AI Earnings Predictions for The Beauty Health Company (SKIN)

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EX-99.1

2 ex991-2026q1xearnings.htm

EX-99.1

Document

Exhibit 99.1

SkinHealth Systems Reports First Quarter 2026 Financial Results

Long Beach, Calif., May 7, 2026 – SkinHealth Systems Inc. (NASDAQ: SKIN) (“SkinHealth Systems” or the "Company"), home to flagship brand Hydrafacial, today announced financial results for the first quarter ended March 31, 2026 (“Q1 2026”).

“First quarter results reflect the strength of the business. We delivered revenue within our guidance range, significantly outperformed on adjusted EBITDA, and continued to expand margins through disciplined execution.

"While the market remains challenging and we are lowering our full-year revenue outlook, the fundamentals are intact. The installed base is growing, the brand is strong, and we are taking direct action to improve execution while continuing to invest in the capabilities and innovation that will drive long-term growth.” said Pedro Malha, President and CEO of SkinHealth Systems.

Key Operational and Business Metrics

Three Months Ended March 31,

Unaudited ($ in millions) (1)

2026

2025

Delivery Systems net sales

$

18.5

$

20.2

Consumables net sales

46.4

49.4

Total net sales

$

64.9

$

69.6

Gross profit

$

44.4

$

48.6

Gross margin

68.5

%

69.8

%

Adjusted gross profit(2)

$

46.9

$

50.0

Adjusted gross margin(2)

72.2

%

71.9

%

Operating expenses

$

46.2

$

60.6

Adjusted operating expenses(2)

$

38.4

$

42.8

Net loss

$

(6.6)

$

(10.1)

Net loss margin

(10.2)

%

(14.5)

%

Adjusted EBITDA(2)

$

8.5

$

7.3

Adjusted EBITDA margin(2)

13.1

%

10.4

%

Three Months Ended March 31,

Unaudited

2026

2025

Total delivery systems sold

746

862

Active install base(3)

36,419

35,014

(1) Amounts may not sum due to rounding.

(2) See "Non-GAAP Financial Measures" below.

(3) Estimated number of delivery systems owned by providers that have purchased consumables in the trailing twelve-month period.

1

First Quarter Financial Highlights

•Net sales were $64.9 million for the first quarter of 2026, a decrease of (6.7)%, compared to the prior year period ("Q1 2025"), due to lower delivery systems and consumables net sales. The Company placed 746 delivery systems during Q1 2026, compared to 862 during Q1 2025.

•Gross margin was 68.5% in Q1 2026, compared to 69.8% in Q1 2025. The decrease in gross margin was primarily due to higher amortization expense. Adjusted gross margin was relatively flat at 72.2% in Q1 2026 compared to 71.9% in Q1 2025.

•Operating expenses were $46.2 million in Q1 2026, compared to $60.6 million in Q1 2025. Adjusted operating expenses were $38.4 million in Q1 2026, compared to $42.8 million in Q1 2025. The improvement in operating expenses and adjusted operating expenses was primarily due to lower personnel-related expenses and lower marketing-related spend.

•Net loss was $(6.6) million in Q1 2026, compared to $(10.1) million in Q1 2025. The change compared to the prior year was primarily due to lower operational spend, partially offset by lower net sales.

•Adjusted EBITDA was $8.5 million in Q1 2026, compared to $7.3 million in Q1 2025. The improvement in adjusted EBITDA was primarily due to lower operational spend, partially offset by lower net sales.

Revised 2026 Financial Guidance

Second Quarter 2026

Net sales

$72 – $77 million

Adjusted EBITDA(1)

$11 – $13 million

Fiscal Year 2026

Net sales

$280 – $295 million

Adjusted EBITDA(1)

$35 – $45 million

(1) See "Non-GAAP Financial Measures" below.

Revised 2026 financial guidance:

•Reflects continued pressure on year over year device sales.

•Presumes no further material deterioration in current general market conditions or other unforeseen circumstances beyond the Company's control, such as foreign currency exchange rates, tariffs, and trade restrictions.

•Excludes any unannounced acquisitions, dispositions or financings.

2

Regional Operational and Business Metrics

Three Months Ended March 31,

Unaudited ($ in millions) (1) (2)

2026

2025

Delivery Systems net sales

Americas

$

12.0

$

13.1

Asia-Pacific (“APAC”)

2.1

2.0

Europe, the Middle East and Africa (“EMEA”)

4.4

5.1

Total Delivery Systems net sales

$

18.5

$

20.2

Consumables net sales

Americas

$

32.6

$

33.1

APAC

4.5

6.4

EMEA

9.3

9.9

Total Consumables net sales

$

46.4

$

49.4

Net sales

Americas

$

44.6

$

46.3

APAC

6.6

8.3

EMEA

13.7

15.0

Total net sales

$

64.9

$

69.6

Delivery Systems sold

Americas

438

550

APAC

118

98

EMEA

190

214

Total Delivery Systems sold

746

862

(1) Amounts may not sum due to rounding.

(2) During the second quarter of 2025, the Company transitioned sales in the China market to a distributor partner, and as a result, the Company has discontinued direct sales to customers in China.

Conference Call

SkinHealth Systems will host a conference call on Thursday, May 7, 2026, at 4:30

skin-20260312FALSE000181809300018180932026-03-122026-03-120001818093us-gaap:CommonStockMember2026-03-122026-03-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 12, 2026

The Beauty Health Company (Exact name of registrant as specified in its charter)

Delaware 001-39565 85-1908962 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)

3600 E. Burnett Street Long Beach, CA (Address of principal executive offices)

90815 (Zip Code)

(800) 603-4996 (Registrant’s telephone number, including area code) Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐     Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Class A Common Stock, par value $0.0001 per share SKIN The Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company  ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 2.02. Results of Operations and Financial Condition.

On March 12, 2026, The Beauty Health Company (the “Company”) issued a press release and will hold a conference call regarding its financial results for its fiscal quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information furnished with this Item 2.02, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

The Company is making reference to non-GAAP financial information in both the press release and the conference call. A reconciliation of GAAP to non-GAAP results is provided in the attached Exhibit 99.1 press release.

The Company announces material information to the public through a variety of means, including filings with the Securities and Exchange Commission, press releases, public conference calls, and on the Company’s investor relations website (https://investors.beautyhealth.com/) as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.

Description

99.1

Press Release, dated March 12, 2026

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: March 12, 2026 The Beauty Health Company

By:/s/ Michael Monahan Name:Michael Monahan Title:Chief Financial Officer