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Celsius Holdings

Celsius Holdings (CELH) Q4 2025 Earnings

Reported Feb 26, 2026 at 6:02 AM ET · SEC Source

Q4 25 EPS

$0.26

BEAT +36.91%

Est. $0.19

Q4 25 Revenue

$721.6M

BEAT +12.99%

Est. $638.7M

vs S&P Since Q4 25

-51.2%

TRAILING MARKET

CELH -43.0% vs S&P +8.2%

Full Year 2025 Results

FY 25 EPS

$1.34

BEAT +5.47%

Est. $1.27

FY 25 Revenue

$2.52B

BEAT +3.00%

Est. $2.44B

Market Reaction

Did CELH Beat Earnings? Q4 2025 Results

Celsius Holdings delivered a decisive beat to close out fiscal 2025, with the energy drink company's transformation into a multi-brand platform driving Q4 revenue to $721.63 million, clearing the $648.28 million consensus estimate by 11.31% and surgi… Read more Celsius Holdings delivered a decisive beat to close out fiscal 2025, with the energy drink company's transformation into a multi-brand platform driving Q4 revenue to $721.63 million, clearing the $648.28 million consensus estimate by 11.31% and surging 117.2% year over year. Non-GAAP adjusted diluted EPS of $0.26 topped the $0.21 consensus by 26.15%, reflecting the scale benefits of two landmark acquisitions completed during the year. The primary engine behind the revenue surge was the addition of Alani Nu, which alone contributed roughly $370 million in record Q4 sales as the brand completed its transition into PepsiCo's distribution network on December 1, while Rockstar Energy added approximately $45 million following its late-August close. Gross margin compressed to 47.4% from 50.2% a year ago, weighed by integration costs, distributor termination fees, and Rockstar dilution, though management expects margins to recover to the low 50s as both integrations wrap by mid-2026, with retail momentum for CELSIUS and Alani Nu already tracking positively through early 2026.

Key Takeaways

  • • Acquisition of Alani Nu (April 1, 2025) and Rockstar Energy (August 28, 2025) drove 117% Q4 revenue growth
  • • Alani Nu achieved record Q4 sales of approximately $370 million, benefiting from transition to PepsiCo distribution
  • • Combined portfolio reached approximately 20% dollar share of U.S. RTD energy category in Q4
  • • CELSIUS brand U.S. tracked retail sales increased 12.8% YoY for 13 weeks ended Dec 28, 2025 despite reported revenue decline
  • • Alani Nu retail sales increased 76.9% YoY for 13 weeks ended Dec 28, 2025
  • • Portfolio retail sales in U.S. tracked channels increased 24.4% for 13-week period ended Dec 28, 2025
  • • International revenue grew 9% in Q4 driven by Nordics and expansion markets
24/7 Wall St

CELH YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

CELH Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26
24/7 Wall St

CELH Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model. With CELSIUS, Alani Nu, and Rockstar Energy, we're building a scaled Modern Energy portfolio with distinct roles, recruiting new consumers and expanding consumption occasions. As PepsiCo's energy category captain in the U.S. and with an aligned commercial strategy, we reached an approximate 20% dollar share of the U.S. energy drink category in Q4 2025. With an evolved operating model and our brand integration firmly on track, we are entering 2026 with positive momentum, scale and confidence in our ability to deliver sustainable, long-term shareholder value.”

— John Fieldly, Q4 2025 Earnings Press Release

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