SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $1.88 · Revenue $1.86B · 8 analysts
Est. EPS $2.32 · Revenue $2.45B · 8 analysts
Est. EPS $6.53 · Revenue $7.48B · 8 analysts
Est. EPS $1.31 · Revenue $1.59B · 3 analysts
EPS $1.33 · Revenue $1.63B
EPS $0.98 · Revenue $1.44B
EPS $0.83 · Revenue $1.22B
| 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). | $6.4B | +15.7% | +25.0% |
| 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. | $701.4M | +59.9% | +6.9% |
| 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. | +49.0% | +1.8% | -0.0% |
| 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). | +14.4% | +23.5% | -12.8% |
| 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. | +11.0% | +38.1% | -14.5% |
| 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. | $474.4M | +60.6% | +298.9% |
| 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. | +7.4% | +38.7% | +259.1% |
| 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. | 33.7% | -30.5% | +3.1% |
| 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. | 2.04x | +17.8% | -12.5% |
| 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. | $5.3B | +21.7% | +11.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.94 vs 5.15 | -4.1% | 0.92 vs 1.11 | -17.2% |
| Revenue Surprise | $6.4B vs $6.4B | +0.2% | $1.8B vs $1.7B | +6.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Shah Neil B. | officer: Chief Commercial Officer | Ordinary Shares | D | 10,941 | $185.27 |
| Aug 26, 2026 | Shah Neil B. | officer: Chief Commercial Officer | Ordinary Shares | D | 39,059 | $186.66 |
| Aug 20, 2026 | Feld Peter | director | Ordinary Shares | D | 5,000 | $180.00 |
| Aug 10, 2026 | Shah Neil B. | officer: Chief Commercial Officer | Ordinary Shares | D | 18,721 | $184.58 |
| Aug 10, 2026 | Shah Neil B. | officer: Chief Commercial Officer | Ordinary Shares | D | 155 | $185.00 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the SharkNinja Second Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to James Lamb, Senior Vice President of Investor Relations and Treasury. James, please go ahead. James Lamb: Good morning, and welcome to SharkNinja's Second Quarter 2026 Earnings Conference Call. Earlier today, we issued our Q2 earnings release, which is available on the company's website at ir.sharkninja.com. A replay of today's webcast will also be available on the site shortly after the call. Before we begin, let me remind you that today's discussion will include forward-looking statements based on our current perspective of the business environment. These statements involve risks and uncertainties, and actual results may differ materially. For more details, please refer to our earnings release and the company's most recent SEC filings, which outline factors that could impact these statements. The company assumes no obligation to update or revise forward-looking statements in the future. Additionally, during the call, we will reference non-GAAP financial measures, which we believe provide valuable insight into the underlying growth trends of our business. You can find a full reconciliation of these measures to their most directly comparable GAAP measures in the earnings release. Joining me today are our Chief Executive Officer, Mark Barrocas, and Chief Financial Officer, Adam Quigley. Mark will start by providing a business update, followed by Adam, who will review our Q2 financial results and share our outlook for 2026. Mark will then offer some closing remarks before we open the call to questions. During the Q&A session, please limit yourself to one question and one follow-up. I would now like to turn the call over to Mark. Mark Adam Barrocas: Thank you, James. Good morning, everyone, and thank you for joining us today. Let me get right to it. Q2 was a blowout quarter for SharkNinja. We delivered our 13th consecutive quarter of double-digit net sales growth. And we didn't just sustain our pace, we accelerated to over 22% growth year-over-year. This is our fastest growth rate since Q4 2024. And here's the key takeaway. SharkNinja's products are resonating globally, not in one category, not in one region, across consumer demographics, across geographies and across channels. Everywhere we compete, we are winning by engaging and delighting consumers. We believe this quarter demonstrates the global power of our diversified business model in action. Domestic net sales grew more than 15% in Q2, a meaningful step-up from last quarter with first half 2026 net sales up greater than 12%. International grew nearly 37%, fueled by the U.K., Europe and Latin America. Every cylinder in our engine is firing, powered by our diversified 3-pillar growth strategy. Just as important, our profitability performance was exceptional. Gross margin beat our expectations even as tariffs …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Mark Adam Barrocas | President, Chief Executive Officer & Director | USD 17,845,830 | Male | 1972 | Active |
Neil Shah | Chief Commercial Officer | USD 5,888,274 | Male | 1980 | Active |
Pedro J. Lopez-Baldrich | Executive Vice President & Chief Legal Officer | USD 1,062,774 | Male | 1972 | Active |
Adam Quigley | Executive Vice President & Chief Financial Officer | USD 981,315 | Male | 1988 | Active |
Velia Carboni | Chief Information Officer | — | Female | 1970 | Active |
Anthony Marra | Chief Product Officer | — | Male | — | Active |
Xuning Wang | Refounder & Chairperson | — | Male | 1969 | Active |
Mike Harris | Chief Innovation & Technology Officer | — | Male | — | Active |
Kaitlin A. Folan | Chief Accounting Officer | — | Female | 1984 | Active |
Kim Smolko | Executive Vice President & Chief Operating Officer | — | Female | — | Active |
SharkNinja heads into Q2 earnings with favorable beat odds, backed by innovation, global expansion and disciplined execution despite tariff risks.
Smith & Nephew PLC (LSE:SN) has cut its full-year revenue growth forecast after weakness in its US orthopaedics and wound care businesses in the second quarter. The FTSE 100 medical technology group now expects annual revenue growth of around 4%, down from its previous forecast of around 6%.
Sony (NYSE: SONY - Get Free Report) and SharkNinja (NYSE: SN - Get Free Report) are both large-cap consumer discretionary companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Valuation and Earnings This table compares Sony and
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Beyond analysts' top-and-bottom-line estimates for SharkNinja, Inc. (SN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
