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Oddity Tech (ODD) investor relations material
Oddity Tech Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Achieved 25% net revenue growth in Q2 2025 to $241M, exceeding guidance, with strong online and international expansion driving results.
Q2 2025 results exceeded guidance across all key metrics, including revenue, gross margin, adjusted EBITDA, and EPS.
Maintained a technology-driven platform supporting multiple brands, with Brand three (medical-grade dermatology) on track for Q4 launch and Brand four planned for 2026.
Continued to beat financial targets for revenue, profit, and EPS for the ninth consecutive quarter since IPO.
Ongoing investments in technology, Oddity Labs, and new brands as key growth pillars.
Financial highlights
Q2 net revenue grew 25% year-over-year to $241M, gross margin expanded 10 bps to 72.3%, and adjusted EBITDA reached $70M (28.8% margin).
Adjusted diluted EPS for Q2 was $0.92, above guidance; excludes share-based compensation.
Free cash flow for the first half of 2025 totaled $99M, converting over 80% of adjusted EBITDA.
Cash, cash equivalents, and investments at quarter-end: $815M, with $200M undrawn credit facility.
1H 2025 net revenue was $509M (+26% YoY); adjusted EBITDA $122M (23.9% margin).
Outlook and guidance
Full-year 2025 net revenue expected between $799M and $804M (23–24% YoY growth); gross margin for 2025 expected at 71%.
Adjusted EBITDA guidance for 2025 is $160M–$162M; adjusted diluted EPS expected at $2.06–2.09, assuming no share buybacks.
Q3 2025 net revenue guidance: $144–146M (21–23% YoY growth); gross margin 68%; adjusted EBITDA $26–28M.
2026 performance expected to align with long-term algorithm of 20% revenue growth and 20% adjusted EBITDA margin, with front-loaded investments impacting H1 margins.
Adjusted EPS guidance for FY2025 raised from prior outlook.
Explain the rationale behind Brand 3's launch.
Assess the impact of the exchangeable note.
Why did adjusted EBITDA margin decrease?
Detail Brand 3's long-term consumer offering.
How does Oddity constrain growth?
Discuss international growth drivers.
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Next Oddity Tech earnings date
Q3 20256 Nov, 2025
LIVEat 13:30
Next Oddity Tech earnings date
Q3 20256 Nov, 2025
LIVEat 13:30
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Frequently asked questions
AI-powered Beauty and Wellness
Oddity Tech Ltd is a consumer technology company specializing in the beauty and wellness sectors. They are known for creating and expanding digital-first brands, leveraging advanced technologies such as artificial intelligence, molecular discovery, computer vision, and a data science-driven online platform. The company markets beauty, hair, and skincare products under a number of its brands. Furthermore, Oddity Tech operates ODDITY LABS, a biotechnology center focused on developing product ingredients, including novel molecules, probiotics, and peptides. The company is headquartered in NYC, and its shares are listed on the Nasdaq.
The Company’s Platform
One of the standout features of Oddity's platform is PowerMatch, a proprietary AI system designed to match consumers with the perfect product. This technology, along with SpoiledBrain, utilizes numerous machine learning models to provide accurate product recommendations, streamlining the consumer experience and providing product recommendations without users having to step foot in a store. Oddity's platform leverages a "massive data lake," with over 40 million unique users and more than a billion data points, Oddity harnesses machine learning, data science, computer vision, and AI-guided molecular discovery to drive its initiatives.
Oddity Labs
Oddity Labs is the company’s biotechnology center and focuses on applying AI-based molecule discovery techniques within the beauty and wellness industries. The company utilizes a combination of synthetic biology, genomic sequencing, robotics, and machine learning to develop new products. Its focus is on creating small molecules, probiotics, peptides, and other biological substances to address a wide array of consumer needs efficiently and effectively. The development process at Oddity Labs includes various stages such as phenotypic screening, medicinal chemistry, molecular screening, deep learning, and both in vitro and ex vivo validation to ensure the safety and efficacy of their products.
The Company's Own Brands
The company also owns and operates two of its own brands: Il Makiage and SpoiledChild. Il Makiage produces and sells makeup products while SpoiledChild sells anti-aging skin and hair products. Both brands utilize the parent company’s AI-driven platforms. Through these brands, the company competes against other companies in the industry such as L’Oreal and Elf Beauty.
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