SharkNinja, Inc. · SN · Next earnings

SharkNinja, Inc. reports Wednesday, Nov 4, 2026

SN reports before market open with consensus EPS at $1.90 and revenue at $1.87B. Last quarter: SharkNinja lifts 2026 outlook after another quarter of 20%+ sales growth

Reports Before market open0 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.90 Calendar consensus
Consensus revenue $1.87B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where SN left off: FY2026 Q3

Full report

SharkNinja lifts 2026 outlook after another quarter of 20%+ sales growth

EPS surprise — Reported — vs $1.90
Revenue surprise — Reported — vs $1.87B
Stock move +6.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised 2026 sales-growth guidance to 18–19% and raised EBITDA targets. The supplied analysis does not provide the revised EBITDA figures.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Changes to tariffs or duty refunds could affect margins; the supplied analysis says the quarter’s gross-margin increase was aided by a significant tariff refund.
  • Raw-material, fuel and foreign-exchange cost pressures could weigh on profitability.
  • Growth plans depend on executing international DTC, social-commerce and new-category expansion.
  • Analysts questioned the sustainability of margin expansion excluding one-time tariff refunds and the expected contribution from core products versus innovation.

Questions analysts left open

  • How long-term TAM/SAM sizing supports the growth case.
  • The balance of growth from core products versus innovation over the next three to five years.
  • Whether margin expansion can be sustained without one-time tariff refunds.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.