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Celsius
Celsius (CELH) investor relations material
Celsius Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record full-year revenue of $2,515.3 million in 2025, up 86% year-over-year, driven by acquisitions, organic growth, and significant scale across the Modern Energy portfolio.
Portfolio now includes two billion-dollar brands, representing about 20% of the U.S. energy drink market in tracked channels.
Alani Nu and Rockstar Energy integrations are progressing, with Alani Nu's transition into Pepsi's DSD network nearly complete and Rockstar expected by H1 2026.
International expansion underway, with presence in 10 markets and international revenue up 24% to $92.8 million.
Focused on operational discipline, innovation, and expanding reach through partnerships, notably with PepsiCo.
Financial highlights
Q4 2025 revenue was $721.6 million, up 117% year-over-year; full-year revenue reached $2,515.3 million, up 86%.
FY 2025 gross margin was 50.4%, up 20 bps YoY; Q4 gross margin was 47.4%, down 280 bps YoY due to integration costs.
FY 2025 net income was $108.0 million, down 26% YoY; diluted EPS was $0.25, down 44% YoY.
Adjusted EBITDA for FY 2025 was $619.6 million, up 142% YoY; Adjusted EBITDA margin was 24.6%.
North America revenue grew 89% YoY to $2,422.5 million; International revenue rose 24% YoY to $92.8 million.
Outlook and guidance
Expect Alani Nu integration to complete by end of Q1 2026 and Rockstar Energy by H1 2026.
Margins anticipated to expand across 2026, targeting gross margin percentages in the low 50s as integration costs subside.
Continued focus on innovation, shelf space gains, and international growth to drive future performance.
Drivers for 2026 gross margin expansion?
Reconcile Q4 Celsius revenue vs. retail sales.
Strategy to reverse Rockstar Energy sales decline?
Key milestones for mid-50s gross margins?
Alani velocity build in new distribution points?
Criteria for new international market entry?
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Next Celsius earnings date
Citi’s 2026 Global Consumer & Retail Conference 20269 Mar, 2026
Celsius
Next Celsius earnings date
Citi’s 2026 Global Consumer & Retail Conference 20269 Mar, 2026
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Frequently asked questions
Energy Drinks for Fitness Enthusiasts
Celsius Holdings, Inc., commonly known as Celsius, is a company primarily known for its line of energy drinks with a focus on health and wellness. The company positions its products as a healthier alternative within the energy drink sector, differentiating itself by emphasizing ingredients that boost metabolism and provide energy without the high sugar and calorie content often found in similar beverages. Celsius drinks are primarily marketed towards fitness enthusiasts and those seeking a healthier lifestyle. The company is headquartered in Boca Raton, Florida, and its shares are listed on the NYSE.
Finding its Place
The company has successfully carved out a niche in the competitive energy drink market by positioning its Celsius brand as a healthier alternative. Recognizing a growing consumer demand for wellness-oriented products, Celsius differentiates itself by offering energy drinks that are not only energizing but also align with health and fitness goals. The company's drinks are formulated with ingredients aimed at boosting metabolism and enhancing energy without the high sugar and calorie content typically associated with energy drinks. This approach has appealed to a broad audience, including fitness enthusiasts and health-conscious individuals. Today, the company competes with other large beverage companies such as Monster and Coca-Cola.
The Products
The product lineup includes the original Celsius energy drink, available in multiple flavors, which contains a blend of energy-boosting and metabolism-enhancing ingredients. Additionally, the company offers Celsius Heat, a line specifically formulated for pre-workout with increased caffeine, Celsius BCAA + Energy provides branched-chain amino acids. The company also offers Celsius-Stevia, a naturally sweetened version, aimed at consumers who prefer natural ingredients. Each product variation maintains the focus on healthy options, using carefully selected ingredients to provide energy without excessive sugar or calories.
Celsius and PepsiCo
In 2022, Celsius and PepsiCo entered into a strategic distribution agreement together, with PepsiCo making an investment of $550 million in Celsius. This alliance with one of the world's leading beverage companies has provided Celsius with enhanced distribution capabilities, leveraging PepsiCo's extensive global network. The partnership is primarily focused on distribution and market expansion, aiming to increase the availability and visibility of Celsius products. By collaborating with PepsiCo, Celsius has been able to tap into a broader consumer base, significantly boosting its market presence in the energy drink sector while benefiting from PepsiCo's expertise in beverage distribution and marketing.
Further reading: Celsius: An Almost Unbeatable Growth Stock
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