e.l.f. Beauty, Inc. SEC filings document the public-company record for its NYSE-listed common stock and multi-brand beauty operations. The company’s Form 8-K filings report operating and financial results, material events, material agreements, capital-structure disclosures and board-level governance changes.
Proxy materials provide disclosure on shareholder voting matters, director elections, executive compensation, equity awards and governance practices. The filings connect these formal disclosures to e.l.f. Beauty’s operating model across cosmetics, skin care and related beauty brands, while documenting the company’s reporting obligations, security registration and corporate oversight structure.
e.l.f. Beauty, Inc. officer Joshua Franks reported a proposed sale of 8,965 common shares, with an aggregate market value of $1,018,692.95, for approximately November 5, 2026. Morgan Stanley Smith Barney LLC is identified as the broker. The shares were acquired upon vesting of restricted stock units and performance stock units from June 1, 2024 through June 1, 2026.
e.l.f. Beauty reported net sales of $520.8 million for the three months ended September 30, 2026, up 51% from $343.9 million a year earlier. Net income was $30.0 million, compared with $3.0 million, and operating income was $52.4 million, compared with $7.7 million. Gross margin was 71%, versus 69%.
For the six months ended September 30, 2026, net sales were $1,000.2 million, up 43% from $697.7 million, and net income was $96.6 million, compared with $36.3 million. Net cash provided by operating activities was $126.3 million, compared with $50.6 million; the company said this included $53.8 million of benefit from IEEPA tariff refunds.
e.l.f. Beauty received approximately $51.7 million of tariff refunds and $2.1 million of interest; $51.7 million was recognized as a reduction in cost of sales for the six-month period. The contingent-consideration liability tied to the rhode acquisition was remeasured to $98.5 million as of September 30, 2026, and a $30 million first-year earnout was paid October 30, 2026. Cash and cash equivalents were $350.8 million as of September 30, 2026.
e.l.f. Beauty, Inc. reported second-quarter fiscal 2027 net sales of $520.8 million, up 51% year over year, and gross margin of 71%, up approximately 160 basis points. GAAP net income was $30.030 million, adjusted net income was $72.7 million, and adjusted EBITDA was $123.4 million, up 86%.
For the six months ended September 30, 2026, net sales increased 43% to $1,000.2 million, GAAP net income was $96.6 million, and adjusted EBITDA was $291.6 million, up 90%. Cash and cash equivalents were $350.8 million and total debt was $826.7 million as of September 30, 2026. The company recorded a $17.7 million fair-value adjustment to contingent consideration, reflecting rhode revenue outperformance relative to earnout thresholds.
The company raised its fiscal 2027 net sales outlook to expected growth of 22%–24%, from 18%–20%. Updated ranges are $2,003–$2,029 million in net sales, $421–$427 million in adjusted EBITDA, $231–$233 million in adjusted net income and $3.82–$3.86 in adjusted diluted earnings per share. Quarterly gross-margin improvement included approximately 30 basis points from incremental IEEPA tariff refunds flowing through cost of sales; lower year-over-year tariffs and favorable mix were the primary remaining drivers, partly offset by price investments. Adjusted measures are non-GAAP.
e.l.f. Beauty, Inc. SVP, Operations Joshua Allen Franks sold 7,926 shares of common stock on October 15, 2026, at a weighted average price of $110.1529 per share. The sale was made under a Rule 10b5-1 trading plan adopted on March 3, 2026; the shares were sold in multiple trades priced from $110.00 to $110.49. His reported direct holdings after the sale were 119,005 shares, including 66,981 restricted stock units.
At e.l.f. Beauty, Inc., SVP of Operations Joshua Allen Franks sold 8,366 shares of common stock on October 12, 2026, at a weighted average price of $110.0060 per share. The sale was made under a Rule 10b5-1 trading plan adopted on March 3, 2026. His reported position after the sale was 126,931 shares, including 66,981 restricted stock units.
e.l.f. Beauty, Inc. Chief Executive Officer Tarang Amin exercised options covering 71,000 shares on October 1, 2026, at an exercise price of $26.84 per share. He also reported sales of 23,072 shares at a weighted average price of $102.8351, 21,902 shares at $103.6574, and 2,026 shares at $105.0077. Each sale was solely to satisfy tax or other government withholding obligations connected with the option exercise. The transactions were made under a Rule 10b5-1 trading plan adopted November 20, 2025.
e.l.f. Beauty, Inc. (ELF) lists a proposed sale for Tarang Amin’s account of 47,000 common shares, with an aggregate market value of $4,745,590. The shares are described as acquired from the issuer through exercise of stock options, with cash shown in the transaction details; Morgan Stanley Smith Barney LLC is also named. The issuer’s shares outstanding are listed as 59,007,996.
e.l.f. Beauty, Inc. (ELF) reports that Senior Vice President and Chief Financial Officer Mandy J. Fields sold a total of 16,065 shares of common stock on September 8, 2026 in several open-market transactions under a Rule 10b5-1 trading plan adopted on June 9, 2026.
The sales were executed in tranches of 7,965; 4,650; 2,850; and 600 shares at weighted average prices between $103.18 and $106.87 per share. Following these transactions, her holdings include 66,981 restricted stock units.
e.l.f. Beauty, Inc. (ELF) reports that senior vice president of operations Joshua Allen Franks sold 200 shares of common stock on September 8, 2026 at $110 per share. This sale was made under a Rule 10b5-1 trading plan adopted on March 3, 2026, and follows a gift of 3,300 shares on September 4, 2026 to a donor advised fund. Franks continues to hold equity-based awards, including 66,981 restricted stock units.
e.l.f. Beauty, Inc. (ELF) received a notice that officer Mandy Fields plans to sell 16,065 shares of common stock through Morgan Stanley Smith Barney LLC, with an indicated aggregate market value of $1,761,848.55 and 59,007,996 shares of common stock stated as outstanding.
The planned sale relates to 11,458 shares from Performance Stock Units vesting on April 21, 2025 and 4,607 shares from Restricted Stock Units vesting on June 1, 2026. Over the prior three months, Fields sold 4,327 shares for $222,970.31.