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Company Research18 Apr 2024
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
Oddity Tech
Oddity Tech (ODD) investor relations material
Oddity Tech Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved record 2025 results with net revenue of $810 million, up 25% year-over-year, and exceeded financial guidance across all key metrics.
Adjusted EBITDA reached $163 million, up 9% year-over-year, with a margin of 20.2%.
Q4 2025 net revenue was $153 million, up 24% from Q4 2024, surpassing guidance.
Launched METHODIQ, expanding into medical-grade and telehealth, with strong early traction.
Continued investment in ODDITY Labs and technology infrastructure.
Financial highlights
FY 2025 gross margin was 72.7%, up 30 bps year-over-year; Q4 gross margin was 70.5%.
Full-year adjusted EBITDA was $163 million; Q4 adjusted EBITDA was $13 million, with an 8.2% margin.
Adjusted diluted EPS for FY 2025 was $2.21, up 12% year-over-year; Q4 adjusted EPS was $0.20.
Free cash flow for 2025 was $84 million; net operating cash flow was $88 million.
Ended 2025 with $776 million in cash, cash equivalents, and investments.
Outlook and guidance
Not issuing full-year 2026 guidance yet due to uncertainty around user acquisition cost normalization.
Q1 2026 revenue expected to decline approximately 30% year-over-year due to increased acquisition costs; Q2 also likely to decline.
Management expects material improvement in H2 2026 and will provide FY 2026 guidance in coming months.
Continued investment in growth initiatives, including ODDITY Labs, new brands, and tech infrastructure.
What specific actions address rising acquisition costs?
Rationale for current share repurchase strategy
Beyond acquisition costs, what are key growth drivers?
What is the long-term strategy for Try-Before-You-Buy?
Capital allocation priorities given UAC dislocation?
Impact of UAC on Brand 4 launch timeline?
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Next Oddity Tech earnings date
Q1 202629 Apr, 2026
Oddity Tech
Next Oddity Tech earnings date
Q1 202629 Apr, 2026
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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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