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EX-99.1

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EX-99.1

Document

Exhibit 99.1

SharkNinja Reports Second Quarter 2026 Results

Raises Fiscal Year 2026 Outlook Across Key Metrics on Strong Operational Performance

NEEDHAM, Massachusetts, August 5, 2026 – SharkNinja, Inc. (“SharkNinja” or the “Company”) (NYSE: SN), a global product design and technology company, today announced its financial results for the second quarter ended June 30, 2026.

Highlights for the Second Quarter 2026 as compared to the Second Quarter 2025

•Net sales increased 22.2% to $1,765.5 million.

•Gross margin and Adjusted Gross Margin decreased 30 and 70 basis points, respectively.

•Net income decreased 7.0% to $129.8 million. Adjusted Net Income increased 29.3% to $178.2 million.

•Adjusted EBITDA increased 18.6% to $264.9 million, or 15.0% of net sales.

Mark Barrocas, Chief Executive Officer, commented: “Q2 was a standout performance for SharkNinja, with net sales growth accelerating to 22.2%, our fastest pace since 2024, powered by broad-based strength across our categories, geographies, and channels. This quarter was a clear demonstration of the size and durability of our core business, an area we believe is often underestimated. Our largest, most established franchises like Cleaning and Blending continue to grow through diversification and relentless innovation, and our International business delivered 36.6% growth, accelerating yet again with strong results across the UK, Europe, and Latin America.

That strength carried through to our bottom line, with Adjusted EBITDA up 18.6% and Adjusted Net Income Per Share up 29.9% year-over-year. Our steadfast commitment to solving consumer problems is resonating across the globe, and we believe the number of problems left to address is endless. We head into the second half of the year with real momentum and increasing confidence in our ability to deliver strong, profitable growth over the long term.”

Three Months Ended June 30, 2026

Net sales increased 22.2% to $1,765.5 million, compared to $1,444.9 million during the same period last year, or 21.6% on a constant currency basis. The increase in net sales resulted from growth in Cooking and Beverage Appliances, Beauty and Home Environment Appliances, Food Preparation Appliances and Cleaning Appliances.

•Cleaning Appliances net sales increased by $20.6 million, or 4.1%, to $522.0 million, compared to $501.5 million in the prior year quarter, driven by the carpet extractor and cordless vacuums sub-categories.

•Cooking and Beverage Appliances net sales increased by $133.3 million, or 36.5%, to $499.0 million, compared to $365.7 million in the prior year quarter, driven by sales of our Ninja Luxe Café espresso machine and the strength of the Ninja Crispi.

•Food Preparation Appliances net sales increased by $53.8 million, or 13.3%, to $458.6 million, compared to $404.8 million in the prior year quarter, driven by strong growth in our blending sub-category.

•Beauty and Home Environment Appliances net sales increased by $112.9 million, or 65.3%, to $285.8 million, compared to $172.9 million in the prior year quarter, driven by continued strength of our skincare and fan product portfolios.

Geographically, Domestic net sales increased by $153.4 million, or 15.5%, for the three months ended June 30, 2026, compared to the three months ended June 30, 2025. This increase was driven by growth within existing categories and the success of new product categories. International net sales increased by $167.2 million, or 36.6%, for the three months ended June 30, 2026, compared to the three months ended June 30, 2025. This increase was

driven by continued success within core categories into new international markets and consistent growth in our key international countries.

Gross profit increased 21.5% to $860.3 million, or 48.7% of net sales, compared to $708.2 million, or 49.0% of net sales, in the prior year quarter. Adjusted Gross Profit increased 20.4% to $860.3 million, or 48.7% of net sales, compared to $714.4 million, or 49.4% of net sales, in the prior year quarter. The decrease in gross margin and Adjusted Gross Margin of 30 and 70 basis points, respectively, was primarily driven by the cost pressures related to tariffs in the U.S. market, unfavorable foreign currency, and increased retailer activations, partially offset by cost optimization efforts, favorable shifts in our categories and channels, and a decline in the amounts owed under a contractual sourcing service fee paid to JS Global for supply chain services, which ended July 31, 2025.

Research and development expenses increased 22.3% to $109.3 million, or 6.2% of net sales, compared to $89.4 million, or 6.2% of net sales, in the prior year quarter. This increase was primarily driven by an increase of $13.2 million in personnel-related expenses reflecting increased headcount to support new product categories and new market expansion, and an increase of $3.5 million in prototypes and tes

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sharkninja-20260211FALSE000195713200019571322026-02-112026-02-11

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

February 11, 2026 Date of Report (date of earliest event reported)

SHARKNINJA, INC.

(Exact name of Registrant as specified in its charter)

Cayman Islands001-4175498-1738011 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

89 A Street Needham, MA (Address of principal executive offices) 02494 (Zip Code)

(617) 243-0235 (Registrant's telephone number, including area code)

Check the appropriate box below if the Form 8-K filing 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 classTrading Symbol(s)Name of each exchange on which registered Ordinary Shares, $0.0001 par value per shareSNNew York Stock Exchange

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.

The following information and Exhibit 99.1 attached hereto 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 in any filing under the Securities Act of 1933, as amended (the “Securities Act”), except as expressly set forth by specific reference in such filing.

On February 11, 2026, SharkNinja, Inc. (the “Company”) announced its financial results for the fourth quarter and year ended December 31, 2025. The announcement of the Company’s financial results for the fourth quarter and year ended December 31, 2025 is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.

Item 8.01. Other Events.

On February 11, 2026, the Company announced that its Board of Directors authorized a share repurchase program of up to $750.0 million of the Company’s outstanding ordinary shares. The Company expects to begin implementing the program in fiscal 2026. Repurchases may be made at management’s discretion from time to time on the open market, through privately negotiated transactions, or by other means, including through the use of trading plans intended to qualify under Rule 10b5-1 under the Exchange Act, in accordance with applicable securities laws and other restrictions, including Rule 10b-18 under the Exchange Act. The share repurchase program has no expiration date and may be modified, suspended for periods or discontinued at any time and does not obligate the Company to repurchase any shares. The timing and total amount of stock repurchases will depend upon business, economic and market conditions, corporate and regulatory requirements, prevailing stock prices, and other considerations. The Company does not expect to incur debt to fund the share repurchase program.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

ExhibitDescription of Exhibit

99.1 Press Release of SharkNinja, Inc. dated February 11, 2026

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

SIGNATURE

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

SHARKNINJA, INC.

By:/s/ Adam Quigley

Date: February 11, 2026 Name: Adam Quigley

Title: Chief Financial Officer