Q2 2026 Skinhealth Systems Inc Earnings Call Transcript

Aug 6, 2026 / 08:30 PM GMT

Transcript 8-K

Key Points

Positve

Adjusted EBITDA of $17 million significantly exceeded the guidance range of $11 million to $13 million, driven by strong gross margins and disciplined cost management.
Adjusted gross margin expanded by 590 basis points year-over-year to 71.8%, reflecting lower equipment costs, improved operational efficiency, and a favorable mix shift toward consumables.
The active installed base grew 3.8% year-over-year to 36,516 systems, providing a solid foundation for recurring consumable revenue.
The company launched a new device rental program in the US to lower the upfront capital barrier for providers, which is expected to expand the addressable market and support installed base growth.
The SkinStylist microneedling device, part of the adjacent category strategy, saw revenue grow nearly 50% year-over-year in Q2, demonstrating successful execution in expanding into new categories.
The company raised its full-year adjusted EBITDA guidance to $39 million to $46 million, reflecting stronger-than-expected profitability in the first half of the year.

Negative

Total net sales of $72.1 million came in at the lower end of the guidance range, down 7.8% year-over-year, with continued pressure on equipment sales due to cautious provider capital investments.
Consumables revenue declined 3.5% year-over-year, driven by lower treatment utilization and a tough comparison from prior-year booster launches, indicating weaker-than-expected treatment activity.
International markets were particularly challenging, with EMEA net sales down 19% year-over-year due to personnel shortages and timing shifts in distributor orders.
The company lowered its full-year revenue outlook to $280 million to $290 million, reflecting continued pressure on year-over-year device sales.
The company received a NASDAQ notice for trading below the minimum bid price requirement and will need stockholder approval for a reverse stock split to maintain its listing.
Second-half adjusted EBITDA is projected to decline relative to the first half due to increased R&D and commercial investments, lower expected gross margins from a higher mix of equipment sales, and normalized operating expenses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKIN.OQ - Skinhealth Systems Inc
Q2 2026 Skinhealth Systems Inc Earnings Call
Aug 06, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to the Skin Health Systems, Inc. Second Quarter 2026 Earnings Call. At this time, all lines are in listen-only mode.

Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press *0 for the operator. This call is being recorded on Thursday, August 6, 2026. I would now like to turn the conference over to Numberto Aha, Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and

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