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ODD Set to Report Q2 Earnings: What's in Store for the Stock?

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Key Takeaways

  • ODD expects Q2 earnings of $0.85 to $0.89 per share on revenues of $235M-$239M.
  • Strong demand for IL Makiage and SpoiledChild is likely to boost revenue growth.
  • Higher tariffs are expected to weigh on gross margin by 50 to 100 basis points.

Oddity Tech (ODD - Free Report) is scheduled to release second-quarter 2025 results on Aug. 4.

For the to-be-reported quarter, ODD expects non-GAAP earnings between 85 cents and 89 cents per share. Revenues are anticipated between $235 million and $239 million.

The Zacks Consensus Estimate for second-quarter earnings is pegged at 88 cents per share, unchanged over the past 30 days, indicating 7.3% year-over-year growth. The consensus mark for revenues is pegged at $239.2 million, indicating a year-over-year increase of 24.1%.

ODD beat the Zacks Consensus Estimate in all the trailing four quarters, resulting in an average surprise of 32.8%.
 

ODDITY Tech Ltd. Price and EPS Surprise

ODDITY Tech Ltd. Price and EPS Surprise

ODDITY Tech Ltd. price-eps-surprise | ODDITY Tech Ltd. Quote

 

Let us see how things have shaped up for the upcoming announcement.

Key Factors to Consider for Oddity Tech’s Q2 Earnings

Oddity is expected to have benefited from a growing user base. The company’s expanding online footprint and its dominant DTC platform are expected to have driven top-line growth. The company benefits from a highly agile and asset-light model. 

Strong demand for IL Makiage Skin and SpoiledChild brands is expected to have driven top-line growth in the to-be-reported quarter. The company’s expanding international footprint is noteworthy, although it is expected to hurt average order value in the to-be-reported quarter.

However, gross margin is expected to have suffered from higher tariffs (50-100 basis points impact per ODD). This is expected to have hurt margins in the to-be-reported quarter.

What Our Model Says

According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is the exact case here.

ODD has an Earnings ESP of +1.14% and a Zacks Rank #1 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Other Stocks to Consider

Here are a few other companies worth considering, as our model indicates that they also possess the right combination of factors to exceed earnings expectations in their upcoming releases:

Arista Networks (ANET - Free Report) has an Earnings ESP of +0.96% and sports a Zacks Rank of #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Arista Networks shares have appreciated 67.8% year to date. Arista Networks is set to report its second-quarter 2025 results on Aug. 5.

Bumble (BMBL - Free Report) presently has an Earnings ESP of +37.01% and a Zacks Rank #1. 

Bumble shares have plunged 12.4% year to date. Bumble is scheduled to report its second-quarter 2025 results on Aug. 6.

MKS Inc. (MKSI - Free Report) currently has an Earnings ESP of +1.33% and a Zacks Rank #1.

MKS shares are up 45.8% year to date. MKS is set to report its second-quarter 2025 results on Aug. 6.


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