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SharkNinja

SN · Consumer Discretionary

Last earnings Aug 5, 2026

Key results

Adjusted net incomequarter

23.3%

(8) Represents the income tax effects of the adjustments included in the reconciliation of net income to Adjusted Net Income determined using the tax rate of 23.3% for the three and six months ended June 30, 2025 and 22.0% for the three and six months ended June 30, 2024, respectively, which approximates our ETR, excluding certain share-based compensation costs and separation and distribution-related costs that are not tax deductible.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net incomequarter

$257.4 million

net income of $257.4 million, adjusted for non-cash charges of $90.9 million and net cash outflows of $412.2 million from changes in our operating assets and liabilities.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net income increased 105.1% to $139.6 million.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Adjusted Net Income increased 38.4% to $137.8 million.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Operating incomequarter

62.4%

Operating income increased 62.4% to $168.6 million, or 11.7% of net sales, compared to $103.8 million, or 8.3% of net sales, during the prior year quarter.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Adjusted operating incomequarter

35.1%

Adjusted Operating Income increased 35.1% to $193.5 million, or 13.4% of net sales, compared to $143.2 million, or 11.5% of net sales, in the second quarter of 2024.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net income increased 105.1% to $139.6 million, or 9.7% of net sales, compared to $68.0 million, or 5.4% of net sales, in the prior year quarter.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net income per diluted share increased 104.2% to $0.98, compared to $0.48 in the prior year quarter.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K + 10-Q — transcript not held

Net income · Q2 2025
$257.4M
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Adjusted net income23.3%——
Net income$257.4 million——
Operating income62.4%——
Adjusted operating income35.1%——

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: raised

No guidance located in the held release

Outlook statement

“1 SharkNinja Reports Second Quarter 2026 Results Raises Fiscal Year 2026 Outlook Across Key Metrics on Strong Operational Performance NEEDHAM, Massachusetts, August 5, 2026 SharkNinja, Inc.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

in the form of a dividend of the Company s ordinary shares, JS Global contributed all outstanding shares of SharkNinja Global SPV, Ltd.

Debt On July 20, 2023, the Company entered into a credit agreement ( 2023 Credit Agreement ) with Bank of America, N.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

SharkNinja Q2 2025 — (8) Represents the income tax effects of the adjustments included in the reconciliation of net income to Adjusted Net Income determined using the tax rate of 23.3% for the three and six months ended J…

Based on: Earnings release (6-K exhibit) + parent 6-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

in the form of a dividend of the Company s ordinary shares, JS Global contributed all outstanding shares of SharkNinja Global SPV, Ltd.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Debt On July 20, 2023, the Company entered into a credit agreement ( 2023 Credit Agreement ) with Bank of America, N.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

The 2023 Credit Agreement provides for an $810.0 million term loan facility (the 2023 Term Loans ) and a $500.0 million revolving credit facility ( 2023 Revolving Facility ).

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

All SOFR borrowings under the 2023 Credit Agreement also incur a 0.1% credit adjustment.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Interest Expense, Net Interest expense, net of any interest earned on our cash and cash equivalents, primarily consists of interest on our borrowings, including our term loan facility.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

This decrease in interest expense on our term loans was partially offset by an increase of $0.6 million in interest expense on our revolving credit facility.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

For certain large or strategic customers, the Company has agreed to indemnify, defend and hold harmless the indemnified party for non-compliance with certain additional representations and warranties made by the Company.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

This solutions-driven approach focuses on educating the consumer on our innovative solution to a consumer problem that makes their experience more efficient and more enjoyable.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Utilizing this strategy, we have built a global community of passionate brand ambassadors who we believe value our innovation, quality and performance.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

We sell our products using an omnichannel distribution strategy that consists primarily of retail and direct-to-consumer ( DTC ) channels.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

The goal of our omnichannel distribution strategy is to be the most prominent and relevant brand wherever our consumers choose to shop.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

(2) Excludes litigation costs incurred and related settlements for certain patent infringement claims, false advertising claims against us, and product safety concerns, excludes certain costs incurred related to the secondary offering transactions, and costs incurred related to the voluntary product recall.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Legal Proceedings From time to time, the Company may be involved in various legal proceedings arising from the normal course of business activities, including certain patent infringement claims, false advertising claims against us, and product safety concerns.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

In the opinion of management, the amount of ultimate loss with respect to any current legal proceedings and claims, if determined adversely to the Company, will not have a material adverse effect on its business, financial condition and results of operation.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

In light of these risks, uncertainties and assumptions, the future events and trends discussed in this Form 6-K, and our future levels of activity and performance, may not occur and actual results could differ materially and adversely from those described or implied in the forward-looking statements.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

4 Economic Conditions and Seasonality Demand for our products is impacted by various economic factors that affect our consumers, such as consumer confidence, demographic trends, employment levels, inflation, changes to tariffs and trade policies, including any retaliatory tariff measures, and other economic factors.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Cost of sales primarily consists of the purchase cost of our products from third-party manufacturers, inbound freight costs, tariffs, product quality testing and inspection costs, the costs associated with receiving inventory into our warehouses, depreciation on molds and tooling that we own, warranty costs, damages, obsolescence and shrinkage costs and allocated overhead, including the service fee paid to JS Global for supply chain services.

SEC original ↗SharkNinja — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary
Documents

Filings

35 documents

Earnings releases

33 documents

Presentations

0 documents

No presentations for SharkNinja are held in this edition of the library.

Transcripts

0 documents

No transcripts for SharkNinja are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention SharkNinja by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.