“This decrease was primarily due to an increase in interest income of $4.9 million resulting from larger cash balances compared to prior year, a $3.6 million decrease in interest expense on our term loan, which was driven by principal payments made throughout…”10-Q · Aug 5, 2026 ↗
SharkNinja, Inc.
SN
Market read
SharkNinja, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
- SN's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if SN's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 41 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- SN's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +15.7% year over year.
- Operating margin changed +2.7 percentage points in the latest annual period.
- Net margin changed +3.0 percentage points in the latest annual period.
- Material customer WMT most recently reported revenue +6.9% year over year.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
162.41Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Net sales are impacted by the effect of foreign exchange rates, competition, consumer spending habits and general economic conditions.”10-Q · Aug 5, 2026 ↗
“This increase was primarily driven by incremental personnel-related expenses of $15.4 million reflecting increased headcount to support new product categories and new market expansion, an increase of $8.0 million in prototypes and testing costs, and an increa…”10-Q · Aug 5, 2026 ↗
“The decrease in gross margin was primarily driven by the cost pressures related to tariffs in the U.S.”10-Q · Aug 5, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZN45.7% of SNcustomerMay 6, 2026 ▾
“Our largest retailers include Amazon, Costco and Walmart, each of which accounted for more than 10% of our net sales, and together made up 45.7% of our net sales for the year ended December 31, 2025.”
COST10.0% of SNcustomerMay 6, 2026 ▾
“Our largest retailers include Amazon, Costco and Walmart, each of which accounted for more than 10% of our net sales, and together made up 45.7% of our net sales for the year ended December 31, 2025.”
Depended on by
HELEHelen of Troy LimitedcompetitorApr 23, 2026 ▾
“6 Table of Contents The following table summarizes our primary competitors by business segment: Segment Competitor Home & Outdoor Lifetime Brands, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SN is currently a Follower in the organic co-movement group Residential Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.