Beauty Health (NASDAQ:SKIN) Issues Earnings Results, Beats Expectations By $0.04 EPS

Beauty Health (NASDAQ:SKIN) released its earnings results 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. Beauty Health had a negative return on equity of 15.40% and a negative net margin of 3.16%.The firm had revenue of $64.91 million for the quarter, compared to analyst estimates of $66.28 million.

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%

NASDAQ SKIN traded down $0.33 on Friday, reaching $0.58. The company had a trading volume of 4,762,649 shares, compared to its average volume of 726,749. The company’s fifty day moving average is $0.98 and its 200-day moving average is $1.24. The firm has a market capitalization of $74.11 million, a price-to-earnings ratio of -2.90 and a beta of 1.12. The company has a debt-to-equity ratio of 3.94, a quick ratio of 1.40 and a current ratio of 1.66. Beauty Health has a 1-year low of $0.57 and a 1-year high of $2.69.

Institutional Trading of Beauty Health

A number of institutional investors have recently modified their holdings of SKIN. Woodline Partners LP grew its holdings in shares of Beauty Health by 255.9% during the third quarter. Woodline Partners LP now owns 5,930,027 shares of the company’s stock worth $11,801,000 after buying an additional 4,263,997 shares in the last quarter. Millennium Management LLC lifted its stake in Beauty Health by 127.0% in the 4th quarter. Millennium Management LLC now owns 5,764,802 shares of the company’s stock valued at $8,013,000 after acquiring an additional 3,225,668 shares in the last quarter. Geode Capital Management LLC lifted its stake 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 acquiring an additional 496,963 shares in the last quarter. State Street Corp boosted its position in Beauty Health by 0.9% during the 4th quarter. State Street Corp now owns 1,871,527 shares of the company’s stock worth $2,601,000 after acquiring an additional 16,493 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. boosted its position in Beauty Health by 11.8% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 1,210,898 shares of the company’s stock worth $2,410,000 after acquiring an additional 127,994 shares during the last quarter. 93.26% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

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

Key Headlines Impacting 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.