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Oddity Tech (ODD) investor relations material
Oddity Tech Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary20 Nov, 2025
Executive summary
Achieved record Q3 2025 results with 24% year-over-year revenue growth and 24% growth in adjusted diluted EPS, surpassing guidance despite industry challenges.
Launched METHODIQ, a new telehealth dermatology brand, expanding into medical-grade solutions and marking a major milestone for the platform.
Continued robust performance from Il Makiage and SpoiledChild, with double-digit online revenue growth and international revenue up 40% year-over-year for the first nine months of 2025.
Maintained strong cash position with $793 million in cash, cash equivalents, and investments, plus $200 million undrawn credit.
The company leverages a technology-driven, direct-to-consumer platform supporting multiple brands in the beauty and wellness sector.
Financial highlights
Q3 2025 net revenue was $148 million, up 24% year-over-year, exceeding guidance.
Gross margin for Q3 2025 was 71.6%, up 170 basis points year-over-year, surpassing guidance.
Adjusted EBITDA for Q3 2025 was $29 million, up 16% year-over-year and above guidance.
Adjusted diluted EPS for Q3 2025 was $0.40, up 24% year-over-year and exceeding guidance.
Free cash flow for the first nine months was $90 million; cash, cash equivalents, and investments totaled $793 million as of September 30, 2025.
Outlook and guidance
Raised full-year 2025 guidance: net revenue expected between $806 million and $809 million (24%-25% growth), gross margin ~72.5%, adjusted EBITDA $161-$163 million, and adjusted diluted EPS $2.10-$2.12.
Q4 2025 revenue expected to increase 21%-23% year-over-year.
Medium-term targets remain at 20% revenue growth and 20% adjusted EBITDA margin.
METHODIQ's tech platform integration
Q4 Adjusted EBITDA margin drivers
Capital allocation strategy for cash balance
METHODIQ's expansion into new medical domains
ODDITY LABS' pipeline beyond 2026's 8 products
International market entry strategy for new countries
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Next Oddity Tech earnings date
Q4 202527 Feb, 2026
Next Oddity Tech earnings date
Q4 202527 Feb, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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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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