Abstract
SharkNinja Inc will release its quarterly results on February 11, 2026 Pre-Market; this preview summarizes last quarter’s results, current-quarter forecasts on revenue, margins, and EPS, the company’s main business trends, and the majority analyst view ahead of the print.Market Forecast
Market models for the current quarter point to revenue of $2.09 billion, adjusted EPS of $1.80, and EBIT of $349.00 million, implying year-over-year growth of 28.32%, 40.99%, and 40.39%, respectively. Forecast margin mix suggests improvement in operating leverage; year-over-year comparisons are favorable, and the company’s prior quarter strength sets a high baseline.Management’s product-cycle momentum centers on cleaning appliances and kitchen systems, with new premium launches and geographic expansion cited as the key supports to mix and pricing. The company’s highest-potential segment appears to be cleaning appliances, supported by scale and brand recognition; it contributed $592.92 million last quarter with resilient demand trends, and remains central to margin delivery.
Last Quarter Review
In the previous quarter, SharkNinja Inc delivered revenue of $1.63 billion, a gross profit margin of 50.14%, GAAP net profit attributable to shareholders of $189.00 million, a net profit margin of 11.58%, and adjusted EPS of $1.50, with revenue growing 14.28% year over year and EPS rising 23.97% year over year.One notable highlight was operating outperformance versus internal and external estimates, with EBIT of $289.04 million ahead of prior forecasts and EPS also surpassing expectations, indicating effective cost control and healthy mix. Main business momentum was broad-based, led by cleaning appliances at $592.92 million revenue and supported by kitchen categories including cooking and beverage appliances at $437.44 million and food-preparation appliances at $410.54 million.
Current Quarter Outlook
Main business: Cleaning appliances
Cleaning appliances remain the company’s anchor category in both scale and brand pull, and they are critical to quarterly performance given their contribution to revenue and profitability. New product refreshes in cordless vacuums, floor-care systems, and robot devices typically support average selling price resilience, which, combined with promotional discipline, supports gross margin. Channel inventory normalization following the holiday season can influence shipment phasing, yet guidance suggests that underlying retail sell-through is aligned with replenishment plans. With the current-quarter revenue forecast rising to $2.09 billion and EBIT to $349.00 million, the implied operating leverage depends on sustaining mix toward premium cleaning SKUs and managing logistics costs during post-holiday transitions. Any incremental retail promotions to defend share would be the key swing factor for category margin this quarter.Most promising business: Kitchen systems and cooking
The cooking and beverage appliances and food-preparation appliances together represent a substantial portion of revenue, and their recent product cycles often drive above-company growth when innovation aligns with consumer preferences. Last quarter’s revenues of $437.44 million in cooking and beverage and $410.54 million in food preparation demonstrate depth across subcategories, and the forecasted acceleration in total-company EPS growth of 40.99% signals mix and scale benefits that likely include kitchen innovation. The company typically leans into multi-function products and convenience-led features, which can compress replacement cycles and support repeat purchases. For the current quarter, traction from recent launches, expanded distribution in North America and select international markets, and continued e-commerce execution are poised to support revenue while preserving gross margin through manufacturing efficiencies and SKU rationalization.Key share-price drivers this quarter
Investors are likely to focus on the pace of revenue acceleration versus the 28.32% year-over-year estimate and whether gross margin can remain near the last quarter’s 50.14% level while absorbing seasonal promotional noise. Operating discipline will be measured through the EBIT forecast of $349.00 million and the conversion to adjusted EPS of $1.80; upside could come from lower freight and component costs or from higher-margin premium product mix, while downside risk would stem from heavier promotions or currency headwinds in international channels. Sell-through data and retailer commentary on inventory health post-holidays will also be pivotal, as will the cadence of new product introductions relative to category competitors.Analyst Opinions
The majority of recent institutional commentary skews bullish, emphasizing sustained double-digit revenue growth, expanding operating margin, and product-cycle breadth into cleaning and kitchen categories. Analysts highlight the positive setup into February 11, 2026 tied to an improving year-over-year compare, a fuller contribution from recent premium launches, and indications of efficient cost management that supported the last quarter’s EBIT and EPS beats. Several well-tracked research desks point to the company’s ability to compound share in core categories while improving working-capital turns, with an eye on maintaining gross margin near or modestly above the prior quarter’s level given the mix of high-ASP products.Bullish analysis generally expects SharkNinja Inc to at least meet revenue of $2.09 billion and adjusted EPS of $1.80, with some sensitivity to promotional cadence. The prevailing view is that the balance of risks leans toward continued operating leverage, provided that channel inventories remain healthy and that new product demand remains robust, particularly in North America. Institutions monitoring category trends also cite a favorable backdrop for premium appliance demand within key retail partners, although they caution that post-holiday volatility can obscure underlying sell-through in the first weeks of the quarter; consensus still frames this as timing risk rather than a demand reset.
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