HNST
The Honest Company, Inc.2.8600
+0.0500+1.78%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
319.72MP/E (TTM)
47.67Basic EPS (TTM)
0.06Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
Q2 Profitability Milestone
The Honest Company reported Q2 2025 revenue of $93.5 million, up 0.4% year-over-year, with gross margin expanding 210 basis points to 40.4% on inventory reserve changes, despite tariff pressures. Net income hit $4 million, flipping from a $4 million loss, while operating expenses dropped $5 million through disciplined cuts. Transformation pillars fueled this profitability push. Cash stands at $72 million, debt-free. Full-year outlook holds: 4-6% revenue growth, $27-30 million adjusted EBITDA. Tariffs loom as a wildcard.
10-Q
Q2 FY2025 results
The Honest Company posted steady revenue of $93.5M in Q2 FY2025 ended June 30, 2025, edging up 0.4% y/y while gross profit climbed 6.0% y/y to $37.8M on a 40.4% margin, up from 38.3%, thanks to lower inventory reserves offsetting tariff hits. YTD revenue surged 6.4% y/y to $190.7M, with operating income flipping to $5.4M from a $5.4M loss, fueled by SG&A cuts from reduced stock-based comp. Diluted EPS hit $0.06 on 114.3M shares, matching net income of $7.1M with no anti-dilution flags. Cash dipped to $72.1M amid $3.7M operating outflow, yet $31.3M revolver availability cushions liquidity under compliant covenants. Tariffs sting supply costs. Honest flipped profitable. Retail shifts pose risks.
8-K
Annual meeting results
The Honest Company held its 2025 annual meeting on May 28, electing Michael Barkley, John R. (Jack) Hartung, and Carla Vernón as Class I directors until 2028, despite Barkley facing heavy withheld votes at 20.8 million shares. Stockholders overwhelmingly ratified PricewaterhouseCoopers LLP as auditors for the fiscal year ending December 31, 2025, with 80.9 million for and just 672,611 against. Barkley's contested election signals boardroom tension.
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