Celsius Holdings Inc (NASDAQ:CELH) Q2 2025 Earnings: Revenue Jumps 84%, Crushes Estimates

Celsius Holdings (NASDAQ:CELH) Q2 2025 Earnings: Revenue Surges 84%, Beats Estimates

Celsius Holdings Inc (NASDAQ:CELH) reported strong second-quarter 2025 financial results, with revenue and earnings per share (EPS) surpassing analyst expectations. The company’s performance was driven by robust sales growth, particularly from its recent acquisition of Alani Nu, as well as continued momentum in its core CELSIUS brand.

Key Financial Highlights

• Revenue: $739.3 million, up 84% year-over-year (YoY), significantly exceeding the consensus estimate of $664.6 million.
• Adjusted Diluted EPS: $0.47, a 68% increase YoY, well above the estimated $0.24.
• Gross Margin: 51.5%, down slightly from 52.0% in Q2 2024, primarily due to the impact of the Alani Nu acquisition, which included a $21.7 million inventory step-up adjustment.
• Net Income: $99.9 million, up 25% YoY, while net income attributable to common shareholders rose 28% to $85.7 million.
• Adjusted EBITDA: $210.3 million, more than doubling from $100.4 million in the prior-year period.

Market Reaction

The stock is up 17.2% in pre-market trading, reflecting investor optimism following the earnings beat. This follows a slight decline of 5.4% over the past month, suggesting that the market had tempered expectations ahead of the report. The strong revenue and EPS performance, along with improved profitability metrics, appear to have reignited bullish sentiment.

Growth Drivers

• Alani Nu Acquisition: Contributed $301.2 million in revenue, demonstrating strong demand for the brand’s limited-time-offer innovations and core flavors.
• CELSIUS Brand Growth: Revenue increased 9% YoY, supported by expanded distribution and higher sales velocity.
• International Expansion: Sales outside North America rose 27% YoY to $24.8 million, with notable growth in the UK, Ireland, France, Australia, New Zealand, and the Netherlands.

Retail Performance

Celsius Holdings’ retail sales in U.S. tracked channels grew 29% YoY, with the company holding a 17.3% dollar share in the ready-to-drink (RTD) energy category. The Alani Nu brand saw a 129% YoY surge in retail sales, capturing a 6.3% market share, while CELSIUS maintained an 11% share.

Outlook vs. Analyst Estimates

While the company did not provide explicit forward guidance, analysts currently project:

• Q3 2025 Revenue: $656.2 million
• Full-Year 2025 Revenue: $2.20 billion
• Full-Year 2025 EPS: $0.80

Given the strong Q2 performance and continued momentum, Celsius appears well-positioned to meet or exceed these estimates.

Conclusion

Celsius Holdings delivered a standout quarter, with revenue and earnings comfortably beating expectations. The successful integration of Alani Nu, coupled with sustained growth in the CELSIUS brand and international markets, underscores the company’s leadership in the functional beverage space. The market’s positive reaction suggests confidence in Celsius’ ability to maintain its growth trajectory.

For more detailed earnings estimates and historical performance, visit Celsius Holdings’ earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making any financial decisions.