100,000 | $0 |
| Oct 9, 2026 | Shah Neil B. Chief Commercial Officer | Tax withheld | 9,670 | $1.79M |
| Oct 9, 2026 | Shah Neil B. Chief Commercial Officer | Option exercise | 20,000 | $0 |
| Aug 26, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 10,941 | $2.03M |
| Aug 26, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 39,059 | $7.29M |
| Aug 20, 2026 | Feld Peter Director | Sale | 5,000 | $900.0K |
| Aug 10, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 18,721 | $3.46M |
| Aug 10, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 1,457 | $271.2K |
| Aug 10, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 155 | $28.7K |
| Aug 7, 2026 | Quigley Adam Chief Financial Officer | Sale | 1,750 | $321.9K |
| Aug 7, 2026 | Shah Neil B. Chief Commercial Officer | Tax withheld | 19,340 | $3.59M |
| Aug 7, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 22,723 | $4.24M |
| Aug 7, 2026 | Shah Neil B. Chief Commercial Officer | Sale | 6,944 | $1.30M |
| Aug 7, 2026 | Shah Neil B. Chief Commercial Officer | Option exercise | 40,000 | $0 |
| Aug 7, 2026 | Barrocas Mark Chief Executive Officer | Option exercise 10b5-1 plan | 200,000 | $0 |
| Aug 7, 2026 | Barrocas Mark Chief Executive Officer | Tax withheld 10b5-1 plan | 78,700 | $14.60M |
| Aug 6, 2026 | Barrocas Mark Chief Executive Officer | Sale 10b5-1 plan | 250,000 | $46.25M |
| Aug 5, 2026 | Barrocas Mark Chief Executive Officer | Sale 10b5-1 plan | 250,000 | $42.50M |
| Jul 31, 2026 | Quigley Adam Chief Financial Officer | Award | 107 | $10.9K |
| Jul 17, 2026 | Barrocas Mark Chief Executive Officer | Sale 10b5-1 plan | 250,000 | $38.75M |
| Jul 10, 2026 | Wang Xuning Director | Sale | 2,668,200 | $401.19M |
| Jun 25, 2026 | Barrocas Mark Chief Executive Officer | Sale 10b5-1 plan | 100,000 | $14.50M |
| Jun 18, 2026 | Barrocas Mark Chief Executive Officer | Sale 10b5-1 plan | 100,000 | $14.00M |
| Jun 18, 2026 | Wang Barney Tianhao Director | Option exercise | 2,085 | — |
| Jun 18, 2026 | Feld Peter Director | Option exercise | 2,085 | $0 |
| Jun 18, 2026 | Hui Chi Kin Max Director | Option exercise | 2,085 | $0 |
| Jun 18, 2026 | Wortendyke Jason Director | Option exercise | 726 | $0 |
| Jun 18, 2026 | Paul Dennis Director | Option exercise | 2,085 | $0 |
| Jun 18, 2026 | Barton Kathryn J. Director | Option exercise | 2,085 | $0 |
| Jun 18, 2026 | Warner Timothy R. Director | Option exercise | 2,085 | $0 |
| Jun 4, 2026 | Lopez-Baldrich Pedro J. Chief Legal Officer | Sale | 2,200 | $269.7K |
| May 8, 2026 | Quigley Adam Chief Financial Officer | Sale | 944 | $107.4K |
| May 8, 2026 | Quigley Adam Chief Financial Officer | Sale | 5,979 | $674.7K |
| Apr 16, 2026 | Wang Xuning Director | Option exercise | 461,334 | $0 |
| Mar 4, 2026 | Quigley Adam Chief Financial Officer | Sale | 2,620 | $299.6K |
| Mar 3, 2026 | Lopez-Baldrich Pedro J. Chief Legal Officer | Sale 10b5-1 plan | 12,236 | $1.42M |
| Mar 3, 2026 | Lopez-Baldrich Pedro J. Chief Legal Officer | Sale 10b5-1 plan | 3,476 | $395.0K |
| Mar 3, 2026 | Lopez-Baldrich Pedro J. Chief Legal Officer | Sale 10b5-1 plan | 8,202 | $941.2K |
| Mar 3, 2026 | Lopez-Baldrich Pedro J. Chief Legal Officer | Sale 10b5-1 plan | 185 | $21.5K |
| Feb 28, 2026 | Barrocas Mark Chief Executive Officer | Option exercise | 467,909 | $0 |
| Feb 28, 2026 | Barrocas Mark Chief Executive Officer | Tax withheld | 182,904 | $22.47M |
| Feb 28, 2026 | Shah Neil B. Chief Commercial Officer | Option exercise | 72,976 | $0 |
| Feb 28, 2026 | Shah Neil B. Chief Commercial Officer | Tax withheld | 33,740 | $4.15M |
| Feb 28, 2026 | Shah Neil B. Chief Commercial Officer | Option exercise | 40 | $0 |
| Feb 28, 2026 | Shah Neil B. Chief Commercial Officer | Tax withheld | 20 | $2.5K |
| Feb 28, 2026 | Quigley Adam Chief Financial Officer | Option exercise | 6,323 | $0 |
| Feb 28, 2026 | Quigley Adam Chief Financial Officer | Tax withheld | 2,186 | $268.6K |
| Feb 28, 2026 | Quigley Adam Chief Financial Officer | Option exercise | 25 | $0 |
| Feb 28, 2026 | Quigley Adam Chief Financial Officer | Tax withheld | 13 | $1.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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