ELF Beauty

Q1 FY2027 EarningsQ1 FY27 results significantly beat consensus across all major financial metrics. Revenue of $479.4M exceeded expectations by 11.3%, driven by 129% YoY growth in e-commerce. Gross margin of 83.2% was 12.66pct above the 70.5% mean estimate, primarily benefiting from a $50.1M one-time IEEPA tariff refund. Consequently, Diluted GAAP EPS of $1.12 nearly tripled the analyst consensus of $0.38, despite a higher effective tax rate of 29.4%.