SKIN
The Beauty Health Company1.4100
+0.0300+2.17%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Pauses skincare; devices stabilizing
Q&A revealed management's abrupt pause on the skincare initiative, a pre-revenue project now seen as diverting from core razor-blade strengths, freeing capital for profitability. Devices showed nascent stabilization in Americas after double-digit drops, thanks to better leads, pricing bundles, and good/better/best tiers tackling financing hurdles. Consumables pricing power shone through a well-digested July 5% hike lifting ASPs, with EMEA up double-digits on boosters. Churn climbed to 1.8% from small-provider stress; reactivation training ramps up. No 2026 guide yet. Momentum builds, but device growth bears watching.
Key Stats
Market Cap
179.78MP/E (TTM)
-Basic EPS (TTM)
-0.16Dividend Yield
0%Recent Filings
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.
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
Appoints aesthetics expert Schaison
The Beauty Health Company appointed Dr. Philippe Schaison to its board effective October 30, 2025, filling an open seat and expanding to eight directors. The aesthetics veteran, current CEO of Soltégo and ex-President of Allergan Aesthetics, joins the Nominating and Compensation Committees. Board cites his scaling expertise for global growth. New voice sharpens strategy.
8-K
Malha named Beauty Health CEO
Beauty Health appointed Pedro Malha as President and CEO effective October 1, 2025, replacing Marla Beck who steps down September 30 but stays advisory through 2025. Malha, ex-Abbott and Zimmer Biomet executive, gets $800K base, $450K sign-on, and $4.6M initial equity. Leadership shakeup eyes healthcare expertise for growth.
8-K
New guarantors for 2028 Notes
The Beauty Health Company added new foreign subsidiary guarantors to its 7.95% Convertible Senior Notes due 2028 via a Supplemental Indenture on September 4, 2025. Guarantees are secured first-priority by substantially all assets of these guarantors, subject to exceptions. It also fixes Indenture ambiguities. Notes strengthen creditor protections.
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