Brief: Beauty Health Q2 Net Income USD 19.7 Million

Skinhealth Systems

07/08/2025 21:05

Overview

Beauty Health Q2 2025 net sales fall 13.7% yr/yr, beating analyst expectations

Adjusted EBITDA for Q2 2025 beats consensus, driven by improved gross margins

Company raises full-year guidance, reflecting confidence in strategic transformation

Outlook

Beauty Health expects full-year 2025 net sales guidance of $285-$300 mln

Company expects Q3 2025 net sales of $65-$70 mln

Beauty Health projects full-year 2025 adjusted EBITDA of $27-$35 mln

Company anticipates Q3 2025 adjusted EBITDA of $2-$4 mln

Result Drivers

CONSUMABLES SALES - Over 70% of revenue driven by consumables, highlighting the strength of the recurring revenue model

GROSS MARGIN IMPROVEMENT - Gross margin improved due to lower inventory charges and favorable sales mix shift towards consumables

CHINA MARKET STRATEGY - Transitioned sales in China to a distributor partner, impacting delivery systems net sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$78.20 mln
$74.50 mln (7 Analysts)
Q2 Net Income
$19.70 mln
Q2 Adjusted EBITDA
Beat
$13.90 mln
$3.79 mln (7 Analysts)
Q2 Adjusted Gross Margin
65.9%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "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 $1.50, about 6% below its August 6 closing price of $1.59

Press Release: ID:nGNXbPBzlZ

(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.)