| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 817.93 | 4.5% | 10.6% |
| Total Income | 817.93 | 4.5% | 10.6% |
| Expenditure | 742.67 | 15.4% | 24.6% |
| PBT | 69.53 | 49.5% | 46.3% |
| Net Profit | 55.29 | 49.8% | 44.6% |
| OPM | 9.20% | 8.56pp | 10.14pp |
| NPM | 6.76% | 7.31pp | 6.75pp |
| EPS | 0.14 | 57.6% | 57.6% |
Celsius Holdings Reports Q2 2026 Record Revenue of $818 Million, Up 11%
06 Aug 2026 · 6 Aug, 3:42 pm
Summary
Celsius Holdings announced record second quarter 2026 revenue of $817.9 million, an increase of 10.6% year-over-year, driven by strong performance from Alani Nu® and contributions from Rockstar Energy®. The company's gross profit margin saw a decrease to 48.1% from 51.5% in the prior year, attributed to increased promotional activity and channel mix. Net income attributable to common shareholders declined to $36.4 million, with Adjusted Diluted EPS at $0.36. Management expressed confidence in the scaled portfolio and ongoing optimization projects to drive durable, long-term growth.
Key Highlights
- 1
Celsius Holdings reported a record second quarter 2026 revenue of $817.9 million, an increase of 10.6% compared to the prior-year period.
- 2
Alani Nu® generated sales of approximately $364.4 million in the second quarter of 2026, driven by strong consumer demand and transition into the PepsiCo distribution system.
- 3
Rockstar Energy® contributed approximately $66.5 million in revenue during the second quarter of 2026.
- 4
CELSIUS brand revenue decreased by approximately 11.7% in the second quarter of 2026 compared to the same period last year, reflecting increased trade and promotional investment.
- 5
Gross profit margin decreased to 48.1% for the three months ended June 30, 2026, from 51.5% in the prior-year period, primarily due to higher promotional activity and channel mix.
- 6
Net income attributable to common shareholders was $36.4 million for the second quarter of 2026, a decrease from $85.7 million in the prior-year period.
- 7
Adjusted Diluted EPS for the second quarter of 2026 was $0.36, down from $0.47 in the prior-year period.
Management Comments
John Fieldly
During the second quarter of 2026, we made meaningful progress in advancing Celsius Holdings as a scaled portfolio of leading brands. We delivered a double-digit increase in second quarter revenue, completing the Rockstar integration, and maintained gross margin near first-quarter levels despite a challenging commodity environment. With CELSIUS, Alani Nu®, and Rockstar Energy®, we're building a scaled Modern Energy portfolio with distinct roles, attracting new consumers and expanding consumption occasions. As it relates to our optimization project, we remain focused on improving assortment productivity and strengthening execution to return brand CELSIUS to sustainable growth. We are confident the actions we are taking will strengthen the brand, and with a broader, more diversified portfolio, we believe we are well positioned to drive durable, long-term growth. With two billion-dollar brands and roughly one in five energy drinks sold in the United States coming from our portfolio, we are a key growth engine for the category, and we're still early in what this platform can do.
Informational and educational content only. Not investment advice.