Stocks Consumer discretionary ELF
NYSE · Consumer discretionarye.l.f. Beauty, Inc. (ELF)
e.l.f. Beauty, Inc. brought in $1.9B of revenue over the twelve months to September 30, 2026, up 39.9% from a year earlier. Net income was $86.6M, a net margin of 4.5%. Operating cash flow minus capital spending left $190.1M of free cash flow in fiscal 2026. At September 30, 2026 it held $350.8M in cash against $826.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about e.l.f. Beauty, Inc.
- Net worth
- e.l.f. Beauty, Inc. has a market value (market cap) of $7B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $1.6B (+24.6% year on year), with net income of $26.3M. Over the 12 months to September 30, 2026: revenue $1.9B, net income $86.6M.
- Cash flow
- In fiscal 2026 operations brought in $212.5M of cash; after $22.4M of capital spending, free cash flow was $190.1M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- e.l.f. Beauty, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- e.l.f. Beauty, Inc. paid dividends of $1.79 per share in fiscal 2016.
What e.l.f. Beauty, Inc. does
e.l.f. Beauty, Inc. is registered with the SEC under industry code SIC 2844 (Perfumes, Cosmetics & Other Toilet Preparations). Its shares trade on NYSE under the ticker ELF.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $1.6B | $26.3M | $0.44 | $190.1M |
| 2025 | $1.3B | $112.1M | $1.92 | $115.3M |
| 2024 | $1B | $127.7M | $2.21 | $62.5M |
| 2023 | $578.8M | $61.5M | $1.11 | $100.2M |
| 2022 | $392.2M | $21.8M | $0.41 | $14.7M |
| 2021 | $318.1M | $6.2M | $0.12 | $23M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ELF ranks in Consumer discretionary
Dividends
e.l.f. Beauty, Inc. paid $1.79 per share in fiscal 2016.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2016 | $1.79 | n/a | n/a |
Latest SEC filings
What e.l.f. Beauty, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 51% to $520.8M versus the same quarter last year; diluted EPS $0.50 versus $0.05.
- November 4, 2026
- August 24, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 36% to $479.4M versus the same quarter last year; diluted EPS $1.12 versus $0.58.
- August 5, 2026
- August 4, 2026Passive stake changed SCHEDULE 13G/A
- July 8, 2026Additional proxy material DEFA14A
- July 8, 2026Proxy statement DEF 14A
- May 27, 2026
- May 21, 2026
What is ELF worth? A DCF from its reported cash flow
Insider trades
What the people running e.l.f. Beauty, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $10.7M worth of shares in the last 90 days and bought none on the open market. Most of the selling (99%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 5, 2026 | Franks Joshua AllenSVP, Operations | Soldpre-planned (10b5-1) | 6,845 | $821.4K |
| November 5, 2026 | Franks Joshua AllenSVP, Operations | Soldpre-planned (10b5-1) | 2,120 | $258.6K |
| October 15, 2026 | Franks Joshua AllenSVP, Operations | Soldpre-planned (10b5-1) | 7,926 | $873.1K |
| October 12, 2026 | Franks Joshua AllenSVP, Operations | Soldpre-planned (10b5-1) | 8,366 | $920.3K |
| October 1, 2026 | Amin TarangChief Executive Officer, Director | Exercised options | 71,000 | $1.9M |
| October 1, 2026 | Amin TarangChief Executive Officer, Director | Soldpre-planned (10b5-1) | 23,072 | $2.4M |
| October 1, 2026 | Amin TarangChief Executive Officer, Director | Soldpre-planned (10b5-1) | 21,902 | $2.3M |
| October 1, 2026 | Amin TarangChief Executive Officer, Director | Soldpre-planned (10b5-1) | 2,026 | $212.7K |
Who owns ELF
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Baillie Gifford & Co13G, passive | 11.9% | August 4, 2026 |
| Vanguard Capital Management13G, passive | 5.05% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 431 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Baillie Gifford & Co | 7,048,752 | -139,253 |
| BlackRock, Inc. | 5,787,329 | +238,144 |
| Vanguard Portfolio Management LLC | 2,754,666 | +163,665 |
| Vanguard Capital Management LLC | 2,581,878 | +47,476 |
| Goldman Sachs Group Inc | 1,921,718 | +1,222,786 |
| State Street Corp | 1,874,997 | +75,842 |
| Jpmorgan Chase & Co | 1,960,653 | -276,081 |
| Ensign Peak Advisors, Inc | 1,589,948 | -308,607 |
| Holocene Advisors, LP | 1,356,999 | new |
| Dimensional Fund Advisors LP | 1,117,472 | +585,874 |
| Geode Capital Management, LLC | 1,087,294 | +3,443 |
| Primecap Management Co | 1,056,780 | +355,070 |
| Capital World Investors | 1,001,903 | -201,814 |
| Citadel Advisors LLC | 966,649 | +797,741 |
| Morgan Stanley | 923,523 | +39,302 |
| Capital International Investors | 919,434 | -377,923 |
| Capital Research Global Investors | 717,393 | +106,577 |
| Charles Schwab Investment Management Inc | 647,815 | +25,872 |
| Prime Capital Management Co Ltd | 604,535 | 0 |
| UBS Group AG | 602,797 | -238,360 |
Insiders
15 insiders reported holding 1,335,305 shares in total, about $158.2M at the last price.
| Holder | Shares |
|---|---|
| Amin TarangChief Executive Officer, Director | 695,274560,778 held indirectly |
| Marchisotto KorySee Remarks | 169,695 |
| Milsten ScottSee remarks | 144,581 |
| Franks Joshua AllenSVP, Operations | 110,040 |
| Fields Mandy JSee Remarks | 90,896 |
| Hartnett Jennifer CatherineChief Commercial Officer | 28,699 |
| Keith LoriDirector | 24,683 |
| Mitchell Kenneth JrDirector | 19,827 |
| Farrell MatthewDirector | 12,241 |
| Levitan Lauren CooksDirector | 11,937 |
Questions about ELF
What does e.l.f. Beauty, Inc. do?
e.l.f. Beauty, Inc. is a company in the Consumer discretionary sector, listed on NYSE as ELF. Its shares trade on NYSE under the ticker ELF.
What is e.l.f. Beauty, Inc.'s net worth?
e.l.f. Beauty, Inc. has a market value (market cap) of $7B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is e.l.f. Beauty, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $86.6M on revenue of $1.9B, a net margin of 4.5%.
How much revenue does e.l.f. Beauty, Inc. make?
Over the twelve months to September 30, 2026 e.l.f. Beauty, Inc. reported revenue of $1.9B. That is 39.9% more than a year earlier.
When did e.l.f. Beauty, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
When is e.l.f. Beauty, Inc.'s next earnings report?
e.l.f. Beauty, Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does e.l.f. Beauty, Inc. pay a dividend?
Yes. e.l.f. Beauty, Inc. paid dividends of $1.79 per share in fiscal 2016.
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Where the numbers come from
Financial figures are the values e.l.f. Beauty, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.