SKIN
The Beauty Health Company1.4100
+0.0300+2.17%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details churn drop, guide cadence.
Q&A reinforced the prepared script's flat 2026 revenue guide (normalized for China) and execution-year framing, but surfaced churn dropping to 1.1% in Q4 from 1.8% prior—guide assumes flat YoY, with upside eyed via inside sales tweaks. Management detailed H1 mid-single-digit revenue dip, H2 flatness from macro equipment drag and APAC softness. Consumables color: EMEA booster-fueled growth, US treatment spend up 10%, penetration at one-fifth of treatments. Next-gen HydraFacial eyes 2028 launch. Churn targets small accounts. Granular, not game-changing. Investors track utilization flywheel kick-in.
Key Stats
Market Cap
179.78MP/E (TTM)
-Basic EPS (TTM)
-0.16Dividend Yield
0%Recent Filings
8-K
Q4 sales dip, margins rise
Beauty Health reported Q4 2025 net sales of $82.4M, down 1.3% from prior year due to fewer delivery systems placed, yet gross margin expanded to 64.4% from 62.7% on lower inventory charges and consumables mix. Full-year net sales fell 10% to $300.8M, but Adjusted EBITDA soared to $45.1M from $12.3M amid slashed operating expenses. Guidance eyes $285-305M sales in 2026. Cash dropped to $233M post-note repurchases.
10-K
FY2025 results
Beauty Health's FY2025 net sales fell 10% y/y to $300.8M, with Delivery Systems down 29.8% to $88.1M amid macroeconomic pressures, while Consumables edged up 1.8% to $212.7M on prior placements and pricing. Q4 showed sequential stabilization yet trailed prior trends, as gross margins leaped to 65.3% from 54.5% via lower inventory charges. Operating loss narrowed to $20.8M from $67.8M, aided by 21% selling/marketing cuts; cash fell to $232.7M post-Note exchanges yielding $18.9M gain. Debt stands at $374M post-repurchases. Ongoing litigation risks provider relationships.
8-K
Settles derivative suit with reforms
The Beauty Health Company notified stockholders on March 3, 2026, of a proposed non-monetary settlement in the Delaware Chancery Court derivative suit over Syndeo product defects and board oversight lapses, pending approval May 13, 2026. It commits to corporate governance reforms like a Quality Ombudsman, enhanced inventory monitoring, clawback policy expansion, and formalized committees, lasting four years. Reforms target product quality risks. Fee award tops $737,500.
10-Q
Q3 FY2025 results
The Beauty Health Company's 10-Q filing for the quarter ended September 30, 2025, provides no financial statements, income details, or metrics like revenue, EPS, cash flow, or debt. No topline, profitability, or liquidity figures appear in the provided document. Non-GAAP metrics not disclosed in the 10-Q. No M&A, impairments, or regulatory matters detailed. Balance sheet absent. Risk Factors on page 42 highlight potential issues like competition.
8-K
Q3 sales down, margins up
Beauty Health reported Q3 2025 net sales of $70.7 million, down 10.3% from $78.8 million last year, as device sales dropped to 875 units amid macro pressures, while consumables held steady at $49.8 million. Gross margin surged to 64.6% from 51.6%; Adjusted EBITDA hit $8.9 million. Cash sits at $219 million. Full-year guidance raised to $293–$300 million sales, $37–$39 million Adjusted EBITDA.
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