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Honest Company, Inc. Q2 FY26 Results

HNSTQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue83.306.7%10.9%
Total Income83.306.7%10.9%
Expenditure73.736.4%18.6%
PBT10.75174.9%
Net Profit10.6926825.0%176.2%
OPM11.50%12.34pp8.41pp
NPM12.83%12.88pp8.69pp
EPS0.10233.3%
View full financials

The Honest Company Reports Q2 2026 Results with Increased Profitability and Raised Full Year Outlook

06 Aug 2026 · 6 Aug, 1:44 am

Summary

The Honest Company reported second quarter 2026 results with revenue of $83.3 million, down 10.9% year-over-year, though organic revenue grew 6.7%. The company achieved a significant improvement in gross margin to 48.4%, up 800 basis points, and net income rose to $10.7 million. Management highlighted accelerated organic revenue growth and record underlying margins, leading them to raise the full-year 2026 financial outlook for key metrics including revenue and Adjusted EBITDA.

Key Highlights

  1. 1

    The Honest Company reported revenue of $83.3 million for the second quarter ended June 30, 2026, a decrease of 10.9% compared to the prior year period.

  2. 2

    Organic Revenue increased by 6.7% to $80.2 million, driven by growth in wipes and personal care products.

  3. 3

    Gross margin significantly improved to 48.4%, an increase of 800 basis points year-over-year.

  4. 4

    Net income for the quarter increased by $6.8 million to $10.7 million.

  5. 5

    Underlying Adjusted EBITDA was $7.8 million, with an Underlying Adjusted EBITDA Margin of 9.8%, an increase of 160 basis points.

  6. 6

    The company is raising its full year 2026 financial outlook for Revenue, Organic Revenue growth, Adjusted Gross Margin, and Adjusted EBITDA.

Management Comments

C

Carla Vernón

For the second quarter we delivered accelerated Organic Revenue growth of 7% and record underlying margins. With consumption growth of nearly 8%, we believe the momentum across our fastest-growing, most profitable platforms is proving to be durable. This strong performance, built upon a vibrant growth vision and increased structural profitability, is evidence that The Honest Company is a modern personal care company built to last. We are now well-positioned to thoughtfully deploy additional investments to expand household penetration and drive operational excellence of The Honest Company. With confidence in our continued momentum, we are raising our full-year 2026 financial outlook.

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