Skinhealth Systems Inc. · NASDAQ:SKIN
Skinhealth Systems — Q4 2025 Earnings Presentation
15 slides from Skinhealth Systems's earnings presentation, Mar 12, 2026
Slide 1: Q4 & Full Year 2025 Financial Results
Q4 & Full Year 2025 Financial Results March 12, 2026
Slide 2: Disclaimer
Disclaimer This Presentation contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, expectations of future ope
Slide 3: Strategic Objective
Strategic Objective Establish BeautyHealth as a leader in medical aesthetics, delivering an ecosystem of solutions that uniquely combines device, consumables, clinical credibility, and brand power to achieve superior skin health for consumers and positive economic outcomes for providers.
Slide 4: The Global Medical Aesthetics Market
The Global Medical Aesthetics Market Growing & Increasingly Favorable to BeautyHealth Large and addressable global Clinical validation driving market driven by innovation provider and consumer adoption Combination treatments Skin health is becoming a increasing in popularity, lifestyle category driv
Slide 5: Opportunity to leverage our assets to drive profitable growth
Opportunity to leverage UNIQUE our assets to drive ECONOMIC MODEL profitable growth Profitable unit economics on equipment sales and long-tailed, durable recurring cash flow from consumables sales COMPELLING BRAND EQUITY IN LOYAL PROVIDERS HYDRAFACIAL Adored by providers for attractive economics #2
Slide 6: Roadmap to Accelerate Growth
Roadmap to Accelerate Growth PHASE 1 PHASE 2 PHASE 3 Stabilize & Invest Launch New Products Accelerate in Innovation 6
Slide 7: Phase 1: Stabilize & Invest in Innovation - 2026 Critical Success Factors
Phase 1: Stabilize & Invest in Innovation - 2026 Critical Success Factors to help accelerate growth SALESFORCE EXECUTION MARKETING EXCELLENCE PRODUCT INNOVATION • Sharpening our clinical and economic • Driving new consumer demand • Investing in science-backed value proposition and refining brand pos
Slide 8: Fourth Quarter 2025 Financial Highlights
Fourth Quarter 2025 Financial Highlights Net Delivery Systems Consumables Net Income Adjusted 1 Sales Net Sales Net Sales (Loss) EBITDA $82.4m $24.7m $57.7m $(8.1)m $15.0m -1.3% YoY -7.9% YoY +1.7% YoY +$2.2m YoY +$6.0m YoY Lower delivery systems net Decrease in delivery Price and volume increases I
Slide 9: Full Year 2025 Financial Highlights
Full Year 2025 Financial Highlights Net Delivery Systems Consumables Net Income Adjusted 1 Sales Net Sales Net Sales (Loss) EBITDA $300.8m $88.1m $212.7m ($9.5m) $45.1m -10.0% YoY -29.8% YoY +1.8% YoY +$19.6m YoY +$32.9m YoY Lower delivery systems net Decrease in delivery Consumables net sales Impro
Slide 10: 2026 Financial Guidance
2026 Financial Guidance 1Q 2026 FY 2026 $63 – $68m $285 – $305m 1Q 2026E net sales FY 2026E net sales $3.5 – $5.5m $35 – $45m 1Q 2026E adjusted EBITDA1 FY 2026E adjusted EBITDA1 1. Adjusted EBITDA is a non-GAAP measure; please refer to the disclaimer for a discussion of the definition of this measur
Slide 11: Appendix: Non-GAAP Financial Reconciliations
Appendix: Non-GAAP Financial Reconciliations
Slide 12: Reconciliation of net loss to adjusted EBITDA
Reconciliation of net loss to adjusted EBITDA Three Months Ended Year Ended December 31 December 31 Unaudited ($ in millions) 1 2025 2024 2025 2024 Net sales $ 82.4 $ 83.5 $ 300.8 $ 334.3 Net loss $ (8.1) $ (10.3) $ (9.5) $ (29.1) Adjusted to exclude the following: Expense for income taxes 3.3 (1.4)
Slide 13: Reconciliation of gross profit to adjusted gross profit
Reconciliation of gross profit to adjusted gross profit Three Months Ended Year Ended December 31 December 31 Unaudited ($ in millions) 1 2025 2024 2025 2024 Net sales $ 82.4 $ 83.5 $ 300.8 $ 334.3 Gross profit $ 53.0 $ 52.3 $ 196.4 $ 182.3 Gross margin 64.4% 62.7% 65.3% 54.5% Adjusted to exclude th
Slide 14: Reconciliation of operating expenses to adjusted operating expenses
Reconciliation of operating expenses to adjusted operating expenses Three Months Ended Year Ended December 31 December 31 Unaudited ($ in millions) 1 2025 2024 2025 2024 2023 Net sales $ 82.4 $ 83.5 $ 300.8 $ 334.3 $ 398.0 Total operating expenses $ 52.9 $ 59.5 $ 217.2 $ 250.1 $ 286.0 Adjusted to ex
Slide 15: BEAUTYHEALTH
+ BEAUTYHEALTH