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SharkNinja, Inc. 8-K Filings

SN NYSE

Every 8-K that SharkNinja, Inc. (SN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow SN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SN filings page.

Rhea-AI Summary

SharkNinja reported strong second quarter 2026 results, with net sales up 22.2% to $1,765.5 million, driven by growth across Cleaning, Cooking and Beverage, Food Preparation, and Beauty and Home Environment appliances, and both domestic and international markets. Gross margin was 48.7% versus 49.0% a year earlier.

GAAP net income decreased 7.0% to $129.8 million, while Adjusted Net Income rose 29.3% to $178.2 million and Adjusted EBITDA increased 18.6% to $264.9 million, or 15.0% of net sales. Cash was $779.8 million against total debt of $718.9 million, and 1,008,368 shares were repurchased for $119.7 million year-to-date.

For fiscal 2026, SharkNinja raised its outlook across key metrics, guiding net sales growth of 16.0%–17.0%, Adjusted Net Income per diluted share of $6.45–$6.55, and Adjusted EBITDA of $1,357–$1,369 million. The outlook incorporates an expected $247.1 million tariff refund benefit to be recognized in the third quarter of 2026, with portions included or excluded from adjusted metrics based on the timing of the original expenses.

Rhea-AI Summary

SharkNinja, Inc. reports that on July 10, 2026 its board of directors approved a one-time limited waiver of the company’s Insider Trading Policy and Code of Business Conduct and Ethics for Chairman CJ Xuning Wang. These policies normally restrict directors, executive officers, and other covered persons from trading the company’s securities during defined quarterly blackout periods.

The waiver allowed Mr. Wang to sell a portion of his SharkNinja holdings on July 10, 2026 to an existing institutional investor in a transaction that was exempt from registration requirements. The board states that, after reviewing the facts and circumstances, it believed the waiver was appropriate in this limited case.

Rhea-AI Summary

SharkNinja, Inc. reported the results of its 2026 Annual General Meeting, where shareholders approved all five proposals. Shareholders re-appointed seven directors and ratified Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026.

Investors also approved, on a non-binding basis, the compensation of named executive officers and chose to hold future say-on-pay votes every year. In addition, shareholders approved an amendment and restatement of the Company’s Amended and Restated Memorandum and Articles of Association, mainly updating shareholder proposal and nomination procedures and related notice periods.

Rhea-AI Summary

SharkNinja reported strong first-quarter 2026 growth and raised its full-year outlook. Net sales rose 15.6% to $1,412.8 million, with particularly strong gains in Beauty and Home Environment Appliances, up 40.8% to $194.1 million, and International net sales, up 31.6%.

Net income increased 3.1% to $121.5 million and diluted EPS reached $0.85, while Adjusted Net Income grew 25.1% to $154.8 million and Adjusted EBITDA rose 17.5% to $235.4 million. Gross margin was stable at 49.2% despite tariff-related cost pressure.

For fiscal 2026, the company now expects net sales to grow 11.5–12.5%, Adjusted Net Income per diluted share of $6.00–$6.10, and Adjusted EBITDA of $1,290–$1,300 million, all above prior guidance.

Rhea-AI Summary

SharkNinja reported a strong finish to 2025 and launched a major capital return plan. Fourth-quarter net sales rose 17.6% to $2.10 billion, with net income up 98.3% to $255.2 million and adjusted EBITDA up 36.0% to $395.3 million.

For full-year 2025, net sales grew 15.7% to $6.40 billion and net income increased 59.9% to $701.4 million, as gross margin improved to 49.0%. Growth was broad-based across all four product categories and both domestic and international markets.

The board authorized an inaugural share repurchase program of up to $750 million, which the company does not expect to fund with new debt. As 2026 guidance, SharkNinja targets 10–11% net sales growth, adjusted EPS of $5.90–$6.00 and adjusted EBITDA of $1.27–$1.28 billion.

Rhea-AI Summary

SharkNinja, Inc. appointed Kaitlin Folan, age 43, as Principal Accounting Officer and Chief Accounting Officer effective January 20, 2026, reporting to Chief Financial Officer Adam Quigley, who remains Principal Financial Officer. The company highlights her prior experience as Chief Accounting Officer of Katapult Holdings, a senior finance role at BJ’s Wholesale Club, and leadership positions at PricewaterhouseCoopers.

Under an offer letter with SharkNinja Operating LLC, Ms. Folan will receive an annual base salary of $450,000 and be eligible for an annual bonus of up to 40% of base salary, prorated in her first year, along with participation in company benefit plans. She is eligible for a one-time signing bonus of $240,000, paid in two $120,000 installments at 90 and 180 days, each subject to continued employment and full repayment if she voluntarily leaves within 24 months of each payment.

SharkNinja will recommend that the Compensation Committee approve a long-term incentive award of RSUs with a fair market value of $1,200,000, vesting over three years, with 30% time-based and 70% performance-based, or a cash award of the same amount in lieu of equity. The company will also enter into its standard indemnification agreement with Ms. Folan and states there are no related-party arrangements, family relationships, or related-party transactions requiring disclosure.

Rhea-AI Summary

SharkNinja, Inc. appointed Jason Wortendyke to its Board of Directors effective January 5, 2026, with a term running until the company’s 2026 annual general meeting unless he resigns or is removed earlier. He will also serve on the Board’s Compensation Committee.

As a non-employee director, Mr. Wortendyke is eligible for an annual cash retainer of $152,000 for Board service, an additional $15,000 for Compensation Committee service, and an annual grant of restricted stock units valued at $181,342, with his first-year compensation prorated through the 2026 annual meeting. The RSU grant made on his appointment date will vest in full on June 18, 2026, subject to his continued service. SharkNinja will also enter into its standard indemnification agreement with him, and the company states there are no related party transactions requiring disclosure.