SharkNinja (SN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 11, 2026 astatine 9:16 AM CST 42 min read

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Wednesday, February 11, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Mark Barrocas

• Chief Financial Officer — Adam Quigley

• Senior Vice President, Investor Relations and Treasury — James Lamb

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Operator: Hello, everybody, and invited to the SharkNinja's Fourth Quarter 2025 and FY 2025 Earnings Call. My sanction is Elliot, and I volition beryllium coordinating your telephone today. If you would similar to registry a question during today's event, I would present similar to manus implicit to James Lamb, Senior Vice President of Investor Relations and Treasury. Please spell ahead. Good morning, and invited to SharkNinja's Fourth Quarter 2025 Earnings Conference Call.

James Lamb: Earlier today, we issued our Q4 net release, which is disposable connected the company's website astatine ir.sharkninja.com. A replay of today's webcast volition besides beryllium disposable connected the tract soon aft the call. Let maine punctual you that today's treatment volition see forward-looking statements based connected our existent position of the concern environment. These statements impact risks and uncertainties, and existent results whitethorn disagree materially. For much details, delight notation to our net merchandise and the company's astir caller SEC filings, which outline factors that could interaction these statements. The institution assumes nary work to update oregon revise forward-looking statements successful the future.

Additionally, during the call, we volition notation non-GAAP fiscal measures, which we judge supply invaluable penetration into the underlying maturation trends of our business. You tin find a afloat reconciliation of these measures to their astir straight comparable GAAP measures successful the net release. Joining maine contiguous are our Chief Executive Officer, Mark Barrocas, and Chief Financial Officer, Adam Quigley. Mark volition commencement by providing a concern update, followed by Adam, who volition reappraisal our Q4 and afloat twelvemonth 2025 fiscal results and stock our outlook for 2026. Mark volition past connection immoderate closing remarks earlier we unfastened the telephone up to questions. During the Q&A session, delight bounds yourself to 1 question and 1 follow-up.

I would present similar to crook the telephone implicit to Mark.

Mark Barrocas: Thank you, James. Good morning, everyone, and convey you for joining america today. 2025 concluded connected a precocious enactment for SharkNinja. It was an outstanding vacation play driven by broad-based spot crossed merchandise categories, geographies, and channels. Our singular 4th fourth and afloat twelvemonth show bespeak galore factors, but the simplest are the astir crucial. Consumers privation Shark and Ninja products, and they are discovering them successful much places than ever before. We judge we are gathering consumers wherever they are by delivering accessible innovation and exceptional value. We are incredibly arrogant of what SharkNinja accomplished this year. Record fiscal results, swift and decisive execution, and an ever-growing array of groundbreaking products that consumers love.