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- Erp System Transition During Q2 Fy2026 (new) — Company transitioned to new ERP system in Q2 FY2026 and is reviewing/enhancing internal controls; ERP transitions are high-risk periods for financial reporting accuracy.
e.l.f. Beauty Q1 FY27: Revenue +35.5% to $479.4M, Net Income +99.9% to $66.6M on Tariff Refund
Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~2 min read
Key Changes
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$51.1M IEEPA tariff refund received in Q1 FY27 drove gross margin expansion of 1,400bp to 83% (1,050bp from refund, 350bp from pricing and lower tariff rates); Supreme Court ruling triggered refunds but administration appeal creates uncertainty.
MD&A: Tariff Refunds & Legal Proceedings verify on EDGAR → -
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rhode acquisition closed Aug 2025 for $897.5M; earnout liability remeasured from $7.1M to $80.8M due to revenue outperformance, resulting in $16.1M non-cash charge in Q1 FY27 (3% of sales).
Notes: rhode Acquisition & MD&A: Earnout view on EDGAR → -
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Operating income +110% to $102.4M (21% margin) despite $16.1M earnout charge; net income +99.9% to $66.6M, diluted EPS +93.1% to $1.12.
MD&A: Operating Results verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 26, 2026 · How we verify