Evolus, Inc. (EOLS) Earnings
Evolus, Inc. is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $-0.01. EOLS has beaten EPS estimates in 3 of its last 12 reported quarters (average surprise -6.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 4, 2026 | $-0.14 | $-0.10 | +28.6% | $73M | +0.8% |
| Mar 3, 2026 | $0.06 | $0.06 | +0.0% | $90M | +24.5% |
| Nov 5, 2025 | $-0.19 | $-0.14 | +26.3% | $69M | -23.0% |
| May 7, 2025 | $-0.10 | $-0.18 | -80.0% | $68M | -17.3% |
| Mar 4, 2025 | $0.02 | $0.01 | -50.0% | $79M | +10.0% |
| Jul 31, 2024 | $-0.06 | $-0.07 | -23.1% | $67M | +6.1% |
| Mar 7, 2024 | $-0.07 | $-0.14 | -100.0% | $61M | +1.6% |
| Aug 2, 2023 | $-0.22 | $-0.22 | +0.0% | $49M | +11.1% |
| Mar 8, 2023 | $-0.14 | $-0.16 | -14.3% | $44M | -0.3% |
| Aug 2, 2022 | $-0.24 | $-0.38 | -58.3% | $37M | +1.5% |
| Mar 3, 2022 | $-0.20 | $-0.29 | -45.0% | $35M | -0.3% |
| Nov 2, 2021 | $-0.32 | $-0.26 | +18.8% | $27M | +2.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 4, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Started 2026 with strong momentum, achieving second consecutive quarter of positive adjusted EBITDA in seasonally low revenue quarter. Viewed as validation of business strength and structural improvements. Market level: global aesthetics market healthy, U.S. toxin market grew low to mid single digits, filler market flat to slightly down. Maintained GVOU US market share at 14% with Evalys share gains. Took deliberate actions to align cost structure, tracking ahead of operating profit assumptions. Strategy focused on building scaled multi-product aesthetics company with differentiated model. AI embedded in core areas, unified data platform enables targeted engagement, improved field productivity. Underlying demand healthy, portfolio bundling strategy gaining traction. Total purchasing accounts increased nearly 500 in Q1, Reorder rates ~71%, Eveless Rewards approaching 1.5 million members, redemptions over 255,000. Jouveau to have high single-digit growth in first half of 2026. Upcoming launch of Esteem in Europe in mid-May, FDA milestone for Skoll expected Q4. Disciplined approach to innovation pipeline.
Guidance
Full-year 2026 outlook unchanged: Total net revenue expected to be $327 million to $337 million, adjusted gross margin 65.5% to 67%, non-GAAP operating expenses $210 million to $216 million, low to mid-single-digit adjusted EBITDA margin. First quarter results strengthen confidence in full-year profitability. Long-term outlook through 2028 unchanged with continued double-digit revenue growth, significant margin expansion, and increasing operating leverage as the business scales.
Segment performance
Global net revenue was $73.1 million in Q1, representing a 7% increase over the prior year. This included $66.4 million of global Jouveau revenue and $6.7 million from Avalis. Jouveau delivered 66.4 million in global revenue in the first quarter with positive unit growth and pricing stability across both U.S. and international markets. Avalis is increasing relevance with customers and contributing to an evolving revenue mix as they apply the playbook that drove Jouveau's success, with actions like hosting 50 customers for a training program on injectable products and positive feedback on Evelisse.
Risks & headwinds
Recent executive proclamation set a 15% tariff on certain pharmaceutical products from South Korea, including Zhuge, with an effective date of September 29, 2026. Actively evaluating multiple options to mitigate or eliminate the impact of this tariff.
Analyst Q&A
Q: Questions on Evelisse launch, impact of filler market headwinds, bundling dynamics.
A: David and Tatiana discussed category sentiment turning positive, rebate design being similar to competitors but easier to execute for clinics, and portfolio rebate not being a drag on net sales.
Q: OUS market dynamics, competitor Hujel.
A: OUS business growing with nearly doubling revenue, US market shares stable with no major share shift dynamics.
Q: Jovo guidance, Q2 rebound.
A: First half global GVO revenue expected to have high single-digit year-over-year growth with normal seasonality.
Q: Europe filler recovery, competition assumptions.
A: Europe filler market resilient, expected HA market positive by year end, competitive launches assumptions unchanged.
Q: Macro environment impact on aesthetics market.
A: Consumer value conscious, business stable, Eveless Rewards data shows strength.
Q: Esteem launch stocking, Sculpt FDA communications.
A: Some stocking for Esteem launch, Sculpt PMA in regular process with Q4 approval expected.
Q: BD appetite, product portfolio additions.
A: Active on pipeline, interested in biostimulators, skin quality, hair, etc., with staffed clinical development, regulatory, etc.