Stonegate Capital Partners Updates Coverage on NU Skin Enterprises Inc. (NUS) 2025 Q4

Rhea-AI Summary

NU Skin Enterprises (NYSE: NUS) reported FY25 results with $370.3M revenue, adjusted net income $14.5M, and adjusted EPS $0.29. Results trailed Stonegate estimates modestly but hit the high end of EPS guidance.

Rhyz contributed $48.52M (Manufacturing $42.45M; Rhyz Other $6.07M). Nu Skin posted 77.6% gross margin and selling expense improved to 40.8% of the core business. Management cited margin expansion, a one-time tax benefit, and expansion into India; Prism iO rollout and India opening timelines target 1H26 pre-launch and full opening in 2H26. FY26 EPS guidance midpoint: $1.00.

Positive

• Adjusted EPS of $0.29 (met EPS guidance high end)
• Rhyz revenue totaled $48.52M (Manufacturing $42.45M)
• Nu Skin gross margin at 77.6%
• FY26 EPS guidance midpoint set at $1.00

Negative

• Revenue missed estimates: $370.3M vs $380.2M forecast
• Management flagged weaker-than-expected top-line results

News Market Reaction – NUS

-18.12%

15 alerts

-18.12% News Effect

-6.6% Trough in 3 hr 9 min

-$110M Valuation Impact

$497.74M Market Cap

1.3x Rel. Volume

On the day this news was published, NUS declined 18.12%, reflecting a significant negative market reaction. Argus tracked a trough of -6.6% from its starting point during tracking. Our momentum scanner triggered 15 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $110M from the company's valuation, bringing the market cap to $497.74M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q4 2025 Revenue: $370.3M Q4 2025 Adj EPS: $0.29 Revenue Estimate: $380.2M +5 more

8 metrics

Q4 2025 Revenue $370.3M Reported revenue vs guidance low end and below Stonegate estimate

Q4 2025 Adj EPS $0.29 Adjusted EPS vs Stonegate estimate of $0.30; high end of guidance

Revenue Estimate $380.2M Stonegate Q4 2025 revenue estimate used for comparison

Adj EPS Estimate $0.30 Stonegate Q4 2025 adjusted EPS estimate used for comparison

Rhyz Revenue $48.52M Q4 2025 revenue from Rhyz segment across Manufacturing and Other

Nu Skin Gross Margin 77.6% Gross margin for Nu Skin business in the quarter

Selling Expense Ratio 40.8% Selling expense as % of core Nu Skin business, showing disciplined spend

FY26 EPS Guidance Midpoint $1.00 Midpoint of FY26 EPS guidance range highlighted in key takeaways

Market Reality Check

Price: $7.28 Vol: Volume 459,894 vs. 20-day...

normal vol

$7.28 Last Close

Volume Volume 459,894 vs. 20-day average 510,190 (relative volume 0.9x) suggests no outsized reaction. normal

Technical Price $10.21 is trading above the 200-day MA at $9.80, indicating recovery from prior lows.

Peers on Argus

NUS was modestly positive at +0.39% while key peers showed mixed moves: HELE (-3...

1 Up 1 Down

NUS was modestly positive at +0.39% while key peers showed mixed moves: HELE (-3.98%), HNST (-2.33%), YSG (-0.24%), SKIN (-1.89%), SPB (+0.44%). Momentum scanner flags SKIN up 3.37% and WALD down 3.89%, reinforcing stock-specific dynamics for NUS.

Historical Context

5 past events · Latest: Feb 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 12	Earnings results	Positive	+0.4%	Q4 and full-year 2025 results within guidance with strong EPS growth.
Feb 12	Dividend declaration	Positive	+0.4%	Announcement of a quarterly cash dividend of $0.06 per share.
Feb 06	Product marketing	Positive	+3.3%	Relaunch of Dr. Chang’s book supporting Prysm iO and ageLOC platform.
Jan 14	Conference appearance	Neutral	+2.9%	Stonegate-led fireside chat and sector discussions at ICR 2026.
Jan 14	Earnings date set	Neutral	+2.9%	Scheduled release and call for Q4 and FY25 financial results.

Pattern Detected

Recent news, including earnings, conferences, and a dividend announcement, has consistently aligned with positive next-day price reactions.

Recent Company History

Over the past month, NUS has released several updates, including Q4/FY25 results on Feb. 12 with revenue of $370.3M and FY25 EPS of $3.18, plus 2026 guidance. A quarterly dividend of $0.06 per share was declared, alongside brand-building efforts like Dr. Chang’s book relaunch tied to the Prysm iO platform and conference visibility at ICR 2026. Each of these announcements saw positive one-day price reactions, suggesting the market has generally responded constructively to recent disclosures.

Market Pulse Summary

The stock dropped -18.1% in the session following this news. A negative reaction despite management ...

Analysis

The stock dropped -18.1% in the session following this news. A negative reaction despite management emphasizing margin expansion and disciplined spending would fit a scenario where investors focus on the revenue miss versus Stonegate’s $380.2M estimate and softer top-line commentary. Prior NUS news often saw constructive price responses, so a sharp decline could reflect concerns about growth sustainability rather than near-term EPS of $0.29. Ongoing execution in India and Prism iO adoption would remain key watchpoints.

Key Terms

adj EPS, EPS Guidance

2 terms

adj EPS financial

"NUS reported revenue, adj NI, and adj EPS of $370.3M, $14.5M, and $0.29"

Adjusted EPS (adjusted earnings per share) is a company’s net profit divided by its shares after removing one-time or unusual items that might distort ongoing performance. Investors use it like a cleaned-up score that aims to show how much profit the business typically earns per share, making it easier to compare companies or track trends over time—similar to judging a player’s season average after discarding fluke games.

EPS Guidance financial

"These results were at the low end of revenue guidance and the high end of EPS guidance."

EPS guidance is a company’s forecast of its future earnings per share, showing the amount of profit it expects to earn for each outstanding share. Investors use it like a roadmap: it sets expectations for future profitability and often moves the stock price if actual results come in notably above or below the guidance, because it signals whether management believes growth is on track.

AI-generated analysis. Not financial advice.

Dallas, Texas--(Newsfile Corp. - February 13, 2026) - NU Skin Enterprises Inc. (NYSE: NUS): Stonegate Capital Partners updates their coverage on NU Skin Enterprises Inc. (NYSE: NUS). NUS reported revenue, adj NI, and adj EPS of $370.3M, $14.5M, and $0.29, respectively. This compares to our estimates of $380.2M, $15.1M, and $0.30, respectively. These results were at the low end of revenue guidance and the high end of EPS guidance. Rhyz delivered $48.52M of revenue, including $42.45M from Manufacturing and $6.07M from Rhyz Other, while the Nu Skin business posted 77.6% gross margin and continued to benefit from disciplined spending as selling expense declined to 40.8% of the core business. Management highlighted strategic and active penetration into India and other emerging countries, along with overall margin expansion and a one-time tax benefit, as key contributors to EPS results in FY25. Despite weaker-than-expected top-line results, management remains focused on executing its strategic initiatives.

To view the full announcement, including downloadable images, bios, and more, click here.

Key Takeaways:

• Prism iO rollout advancing in 1H26
• India pre-launch underway; full opening expected 2H26
• FY26 EPS Guidance midpoint of a $1.00

Click image above to view full announcement.

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About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Contacts:

Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283830

FAQ

What were NU Skin (NUS) FY25 revenue and adjusted EPS on Feb 13, 2026?

NU Skin reported $370.3M revenue and adjusted EPS $0.29. According to the company, results slightly missed Stonegate estimates but reached the high end of EPS guidance.

How much revenue did Rhyz contribute to NU Skin (NUS) in FY25?

Rhyz delivered $48.52M in revenue for FY25. According to the company, that included $42.45M from Manufacturing and $6.07M from Rhyz Other.

What margin and expense trends did NU Skin (NUS) report for FY25?

NU Skin posted a 77.6% gross margin and selling expense declined to 40.8% of the core business. According to the company, disciplined spending supported margin expansion.

What is NU Skin's (NUS) FY26 EPS guidance as of Feb 13, 2026?

The FY26 EPS guidance midpoint is $1.00. According to the company, this reflects ongoing strategic execution despite a softer top line in FY25.

When will Prism iO and India expansion occur for NU Skin (NUS)?

Prism iO rollout is advancing in 1H26, and India is in pre-launch with full opening expected in 2H26. According to the company, these initiatives are key strategic priorities.

Did NU Skin (NUS) beat Stonegate estimates for FY25 operating results?

No; NU Skin missed revenue estimates but met EPS guidance's high end with $0.29 adjusted EPS. According to the company, margins and a one-time tax benefit supported EPS despite weaker top-line.