Celsius Holdings Q1 2026 Earnings: Revenue Surges on Alani Nu, Rockstar Deals
Celsius Holdings' revenue more than doubled to $782.6M and profit rose sharply, fueled by the Alani Nu and Rockstar acquisitions, though integration costs pressured margins.
| Q1 2026 | Reported |
|---|---|
| EPS | $0.33 |
| Revenue | $782.6M |
Figures as reported by the company to the SEC for the quarter ended March 31, 2026. Analyst estimates are not part of a filing, so no comparison to expectations is shown.
Key takeaways
- Quarterly revenue rose 138% from a year earlier, reaching $782.6 million, as the company’s recent acquisitions of energy-drink brands Alani Nu and Rockstar began contributing a full quarter of sales alongside Celsius’s existing lineup.
- Net income climbed to $85.1 million, up 147% from the same quarter last year, and per-share earnings of $0.33 were more than double the $0.15 reported a year earlier.
- Alani Nu, the women’s-focused energy drink brand Celsius bought last year, posted record quarterly sales of about $368.1 million, helped by strong demand and a move into PepsiCo’s distribution network, which got the brand’s products onto more store shelves.
- Gross margin — the share of each sales dollar left after production costs — narrowed to roughly 48.3% for the quarter from about 52.3% a year ago, as the company absorbed one-time costs from integrating Alani Nu and Rockstar into its operations.
- Looking further back, the company’s trailing-twelve-month gross margin stands at about 49.6% and its net profit margin at 5.85%, reflecting that the acquisitions have diluted per-dollar profitability even as overall sales and earnings have grown sharply.
- Management said it expects gross margin to stay roughly flat in the current quarter before improving in the second half of the year, as freight costs, raw-material sourcing and the Alani Nu supply chain are further streamlined.
- The company said it has captured about $50 million in cost savings from combining operations with Alani Nu and expects the brand’s shelf space to more than double across retail channels, with most store resets completed by the end of May.
- Expanded partnerships with PepsiCo in the U.S. and Suntory in Europe were cited as additional distribution drivers behind the quarter’s sales growth.
Q1 2026 in context
| Metric | Mar 2026 | Mar 2025 | Change |
|---|---|---|---|
| Revenue | $783M | $329M | +137.7% |
| Net income | $110M | $44M | +147.9% |
| Free cash flow | $66M | $96M | -31.8% |
| Diluted EPS | $0.33 | $0.15 | +120.0% |
| Gross margin | 48.3% | 52.3% | -4.0 pts |
| Operating margin | 17.8% | 15.8% | +2.0 pts |
| Net margin | 14.1% | 13.5% | +0.6 pts |
Figures for the quarter ended Mar 2026 and the quarter ended Mar 2025, as reported to the SEC.
How the stock took it
Celsius Holdings Inc closed at $32.80 on May 6, 2026, the last session before the report, and at $32.29 on May 8, 2026, the first session after it — -1.6% across the report.
| Earlier report | Close before | Close after | Change |
|---|---|---|---|
| Nov 7, 2025 | $45.06 | $44.56 | -1.1% |
Closes from the market's daily record. Each figure spans the report date — from the last session that closed before it to the first that closed after — because a company may report before the open or after the close.
Sources: company report · earnings call