Q4 2025 Beauty Health Co Earnings Call Transcript
Key Points
- The Beauty Health Co (SKIN) has a globally recognized brand and a large installed base of systems, which provides a strong foundation for growth.
- Consumables revenue increased by 1.7% year-over-year, highlighting the resilience of the recurring revenue model.
- Adjusted gross margin expanded to 67.4%, driven by a favorable mix shift towards consumables revenue.
- Adjusted EBITDA improved significantly to $45.1 million for the full year, demonstrating strong operating leverage.
- The company is focusing on sales force excellence, marketing discipline, and focused innovation to drive future growth.
- Total revenue for the fourth quarter was $82.4 million, a decrease of 1.3% compared to the prior year's quarter.
- Device revenue was down 7.9% year-over-year, reflecting pressure in the capital equipment segment.
- The company expects the first half of 2026 to be modestly below the prior year due to macroeconomic pressures.
- Churn was higher than usual for the full year 2025, although it improved in the fourth quarter.
- The company anticipates continued challenges in the capital equipment market, impacting device sales.
Good day, and welcome to the Beauty Health Company 2025 fourth quarter earnings conference call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mr. Norberto Aja, Investor relations. Please go ahead.
Thank you, operator, and good afternoon, everyone. Thank you for joining The Beauty Health Company's Fourth Quarter 2025 Conference Call. We released our results earlier this afternoon via an earnings press release, which can be found on our corporate website at beautyhealth.com. Joining me on the call today is Beauty Health's Executive Officer, Pedro Malha, along with our Chief Financial Officer, Mike Monahan.
Before we begin, I would like to remind everyone of the company's safe harbor language. Management may make forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 and as amended, including guidance and underlying assumptions.
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