ODDITY Tech (NASDAQ:ODD) Releases Quarterly Earnings Results, Beats Estimates By $0.07 EPS

ODDITY Tech (NASDAQ:ODD) issued its earnings results on Wednesday. The company reported $0.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.30 by $0.07, FiscalAI reports. ODDITY Tech had a net margin of 2.23% and a return on equity of 2.58%. The business had revenue of $144.98 million during the quarter, compared to the consensus estimate of $140.53 million. During the same period last year, the business posted $0.28 EPS.

Here are the key takeaways from ODDITY Tech’s conference call:

• Q3 revenue was $145 million, down 2% year over year but better than the company’s guidance, while adjusted EBITDA of $22 million exceeded its outlook. Oddity raised its 2026 outlook to an approximately 18.5% revenue decline and adjusted EBITDA of $32 million to $34 million.
• IL MAKIAGE remains under pressure from an unresolved advertising-algorithm issue with its largest ad partner, which management said accounts for more than half of its category’s advertising activity. Results and customer-acquisition costs remain volatile as the company works on a fix.
• SpoiledChild is on track to grow at least 35% in 2026, approaching $350 million in revenue, while METHODIQ is off to a strong start and is expected to beat SpoiledChild’s first-year revenue performance. Management cited further product expansion for both brands in 2027.
• Oddity plans to expand METHODIQ into prescription injectable therapies, including semaglutide and NAD+, and additional peptide therapies, using existing provider and pharmacy infrastructure. Management sees significant potential but said it has not yet begun marketing these offerings and will assess customer retention and payback before scaling spend.
• Gross margin fell to 67.4% from 71.6%, pressured partly by lower average order value, and inventory ended the quarter at $158 million as IL MAKIAGE works through excess stock. The company said it expects to improve inventory balance in 2027; it also repurchased 11.7 million shares for $163 million in the first nine months.

ODDITY Tech Trading Down 5.2%

Shares of NASDAQ:ODD traded down $1.04 during mid-day trading on Thursday, hitting $18.86. The company had a trading volume of 158,292 shares, compared to its average volume of 1,540,167. The firm has a fifty day moving average price of $19.59 and a 200 day moving average price of $17.14. The company has a market capitalization of $1.09 billion, a PE ratio of 79.25 and a beta of 2.14. The company has a debt-to-equity ratio of 2.21, a current ratio of 3.45 and a quick ratio of 2.11. ODDITY Tech has a one year low of $9.25 and a one year high of $46.45.

Trending Headlines about ODDITY Tech

These are some of the ODD headlines that stood out recently:

• Positive Sentiment: Third-quarter EPS was $0.37, above the $0.30 consensus, while revenue of about $145 million topped estimates of $140.5 million. The company also raised its full-year revenue outlook to $660 million and increased its adjusted EBITDA outlook. ODDITY Tech Q3 results and updated outlook
• Positive Sentiment: ODDITY reported $561 million in cash, cash equivalents and investments, with $350 million in credit facilities undrawn—providing financial flexibility. ODDITY Tech Q3 results and updated outlook
• Negative Sentiment: Analyst actions suggest limited near-term upside: Truist raised its target from $18 to $20 but kept a hold rating, Needham reaffirmed hold, and Jefferies lowered its price target to $20. With shares around $19.90, Truist’s target implies little upside. Jefferies lowers ODDITY Tech price target

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on ODD shares. Weiss Ratings raised ODDITY Tech from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 9th. Needham & Company LLC restated a “hold” rating on shares of ODDITY Tech in a research note on Thursday. Bank of America reiterated an “underperform” rating on shares of ODDITY Tech in a research report on Thursday, September 10th. Truist Financial boosted their target price on ODDITY Tech from $18.00 to $20.00 and gave the stock a “hold” rating in a research note on Thursday. Finally, The Goldman Sachs Group reissued a “sell” rating on shares of ODDITY Tech in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $22.55.

Insider Transactions at ODDITY Tech

In other ODDITY Tech news, CFO Mann Drucker sold 21,571 shares of the firm’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $15.14, for a total value of $326,584.94. Following the completion of the sale, the chief financial officer directly owned 104,492 shares in the company, valued at approximately $1,582,008.88. This trade represents a 17.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 51,379 shares of company stock worth $765,474 over the last 90 days.

About ODDITY Tech

ODDITY Tech Ltd. is a technology-driven consumer company that develops and operates digital-first beauty and wellness brands. Its portfolio includes IL MAKIAGE, which offers makeup and skincare products, and SpoiledChild, which focuses on beauty and wellness products. The company uses data analytics, artificial intelligence and other technology to support product development, personalized recommendations and online shopping. Its brands primarily sell directly to consumers through e-commerce platforms.