ODDITY Tech Q3 revenue beats estimates on strength in online sales

Reuters
Nov 20
ODDITY Tech Q3 revenue beats estimates on strength in online sales

Overview

  • ODDITY Tech Q3 revenue grows 24% yr/yr, beating analyst expectations

  • Adjusted EPS for Q3 beats analyst expectations

  • Company launched new brand METHODIQ, expanding into medical care solutions

Outlook

  • ODDITY raises FY2025 revenue outlook to $806-809 mln

  • Company expects Q4 2025 revenue between $149 mln and $152 mln

  • ODDITY projects FY2025 adjusted EPS of $2.10-$2.12

Result Drivers

  • NEW BRAND LAUNCH - Successful soft launch of METHODIQ in Q3, with formal launch in November, aimed at transforming medical care with tech-driven solutions

  • ONLINE SALES GROWTH - Double-digit online revenue growth for IL MAKIAGE and SpoiledChild contributed to Q3 results

  • TECH INVESTMENTS - Ongoing development and expansion of ODDITY LABS molecule discovery platform cited as growth driver

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$148 mln

$145.44 mln (8 Analysts)

Q3 Adjusted EPS

Beat

$0.40

$0.35 (8 Analysts)

Q3 EPS

$0.28

Q3 Adjusted Net Income

Beat

$25 mln

$21.41 mln (6 Analysts)

Q3 Adjusted EBITDA

Beat

$29 mln

$27.21 mln (8 Analysts)

Q3 Gross Margin

71.60%

Q3 Adjusted EBITDA Margin

19.50%

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the personal products peer group is "buy"

  • Wall Street's median 12-month price target for Oddity Tech Ltd is $75.00, about 51.2% above its November 18 closing price of $36.58

  • The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 31 three months ago

Press Release: ID:nGNX8bkVLs

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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