ODD

MKT CAP:$914M

Oddity Tech Ltd.

Market Cap

$914M

Technology·Software - Infrastructure·🇮🇱 Israel·NASDAQ

Technology·Software Infra·🇮🇱·NASDAQ

Stock Price

$16.11-$23.34 (-59.17%)

Apr 24, 2026

Company Details

Oddity Tech Ltd., together with its subsidiaries, operates as a consumer-tech company worldwide. The company provides beauty and wellness products utilizing its PowerMatch technology. It builds and scales digital-first brands to disrupt the...

CEO

Oran Holtzman

IPO Date

Jul 19, 2023

Website

oddity.com

Key Metrics TTM

Revenue

$810M

+52.8% YoY

Net Income

$111M

EPS (Diluted)

$1.80

Free Cash Flow

$82M

Revenue / Share

$13.23

Gross Margin

72.7%

Operating Margin

14.7%

Net Margin

13.7%

FCF Margin

10.1%

P/S

1.1x

P/E

8.3x

Earnings Reports

Q1 2026

May 5, 2026

PENDING

FY 2025

Mar 17, 2026

$810M+25.2%EPS $1.80

Q4 2025

Mar 17, 2026

$153M+23.5%EPS $0.10

Q3 2025

Nov 19, 2025

$148M+24.3%EPS $0.28

Q2 2025

Aug 4, 2025

$241M+25.1%EPS $0.79

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$90M	$60M	$4M
Q2 22	$98M	$67M	$20M
Q4 22	$67M	$44M	-$142.0K
Q1 23	$166M	$117M	$25M
Q2 23	$151M	$107M	$37M
Q3 23	$94M	$66M	$6M
Q2 24	$193M	$139M	$53M
Q3 24	$119M	$83M	$20M
Q4 24	$124M	$90M	$4M
Q1 25	$268M	$201M	$43M
Q2 25	$241M	$174M	$57M
Q3 25	$148M	$106M	$17M
Q4 25	$153M	$108M	$2M

Valuation

Quarter	P/S	P/E
Q1 22	—	—
Q2 22	—	—
Q4 22	—	—
Q1 23	6.7x	72.8x
Q2 23	5.8x	42.8x
Q3 23	3.3x	30.3x
Q2 24	3.7x	22.7x
Q3 24	4.2x	24.1x
Q4 24	4.7x	34.2x
Q1 25	3.5x	23.0x
Q2 25	5.6x	38.4x
Q3 25	4.4x	31.5x
Q4 25	2.9x	21.5x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	$16M	$14M
Q2 22	$485.0K	-$1M
Q4 22	$20M	$18M
Q1 23	$53M	$52M
Q2 23	$23M	$22M
Q3 23	$4M	$2M
Q2 24	$26M	$24M
Q3 24	$16M	$14M
Q4 24	$16M	$14M
Q1 25	$88M	$86M
Q2 25	$13M	$12M
Q3 25	-$9M	-$10M
Q4 25	-$5M	-$6M

Capital Expenditures

Quarter	CapEx
Q1 22	$2M
Q2 22	$2M
Q4 22	$2M
Q1 23	$1M
Q2 23	$1M
Q3 23	$2M
Q2 24	$2M
Q3 24	$2M
Q4 24	$2M
Q1 25	$2M
Q2 25	$949.0K
Q3 25	$1M
Q4 25	$979.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q2 23	+67.4%	+31.9%
Q3 23	-3.3%	+14.2%
Q2 24	+185.6%	+106.6%
Q3 24	-28.2%	-29.4%
Q4 24	-18.3%	+4.5%
Q1 25	+183.8%	+155.7%
Q2 25	+25.1%	+31.7%
Q3 25	+24.3%	+31.2%
Q4 25	+23.5%	+26.3%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$1M	1.5%
Q2 22	$2M	2.2%
Q4 22	$2M	2.5%
Q1 23	$2M	1.1%
Q2 23	$3M	1.7%
Q3 23	$12M	12.9%
Q2 24	$7M	3.6%
Q3 24	$0	0.0%
Q4 24	$8M	6.8%
Q1 25	$7M	2.6%
Q2 25	$0	0.0%
Q3 25	$0	0.0%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	S&M	SG&A
Q1 22	—	$57M
Q2 22	—	$46M
Q4 22	$92M	—
Q1 23	—	$93M
Q2 23	—	$70M
Q3 23	—	$60M
Q2 24	—	$86M
Q3 24	—	$64M
Q4 24	—	$86M
Q1 25	—	$158M
Q2 25	—	$117M
Q3 25	—	$89M
Q4 25	—	$106M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 22	—	5.8%	—
Q2 22	—	23.3%	—
Q4 22	—	1.4%	—
Q1 23	—	16.1%	—
Q2 23	67.4%	26.3%	93.7
Q3 23	-3.3%	11.3%	8.1
Q2 24	185.6%	30.6%	216.2
Q3 24	-28.2%	18.6%	-9.6
Q4 24	-18.3%	5.4%	-12.9
Q1 25	183.8%	16.9%	200.7
Q2 25	25.1%	25.8%	50.9
Q3 25	24.3%	17.7%	42.0
Q4 25	23.5%	6.5%	30.0

Rule of 40

War Chest

Quarter	Cash	Short-term Investments	Total
Q4 22	$41M	$0	$41M
Q1 23	$100M	$0	$100M
Q2 23	$67M	$0	$67M
Q3 23	$64M	$0	$64M
Q4 23	$37M	$79M	$116M
Q1 24	$21M	$22M	$43M
Q2 24	$87M	$84M	$170M
Q3 24	$86M	$62M	$148M
Q4 24	$50M	$50M	$100M
Q1 25	$137M	$50M	$187M
Q2 25	$657M	$22M	$679M
Q3 25	$592M	$48M	$640M
Q4 25	$402M	$11M	$413M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	57M	—	—
Q2 22	58M	+1.7%	—
Q4 22	57M	-1.7%	—
Q1 23	57M	0.0%	—
Q2 23	57M	0.0%	0.0%
Q3 23	57M	0.0%	-1.7%
Q2 24	62M	+9.6%	+9.6%
Q3 24	62M	-0.4%	+9.2%
Q4 24	61M	-1.7%	+7.3%
Q1 25	60M	-0.6%	+6.7%
Q2 25	62M	+3.3%	+0.5%
Q3 25	63M	+0.5%	+1.5%
Q4 25	61M	-2.3%	+0.9%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	—	—
Q2 22	—	—
Q4 22	—	—
Q1 23	—	—
Q2 23	—	—
Q3 23	—	—
Q2 24	—	—
Q3 24	—	—
Q4 24	$252.8K	489
Q1 25	$548.2K	489
Q2 25	$493.1K	489
Q3 25	$302.5K	489
Q4 25	$232.1K	658

Revenue / Employee