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SharkNinja (SN) investor relations material
SharkNinja Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved 14.3% year-over-year net sales growth in Q3 2025, marking the 10th consecutive quarter of double-digit organic top-line growth, with broad-based gains across all categories and geographies.
Adjusted EBITDA grew 20.7% year-over-year to $316.5 million, with record earnings per share and gross margin surpassing 50%.
International net sales surged 25.8% year-over-year, while domestic sales grew 9.5%.
Beauty and Home Environment segment led with 56.7% sales growth, driven by new product launches and viral consumer engagement.
Strengthened global retail and direct-to-consumer relationships, including a new consolidated e-commerce platform and expanded influencer network.
Financial highlights
Q3 net sales: $1.63 billion (+14.3% YoY); domestic: $1.1 billion (+9.5% YoY); international: $530 million (+25.8% YoY).
Adjusted gross margin: 50.3% (+90 bps YoY); GAAP gross profit: $818 million (+17.6% YoY).
Adjusted EBITDA: $317 million (+20.7% YoY), margin at 19.4% (+100 bps YoY).
Adjusted net income: $213 million ($1.50/diluted share, +24% YoY); net income: $188.7 million (+42.6% YoY).
Cash and equivalents: $264 million (+100% YoY); total debt: $749.3 million; inventories: $1.16 billion (+7.6% YoY).
Outlook and guidance
Q4 2025 net sales growth expected at ~16% YoY; adjusted EBITDA margin to increase by ~200 bps YoY.
Full-year 2025 net sales growth now guided to 15%-15.5% (up from 13%-15%); adjusted EPS $5.05-$5.15 (up from $5.00-$5.10).
Adjusted EBITDA for 2025 expected at $1.115-$1.125 billion (+17.2%-18.3% YoY).
Capex guidance: $180-$200 million, tracking toward lower end.
GAAP effective tax rate expected at 22.6%-24.0%; non-GAAP: 22.3%.
Ongoing margin benefit from JS Global sourcing fee end?
Explain R&D vs. S&M spending priorities shift.
Is inventory growth aligned with sales strategy?
What drives the hybrid international distribution model?
Expand beauty product distribution beyond specialty.
What are the non-tariff gross margin expansion drivers?
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Next SharkNinja earnings date
Morgan Stanley Global Consumer & Retail Conference 20252 Dec, 2025
Next SharkNinja earnings date
Morgan Stanley Global Consumer & Retail Conference 20252 Dec, 2025
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Frequently asked questions
SharkNinja Inc., also known simply as SharkNinja, is a renowned global product design and technology company, recognized for its innovative lifestyle solutions that cater to consumers worldwide. The company's vast portfolio spans various household sub-categories, including cleaning, cooking, food preparation, home environment, and beauty. SharkNinja is particularly noted for its two primary brands, Shark and Ninja, which have become synonymous with quality and innovation in the small household appliance and cleaning solution sectors. The company is headquartered in Needham, Massachusetts, and its shares are listed on the NYSE under the ticker symbol SN.
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