ODDITY Tech's Q4 revenue growth beats expectations; expects drop in Q1 revenue

Oddity Tech

25/02/2026 12:15

Overview

Consumer tech firm's Q4 revenue rose 24%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company launched new brand METHODIQ amid strong financial performance

Outlook

ODDITY expects Q1 2026 revenue to decline approximately 30% year-over-year

Company anticipates improvement in acquisition costs by Q3 or Q4 2026

ODDITY plans to issue FY 2026 outlook in coming months

Result Drivers

REPEAT CUSTOMERS - Strong sales from repeat customers contributed to revenue growth, according to CEO Oran Holtzman

NEW BRAND LAUNCH - Successful launch of METHODIQ contributed to Q4 results

ADVERTISING COSTS - Dislocation with largest advertising partner increased new user acquisition costs, but actions have been taken to address this

Company press release: ID:nGNXb1xCXW

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$153 mln
$151.04 mln (8 Analysts)
Q4 Adjusted EPS
Beat
$0.20
$0.13 (8 Analysts)
Q4 EPS
$0.10
Q4 Adjusted Net Income
Beat
$12 mln
$8.88 mln (6 Analysts)
Q4 Adjusted EBITDA
Beat
$13 mln
$11.55 mln (8 Analysts)
Q4 Gross Margin
70.50%
Q4 Adjusted EBITDA Margin
8.20%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the personal products peer group is "buy"

Wall Street's median 12-month price target for Oddity Tech Ltd is $59.00, about 103.3% above its February 24 closing price of $29.02

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)