e.l.f. Beauty (e.l.f. Beauty (ELF)) shares jumped 8% in premarket trading Thursday after the company posted a strong fourth-quarter earnings beat. The numbers were impressive across the board, but the real star of the show continues to be Hailey Bieber's skincare brand, Rhode.

In the fourth quarter, e.l.f. reported earnings of 32 cents per share, beating the analyst consensus of 29 cents. Revenue came in at $449.29 million, well above the Street estimate of $422.93 million and up 35.07% year over year. The Rhode acquisition alone contributed around 34 percentage points to that growth. U.S. net sales rose 26%, while international revenue surged 75%.

For the full fiscal year 2026, e.l.f. Beauty posted a 25% increase in net sales and a 13% rise in adjusted EBITDA. The company called it the seventh consecutive year of "industry-leading" results. e.l.f. Cosmetics hit $1.8 billion in global retail sales and gained significant market share.

The company has been busy with strategic moves: price cuts on some products to emphasize value, a big push into international markets, and leadership changes to keep the momentum going. Acquisitions like Rhode and Naturium have diversified the business and fueled growth.

Rhode, which e.l.f. acquired in May 2025, delivered over $500 million in global retail sales and roughly $390 million in net sales in fiscal 2026. That's net sales growth of over 80% year over year. Not bad for a brand founded by a celebrity.

Looking ahead, e.l.f. Beauty's guidance for fiscal 2027 was a bit softer than analysts hoped. The company expects adjusted EPS of $3.27 to $3.32, below the $3.62 consensus, and revenue in the range of $1.835 billion to $1.865 billion, versus the $1.866 billion estimate. But management expects Rhode to contribute about 9 percentage points to sales growth next year.

As of premarket Thursday, e.l.f. Beauty shares were up 8.14% at $54.85.