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Dec 31, 2025
Evolus Q4 2025 Earnings Report
Estimated Revenue:$90M
+11.7% YoY
Estimated EPS:$0.01
50.9% YoY
Key Takeaways
Evolus delivered a strong Q4 with $90.3 million in revenue, up 14% year-over-year, and achieved GAAP operating income of $4.2 million. The company successfully expanded its injectable portfolio with Evolysse and demonstrated significant operating leverage following expense reduction measures taken earlier in the year.
Achieved GAAP operating income of $4.2 million in Q4 2025 compared to a loss in the prior year.
Total net revenue grew 14% to $90.3 million, driven by higher volumes across toxin and HA gel products.
Evolus Rewards members grew 30% year-over-year to approach 1.4 million members.
Customer reorder rates remained strong at approximately 71%, with over 600 new purchasing accounts added in Q4.
Revenue by Segment
Forward Guidance
For the full year 2026, Evolus expects total net revenue between $327 million and $337 million, representing 10% to 13% growth, and aims for sustainable profitability.
Positive Outlook
- Projected 2026 revenue growth of 10% to 13% over 2025.
- Non-GAAP operating expense growth limited to 0% to 3% in 2026.
- Expected achievement of low- to mid-single digit Adjusted EBITDA margin in 2026.
- Anticipated European launch of Estyme HA gels.
- Expected U.S. approval of Evolysse Sculpt in Q4 2026.
Challenges Ahead
- Evolysse is currently subject to a 10% tariff as a medical device imported from France.
- Potential for an additional 5% tariff as communicated by the administration.
- Recalibrated U.S. market outlook reflecting a more conservative near-term growth environment.
- Guidance for 2026 does not assume any revenue contribution from Evolysse Sculpt.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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