SharkNinja (SN) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and SharkNinja published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. SharkNinja reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted Net Income per diluted share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• SharkNinja's GAAP results for Q3 2026 include $243.8 million of refund claims for IEEPA duties, less $45.2 million payable to factory partners. The $109.6 million of refunds tied to duties expensed in fiscal 2025 is excluded from its adjusted measures.
• SharkNinja reported as a foreign private issuer on Form 6-K through 2025 and has filed 10-Q and 10-K reports as a U.S. domestic filer since its fiscal 2025 annual report. The Q3 2025 figures in the history table come from the release furnished on Form 6-K.

Source: SharkNinja Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How SharkNinja splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• SharkNinja's Cleaning Appliances revenue was $617 million in Q3 2026, up 4% from $593 million in Q3 2025, 31% of total revenue.
• SharkNinja's Cooking and Beverage Appliances revenue was $598 million in Q3 2026, up 37% from $437 million in Q3 2025, 30% of total revenue.
• SharkNinja's Food Preparation Appliances revenue was $486 million in Q3 2026, up 18% from $411 million in Q3 2025, 25% of total revenue.
• SharkNinja's Beauty and Home Environment Appliances revenue was $276 million in Q3 2026, up 46% from $189 million in Q3 2025, 14% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, SharkNinja said:

“Net sales to increase 18.0% to 19.0% compared to the prior year (above the prior expectation of 16.0% to 17.0%).”

“Adjusted Net Income per diluted share between $6.65 and $6.75, reflecting a 25.9% to 27.8% increase compared to the prior year (above the prior expectation of between $6.45 and $6.55, reflecting a 22.2% to 24.1% increase).”

“Adjusted EBITDA between $1,380 million and $1,391 million, reflecting a 21.5% to 22.5% increase compared to the prior year (above the prior expectation of between $1,357 million and $1,369 million, reflecting a 19.5% to 20.5% increase).”

“A GAAP effective tax rate of approximately 22.0% to 23.0%.”

Source: SharkNinja Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the SN forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales in millions and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for SharkNinja's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

SharkNinja's net sales rose 21.2% to $1,976.4 million in Q3 2026, on both a reported and constant currency basis. It reports four product categories: Cleaning Appliances ($617.2 million), Cooking and Beverage Appliances ($597.7 million), Food Preparation Appliances ($485.5 million) and Beauty and Home Environment Appliances ($276.1 million). (SharkNinja Q3 2026 release, Nov 4, 2026)

Cooking and Beverage grew fastest in dollars, up $160.3 million or 36.6%, which SharkNinja credited to the Ninja Luxe Café espresso machine and the Ninja Crispi. Beauty and Home Environment rose 45.8% on skincare, air purifiers and fans, and Food Preparation rose 18.3% on blending. Cleaning, the largest category, grew 4.1% on corded and cordless vacuums. (SharkNinja Q3 2026 release, Nov 4, 2026)

Domestic net sales (the United States and Canada) were $1,313.7 million, up 19.4%, and International was $662.7 million, up 25.2%. The United States alone was 61.9% of net sales and the United Kingdom 13.6%. (SharkNinja Q3 2026 release, Nov 4, 2026; SharkNinja Form 10-Q, Q3 2026, Nov 4, 2026)

SharkNinja sells mainly through large retailers, including Amazon, Costco and Walmart. In Q3 2026 its largest customer, which the 10-Q calls Customer A, was 23.4% of net sales, against 27.8% a year earlier, and one other customer was 10.6%. (SharkNinja Form 10-K, 2025, Mar 2, 2026; SharkNinja Form 10-Q, Q3 2026, Nov 4, 2026)

SharkNinja's GAAP diluted EPS of $2.39 was above its Adjusted Net Income per diluted share of $2.34 in Q3 2026, because GAAP gross profit included $243.8 million of IEEPA duty refund claims, less $45.2 million payable to factory partners. The $109.6 million of that tied to duties expensed in 2025 is removed from adjusted results, while refunds of 2026 duties stay in. (SharkNinja Q3 2026 release, Nov 4, 2026)

Adjusted Net Income also excludes share-based compensation, which was $42.0 million in the quarter against $9.1 million a year earlier, plus amortization of acquired intangible assets, foreign currency gains and losses, certain litigation and transaction costs. GAAP gross margin was 59.2% and Adjusted Gross Margin 55.9%, up 910 and 560 basis points. (SharkNinja Q3 2026 release, Nov 4, 2026)

The effective tax rate was 23.3%, against 22.6% a year earlier. Diluted weighted-average shares were 141,521,492. SharkNinja repurchased 293,132 shares for $50.0 million in Q3 2026 under a $750.0 million program authorized on February 11, 2026, and 1,301,500 shares for $169.7 million over nine months. (SharkNinja Q3 2026 release, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

SharkNinja gives a full-year outlook in its release. For fiscal 2026 it raised its net sales growth forecast to 18.0% to 19.0%, from 16.0% to 17.0%, and Adjusted Net Income per diluted share to $6.65 to $6.75, from $6.45 to $6.55. It expects Adjusted EBITDA of $1,380 million to $1,391 million, a GAAP effective tax rate of approximately 22.0% to 23.0%, about 142.0 million diluted shares and capital expenditures of $190 million to $210 million. (SharkNinja Q3 2026 release, Nov 4, 2026)

The outlook assumes tariff rates of at least 10% for Indonesia, Malaysia and Cambodia and 12.5% for China, Vietnam and Thailand for the rest of 2026. SharkNinja now expects total refunds for fiscal 2025 duties of approximately $145.4 million, with an additional approximately $35.8 million to be recognized in Q4 2026. (SharkNinja Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover SharkNinja, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones SharkNinja's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning SN is on is SN a buy or a sell?, what analysts expect next is on the SN forecast, and what the company does is on the SharkNinja (SN) stock page.

Every number on this page can be traced to a document SharkNinja published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.