Celsius Holdings Inc. (NASDAQ:CELH) saw its shares surge in premarket trading after reporting fourth-quarter results that topped Wall Street expectations, supported by rapid revenue growth following recent acquisitions.
The company posted adjusted earnings per share of $0.26, exceeding analyst forecasts of $0.19 by $0.07. Quarterly revenue climbed 117% year over year to $721.6 million, ahead of the consensus estimate of $639.14 million and sharply higher than $332.2 million recorded in the same period last year.
Shares rose 17.8% following the earnings release.
Acquisitions fuel growth momentum
Revenue expansion was largely driven by contributions from newly acquired brands Alani Nu and Rockstar Energy, which added $370.0 million and $45.0 million in sales respectively during the quarter.
Meanwhile, revenue from the core CELSIUS brand declined about 8% year over year, which the company attributed to temporary timing effects related to integration activities. Management said shipment schedules and promotional timing created short-term mismatches that do not reflect underlying consumer demand trends.
“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,” said John Fieldly, Chairman and CEO.
Full-year performance strengthens
For full-year 2025, Celsius reported total revenue of $2.52 billion, representing an 86% increase from $1.36 billion in 2024. Adjusted diluted earnings per share rose to $1.34, compared with $0.70 in the prior year.
Fourth-quarter gross profit margin came in at 47.4%, down from 50.2% a year earlier, reflecting integration-related expenses and higher product costs linked to tariffs. The company expects profitability to improve through 2026 as integration efforts conclude, with gross margins projected to return to levels in the low-50% range.
Retail sales across tracked U.S. channels increased 24.4% during the 13-week period ended December 28, 2025, with Celsius maintaining roughly a 20% dollar share of the U.S. energy drink category.