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Earnings analysis · 10-Q

OLPX earnings analysis

Filed May 11, 2026 · Our reading of the company's report

The latest report

Olaplex Holdings, Inc. reported Q1 2026 earnings with a slight increase in net sales to $99.4 million, up 2.5% year-over-year, though it faced a net loss of $5.3 million, down from a small profit last year. Key channels…

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Olaplex Holdings, Inc. reported Q1 2026 earnings with a slight increase in net sales to $99.4 million, up 2.5% year-over-year, though it faced a net loss of $5.3 million, down from a small profit last year. Key channels showed mixed results, with significant growth in professional and DTC sales offset by declines in specialty retail. The company is in the process of a proposed acquisition by Henkel, which has resulted in deferred guidance and potential business restrictions during the merger's review period.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $28 Operating expenses $77 Left as operating profit $-5

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$-0.01
Segment
Professional
Segment
Specialty Retail
Segment
DTC

What stood out

  • Revenue Increase

    Net sales increased to $99.4 million, a 2.5% rise from $96.98 million a year earlier.

  • Improved Gross Margin

    Gross margin improved to 72.1%, up from 69.5% in the prior year.

  • Strong Professional Sales Growth

    Professional segment revenue grew by 12.3% to $38.8 million.

  • DTC Channel Growth

    DTC sales rose 13.8% year-on-year, reaching $27.2 million.

  • Cash ReservesStrength

    Cash and cash equivalents rose to $326.2 million, an increase from $318.7 million.

  • Operating Cash Flow Positive

    Operating cash flow of $7.5 million for the quarter compared to a negative $2.9 million in the prior year.

What to watch

  • Net Loss Reported

    The company reported a net loss of $5.3 million, down from a profit of $0.5 million a year ago.

  • Rising Operating Expenses

    Operating expenses surged to $76.8 million, a 30.4% increase from $58.9 million in Q1 2025.

  • Acquisition Risks

    Pending acquisition by Henkel may result in operational constraints and risk of merger completion delays.

Management's outlook

No updated guidance provided due to pending acquisition by Henkel.

Earlier filings 1

10-K · April 30, 2026

Olaplex Holdings, Inc. reported its annual performance for the year ending December 31, 2025, with total revenue of $423 million, achieving net sales and adjusted EBITDA of 103% of target, reflecting a recovery from…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.