Beauty Health beats Q4 revenue estimates

Skinhealth Systems

12/03/2026 20:12

Overview

U.S. medical aesthetics firm's Q4 revenue fell 1% yr/yr but beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations, reflecting improved operational efficiency

Company posted Q4 net loss, but losses narrowed from prior year on lower expenses

Outlook

BeautyHealth sees Q1 2026 net sales of $63 mln to $68 mln

Company expects Q1 2026 adjusted EBITDA of $3.5 mln to $5.5 mln

BeautyHealth sees 2026 net sales of $285 mln to $305 mln

Company expects 2026 adjusted EBITDA of $35 mln to $45 mln

Company expects first-half 2026 revenue to be modestly below first-half 2025, with improvement in second half

Result Drivers

DELIVERY SYSTEMS DECLINE - Co said lower delivery systems net sales drove overall revenue decrease in Q4

CONSUMABLES SALES MIX - Gross margin improvement was primarily due to favorable mix shift towards consumable net sales and lower inventory related charges

LOWER OPERATING EXPENSES - Reduced personnel-related and marketing expenses contributed to lower operating costs

Company press release: ID:nGNX5lH1l0

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$82.4 mln
$77.80 mln (9 Analysts)
Q4 EPS
-$0.06
Q4 Net Income
-$8.1 mln
Q4 Adjusted EBITDA
Beat
$15 mln
$8.26 mln (7 Analysts)
Q4 Adjusted Gross Margin
67.4%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 2 "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 Beauty Health Co is $1.63, about 44.4% above its March 11 closing price of $1.13

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.)