SharkNinja (SN) Q3 2026 Earnings Call: Guidance and Outlook
The formal guidance covers the full year 2026, reflecting raised expectations for net sales, adjusted net income per share, and adjusted EBITDA.
About SharkNinja. , a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.
No explicit formal standalone quarterly numerical guidance was given, though calculations imply Q4 net sales growth of approximately 17% year-over-year.
Annual guidance
Net sales growth
Increase between 18% and 19% compared to prior guidance of 16% to 17%.
Adjusted net income per diluted share
Range of $6.65 to $6.75 compared to $6.45 to $6.55 previously.
Adjusted EBITDA
Range of $1.38 billion to $1.391 billion representing growth of 21.5% to 22.5% year-over-year.
Outlook
Tariffs
Assumes current tariff levels persist for the remainder of the year, including minimum rates of 10% for Indonesia, Malaysia, and Cambodia and 12.5% for China, Vietnam, and Thailand.
Reinvestments
Utilizing tariff refund benefits to reinvest in retail activation, media, technology, AI capabilities, and R&D to drive momentum in 2027 and beyond.
Profitability algorithm
Remains intact with the objective to grow adjusted EBITDA dollars faster than net sales dollars in 2027.
Dombey's summary of the SharkNinja Q3 2026 earnings call held Nov 4, 2026, written from the call itself. Every figure on this page was checked against what was said on the call, and quoted lines are management's own words; we do not add estimates or prices. The tone score is our read of management's wording, guidance and answers. Check figures against the company's SEC filings before acting. This is research, not investment advice.
