$SN · SharkNinja, Inc.
SharkNinja's 10-Q for the quarter ended September 30, 2026 shows net sales of $1.976B, up 21.2% year over year, with net income of $338.4M versus $188.7M a year earlier. Gross margin expanded to 59.2% from 50.1%, and operating margin reached 22.4%. The company repurchased 1,301,500 shares for $169.7M during the nine-month period.
- Net sales rose 21.2% to $1.976B in Q3 FY2026.
- Net income jumped to $338.4M from $188.7M a year ago.
- Gross margin expanded to 59.2% from 50.1%.
- Diluted EPS was $2.39, up from $1.33.
- Repurchased 1,301,500 shares for $169.7M in the nine-month period.
Extended-hours last trade of $223.49 is +6.13% vs the $210.59 regular close, signaling a positive after-hours reaction to the strong results.
SharkNinja delivered accelerating growth with sharply higher margins and profitability, reinforcing its premium consumer-hardware momentum.
SharkNinja's 21.2% growth and 59.2% gross margin outpace typical consumer-hardware peers, driven by Beauty and Home Environment (+45.8%) and Cooking and Beverage (+36.6%).
The filing flags tariff programs and discretionary consumer spending as key risks, along with supply-chain and raw-material cost exposure.