<p>SharkNinja, Inc. ((SN)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>SharkNinja, Inc. 举行了一场强劲的财报电话会议，展示了显著的收入增长、创纪录的毛利率和成功的国际扩张。公司通过克服供应链中断和有效管理关税压力，展现了韧性。随着全年指导预期的上调，整体情绪积极，SharkNinja 继续在创新和扩展产品类别方面取得进展。</p>
<h2>强劲的收入增长</h2>
<p>SharkNinja 报告称，净销售额同比增长超过 14%，这是连续第十个季度实现双位数的收入增长，且全部为有机增长。这一持续的增长轨迹凸显了公司强大的市场地位和有效的商业策略。</p>
<h2>创纪录的毛利率</h2>
<p>公司实现了自美国上市以来的 GAAP 毛利率创纪录高点，调整后的毛利率同比扩大超过 90 个基点，超过 50%。这一里程碑突显了 SharkNinja 的运营效率和成本管理能力。</p>
<h2>国际扩张成功</h2>
<p>国际净销售额同比增长加速至近 26%，其中来自英国和墨西哥的贡献显著。这一扩张凸显了公司成功进入新市场的能力，以及满足全球多样化消费者需求的能力。</p>
<h2>产品创新与类别扩展</h2>
<p>SharkNinja 推出了 25 款新产品，包括成功的 Ninja Fireside360、Shark Glam 和 Shark FacialPro Glow，展示了其在各个消费类别中的创新能力。这一产品多样化策略对维持公司的竞争优势至关重要。</p>
<h2>2025 年指导预期上调</h2>
<p>SharkNinja 将全年净销售预期上调至增长 15% 至 15.5%，调整后的 EBITDA 预计在 11.15 亿美元至 11.25 亿美元之间。这一乐观展望反映了公司对持续增长势头的信心。</p>
<h2>关税压力</h2>
<p>关税仍然是一个动态挑战，目前的水平持续存在，包括对中国和越南的最低税率为 20%。尽管面临这些压力，SharkNinja 仍然成功减轻了其对运营的影响。</p>
<h2>供应链中断</h2>
<p>年初时，供应链中断带来了挑战；然而，SharkNinja 有效应对了这些问题，展现了其运营韧性和适应能力。</p>
<h2>前瞻性指导</h2>
<p>SharkNinja 对 2025 年剩余时间提供了强劲的指导，预计净销售额同比增长 15% 至 15.5%。公司预计每股稀释后调整净收入将在 5.05 美元至 5.15 美元之间，调整后的 EBITDA 预计增长在 17.2% 至 18.3% 之间。尽管面临关税等挑战，SharkNinja 对其持续的市场超越表现和即将到来的假日季节保持乐观。</p>
<p>总之，SharkNinja 的财报电话会议反映了积极的前景，强劲的业绩指标和战略举措为未来增长铺平了道路。公司在克服挑战方面的韧性以及对创新和扩张的承诺是本季度业绩的关键要点。</p>

<p>SharkNinja, Inc. 报告了强劲的第三季度业绩，显示出超过 14% 的同比净销售增长和超过 50% 的创纪录毛利率。该公司成功实现国际扩张，国际净销售增长近 26%，尤其是在英国和墨西哥。SharkNinja 推出了 25 款新产品，并将全年净销售指引上调至 15-15.5%。尽管面临关税和供应链中断的挑战，公司对未来增长仍持乐观态度，预计 2025 年调整后的 EBITDA 在 11.15 亿美元至 11.25 亿美元之间</p>

<p>SharkNinja, Inc. ((SN)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>SharkNinja, Inc. ((SN)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识你的 ETF 人工智能分析师</h3>
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<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> 人工智能分析师如何帮助你做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> 人工智能分析师</strong> 对你关注的 ETF 的见解。</li>
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</div><p>SharkNinja, Inc. has delivered a robust earnings call, showcasing significant revenue growth, record gross margins, and successful international expansion. The company has demonstrated resilience by overcoming supply chain disruptions and managing tariff headwinds effectively. With an increased guidance for the full year, the overall sentiment is positive as SharkNinja continues to innovate and expand its product categories.</p>
<div class="lb-trans"><p>SharkNinja, Inc. 举行了一场强劲的财报电话会议，展示了显著的收入增长、创纪录的毛利率和成功的国际扩张。公司通过克服供应链中断和有效管理关税压力，展现了韧性。随着全年指导预期的上调，整体情绪积极，SharkNinja 继续在创新和扩展产品类别方面取得进展。</p>
</div><h2>Strong Revenue Growth</h2>
<div class="lb-trans"><h2>强劲的收入增长</h2>
</div><p>SharkNinja reported a remarkable net sales growth of over 14% year-over-year, marking the tenth consecutive quarter of double-digit top-line growth, all of which is organic. This consistent growth trajectory underscores the company’s strong market position and effective business strategies.</p>
<div class="lb-trans"><p>SharkNinja 报告称，净销售额同比增长超过 14%，这是连续第十个季度实现双位数的收入增长，且全部为有机增长。这一持续的增长轨迹凸显了公司强大的市场地位和有效的商业策略。</p>
</div><h2>Record Gross Margin</h2>
<div class="lb-trans"><h2>创纪录的毛利率</h2>
</div><p>The company achieved a record high for GAAP gross margin since its U.S. listing, with adjusted gross margins expanding more than 90 basis points year-over-year to surpass 50%. This milestone highlights SharkNinja’s operational efficiency and cost management prowess.</p>
<div class="lb-trans"><p>公司实现了自美国上市以来的 GAAP 毛利率创纪录高点，调整后的毛利率同比扩大超过 90 个基点，超过 50%。这一里程碑突显了 SharkNinja 的运营效率和成本管理能力。</p>
</div><h2>International Expansion Success</h2>
<div class="lb-trans"><h2>国际扩张成功</h2>
</div><p>International net sales growth accelerated to nearly 26% year-over-year, with significant contributions from the U.K. and Mexico. This expansion underscores the company’s successful penetration into new markets and its ability to cater to diverse consumer needs globally.</p>
<div class="lb-trans"><p>国际净销售额同比增长加速至近 26%，其中来自英国和墨西哥的贡献显著。这一扩张凸显了公司成功进入新市场的能力，以及满足全球多样化消费者需求的能力。</p>
</div><h2>Product Innovation and Category Expansion</h2>
<div class="lb-trans"><h2>产品创新与类别扩展</h2>
</div><p>SharkNinja launched 25 new products, including the successful Ninja Fireside360, Shark Glam, and Shark FacialPro Glow, showcasing its ability to innovate across various consumer categories. This product diversification strategy is pivotal in maintaining the company’s competitive edge.</p>
<div class="lb-trans"><p>SharkNinja 推出了 25 款新产品，包括成功的 Ninja Fireside360、Shark Glam 和 Shark FacialPro Glow，展示了其在各个消费类别中的创新能力。这一产品多样化策略对维持公司的竞争优势至关重要。</p>
</div><h2>Increased Guidance for 2025</h2>
<div class="lb-trans"><h2>2025 年指导预期上调</h2>
</div><p>SharkNinja has raised its full-year net sales expectations to increase between 15% and 15.5%, with adjusted EBITDA projected to be between $1.115 billion to $1.125 billion. This optimistic outlook reflects the company’s confidence in sustaining its growth momentum.</p>
<div class="lb-trans"><p>SharkNinja 将全年净销售预期上调至增长 15% 至 15.5%，调整后的 EBITDA 预计在 11.15 亿美元至 11.25 亿美元之间。这一乐观展望反映了公司对持续增长势头的信心。</p>
</div><h2>Tariff Headwinds</h2>
<div class="lb-trans"><h2>关税压力</h2>
</div><p>Tariffs remain a dynamic challenge, with current levels persisting, including minimum rates of 20% for China and Vietnam. Despite these headwinds, SharkNinja has managed to mitigate their impact on its operations.</p>
<div class="lb-trans"><p>关税仍然是一个动态挑战，目前的水平持续存在，包括对中国和越南的最低税率为 20%。尽管面临这些压力，SharkNinja 仍然成功减轻了其对运营的影响。</p>
</div><h2>Supply Chain Disruptions</h2>
<div class="lb-trans"><h2>供应链中断</h2>
</div><p>Earlier in the year, supply chain disruptions posed challenges; however, SharkNinja effectively navigated these issues, demonstrating its operational resilience and adaptability.</p>
<div class="lb-trans"><p>年初时，供应链中断带来了挑战；然而，SharkNinja 有效应对了这些问题，展现了其运营韧性和适应能力。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>SharkNinja provided robust guidance for the remainder of 2025, anticipating net sales growth of 15% to 15.5% year-over-year. The company expects adjusted net income per diluted share to range from $5.05 to $5.15, with adjusted EBITDA projected to grow between 17.2% and 18.3%. Despite challenges such as tariffs, SharkNinja remains optimistic about its continued market outperformance and the upcoming holiday season.</p>
<div class="lb-trans"><p>SharkNinja 对 2025 年剩余时间提供了强劲的指导，预计净销售额同比增长 15% 至 15.5%。公司预计每股稀释后调整净收入将在 5.05 美元至 5.15 美元之间，调整后的 EBITDA 预计增长在 17.2% 至 18.3% 之间。尽管面临关税等挑战，SharkNinja 对其持续的市场超越表现和即将到来的假日季节保持乐观。</p>
</div><p>In conclusion, SharkNinja’s earnings call reflects a positive outlook with strong performance metrics and strategic initiatives paving the way for future growth. The company’s resilience in overcoming challenges and its commitment to innovation and expansion are key takeaways from this quarter’s results.</p>
<div class="lb-trans"><p>总之，SharkNinja 的财报电话会议反映了积极的前景，强劲的业绩指标和战略举措为未来增长铺平了道路。公司在克服挑战方面的韧性以及对创新和扩张的承诺是本季度业绩的关键要点。</p>
</div>

SharkNinja 的财报电话会议：表现出强劲增长和积极的前景