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fool.comSEP 103 min read$ODD

Oddity Tech (ODD) Q2 2026 Earnings Call Transcript

Oddity Tech (ODD) reported Q2 2026 revenue of $181M, down 25% YoY due to ad algorithm issues. Gross margin was 68.7%, down 3.6% YoY. Adjusted EBITDA was $13M, beating guidance. Q3 revenue guidance is a 5% YoY decline, with adjusted EBITDA expected at $18M-$20M. The company has $561M in cash and has repurchased 11.7M shares YTD.

Original reporting
fool.com
Published Sep 10, 2026, 3:30 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 10, 2026, 4:22 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Oddity Tech (ODD) Q2 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$ODDNeutralMed
01

Why it matters

The earnings release provides fresh guidance and financial metrics that were not previously public, offering traders new data points for valuation.

02

Market read

Earnings and guidance affect Oddity Tech's valuation and may influence peer stocks in the digital consumer sector.

03

What to watch

Potential upside from new brand launches in 2027 and biotech pipeline.

Relevance 7/10Novelty 8/10Timing: pre-market

Background

Oddity Tech reported Q2 2026 results, noting a 25% revenue drop due to an ad algorithm issue, but an adjusted EBITDA beat and ongoing share buybacks.

Company-level read

Ticker impact

$ODDNeutralMedium confidence
Context

Q2 2026 earnings report with revenue decline, adjusted EBITDA beat and new guidance for Q3 and full year.

Expected impact

Potential short-term volatility with upside if investors focus on EBITDA beat and buyback, downside if revenue miss dominates.

Evidence & confidence

The mixed results create uncertainty; strong cash position and buyback support the upside, while revenue weakness limits it.

Market effects

Sector

Highlights challenges in the digital beauty and D2C sector, especially reliance on ad platforms.

Regional

US‑listed consumer tech exposure may affect related ad‑tech stocks.

Global

Limited to companies dependent on algorithmic advertising.

Counterpoint

What could challenge this read

Buy on strong cash balance and share repurchase despite revenue decline.

Key entities

  • company
    Oddity Tech Ltd.

    US‑listed digital beauty and wellness company (ticker ODD).

  • executive
    Oran Holtzman

    Co‑founder and CEO of Oddity Tech.

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