SharkNinja, Inc. (SN) SEC Filings & Earnings Calls
EquiReason read 11 SharkNinja, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-08-05 — SharkNinja reported Q2 2026 net sales growth of 22.2% to $1,765.5M, with broad-based strength across categories and geographies. Adjusted EBITDA up 18.6% to $264.9M. Raised FY2026 .
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 27.7B
- P/E TTM
- 40.1
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 4 Nov, in 11 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
5 Aug 20268-K · 2.02SharkNinja reported Q2 2026 net sales growth of 22.2% to $1,765.5M, with broad-based strength across categories and geographies. Adjusted EBITDA up 18.6% to $264.9M. Raised FY2026 outlook across key metrics. Gross margin down 30bps due to tearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $1.77B | +22% y/y |
| Gross margin · Q2-2026 | 48.7% | |
| Adjusted Gross Margin · Q2-2026 | 48.7% | |
| Adjusted EBITDA · Q2-2026 | $265M | +19% y/y |
| Net income · Q2-2026 | $130M | -7% y/y |
| Adjusted Net Income · Q2-2026 | $178M | +29% y/y |
| Cleaning Appliances net sales · Cleaning Appliances · Q2-2026 | $522M | +4% y/y |
| Cooking and Beverage Appliances net sales · Cooking and Beverage Appliances · Q2-2026 | $499M | +37% y/y |
| Food Preparation Appliances net sales · Food Preparation Appliances · Q2-2026 | $459M | +13% y/y |
| Beauty and Home Environment Appliances net sales · Beauty and Home Environment Appliances · Q2-2026 | $286M | +65% y/y |
Guidance
FY2026 outlook raised across key metrics (specific numbers not provided in excerpt)
Raised FY2026 outlook on strong Q2 performance with accelerating sales growth, despite gross margin pressure from tariffs
Risks flagged
Gross margin pressure from tariffs and unfavorable FX, partially offset by cost optimization
“Gross margin decreased 30 bps; Adjusted Gross Margin decreased 70 bps due to tariff costs, unfavorable FX, and increased retailer activations”
Operating expenses growing faster than sales (SG&A +23.4%, R&D +22.3%, G&A +40.8%)
“Sales and marketing expenses increased 23.4%... General and administrative expenses increased 40.8%” · word for word
5 Aug 202610-QSharkNinja reported strong Q2 revenue growth of 22.2% but net income declined 7% due to higher share-based compensation and other expenses.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Consolidated · Q2-2026 | $1.77B | +22% y/y |
| Net sales · Consolidated · H1-2026 | $3.18B | +19% y/y |
| Gross profit · Consolidated · Q2-2026 | $860M | +21% y/y |
| Gross profit · Consolidated · H1-2026 | $1.56B | +19% y/y |
| Operating income · Consolidated · Q2-2026 | $179M | +6% y/y |
| Operating income · Consolidated · H1-2026 | $344M | +10% y/y |
| Net income · Consolidated · Q2-2026 | $130M | -7% y/y |
| Net income · Consolidated · H1-2026 | $251M | -2% y/y |
| Diluted EPS · Consolidated · Q2-2026 | $0.92 | -6% y/y |
| Diluted EPS · Consolidated · H1-2026 | $1.77 | -2% y/y |
Risks flagged
Share-based compensation expense increase
“Share-based compensation 77,523 22,478” · word for word
Customer concentration
“Customer A 26.5 % 25.4 % 22.3 % 22.2 %” · word for word
Tariff and macroeconomic uncertainty
“general economic conditions, including the impacts of tariff programs, and the level of discretionary consumer spending” · word for word
13 Jul 20268-K · 8.01SharkNinja board granted a one-time limited waiver to Chairman CJ Xuning Wang under insider trading policy, allowing sale of a portion of holdings to an existing institutional investor in a private transaction.open
Risks flagged
Governance risk from insider trading policy waiver; limited to one transaction.
“One-time waiver granted to Chairman for sale to institutional investor.”
6 May 20268-K · 2.02SharkNinja reports Q1 2026 net sales +15.6% to $1,412.8M, Adj. EBITDA +17.5% to $235.4M, raises FY2026 outlook. Strong growth in Beauty (+40.8%) and International (+31.6%). Gross margin down 10bps due to tariff costs.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $1.41B | +16% y/y |
| Gross margin · Q1-2026 | 49.2% | |
| Adjusted Gross Margin · Q1-2026 | 49.2% | |
| Adjusted EBITDA · Q1-2026 | $235M | +18% y/y |
| Net income · Q1-2026 | $122M | +3% y/y |
| Adjusted Net Income · Q1-2026 | $155M | +25% y/y |
| Cleaning Appliances net sales · Cleaning Appliances · Q1-2026 | $517M | +17% y/y |
| Cooking and Beverage Appliances net sales · Cooking and Beverage Appliances · Q1-2026 | $415M | +20% y/y |
| Food Preparation Appliances net sales · Food Preparation Appliances · Q1-2026 | $288M | -3% y/y |
| Beauty and Home Environment Appliances net sales · Beauty and Home Environment Appliances · Q1-2026 | $194M | +41% y/y |
Guidance
Fiscal Year 2026 outlook raised on key metrics (specific numbers not provided in excerpt)
Company raises FY2026 outlook on key metrics, citing strong Q1 performance and momentum
Risks flagged
Tariff cost pressure on gross margin
“The decrease in gross margin and Adjusted Gross Margin of 10 and 100 basis points, respectively, was primarily driven by the cost pressures related to tariffs in the U.S. market” · word for word
Food Preparation segment decline
“Food Preparation Appliances net sales decreased by $9.9 million, or 3.3%, to $287.5 million, driven by declines in our frozen drinks sub-category”
6 May 202610-QNet sales $1.41B (+16% y/y); Gross profit $695M (+15% y/y); Operating income $165M (+14% y/y)open
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $1.41B | +16% y/y |
| Gross profit · Q1-2026 | $695M | +15% y/y |
| Operating income · Q1-2026 | $165M | +14% y/y |
| Net income · Q1-2026 | $121M | +3% y/y |
| Diluted EPS · Q1-2026 | $0.85 | +2% y/y |
| Operating cash flow · Q1-2026 | $-156M | |
| Free cash flow · Q1-2026 | $-195M | |
| Domestic net sales · Domestic · Q1-2026 | $916M | +8% y/y |
| International net sales · International · Q1-2026 | $497M | +32% y/y |
| Shark brand net sales · Shark · Q1-2026 | $711M | +23% y/y |
Risks flagged
Customer concentration
“Customer A represented 17.1% of net sales for Q1 2026.”
Product recall liability
“Voluntary recall of Ninja Foodi OP300 series pressure cooker; accrued $1.8 million as of March 31, 2026.”
27 Apr 2026DEF 14AProxy statement for 2026 annual general meeting, detailing executive compensation, governance, and shareholder proposals.open
Figures in the filing · each found in the filing text
| Net sales · FY2025 | $6.40B | |
| Net income · FY2025 | $701M | |
| Net cash provided by operating activities · FY2025 | $634M | |
| Gross margin · FY2025 | 49.0% | |
| Adjusted EBITDA · FY2025 | $1.14B | |
| Adjusted Net Income · FY2025 | $750M | |
| Market capitalization · 2026-03-16 | $14.60B |
Risks flagged
Related Party Transaction Risk
“Finished goods purchased by the Company from JS Global entities amounted to $89.6 million for the year ended December 31, 2025.” · word for word
Key Person Dependency
“The Majority Shareholder, so long as he and/or the Majority Shareholder Affiliates continue to remain beneficial owners of at least 30% of the issued and outstanding Shares, shall have the right to appoint one Director.” · word for word
11 Feb 20268-K · 2.02, 8.01Net sales $2.10B (+18% y/y); Net sales $6.40B (+16% y/y); Net income $255M (+98% y/y); Guidance: FY2026 outlook provided; CEO confident in another year of strong profitable growthearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2025 | $2.10B | +18% y/y |
| Net sales · FY2025 | $6.40B | +16% y/y |
| Net income · Q4-2025 | $255M | +98% y/y |
| Net income · FY2025 | $701M | +60% y/y |
| Adjusted EBITDA · Q4-2025 | $395M | +36% y/y |
| Adjusted EBITDA · FY2025 | $1.14B | +19% y/y |
| Adjusted EBITDA margin · Q4-2025 | 18.8% | |
| Adjusted EBITDA margin · FY2025 | 17.7% | |
| Gross margin · Q4-2025 | 47.9% | |
| Adjusted Gross Profit · Q4-2025 | $1.01B | +18% y/y |
Guidance
FY2026 outlook provided; CEO confident in another year of strong profitable growth
FY2026 outlook provided with strong growth expectations. CEO confident in innovation pipeline and global expansion. Share repurchase program adds to positive sentiment.
Risks flagged
Decline in outdoor grill and kitchenware sub-categories within Cooking & Beverage
“partially offset by a decline in the outdoor grill and kitchenware sub-categories” · word for word
Currency headwinds: constant currency growth 16.2% vs reported 17.6%
“16.2% on a constant currency basis” · word for word
6 Nov 20256-KQ3 2025 net sales +14.3% to $1,630.2M; net income +42.6%; adjusted EBITDA +20.7%; raises FY2025 outlook on key metrics.open
Figures in the filing · each found in the filing text
| Net sales · Q3-2025 | $1.63B | +14% y/y |
| Net income · Q3-2025 | $189M | +43% y/y |
| Adjusted EBITDA · Q3-2025 | $317M | +21% y/y |
| Adjusted Net Income · Q3-2025 | $213M | +25% y/y |
| Gross profit · Q3-2025 | $818M | +18% y/y |
| Cleaning Appliances net sales · Cleaning Appliances · Q3-2025 | $593M | +12% y/y |
| Cooking and Beverage Appliances net sales · Cooking and Beverage Appliances · Q3-2025 | $437M | +6% y/y |
| Food Preparation Appliances net sales · Food Preparation Appliances · Q3-2025 | $411M | +12% y/y |
| Beauty and Home Environment net sales · Beauty and Home Environment · Q3-2025 | $189M | +57% y/y |
| Research and development expenses · Q3-2025 | $93M | -2% y/y |
Guidance
Raises fiscal year 2025 outlook on key metrics
Company raises FY2025 outlook on key metrics, citing strong Q3 performance and broad-based growth.
Risks flagged
Tariff impact partially offset by cost optimization; ongoing tariff exposure remains a risk.
“partially offset by the impact of tariffs” · word for word
SharkNinja, Inc. — questions
- What did SharkNinja, Inc. file recently?
- 11 SEC filings in the last 12 months. Latest: 8-K on 2026-08-05 — SharkNinja reported Q2 2026 net sales growth of 22.2% to $1,765.5M, with broad-based strength across categories and geographies. Adjusted EBITDA up 18.6% to $264.9M. Raised FY2026 outlook across key metrics. Gross margin down 30bps due to t
Every figure on this page comes from SharkNinja, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.