SharkNinja Inc (NYSE:SN) Stock Surges 11% on Strong Q3 2025 Earnings Beat and Raised Guidance

SharkNinja Inc (NYSE:SN) reported financial results for the third quarter of 2025, delivering a performance that notably exceeded analyst expectations on profitability while experiencing a slight revenue shortfall. The market responded positively to the earnings beat, with shares climbing over 11% in pre-market trading following the announcement.

Earnings Performance Versus Estimates

The company's Q3 2025 results presented a mixed picture when measured against analyst projections, though investors clearly focused on the positive earnings surprise. SharkNinja reported adjusted earnings per share of $1.50, significantly surpassing the consensus estimate of $1.39. This represents a 24% increase compared to the $1.21 per share reported in the same quarter last year.

On the revenue front, the company posted net sales of $1.63 billion, which came in slightly below analyst expectations of $1.65 billion. Despite this minor revenue miss, the company demonstrated robust growth with a 14.3% increase compared to the $1.43 billion generated in the third quarter of 2024.

Key financial highlights from the quarter include:

• Adjusted EBITDA increased 20.7% to $316.5 million
• Net income surged 42.6% to $188.7 million
• Gross margin expanded by 140 basis points
• International sales grew 25.8% year-over-year

Market Reaction and Outlook

The strong pre-market performance suggests investors are rewarding the company for its earnings beat and raised guidance, looking past the slight revenue miss. The positive sentiment likely stems from SharkNinja's improved profitability metrics and confident outlook for the remainder of the fiscal year.

The company raised its full-year 2025 guidance, now expecting:

• Net sales growth of 15.0% to 15.5% (up from prior guidance of 13.0% to 15.0%)
• Adjusted EPS between $5.05 and $5.15 (raised from $5.00 to $5.10)
• Adjusted EBITDA between $1.115 billion and $1.125 billion (increased from $1.100 billion to $1.120 billion)

This upward revision positions the company comfortably above analyst expectations for both revenue and earnings, providing further confidence in the company's growth trajectory.

Business Segment Performance

SharkNinja demonstrated broad-based strength across its product categories, with particular standout performance in newer segments:

• Beauty and Home Environment sales surged 56.7% to $189.3 million, driven by successful launches of CryoGlow face masks and continued strength in FlexBreeze fans and air purifiers
• Cleaning Appliances grew 12.4% to $592.9 million, with strength in carpet extractor and robotics sub-categories
• Food Preparation Appliances increased 11.9% to $410.5 million, powered by strong sales of the SLUSHi frozen drink maker
• Cooking and Beverage Appliances saw more modest growth of 6.3% to $437.4 million

Leadership Stabilization

In a separate announcement, SharkNinja confirmed Adam Quigley as permanent Chief Financial Officer, removing the "interim" title he had held since September. Quigley, an 11-year veteran of the company, has been instrumental in shaping the company's financial strategy through various transitions including its public listing and tariff mitigation efforts. This leadership stability provides additional confidence in the company's financial stewardship moving forward.

The company's performance reflects successful execution of its three-pillar growth strategy focusing on category expansion, market share gains, and international growth. With raised guidance and strong profitability metrics, SharkNinja appears well-positioned to continue its growth trajectory despite the competitive consumer goods landscape.

For more detailed earnings analysis and future estimates, view the complete earnings overview for SharkNinja.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. The performance data and analyst estimates referenced are based on publicly available information and should not be relied upon as the sole basis for investment decisions.