Overview

* Beauty Health Q3 2025 revenue of $70.7 mln beats analyst expectations

* Adjusted EBITDA beat analysts' estimates, reaching $8.9 mln

* Net sales declined 10.3% yr/yr due to lower delivery systems and consumables sales

Outlook

* Beauty Health ( SKIN ) projects 2025 net sales between $293 mln and $300 mln

* Company expects 2025 adjusted EBITDA of $37 mln to $39 mln

* Guidance assumes stable market conditions and excludes unannounced acquisitions

Result Drivers

* CONSUMABLES RESILIENCE - Recurring consumables business remained strong and profitable, offsetting pressure from device sales

* GROSS MARGIN IMPROVEMENT - Higher gross margin driven by lower inventory charges and favorable sales mix towards consumables

* OPERATIONAL EFFICIENCY - Exceeded company's guidance due to ongoing operational efficiency, as stated by CEO Pedro Malha

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $70.70 $68.59

mln mln (9

Analysts

)

Q3 Net -$11 mln

Income

Q3 Beat $8.90 $2.34

Adjusted mln mln (9

EBITDA Analysts

)

Q3 68.00%

Adjusted

Gross

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the personal products peer group is "buy."

* Wall Street's median 12-month price target for Beauty Health Co ( SKIN ) is $2.00, about 26.5% above its November 5 closing price of $1.47

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)