By Teresa Rivas

Shares of small appliance maker SharkNinja are rising in morning trading after the recent Barron's pick reported a better-than-expected holiday quarter. Its CEO says investors should expect more strength to come.

SharkNinja said it earned an adjusted $1.93 a share in its fourth quarter, on revenue of $2.1 billion. That was above the $1.80 per share and $2.09 billion analysts were predicting.

For the full year, the company said it expects EPS of $5.95, three cents shy of the consensus. It forecast revenue growth of 10% to 11%, or roughly $7.07 billion.

Margins expanded meaningfully in the quarter: Adjusted gross margin of 48.3% was almost 80 basis points above analysts estimates, and adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) margin of 18.8% came in more than 20 basis points above consensus of 18.6%. Beauty and home products were the big standout, with sales jumping more than 63% in the quarter.

In addition, SharkNinja announced its first ever share repurchase program, for $750 million, slated to begin this year.

The shares were trading lower in after-hours trading Tuesday, but quickly bounced back on Wednesday; at a recent $124 it was just a few dollars short of its all-time high. Ultimately, the quarter shows that the company is navigating the new tariff reality well, while current guidance leaves room for increases in the coming quarters.

Chief Executive Officer Mark Barrocas spoke with Barron's following the results, and said his biggest takeaway from the quarter was that "consumers continue to love SharkNinja products and they're making us their purchase of choice, even though we've heard so much about the consumer being under pressure."

As for the year ahead, he says there are "multiple pathways for growth," including its international expansion--ultimately half of SharkNinja's business could come from outside of North America, he notes.

In addition, this year the company will expand into two new as yet unnamed categories--one home category with a "big definable market," Barrocas says, and another "indoor/outdoor product we can create the market for."

Write to Teresa Rivas at teresa.rivas@barrons.com

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February 11, 2026 11:40 ET (16:40 GMT)

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