Q2 FY2026 EarningsQ2 FY2026 results missed consensus across key top and bottom-line metrics, with revenue of $817.9M missing the $870.1M expectation. Gross margin fell 340 bps YoY to 48.1%, slightly below the 48.6% consensus, driven by higher promotional activity and aluminum cost inflation. Normalized EPS of $0.36 (implied by adjusted results) missed the $0.42 mean estimate, primarily due to a $80.9M distributor termination fee and a 11.7% decline in the core CELSIUS brand revenue. Management noted significant inventory rebalancing and SKU optimization as headwinds to short-term growth.
Financial report interval: 2026.03.30 - 2026.06.30
Preview: Celsius(CELH) predict that the Revenue is 817.93 M (+10.64%), Miss estimate;the EBIT is 159.93 M (+11.87%), Miss estimate;the EPS is 0.14 (-57.58%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.82B10.64%
0.87B17.70%
-0.05B7.06%
EBITMiss expectations
0.16B11.87%
0.18B23.03%
-0.02B11.16%
EPSMiss expectations
0.1457.58%
0.388817.82%
-0.248875.40%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf