Beauty Health (NASDAQ:SKIN) Announces Quarterly Earnings Results

Beauty Health (NASDAQ:SKIN) announced its quarterly earnings data on Thursday. The company reported ($0.05) earnings per share for the quarter, beating the consensus estimate of ($0.09) by $0.04, Zacks reports. The firm had revenue of $64.91 million for the quarter, compared to analyst estimates of $66.28 million. Beauty Health had a negative net margin of 3.16% and a negative return on equity of 15.40%.

Here are the key takeaways from Beauty Health’s conference call:

• Device placements were weaker than expected, prompting a revised full-year revenue outlook to $280 million–$295 million (about a 2.5% reduction); management says Q2 softness will likely persist while commercial fixes take time to translate to results.
• Q1 adjusted EBITDA outperformed at $8.5 million (up 17% YoY) with an adjusted gross margin of 72.2%, and the company is maintaining its full-year adjusted EBITDA guidance of $35M–$45M.
• The active installed base grew to 36,400 devices (up 4% YoY) and device churn declined ~40% YoY, signaling improved provider retention and resilience in recurring consumables revenue.
• Management is enacting commercial and leadership changes (CEO taking a direct sales role and three new independent directors) and advancing an innovation roadmap — relaunching Keravive next quarter, a clinically backed booster in Q4, strategic partnerships, and a next?gen Hydrafacial targeted for 2028 — initiatives that are promising but expected to take time to impact growth.

Beauty Health Stock Down 36.3%

Shares of SKIN traded down $0.33 on Friday, reaching $0.58. The company’s stock had a trading volume of 4,762,649 shares, compared to its average volume of 726,749. Beauty Health has a twelve month low of $0.57 and a twelve month high of $2.69. The stock has a market capitalization of $74.11 million, a PE ratio of -2.90 and a beta of 1.12. The company has a current ratio of 1.66, a quick ratio of 1.40 and a debt-to-equity ratio of 3.94. The firm has a fifty day moving average of $0.98 and a 200-day moving average of $1.24.

Wall Street Analyst Weigh In

A number of analysts recently commented on SKIN shares. TD Cowen decreased their target price on Beauty Health from $1.65 to $1.50 and set a “hold” rating for the company in a research report on Monday, March 16th. Canaccord Genuity Group cut their price target on Beauty Health from $1.50 to $1.00 and set a “hold” rating on the stock in a report on Friday, May 1st. Zacks Research raised Beauty Health from a “strong sell” rating to a “hold” rating in a research note on Monday, March 16th. Jefferies Financial Group restated a “hold” rating and set a $1.60 price objective on shares of Beauty Health in a report on Wednesday, January 14th. Finally, Benchmark reaffirmed a “hold” rating on shares of Beauty Health in a research report on Friday, March 13th. One investment analyst has rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Beauty Health has a consensus rating of “Hold” and a consensus price target of $2.32.

Institutional Trading of Beauty Health

Several institutional investors and hedge funds have recently modified their holdings of the stock. AQR Capital Management LLC bought a new position in shares of Beauty Health in the first quarter valued at approximately $40,000. Goldman Sachs Group Inc. raised its position in Beauty Health by 5.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 665,706 shares of the company’s stock valued at $892,000 after buying an additional 31,880 shares during the last quarter. Geode Capital Management LLC raised its position in Beauty Health by 27.5% in the 2nd quarter. Geode Capital Management LLC now owns 2,302,784 shares of the company’s stock valued at $4,399,000 after buying an additional 496,963 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Beauty Health by 54.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 54,226 shares of the company’s stock valued at $104,000 after acquiring an additional 19,032 shares in the last quarter. Finally, Rhumbline Advisers boosted its holdings in Beauty Health by 28.6% during the 2nd quarter. Rhumbline Advisers now owns 141,982 shares of the company’s stock worth $271,000 after acquiring an additional 31,565 shares during the last quarter. 93.26% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Beauty Health

Here are the key news stories impacting Beauty Health this week:

• Positive Sentiment: Q1 adjusted loss per share of $0.05 beat the consensus estimate of a $0.09 loss, showing better-than-expected profitability versus Wall Street expectations.
• Positive Sentiment: The company said it sees Q2 2026 revenue of $72 million to $77 million, which is roughly in line with estimates and suggests some near-term stability.
• Neutral Sentiment: Investor attention is also on the company’s first-quarter earnings call and conference materials for more detail on demand trends, margins, and the outlook for its Hydrafacial brand. SkinHealth Systems Reports First Quarter 2026 Financial Results
• Negative Sentiment: Q1 revenue of $64.91 million missed analyst expectations of $66.28 million, which points to softer-than-expected sales performance.
• Negative Sentiment: The company also guided full-year 2026 revenue to $280 million-$295 million, below the consensus estimate of $296.5 million, signaling slower growth ahead.

About Beauty Health

Beauty Health Company (NASDAQ: SKIN) is a U.S.-based consumer wellness and beauty enterprise that integrates device-based and product-based offerings across skin, body and hair wellness categories. The company operates a portfolio of established brands that blend professional and at-home solutions, focusing on innovative formulations and technologies to address a range of beauty and self-care needs. Through its proprietary e-commerce platforms and strategic retail partnerships, Beauty Health seeks to deliver premium experiences and tangible results to a global customer base.

Beauty Health’s brand portfolio includes Sol de Janeiro, known for its award-winning Brazilian Bum Bum Cream body care collection; Elemis, a U.K.-originated professional skin care line distributed in spas and skincare clinics; NuFACE and Dermaflash, two at-home beauty device brands specializing in microcurrent facial toning and gentle exfoliation respectively; and Nutrafol, a legal-strength hair wellness supplement clinically designed to support hair growth.