SHARPE
Reported results
- Total revenues for the fourth quarter of fiscal year 2026 increased 13.9% to $1.52 billion compared to $1.33 billion in the prior year period.
- Net merchandise sales for the fourth quarter of fiscal year 2026 grew 13.8% to $1.48 billion from $1.30 billion in the fourth quarter of fiscal year 2025.
- Operating income was $57.0 million in the fourth quarter of fiscal year 2026 compared to $52.8 million in the fourth quarter of fiscal year 2025.
- Net income increased 19.3% to $37.6 million, or $1.21 per diluted share, for the fourth quarter of fiscal year 2026, compared to $31.5 million, or $1.02 per diluted share, in the fourth quarter of fiscal year 2025.
- Non-GAAP net merchandise sales - constant currency increased 7.8% over the comparable prior year period.
- Non-GAAP Adjusted EBITDA for the fourth quarter of fiscal year 2026 was $83.5 million compared to $75.5 million in the prior year period.
Price and volatility reaction
The stock moved -3.8% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -8.4 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 173.11 | 2026-10-26 |
| Close after release | 166.49 | 2026-10-27 |
| Realised move | -3.8% | close to close |
| 30d ATM IV change | -8.4 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-26 (8-K, Item 2.02). Read the original filing on sec.gov.