SharkNinja Inc. reported full‑year 2025 results that surpassed consensus estimates, with net sales of $6.399 billion—up 15.7% year‑over‑year and 14.5% on a constant‑currency basis—while net income rose to $701.4 million. Adjusted earnings per share reached $5.28 and diluted earnings per share were $4.94, both figures beating analyst expectations.
The company’s Beauty and Home Environment segment drove the majority of the growth, expanding 63.2% in the fourth quarter and contributing a significant share of the overall revenue increase. The strong performance was supported by a favorable product mix and higher pricing power in core categories, offsetting modest headwinds in legacy product lines.
SharkNinja’s adjusted gross margin expanded to 49.4% of net sales, a 30‑basis‑point lift from the prior year. The margin improvement reflects disciplined cost management and a shift toward higher‑margin product lines, allowing the company to maintain profitability even as raw‑material costs rose.
Management guided for 2026 net sales growth of 10.0% to 11.0% and adjusted net income per diluted share of $5.90 to $6.00, signaling confidence that supply‑chain efficiencies will continue to mature and that the company’s investment in innovation and international expansion will translate into higher revenue and margin growth.
In addition to the earnings announcement, SharkNinja authorized a $750 million share‑repurchase program, giving the board flexibility to return capital to shareholders over the next year while preserving the financial flexibility needed to fund its growth initiatives.
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