Beauty Health Q3 revenue down 10.3%, but beats estimates

Skinhealth Systems

06/11/2025 22:29

Overview

Beauty Health Q3 2025 revenue of $70.7 mln beats analyst expectations

Adjusted EBITDA beat analysts' estimates, reaching $8.9 mln

Net sales declined 10.3% yr/yr due to lower delivery systems and consumables sales

Outlook

Beauty Health projects 2025 net sales between $293 mln and $300 mln

Company expects 2025 adjusted EBITDA of $37 mln to $39 mln

Guidance assumes stable market conditions and excludes unannounced acquisitions

Result Drivers

CONSUMABLES RESILIENCE - Recurring consumables business remained strong and profitable, offsetting pressure from device sales

GROSS MARGIN IMPROVEMENT - Higher gross margin driven by lower inventory charges and favorable sales mix towards consumables

OPERATIONAL EFFICIENCY - Exceeded company's guidance due to ongoing operational efficiency, as stated by CEO Pedro Malha

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$70.70 mln
$68.59 mln (9 Analysts)
Q3 Net Income
-$11 mln
Q3 Adjusted EBITDA
Beat
$8.90 mln
$2.34 mln (9 Analysts)
Q3 Adjusted Gross Margin
68.00%


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 $2.00, about 26.5% above its November 5 closing price of $1.47

Press Release: ID:nGNX4lCFzC

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(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.)