SharkNinja Inc (NYSE:SN) reported strong second-quarter results for 2025, surpassing analyst expectations on both revenue and earnings per share (EPS). The company also raised its full-year guidance, signaling confidence in continued growth despite macroeconomic challenges.
Key Financial Highlights
Revenue: $1.44 billion, up 15.7% YoY, beating estimates of $1.42 billion.
Adjusted EPS: $0.97, significantly above the consensus estimate of $0.82.
Net Income: $139.6 million, a 105.1% increase from the prior-year quarter.
Adjusted EBITDA: $223.4 million, up 33.2% YoY, with margins expanding to 15.5% of net sales.
Market Reaction
The stock saw a pre-market gain of nearly 8%, reflecting investor optimism following the earnings beat and upward revision in guidance. Over the past month, shares had already climbed 4.97%, suggesting positive sentiment ahead of the report.
Segment Performance
Food Preparation Appliances: Sales surged 52.8% YoY, driven by strong demand for frozen drink makers like the Ninja SLUSHi.
Cleaning Appliances: Grew 7.6%, led by robotics and carpet extractors.
Beauty & Home Environment: Increased 25%, supported by new product launches like the CryoGlow face masks.
Cooking & Beverage Appliances: Declined 3.6%, weighed down by weaker air fryer and outdoor grill sales.
Geographic Growth
Domestic sales: Up 13.7%
International sales: Up 20.3%, highlighting successful global expansion.
Raised Full-Year Outlook
SharkNinja now expects:
Net sales growth of 13-15% (previously 11-13%).
Adjusted EPS of $5.00-$5.10 (up from $4.90-$5.00).
Adjusted EBITDA of $1.10-$1.12 billion (previously $1.09-$1.11 billion).
This outlook exceeds analyst expectations for full-year revenue ($6.46 billion) and EPS ($5.18).
Conclusion
SharkNinja’s Q2 performance demonstrates strong execution, with innovation-driven growth across key product categories. The raised guidance suggests management expects momentum to continue, supported by new launches and international expansion.