Brilliant Earth Group, Inc. is a company that specializes in the creation, sourcing, and retail distribution of diamonds, gemstones, and various types ...
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Est. EPS $0.02 · Revenue $111.27M · 4 analysts
Est. EPS $0.06 · Revenue $134.23M · 4 analysts
Est. EPS $0.06 · Revenue $459.51M · 3 analysts
Est. EPS $-0.04 · Revenue $103.74M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $437.5M | +3.6% | +15.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-3.6M | -771.9% | +101.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +57.5% | -4.6% | +6.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -1.2% | -254.9% | +104.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -0.8% | -748.4% | +101.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $5.8M | -54.7% | +185.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.3% | -56.3% | +173.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 309.4% | -51.4% | +2.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.61x | -40.6% | -0.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $200.9M | -28.6% | +7.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.25 vs 0.06 | -550.9% | 0.00 vs -0.00 | +137.0% |
| Revenue Surprise | $437.5M vs $438.4M | -0.2% | $115.1M vs $111.4M | +3.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | TURNER GAVIN | director, 10 percent owner: | LLC Units | A | 16,014 | — |
| Aug 24, 2026 | TURNER GAVIN | director, 10 percent owner: | Class B Common Stock | A | 16,014 | — |
| Aug 24, 2026 | MAINSAIL GP III, LLC | 10 percent owner | Class B Common Stock | A | 16,014 | — |
| Aug 24, 2026 | MAINSAIL GP III, LLC | 10 percent owner | LLC Units | A | 16,014 | — |
| Aug 19, 2026 | Gerstein Beth Tamara | director, 10 percent owner, officer: Chief Executive Officer | Class A Common Stock | A | 3,203 | $1.26 |
Good morning, and welcome to the Brilliant Earth Second Quarter 2026 Earnings Call. I am Franz, and I'll be the operator assisting you today. I would now like to turn the call back over to Allison Malkin with ICR.
Thank you, and good morning, everyone. Welcome to Brilliant Earth's Second Quarter 2026 Earnings Conference Call. This is Allison Malkin with ICR. Joining me today are Beth Gerstein, Brilliant Earth's Chief Executive Officer, and Jeff Kuo, Brilliant Earth's Chief Financial Officer. During the call today, management will make certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to our SEC filings for a description of the risks that could cause our actual performance and results to differ materially from those expressed or implied in these forward-looking statements. These forward-looking statements reflect our opinion only as of the date of this call, and we undertake no obligation to revise or publicly release the results of any revision to these forward-looking statements in light of new information or future events unless required by law. Also, during this call, management will refer to certain non-GAAP financial measures. A reconciliation of Brilliant Earth's non-GAAP measures to the comparable GAAP measures is available in today's earnings release, which can be found on the Brilliant Earth Investor Relations website. I'll now turn the call over to Beth.
Good morning, everyone, and thank you for joining us. We're pleased to report an outstanding second quarter with results that once again reflect the disciplined execution and success of our growth strategy. Q2 net sales grew approximately 6% year-over-year to $115.1 million, well exceeding our guidance range. Our outstanding net sales performance included strong ASPs, which were up year-over-year across wedding and anniversary bands and fine jewelry, and stable year-over-year in engagement rings. This ASP strength was a continuation from last quarter, and we believe reflects consumers' enduring desire for premium, design-forward jewelry, along with our strength with the higher-income consumer. Total orders were slightly down 2% year-over-year during the quarter, but as you know, we have been focused on sales at higher price points and excluding sub-$500 AOV orders, which represent just a few percent of our net sales, our orders were up 5% year-over-year. Fine jewelry was again a clear standout driven by a strong Mother's Day holiday. Q2 fine jewelry bookings grew approximately 32% year-over-year, up about 18% of total bookings in Q2 as we continue to drive diversification beyond bridal. We were again pleased with our performance in wedding and anniversary bands, where Q2 bookings grew at a double-digit year-over-year rate. And our engagement ring bookings held steady and remained about the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Beth Tanara Gerstein | Chief Executive Officer & Director | USD 1,000,600 | Female | 1976 | Active |
Eric Scott Grossberg | Executive Chairman | USD 917,800 | Male | 1977 | Active |
Chuenhong Kuo | Chief Financial Officer & Treasurer | USD 780,633 | Male | 1976 | Active |
Sharon Dziesietnik | Chief Operations Officer | USD 593,703 | Female | 1985 | Active |
Pamela Catlett | Chief Brand Officer | — | Female | — | Active |
Colin Bourland | Vice President of Strategy, Business Development, & Investor Relations | — | — | — | Active |
Alex K. Grab | General Counsel & Secretary | — | Male | — | Active |
Brilliant Earth Group NASDAQ: BRLT Chief Financial Officer Jeffrey Kuo outlined the jewelry retailer's growth strategy, recent quarterly performance and 2026 outlook at the IDEAS investor conference, emphasizing the company's asset-light operating model, expanding showroom footprint and push into fine jewelry.
Brilliant Earth Group (BRLT) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
SAN FRANCISCO, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Brilliant Earth Group, Inc. (“Brilliant Earth” or the “Company”) (NASDAQ: BRLT), an innovative, global leader in ethically sourced fine jewelry, today announced that the Company will participate in upcoming investor events.
Brilliant Earth Group is rated a "Buy" due to its cheap valuation and fortress balance sheet despite recent revenue and profitability declines. BRLT's order volumes are rising, but average order value has dropped, impacting revenue. Recent price increases have begun to reverse this trend. The company's target demographic—affluent, younger consumers—shows resilience, with higher-priced products performing better amid economic headwinds.
Brilliant Earth Group, Inc. (BRLT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
