TLDR
- Celsius Holdings (CELH) beat Q4 earnings with EPS of $0.26 vs. $0.19 expected and revenue of $721.6M vs. $638.9M forecast.
- Revenue more than doubled year-over-year, rising 117% from $332.2M.
- Acquisitions of Alani Nu and Rockstar Energy drove growth, contributing $370M and $45M respectively.
- CELSIUS brand revenue dipped ~8% due to integration timing issues, not weak consumer demand.
- Full-year 2025 revenue hit a record $2.5 billion, up 86% from 2024.
Celsius Holdings (CELH) stock jumped sharply in premarket trading Thursday after the company posted fourth-quarter results that beat Wall Street expectations on both the top and bottom lines.
$CELH (Celsius) #earnings are out: pic.twitter.com/rHWDb9mhD9
— The Earnings Correspondent (@earnings_guy) February 26, 2026
The company reported adjusted earnings per share of $0.26, clearing the analyst consensus of $0.19 by $0.07. Revenue came in at $721.6 million, more than double the $332.2 million reported in the same quarter a year ago, and well above the $638.9 million Wall Street had expected.
CELH stock rose around 10% in premarket trading Thursday. As of Wednesday’s close, the stock had already gained 95% over the prior 12 months.
The revenue jump was largely fueled by two acquisitions. Alani Nu contributed $370 million to the quarter, while Rockstar Energy added $45 million. Together, they pushed total revenue well past prior-year levels.
Not everything was up, though. The core CELSIUS brand saw revenue fall about 8% compared to the same period last year. The company attributed this to timing issues during the integration process, saying it caused a short-term mismatch between shipments and promotional activity.
Celsius was clear that the dip does not reflect actual consumer demand trends.
Margins Dipped, But Recovery Expected
Gross profit margin for Q4 came in at 47.4%, down from 50.2% a year earlier. The decline was tied to integration costs and higher product costs linked to tariffs.
The company expects margins to recover through 2026, targeting a return to gross margin percentages in the low 50s once integrations are complete.
For the full year 2025, Celsius reported record revenue of $2,515.3 million, up 86% from $1,355.6 million in 2024. Adjusted diluted EPS for the year was $1.34, compared to $0.70 the year before.
Consumers Are Buying More, More Often
One of the more interesting data points from the quarter was around repeat purchasing behavior.
Celsius said 52% of its repeat consumers now make five or more purchases, up from around 45% the year before. CEO John Fieldly pointed to this as a sign the brand is becoming part of daily routines rather than an occasional pick-me-up.
“It isn’t just about recruiting new consumers,” Fieldly said. “It’s about becoming part of that daily lifestyle and daily routine.”
In U.S. tracked retail channels, Celsius Holdings’ portfolio posted a 24.4% increase in retail sales for the 13-week period ended December 28, 2025. The company now holds approximately 20% dollar share in the U.S. energy category.
Full-year 2025 revenue of $2.5 billion marked a record for the company, with Fieldly calling it “a defining year.”
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