SHARKNINJA, INC., 10-K filed on 3/2/2026
Annual Report
v3.25.4
Cover - USD ($)
12 Months Ended
Dec. 31, 2025
Feb. 19, 2026
Jun. 30, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 001-41754    
Entity Registrant Name SHARKNINJA, INC.    
Entity Incorporation, State or Country Code E9    
Entity Tax Identification Number 98-1738011    
Entity Address, Address Line One 89 A Street    
Entity Address, City or Town Needham    
Entity Address, State or Province MA    
Entity Address, Postal Zip Code 02494    
City Area Code 617    
Local Phone Number 243-0235    
Title of 12(b) Security Ordinary Shares, $0.0001 par value per share    
Trading Symbol SN    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 13,962,651,458
Entity Common Stock, Shares Outstanding   141,242,859  
Documents Incorporated by Reference
DOCUMENTS INCORPORATED BY REFERENCE

Portions of the registrant’s Definitive Proxy Statement relating to the 2026 Annual General Meeting are incorporated by reference into Part III of this Annual Report on Form 10-K where indicated. Such Definitive Proxy Statement will be filed with the Securities and Exchange Commission within 120 days after the end of the registrant's fiscal year ended December 31, 2025.
   
Document Fiscal Year Focus 2025    
CIK 0001957132    
Amendment Flag false    
Document Fiscal Period Focus FY    
v3.25.4
Audit Information
12 Months Ended
Dec. 31, 2025
Audit Information [Abstract]  
Auditor Firm ID 42
Auditor Name Ernst & Young LLP
Auditor Location Boston, Massachusetts
v3.25.4
CONSOLDIATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 777,289 $ 363,669
Accounts receivable, net [1] 1,667,143 1,266,595
Inventories 1,002,205 899,989
Prepaid expenses and other current assets 164,628 114,008
Total current assets 3,611,265 2,644,261
Property and equipment, net 232,226 211,464
Operating lease right-of-use assets 142,487 146,257
Intangible assets, net 451,137 462,678
Goodwill 834,781 834,781
Deferred tax assets 10,706 43,093
Other assets, noncurrent 66,832 51,625
Total assets 5,349,434 4,394,159
Current liabilities:    
Accounts payable [2] 679,534 612,031
Accrued expenses and other current liabilities 1,016,645 841,529
Tax payable 38,092 36,548
Debt, current 39,344 39,344
Total current liabilities 1,773,615 1,529,452
Debt, noncurrent 696,795 736,139
Operating lease liabilities, noncurrent 140,981 145,377
Deferred tax liabilities 16,252 9,931
Other liabilities, noncurrent 45,580 37,288
Total liabilities 2,673,223 2,458,187
Commitments and contingencies (Note 11)
Shareholders’ equity:    
Ordinary shares, $0.0001 par value per share, 1,000,000,000 shares authorized; 141,158,026 and 140,347,436 shares issued and outstanding as of December 31, 2025 and 2024, respectively 14 14
Additional paid-in capital 1,045,504 1,038,213
Retained earnings 1,610,398 909,024
Accumulated other comprehensive income (loss) 20,295 (11,279)
Total shareholders’ equity 2,676,211 1,935,972
Total liabilities and shareholders’ equity $ 5,349,434 $ 4,394,159
[1] Including amounts from a related party of $17,574 and $9,381 as of December 31, 2025 and 2024, respectively.
[2] Including amounts to a related party of $14,115 and $39,769 as of December 31, 2025 and 2024, respectively.
v3.25.4
CONSOLDIATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Ordinary shares, par value (in dollars per share) $ 0.0001 $ 0.0001
Ordinary shares, authorized (in shares) 1,000,000,000 1,000,000,000
Ordinary shares, issued (in shares) 141,158,026 140,347,436
Ordinary shares, outstanding (in shares) 141,158,026 140,347,436
Accounts receivable, net [1] $ 1,667,143 $ 1,266,595
Accounts payable [2] 679,534 612,031
Related Party    
Accounts receivable, net 17,574 9,381
Accounts payable $ 14,115 $ 39,769
[1] Including amounts from a related party of $17,574 and $9,381 as of December 31, 2025 and 2024, respectively.
[2] Including amounts to a related party of $14,115 and $39,769 as of December 31, 2025 and 2024, respectively.
v3.25.4
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Statement [Abstract]      
Net sales [1] $ 6,399,188 $ 5,528,639 $ 4,253,710
Cost of sales [2] 3,262,698 2,866,648 2,345,858
Gross profit 3,136,490 2,661,991 1,907,852
Operating expenses:      
Research and development [3] 368,073 341,289 249,387
Sales and marketing [4] 1,458,027 1,243,145 897,585
General and administrative [5] 390,109 433,395 387,316
Total operating expenses 2,216,209 2,017,829 1,534,288
Operating income 920,281 644,162 373,564
Interest expense, net (48,600) (63,715) (44,909)
Other income (expense), net 28,597 (7,980) (35,427)
Income before income taxes 900,278 572,467 293,228
Provision for income taxes 198,904 133,762 126,150
Net income $ 701,374 $ 438,705 $ 167,078
Net income per share, basic (in dollars per share) $ 4.97 $ 3.14 $ 1.20
Net income per share, diluted (in dollars per share) $ 4.94 $ 3.11 $ 1.20
Weighted-average number of shares used in computing net income per share, basic (in shares) 140,984,108 139,935,525 139,025,657
Weighted-average number of shares used in computing net income per share, diluted (in shares) 142,089,766 141,083,853 139,420,254
[1] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including amounts associated with related parties of $95,544, $231,491 and $1,037,844 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including amounts associated with related parties of $(6,577), $875 and $3,004 for the years ended December 31, 2025, 2024 and 2023, respectively.
[4] Including amounts associated with related parties of $0, $0 and $8,200 for the years ended December 31, 2025, 2024 and 2023, respectively.
[5] Including amounts associated with related parties of $(1,737), $(3,000) and $22,750 for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
CONSOLIDATED STATEMENTS OF INCOME (Parenthetical) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Net sales [1] $ 6,399,188 $ 5,528,639 $ 4,253,710
Cost of sales [2] 3,262,698 2,866,648 2,345,858
Research and development [3] 368,073 341,289 249,387
Sales and marketing [4] 1,458,027 1,243,145 897,585
General and administrative [5] 390,109 433,395 387,316
Related Party      
Net sales 16,817 9,460 3,133
Cost of sales 95,544 231,491 1,037,844
Research and development, net of adjustments (6,577)    
Research and development   875 3,004
Sales and marketing 0 0 8,200
General and administrative expense, net of adjustments $ (1,737) $ (3,000)  
General and administrative     $ 22,750
[1] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including amounts associated with related parties of $95,544, $231,491 and $1,037,844 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including amounts associated with related parties of $(6,577), $875 and $3,004 for the years ended December 31, 2025, 2024 and 2023, respectively.
[4] Including amounts associated with related parties of $0, $0 and $8,200 for the years ended December 31, 2025, 2024 and 2023, respectively.
[5] Including amounts associated with related parties of $(1,737), $(3,000) and $22,750 for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Comprehensive Income [Abstract]      
Net income $ 701,374 $ 438,705 $ 167,078
Other comprehensive income (loss), net of tax:      
Foreign currency translation adjustments 23,311 (4,159) 10,812
Unrealized gain (loss) on derivative instruments, net 8,263 (6,090) (2,173)
Comprehensive income $ 732,948 $ 428,456 $ 175,717
v3.25.4
CONSOLIDATED STATEMENTS OF SHAREHOLDERS’ EQUITY - USD ($)
$ in Thousands
Total
Ordinary Shares
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Beginning balance (in shares) at Dec. 31, 2022   138,982,872      
Beginning balance at Dec. 31, 2022 $ 1,828,289 $ 14 $ 941,206 $ 896,738 $ (9,669)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Distribution paid to Former Parent (443,318)     (443,318)  
Share-based compensation 46,966   46,966    
Recharge from Former Parent for share-based compensation (3,165)   (3,165)    
Sale of SharkNinja Co, Ltd. to Former Parent (3,295)   (3,295)    
Vesting of restricted share units, net of shares withheld for taxes (in shares)   100,497      
Vesting of restricted share units, net of shares withheld for taxes (4,322)   (4,322)    
Cash dividends declared (150,179)     (150,179)  
Shareholder-funded executive bonuses 32,200   32,200    
Other comprehensive income (loss), net of tax 8,639       8,639
Net income 167,078     167,078  
Ending balance (in shares) at Dec. 31, 2023   139,083,369      
Ending balance at Dec. 31, 2023 1,478,893 $ 14 1,009,590 470,319 (1,030)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation 84,531   84,531    
Vesting of restricted share units, net of shares withheld for taxes (in shares)   1,129,203      
Vesting of restricted share units, net of shares withheld for taxes (61,395)   (61,395)    
Shares issued under employee share purchase plan (in shares)   134,864      
Shares issued under employee share purchase plan 5,487   5,487    
Other comprehensive income (loss), net of tax (10,249)       (10,249)
Net income $ 438,705     438,705  
Ending balance (in shares) at Dec. 31, 2024 140,347,436 140,347,436      
Ending balance at Dec. 31, 2024 $ 1,935,972 $ 14 1,038,213 909,024 (11,279)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation 43,872   43,872    
Vesting of restricted share units, net of shares withheld for taxes (in shares)   617,174      
Vesting of restricted share units, net of shares withheld for taxes (51,405)   (51,405)    
Shares issued under employee share purchase plan (in shares)   193,416      
Shares issued under employee share purchase plan 14,824   14,824    
Other comprehensive income (loss), net of tax 31,574       31,574
Net income $ 701,374     701,374  
Ending balance (in shares) at Dec. 31, 2025 141,158,026 141,158,026      
Ending balance at Dec. 31, 2025 $ 2,676,211 $ 14 $ 1,045,504 $ 1,610,398 $ 20,295
v3.25.4
CONSOLIDATED STATEMENTS OF SHAREHOLDERS’ EQUITY (Parenthetical) - $ / shares
12 Months Ended
Dec. 11, 2023
Dec. 31, 2023
Statement of Stockholders' Equity [Abstract]    
Cash dividends (in dollars per share) $ 1.08 $ 1.08
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flows from operating activities:      
Net income $ 701,374 $ 438,705 $ 167,078
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 139,631 123,109 103,821
Share-based compensation 43,872 84,531 46,966
Shareholder-funded executive bonuses 0 0 32,200
Provision for credit losses 4,740 4,724 4,474
Provision for excess and obsolete inventory 10,468 0 0
Non-cash lease expense 20,431 19,466 14,708
Deferred income taxes, net 38,708 (47,374) (41,735)
Other 9,386 886 8,034
Changes in operating assets and liabilities:      
Accounts receivable [1] (350,479) (299,196) (229,651)
Inventories (87,272) (204,922) (155,806)
Prepaid expenses and other assets [2] (84,044) (57,949) 99,220
Accounts payable [3] 38,147 157,341 147,513
Tax payable 1,544 15,557 19,474
Operating lease liabilities (15,142) (10,239) (14,244)
Accrued expenses and other liabilities [4] 162,768 221,981 78,549
Net cash provided by operating activities 634,132 446,620 280,601
Cash flows from investing activities:      
Purchase of property and equipment (146,082) (137,687) (122,741)
Purchase of intangible asset (12,374) (9,916) (8,497)
Capitalized internal-use software development (1,323) (3,578) (563)
Cash receipts on beneficial interest in sold receivables 0 0 16,777
Other investing activities, net 0 0 (3,051)
Net cash used in investing activities (159,779) (151,181) (118,075)
Cash flows from financing activities:      
Net ordinary shares withheld for taxes upon issuance of restricted share units (51,405) (61,395) (4,322)
Repayment of debt (40,500) (25,313) (442,563)
Proceeds from shares issued under employee share purchase plan 14,824 5,487 0
Proceeds from issuance of debt, net of issuance cost 0 0 800,653
Distribution paid to Former Parent 0 0 (435,292)
Recharge from Former Parent for share-based compensation 0 0 (3,165)
Dividend payments 0 0 (150,179)
Net cash used in financing activities (77,081) (81,221) (234,868)
Effect of exchange rates changes on cash 16,348 (4,610) 7,633
Net increase (decrease) in cash and cash equivalents 413,620 209,608 (64,709)
Cash and cash equivalents at beginning of period 363,669 154,061 218,770
Cash and cash equivalents at end of period 777,289 363,669 154,061
Supplemental disclosures of cash flow information:      
Cash paid for income taxes 149,350 190,656 141,247
Cash paid for interest 50,522 64,690 51,109
Supplemental disclosures of noncash investing and financing activities:      
Purchase of property and equipment accrued and not yet paid 10,373 3,571 548
Cancellation of related party note through distribution 0 0 (8,026)
Unrealized gain (loss) on cash flow hedges $ 8,263 $ (6,090) $ (2,173)
[1] Including changes in related party balances of $(8,193), $(5,787) and $(2,561) for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including changes in related party balances of $0, $0 and $20,069 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including changes in related party balances of $(25,654), $(61,769) and $(130,267) for the years ended December 31, 2025, 2024 and 2023, respectively.
[4] Including changes in related party balances of $0, $0 and $(8,399) for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS (Parenthetical) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accounts receivable [1] $ (350,479) $ (299,196) $ (229,651)
Prepaid expenses and other assets [2] (84,044) (57,949) 99,220
Accounts payable [3] 38,147 157,341 147,513
Accrued expenses and other liabilities [4] 162,768 221,981 78,549
Related Party      
Accounts receivable (8,193) (5,787) (2,561)
Prepaid expenses and other assets 0 0 20,069
Accounts payable (25,654) (61,769) (130,267)
Accrued expenses and other liabilities $ 0 $ 0 $ (8,399)
[1] Including changes in related party balances of $(8,193), $(5,787) and $(2,561) for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including changes in related party balances of $0, $0 and $20,069 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including changes in related party balances of $(25,654), $(61,769) and $(130,267) for the years ended December 31, 2025, 2024 and 2023, respectively.
[4] Including changes in related party balances of $0, $0 and $(8,399) for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
Organization and Description of Business
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization and Description of Business
1. Organization and Description of Business
 
SharkNinja, Inc. (the “Company”) is a global product design and technology company that creates innovative lifestyle product solutions across multiple product categories, including Cleaning Appliances, Cooking and Beverage Appliances, Food Preparation Appliances and Beauty and Home Environment Appliances products under the brands of “Shark” and “Ninja.” SharkNinja is headquartered in Needham, Massachusetts, and distributes products throughout North America, Europe, and other select international markets.

SharkNinja, Inc. was incorporated in the Cayman Islands on May 17, 2023 as a wholly-owned subsidiary of JS Global Lifestyle Company Limited (“JS Global” or the “Former Parent”). The Company was formed for the purpose of completing the listing of the Company on the New York Stock Exchange (“NYSE”) and related transactions to carry on the business of SharkNinja Global SPV, Ltd., and its subsidiaries.

SharkNinja Global SPV, Ltd. was incorporated in 2017 as a wholly-owned subsidiary of JS Global. Prior to July 28, 2023, SharkNinja Global SPV, Ltd. operated as a combination of wholly-owned businesses of JS Global, which is a listed entity on the Hong Kong Stock Exchange.

On July 30, 2023, in connection with (1) the separation of the Company from JS Global (the “separation”) and (2) the distribution to the holders of JS Global ordinary shares of all of JS Global’s equity interest in SharkNinja Global SPV, Ltd. in the form of a dividend of the Company’s ordinary shares, JS Global contributed all outstanding shares of SharkNinja Global SPV, Ltd. to SharkNinja, Inc. in exchange for shares of SharkNinja, Inc. On July 31, 2023, JS Global distributed 138,982,872 ordinary shares of SharkNinja, Inc. to the holders of JS Global ordinary shares, and SharkNinja, Inc. began trading on the NYSE.

SharkNinja Global SPV, Ltd. prior to the separation and distribution, together with SharkNinja, Inc. and its subsidiaries subsequent to the separation and distribution are herein referred to as “SharkNinja” or the “Company”.
v3.25.4
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies
2. Summary of Significant Accounting Policies
 
Basis of Presentation

The consolidated financial statements that accompany these notes have been prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”) and include the accounts of SharkNinja, Inc. and its wholly owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation. For the purposes of comparability, certain prior period amounts have been reclassified to conform to current period presentation.

Use of Estimates

The preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of net sales and expenses during the reporting periods and accompanying notes. Significant items subject to such estimates and assumptions include but are not limited to variable consideration for returns, sales rebates and discounts, the allowance for credit losses, reserve for product warranties, the fair value of financial assets and liabilities including the accounting and fair value of derivatives, valuation of inventory, share-based compensation, including probability of the attainment of awards with performance conditions and grant-date fair value of awards with market conditions, and the valuation of deferred tax assets and uncertain tax positions. Actual results could differ from those estimates.
Foreign Currency

The Company’s reporting currency is the USD. The Company’s functional currency is USD and generally the functional currency of its international subsidiaries is the local currency of the country in which the subsidiary operates. The Company translates the assets and liabilities of non-USD functional currency subsidiaries into USD using exchange rates in effect at the end of each reporting period. Net sales and expenses for these subsidiaries are translated using average exchange rates prevailing during the period. Gains and losses from these translations are recognized as a cumulative translation adjustment and are included in accumulated other comprehensive income (loss) within the consolidated balance sheets.

For transactions that are not denominated in the local functional currency, the transactions are recorded at the exchange rate in effect on the day the transaction occurred. The Company remeasures monetary assets and liabilities denominated in a foreign currency at exchange rates in effect at the end of each reporting period. Transaction gains and losses from the remeasurement are recognized in other income (expense), net within the consolidated statements of income. Foreign currency transaction (gains) losses were $(36.1) million, $16.1 million and $5.0 million for the years ended December 31, 2025, 2024 and 2023, respectively.

Concentration of Credit Risks

Financial instruments that potentially subject the Company to a concentration of credit risk consist of cash and cash equivalents, accounts receivable, and forward contracts. The Company maintains its cash and cash equivalents with high-quality financial institutions, the composition and maturities of which are regularly monitored by the Company. At times, these balances may exceed federally insured limits; however, to date, the Company has not incurred any losses on these balances.
 
The Company has outstanding accounts receivable balances with retailers and distributors. The Company is exposed to credit risk in the event of nonpayment by customers to the extent of the amounts recorded in the consolidated balance sheets. The Company extends different levels of credit to customers, without requiring collateral deposits, and when necessary, maintains reserves for potential credit losses based upon the expected collectability of accounts receivable. The Company manages credit risk related to its customers by performing periodic evaluations of credit worthiness and applying other credit risk monitoring procedures.
 
The Company sells a significant portion of its products through retailers and, as a result, maintains individually significant receivable balances with these parties. If the financial condition or operations of these retailers deteriorates substantially, the Company’s operating results could be adversely affected.
 
The following table summarizes the Company’s customers that represented 10% or more of accounts receivable, net:
 As of December 31,
 20252024
Customer A22.0 %29.1 %
Customer C11.8*
 * Represents less than 10%
 
The following table summarizes the Company’s customers that represented 10% or more of net sales:
 
 Year Ended December 31,
 202520242023
Customer A23.8 %23.1 %19.9 %
Customer B11.410.010.0
Customer C10.512.814.8

 
Supplier Concentration

The Company relies on third parties to supply and manufacture its products, as well as third-party logistics providers. In instances where these parties fail to perform their obligations, the Company may be unable to find alternative suppliers or satisfactorily deliver its products to its customers on time, if at all.

Cash and Cash Equivalents

Cash and cash equivalents consist of cash in banks and bank deposits. The Company considers all highly liquid investments, with an original maturity of three months or less at the date of purchase, including U.S. government money market funds, to be cash equivalents.

Fair Value Measurements

Fair value is defined as the exchange price that would be received from the sale of an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. The Company measures financial assets and liabilities at fair value at each reporting period using a fair value hierarchy which requires the Company to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. A financial instrument’s classification within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Three levels of inputs may be used to measure fair value:

Level 1 - Quoted prices in active markets for identical assets or liabilities.

Level 2 - Inputs other than Level 1 that are observable, either directly or indirectly, such as quoted prices for similar assets or liabilities, quoted prices in markets that are not active or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.

Level 3 - Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities. The fair values are therefore determined using model-based techniques that include discounted cash flow models, and similar techniques.

Financial instruments consist of cash and cash equivalents, accounts receivables, derivative financial instruments, accounts payable, interest-bearing bank loans and accrued liabilities. Derivative financial instruments are stated at fair value on a recurring basis. Cash and cash equivalents, accounts receivables, accounts payable and accrued liabilities are stated at their carrying value, which approximates fair value due to their short-term nature. Interest-bearing bank loans are also stated at their carrying value, which approximates fair value due to their variable interest rates.

Accounts Receivable, Net

Accounts receivable are presented net of allowance for credit losses and allowance for chargebacks. Accounts receivable are presented net of liabilities when a right of offset exists. The Company determined the allowance for customer incentives and allowance for sales returns should be recorded as a liability.

The Company maintains an allowance related to customer incentives based on specific terms and conditions included in the customer agreements or based on historical experience and the Company’s expectation of discounts.
 
The Company maintains an allowance for credit losses to provide for the estimated amount of receivables that will not be collected. To estimate the allowance for credit losses the Company applied the loss-rate method using relevant available information including historical write-off activity, current conditions and reasonable and supportable forecasts. The allowance for credit losses is measured on a pooled basis when similar risk characteristics exist. When assessing whether to measure certain financial assets on a pooled basis, the Company considered various risk characteristics, including geographic location and industry of the customer. When a specific customer exhibits unique risk characteristics, such as significant deterioration in financial condition or other indicators that it no longer shares similar risk characteristics with the collective pool, that receivable is evaluated individually. Expected credit losses for individually evaluated receivables are measured based on the present value of expected future cash flows or, when applicable, the fair value of collateral, and any resulting specific reserves are included in the allowance for credit losses.
 
Write-offs of accounts receivable are recorded to the allowance for credit losses. Any subsequent recoveries of previously written off balances are recorded as a reduction to credit loss expense.
 
Below is a rollforward of the Company’s allowance for credit losses:
 
 Year Ended December 31,
 202520242023
 (in thousands)
Beginning balance$7,856 $8,225 $6,998 
Provision for credit losses4,740 4,724 4,474 
Write-offs and other adjustments(8,733)(5,093)(3,247)
Ending balance$3,863 $7,856 $8,225 
 
Derivative Financial Instruments

The Company enters into foreign currency forward contracts with financial institutions to protect against foreign exchange risks largely attributable to its exposure to changes in the exchange rate of the Chinese Yuan and Great British Pound against the USD that are associated with forecasted future cash flows. The Company’s primary objective in entering into these contracts is to reduce the volatility of cash flows associated with changes in foreign currency exchange rates. The Company does not use derivative instruments for trading or speculative purposes.

The Company accounts for its derivative instruments as either assets or liabilities and carries them at fair value. The accounting for changes in the fair value of a derivative depends on the intended use of the derivative and the resulting designation. Derivative instruments that hedge the exposure to variability in expected future cash flows that are designated as cash flow hedges, are recorded either within prepaid expenses and other current assets or accrued expenses and other current liabilities in the consolidated balance sheets. The Company records changes in the fair value of these derivatives in accumulated other comprehensive income in the consolidated balance sheets until the forecasted transaction occurs upon which the Company reclassifies the related gain or loss on the derivative to the same financial statements line item in the consolidated statements of income to which the derivative relates.

Derivative instruments that hedge the exposure to variability in expected future cash flows or the fair value of assets or liabilities that are not currently designated as hedges for financial reporting purposes, are recorded either within prepaid expenses and other current assets or accrued expenses and other current liabilities in the consolidated balance sheets. The Company records changes in the fair value of these derivatives in other income (expense), net in the consolidated statements of income. In the consolidated statements of cash flows, the effects of settlements of derivative instruments are classified as operating activities, consistent with the related transactions.
Inventories

Inventory primarily consists of finished goods and, to a lesser extent, components, which are purchased from manufacturers. Inventory is stated at the lower of cost or net realizable value with cost being determined using the standard cost method, which approximates actual costs determined on the first-in, first-out basis. Inventories include indirect acquisition and production costs that are incurred to bring the inventories to their present condition and location, including shipping costs. The Company writes down its inventory for estimated obsolescence or excess inventory based upon assumptions around market conditions and estimates of future demand. Net realizable value is defined as estimated selling prices less reasonably predictable costs of completion, disposal and transportation. Adjustments to reduce inventory to net realizable value are recognized in cost of sales.

Included within inventories are adjustments of $0.1 million, $1.0 million, and $2.8 million as of December 31, 2025, 2024 and 2023, respectively, and inventory reserves of $65.7 million, $43.8 million, and $25.0 million as of December 31, 2025, 2024 and 2023, respectively, to record inventory to net realizable value.

Property and Equipment, Net

Property and equipment are stated at cost net of accumulated depreciation. Depreciation is calculated using the straight-line method over the estimated useful lives of the respective assets. Expenditures for maintenance and repairs are expensed as incurred.

The estimated useful lives of the Company’s property and equipment are as follows:

Molds and tooling3 years
Computer and software
3 - 7 years
Displays2 years
Equipment5 years
Furniture and fixtures7 years
Leasehold improvements
Shorter of remaining lease term or estimated useful life

Construction in progress includes computer and software, furniture and fixtures, equipment and leasehold improvements, not yet placed in service, which is stated at cost, and is not depreciated until completed and ready for use.

Cloud Computing Arrangement Implementation Costs

The Company capitalizes costs to implement cloud computing arrangements that are service contracts. Capitalized implementation costs are included within other assets, noncurrent in the consolidated balance sheets, and amortized on a straight-line basis over the term of the service contract, which includes reasonably certain renewals. As of December 31, 2025 and 2024, the Company has capitalized $47.8 million and $52.6 million, respectively, of costs to implement cloud computing arrangements. Of those amounts, $10.5 million and $7.7 million of capitalized costs relate to assets not placed in service as of December 31, 2025 and 2024, respectively. Amortization expense was $15.5 million, $11.1 million, and $7.8 million for the years ended December 31, 2025, 2024, and 2023, respectively.
Leases

The Company determines if an arrangement is a lease at inception of the contract. For all leases, the Company recognizes on the consolidated balance sheets a liability as of the lease commencement date for its obligation related to the lease and a corresponding asset representing its right to use the underlying asset over the period of use (“ROU asset”). The Company recognizes the lease liability for each lease based on the present value of the lease payments not yet paid at the commencement date of the lease. The ROU asset for each lease is recorded at the amount equal to the initial measurement of the lease liability, adjusted for balances of prepaid rent, lease incentives received and initial direct costs incurred. For operating leases, expense is recognized on a straight-line basis over the lease term. Short-term leases with an initial term of 12 months or less are not recorded on the consolidated balance sheets and are recognized on a straight-line basis over the lease term.

As the leases generally do not provide a readily determinable implicit rate, the Company uses an estimated incremental borrowing rate determined based on the information available at the lease commencement date in determining the present value of lease payments. The determination of the incremental borrowing rate requires judgment and is primarily based on publicly available information for companies within the same industry and with similar credit profiles. When determining the lease term, the Company considers renewal options that it is reasonably certain to exercise and termination options that the Company is reasonably certain not to exercise, in addition to the non-cancellable period of the lease.

The Company enters into operating leases for real estate and motor vehicles. For real estate, lease terms range from 2 to 12 years. For motor vehicles, lease terms are 1 year. The Company had no finance leases during the periods presented.

Certain of the Company’s real estate leasing agreements include terms requiring the Company to reimburse the lessor for its share of real estate taxes, insurance, operating costs and utilities, as well as payment of sales tax to authorities. The Company accounts for these payments as variable lease costs when incurred because the Company has elected to not separate lease and non-lease components. As a result, such costs are not included in the initial measurement of the lease liability. There are no restrictions or covenants imposed by any of the leases, and none of the Company’s leases contain material residual value guarantees.

Goodwill and Intangible Assets

Goodwill represents the excess of the purchase price over the fair value of net assets acquired in a business acquisition and has been assigned to the Company’s two reporting units, Domestic and International. Indefinite-lived intangible assets consist of trade name and trademarks acquired through business acquisitions and separate purchases. Goodwill and indefinite-lived intangible assets are not amortized, but rather tested for impairment at least annually in the fourth quarter, or more frequently, if events or changes in circumstances indicate they may be impaired. Qualitative factors are first assessed to determine whether it is more likely than not that goodwill or indefinite-lived intangible assets are impaired, and quantitative testing would then be performed if necessary. For indefinite-lived intangible assets, quantitative testing would consist of a comparison of the fair value of each indefinite-lived intangible asset with its carrying value, with any excess of carrying value over fair value being recognized as an impairment loss. For goodwill, quantitative testing consists of a comparison of the reporting unit’s fair value to its carrying value. If the carrying value of a reporting unit exceeds its fair value, goodwill impairment is calculated as the difference between the carrying value of the reporting unit and its fair value, up to the amount of goodwill. There was no impairment of goodwill or indefinite-lived intangible assets during the years ended December 31, 2025, 2024 and 2023.

Intangible assets subject to amortization consist of identifiable intangible assets resulting from business acquisitions and purchased patents. Acquired intangible assets from business acquisitions are initially recorded at fair value, and purchased patents are initially recorded at fair value based on the purchase price. Intangible assets subject to amortization are amortized on a straight-line basis over their estimated useful lives. Amortization expense is recognized within research and development expenses for developed technology and patents and sales and marketing expenses for customer relationships in the consolidated statements of income.
Each period the Company evaluates the estimated remaining useful lives of its intangible assets and whether events or changes in circumstances warrant a revision to the remaining period of amortization, or whether the indefinite life assessment continues to be supportable for trade name and trademarks.

The estimated useful lives of the Company’s intangible assets are as follows:

Developed technology12 years
Patents10 years
Customer relationships9 years
Trade names and trademarksIndefinite and assessed annually for impairment

Impairment of Long-Lived Assets

The Company evaluates the recoverability of long-lived assets, including property and equipment and intangible assets for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be fully recoverable. Recognition and measurement of a potential impairment is performed on assets grouped with other assets and liabilities at the lowest level where identifiable cash flows are largely independent of the cash flows of other assets and liabilities. Recoverability of these asset groups is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of long-lived assets is not recoverable, an impairment loss is recorded in the amount by which the carrying amount of the assets exceeds the fair value, which is determined based on expected discounted future cash flows arising from those assets. During the year ended December 31, 2023, the Company recognized an impairment loss of $6.8 million as a result of a decline in asset value. The Company determined that there were no events or changes in circumstances that indicated that its long-lived assets were impaired during the years ended December 31, 2025 and 2024.

Revenue Recognition

In accordance with ASC 606, Revenue from Contracts with Customers, the Company recognizes net sales for both brands at the transaction price when control of the performance obligation is transferred to its customers. Customers primarily consist of retailers, distributors and direct-to-consumer (“DTC”) customers.

Taxes collected from customers, which are subsequently remitted to governmental authorities, are excluded from net sales. Shipping charges billed to customers are included within net sales and related shipping costs are included within sales and marketing expenses in the consolidated statements of income. The Company has elected to account for shipping and handling activities performed after control has been transferred to the customer as a fulfillment cost.

The Company determines the amount of net sales to be recognized through the application of the following steps:

1.Identification of the contract, or contracts, with the customer

The Company determines that it has a contract with a customer when each party’s rights regarding the products to be transferred can be identified, the payment terms for the products can be identified, the Company has determined the customer has the ability and intent to pay and the contract has commercial substance.

The Company enters into contractual arrangements with customers in the form of individual customer orders which specify the goods, quantity, pricing and associated order terms. The Company does not have significant long-term contracts that are satisfied over time. Due to the nature of the contracts, no significant judgment exists in relation to the identification of the customer contract or satisfaction of the performance obligation. The Company expenses incremental costs of obtaining a contract due to the short-term nature of the contracts.
2.Identification of the performance obligations in the contract

Performance obligations promised in a contract are identified based on the products that will be transferred to the customer that are both capable of being distinct, whereby the customer can benefit from the products either on their own or together with other resources that are readily available from third parties or from the Company, and are distinct in the context of the contract, whereby the transfer of the products is separately identifiable from other promises in the contract.

The Company also offers assurance-type warranties relating to its products sold to consumers that are accounted for under ASC 460, Guarantees. In certain contracts, the Company provides extended, service type warranties. Such warranties are accounted for as separate performance obligations to which the Company recognizes contract liabilities for the unfulfilled extended warranties by allocating a portion of the transaction price based on the relative stand-alone selling price.

3.Determination of the transaction price

The transaction price is determined based on the consideration to which the Company expects to be entitled in exchange for transferring products or delivery of services to the customer. Payment terms and conditions generally include a requirement to pay within 30 to 60 days, but such terms and conditions can vary by contract type. In instances where the timing of net sales recognition differs from the timing of invoicing, the Company has determined its contracts generally do not include a significant financing component as generally payment terms are less than one year.

The Company has certain standard and non-standard contractual incentive programs and practices with customers that can give rise to elements of variable consideration, such as rights of return, volume discounts, markdowns and allowances. The Company estimates the variable consideration using the expected value method or most likely amount method, based on sales, future sales of products by customers, and agreed-upon rates with each customer and records the estimated amount of credits for these programs as a reduction to net sales.

The Company accounts for consideration payable to a customer as a reduction of net sales unless the payment to the customer is in exchange for a distinct good that the customer transfers to the Company. If the consideration payable to a customer includes a variable amount, the Company estimates the transaction price using the most likely amount method.

4.Allocation of the transaction price to the performance obligations in the contract

When a contract contains multiple performance obligations, the contract transaction price is allocated on a relative standalone selling price (“SSP”) basis to each performance obligation. The Company typically determines SSP based on observable selling prices of its products and services. In instances where SSP is not directly observable, SSP is determined using information that may include market conditions and other observable inputs, or by using the residual approach. For the years ended December 31, 2025, 2024 and 2023, revenue recognized associated with performance obligations where SSP is not directly observable was immaterial.

5.Recognition of the revenue when, or as, a performance obligation is satisfied

Net sales are recognized at the time the related performance obligation is satisfied by transferring the promised product to the customer. Net sales are recognized in an amount that reflects the consideration that the Company expects to receive in exchange for those products or services.

The performance obligation for most of the Company’s sales transactions is considered complete when control transfers, which is determined when products are shipped or delivered to the customer depending on the terms of the contract. Net sales related to service-type warranties are recognized ratably over the contract period.
Disaggregation of Net Sales
 
The following table summarizes net sales by region based on the billing address of customers:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
 
 (in thousands, except percentages)
Domestic(1)
$4,306,638 67.3%$3,795,707 68.7%$3,018,038 71.0%
International(2)
2,092,550 32.7 1,732,932 31.3 1,235,672 29.0 
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%

(1) Domestic consists of net sales in the United States and Canada. Net sales from the United States represented 62.5%, 63.1% and 65.4% of total net sales for the years ended December 31, 2025, 2024 and 2023, respectively.
(2) International consists of net sales in markets outside the United States and Canada. Net sales from the United Kingdom represented 15.5%, 16.2% and 19.7% of total net sales for the years ended December 31, 2025, 2024 and 2023, respectively.

The following table presents net sales by brand:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
 
 (in thousands, except percentages)
Shark$3,032,095 47.4%$2,632,250 47.6%$2,158,460 50.7%
Ninja3,367,093 52.6 2,896,389 52.4 2,095,250 49.3 
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%
The following table presents net sales by product category:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
    
 (in thousands, except percentages)
Cleaning Appliances$2,205,757 34.5%$2,063,514 37.3%$1,819,465 42.8%
Cooking and Beverage Appliances1,816,349 28.41,717,654 31.11,441,634 33.9
Food Preparation Appliances1,550,744 24.21,178,735 21.3653,615 15.3
Beauty and Home Environment Appliances826,338 12.9568,736 10.3338,996 8.0
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%
 
Warranty Costs

The Company accrues the estimated cost of product warranties at the time it recognizes net sales and records warranty expense to cost of goods sold. The Company’s standard warranty provides for repair or replacement of the associated products during the warranty period. The amount of the provision for the warranties is estimated based on sales volume and past experience of the level of repairs and returns. If actual product failure rates or repair costs differ from estimates, revisions to the estimated warranty obligation may be required.

Product warranty liabilities and changes were as follows:
 
 Year Ended December 31,
 202520242023
   
 (in thousands)
Beginning balance$26,955 $28,090 $20,958 
Accruals for warranties issued56,955 42,173 36,894 
Changes in liability for pre-existing warranties— — 928 
Settlements made(45,678)(43,308)(30,690)
Ending balance$38,232 $26,955 $28,090 

Contract Liabilities

Contract liabilities consist of deferred net sales related to extended, service-type warranties that are included within accrued expenses and other current liabilities and other liabilities, noncurrent in the consolidated balance sheets. Net sales are deferred when the Company invoices in advance of performance under a contract. The current portion of deferred net sales balances is recognized during the following 12-month period. As of and for the years ended December 31, 2025, 2024 and 2023, ending contract liabilities and revenue recognized associated with service-type warranties were immaterial.

Remaining Performance Obligation

The Company’s remaining performance obligations are comprised of product net sales not yet delivered. As of December 31, 2025, the aggregate amount of the transaction price allocated to remaining performance obligations was immaterial.
 
Research and Development

Research and development expenses include personnel-related expenses associated with the Company’s engineering personnel responsible for the design, development and testing of its products, cost of development environments and tools and allocated overhead. Research and development expenses are expensed as incurred.

Advertising Costs

Advertising costs are expensed as incurred and include direct marketing, events, public relations, sales collateral materials and partner programs. Advertising costs amounted to $632.9 million, $585.3 million and $409.2 million for the years ended December 31, 2025, 2024 and 2023, respectively, and are included within sales and marketing expenses in the consolidated statements of income.
Share-Based Compensation

Restricted share units (“RSUs”) are stock awards that are granted to employees and directors entitling the holder to ordinary shares as the award vests. RSUs that vest only upon service conditions are measured at fair value based on the quoted price of our ordinary shares at the date of grant. The Company amortizes the fair value of RSUs that vest only upon service conditions as share-based compensation cost over the vesting term, which is typically over a three-year requisite service period, on a straight-line basis, with the amount of compensation cost recognized at any date at least equaling the portion of the grant-date fair value of the award that is vested at that date.

Certain RSUs may vest upon achievement of certain company-based performance conditions and a requisite service period. On the date of grant, the fair value of a performance-based award is calculated using the same method as our service-based RSUs described above. The Company assesses whether it is probable that the individual performance targets would be achieved. If assessed as probable, compensation cost will be recorded for these awards over the estimated performance period using the accelerated attribution method. At each reporting period, the Company reassesses the probability of achieving the performance targets and the performance period required to meet those targets. The estimation of whether the performance targets will be achieved and the performance period required to achieve the targets requires judgment, and to the extent actual results or updated estimates differ from our current estimates, the cumulative effect on current and prior periods of those changes will be recorded in the period estimates are revised, or the change in estimate will be applied prospectively depending on whether the change affects the estimate of total compensation cost to be recognized or merely affects the period over which compensation cost is to be recognized. The ultimate number of shares issued and the related compensation cost recognized will be based on a comparison of the final performance metrics to the specified targets.

Certain RSUs granted to executives vest upon achievement of specified market conditions. The fair value of our RSUs with market-based conditions are estimated at the date of grant using a Monte-Carlo simulation model. The probabilities of the actual number of market-based RSUs expected to vest and resultant actual number of shares shares expected to be awarded are reflected in the grant date fair values; therefore, the compensation costs for these awards will be recognized ratably over the derived service period for each tranche assuming the requisite service is rendered and are not adjusted based on the actual number of awards that ultimately vest.

Estimates of fair value are not intended to predict actual future events or the value ultimately realized by employees who receive these awards, and subsequent events are not indicative of the reasonableness of the Company's original estimates of fair value. The Company accounts for forfeitures in the period in which they occur, rather than estimating expected forfeitures.

Income Taxes

The Company is subject to income taxes in the United States and other jurisdictions. These other jurisdictions may have different statutory rates than the United States. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the consolidated financial statements carrying amounts of existing assets and liabilities and their respective tax basis as well as operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. Valuation allowances are provided when necessary to reduce deferred tax assets to an amount that is more likely than not to be realized.

The Company recognizes income tax benefits from uncertain tax positions only if it believes that it is more likely than not that the tax position will be sustained upon examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such uncertain tax positions are then measured based on the largest benefit that is more likely than not to be realized upon the ultimate settlement.
Net Income Per Share

The Company’s basic net income per share is calculated by dividing net income by the weighted average number of ordinary shares outstanding for the period, without consideration of potentially dilutive securities. The diluted net income per share is calculated by giving effect to all potentially dilutive securities outstanding for the period using the treasury share method or the if-converted method based on the nature of such securities. Diluted net income per share is the same as basic net income per share in periods when the effects of potentially dilutive ordinary shares are anti-dilutive.

Adoption of New Accounting Pronouncements

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740), Improvements to Income Tax Disclosures, which requires disclosure of disaggregated income taxes paid, prescribes standard categories for the components of the ETR reconciliation, and modifies other income tax-related disclosures. The Company adopted ASU 2023-09 as of January 1, 2025, and applied it prospectively.

Recently Issued Accounting Pronouncements

From time to time, new accounting pronouncements are issued by the FASB or other standard-setting bodies and adopted by the Company on or prior to the specified effective date. As of December 31, 2025, there are no new accounting pronouncements that the Company is considering adopting, other than those described below.

In November 2024, the FASB issued ASU 2024-03, Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which requires incremental disclosures about specific expense categories, including but not limited to, purchases of inventory, employee compensation, depreciation, amortization and selling expenses. The amendments in this ASU are effective for fiscal years beginning after December 15, 2026, and for interim periods within fiscal years beginning after December 15, 2027. Early adoption is permitted and the amendments may be applied either prospectively or retrospectively. Management is currently evaluating this ASU to determine its impact on the Company's disclosures.

In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which requires capitalization of software costs to start when management has authorized and committed to funding the software project and it is probable that the project will be completed and the software will be used to perform the function intended. The standard is effective for annual and interim periods beginning after December 15, 2027, and may be applied prospectively, retrospectively or on a modified transition approach. The Company is currently evaluating the impact this ASU may have on its consolidated financial statements.

In November 2025, the FASB issued ASU 2025-09, Derivatives and Hedging (Topic 815): Hedge Accounting Improvements, which clarifies hedge accounting guidance to better align financial reporting with an entity’s economic risk management activities and expands certain hedge accounting applications. The standard is effective for annual and interim periods beginning after December 15, 2026. Early adoption is permitted and the amendments must be applied prospectively. The Company is currently evaluating the impact this ASU may have on its consolidated financial statements.

In December 2025, the Financial Accounting Standards Board (FASB) issued ASU 2025‑11, Interim Reporting (Topic 270): Narrow‑Scope Improvements, which requires clarified guidance on the form, content, and applicability of interim financial statements and notes in accordance with GAAP, incorporates a comprehensive list of required interim disclosures, and establishes a principle to disclose events occurring since the end of the last annual reporting period that materially affect the entity. The standard is effective for interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating the impact this ASU may have on its consolidated financial statement disclosures.
v3.25.4
Segment Reporting
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Segment Reporting
3. Segment Reporting
 
Operating segments are defined as components of an enterprise for which separate financial information is available and is evaluated on a regular basis by the Chief Operating Decision Maker (“CODM”) in deciding how to allocate resources and in assessing performance. The Company has two operating segments, Domestic and International, for which discrete financial information is available and regularly reviewed by the CODM, who is the Company’s Chief Executive Officer (“CEO”). Domestic consists of the United States and Canada, and International consists of markets outside the United States and Canada.

The Company has determined that these two operating segments are aggregated into one reportable segment based on the criteria in ASC 280-10-50-11. Domestic and International have similar economic characteristics, including similar long-term gross margin profiles, and are similar in the qualitative factors specified in ASC 280-10-50-11, including the nature of the products and services, the nature of the production processes, the type or class of customer, and the methods used to distribute products. Both operating segments sell substantially the same products and services, which are supported by a single global sourcing/manufacturing ecosystem and distribution model, and serve similar classes of customers (including large retailers and end consumers).

The CODM uses gross profit as the primary measure to assess performance and allocate resources, and reviews operating results, including gross profit information, at both the consolidated level and by geographic operating segment. The CODM also reviews operating expenses and other performance information primarily on a consolidated basis, including comparisons of functional spend categories to forecast, to assess variances and trends. Transactions between operating segments are not material. The following table presents selected financial information with respect to the Company’s single reportable segment for the years ended December 31, 2025, 2024 and 2023:
 Year Ended December 31,
 202520242023
   
 (in thousands)
Net sales$6,399,188 $5,528,639 $4,253,710 
Less:
Cost of sales3,262,698 2,866,648 2,345,858 
Advertising expenses and consumer insight initiatives641,334 597,398 415,454 
Personnel expenses(1)
568,087 461,038 348,479 
Delivery and distribution expenses433,904 367,749 254,057 
Professional service expenses(2)
147,518 151,494 98,543 
Merchant and processing fees80,026 70,509 53,965 
Facilities and technology support costs82,584 63,049 44,658 
Depreciation and amortization expenses(3)
69,991 62,561 60,199 
Prototypes and testing expenses54,773 50,364 28,868 
Transaction-related costs(4)
8,458 1,342 82,277 
Other segment items(5)
129,534 192,325 147,788 
Interest expense, net48,600 63,715 44,909 
Other (income) expense, net(28,597)7,980 35,427 
Provision for income taxes198,904 133,762 126,150 
Segment net income$701,374 $438,705 $167,078 
Reconciliation of profit or loss
Adjustments and reconciling items
— — — 
Consolidated net income$701,374 $438,705 $167,078 

(1)Excludes (i) shared-based compensation, a non-cash expense related to awards issued from the SharkNinja and JS Global equity incentive plans and (ii) shareholder-funded executive bonuses, which reflects cash bonuses paid to certain executives by Mr. Xuning Wang, the Chairperson of the board of directors and the Company’s controlling shareholder, which had no impact on the Company’s overall cash flow. These costs have been excluded from personnel expenses and reclassified to other segment items, as they are not presented to or reviewed by the CODM. Additionally, it excludes certain costs incurred related to the separation and distribution from JS Global, which have been reclassified to transaction-related costs.

(2)Excludes litigation costs incurred and related settlements for certain patent infringement claims, false advertising claims against us, and product safety concerns, and excludes certain costs incurred related to the separation and distribution from JS Global, secondary offering transactions and transaction-related due diligence initiatives, and costs incurred related to the voluntary product recall. These costs have been excluded from professional service expenses and reclassified to other segment items or transaction-related costs, as they are not presented to or reviewed by the CODM.

(3)Excludes amortization of acquired intangible assets that we do not consider normal recurring operating expenses, as the intangible assets relate to JS Global’s acquisition of our business. These costs have been excluded from depreciation and amortization expenses and reclassified to other segment items, as they are not presented to or reviewed by the CODM.

(4)Represents certain costs incurred related to the separation and distribution from JS Global, secondary offering transactions and transaction-related due diligence initiatives.

(5)Other segment items include travel expenses, commissions, miscellaneous expenses and the expenses listed in Notes 1 through 3 above.
The accounting policies of the Company’s reportable segment are the same as those described in “Note 2 - Summary of Significant Accounting Policies.” Segment assets are not regularly provided to the CODM, and therefore the measure of segment assets is reported as total consolidated assets.

Entity-Wide Information

Net sales by geographical region can be found in the disaggregation of net sales in “Note 2 - Summary of Significant Accounting Policies.” In addition, the following table presents the Company’s property and equipment, net of depreciation and amortization, by geographic region: 

 As of December 31,
 20252024
  
 (in thousands)
United States$51,896 $66,858 
China150,166 112,988 
Rest of World30,164 31,618 
Total property and equipment, net$232,226 $211,464 
v3.25.4
Consolidated Balance Sheet Components
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Consolidated Balance Sheet Components
4. Consolidated Balance Sheet Components
 
Property and Equipment, Net
 
Property and equipment, net consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Molds and tooling$307,945 $267,756 
Displays87,224 64,960 
Computer and software60,589 53,565 
Leasehold improvements46,458 42,711 
Equipment22,972 19,826 
Furniture and fixtures20,807 17,694 
Total property and equipment545,995 466,512 
Less: accumulated depreciation and amortization(335,347)(266,800)
Construction in progress21,578 11,752 
Property and equipment, net$232,226 $211,464 
 
Depreciation expense was $115.2 million, $98.4 million and $81.0 million for the years ended December 31, 2025, 2024, and 2023, respectively.
Prepaid Expenses and Other Current Assets

Prepaid expenses and other current assets consisted of the following:

As of December 31,
20252024
(in thousands)
Sales and other tax receivable$60,522 $— 
Other receivables52,394 68,145 
Prepaid taxes35,242 27,073 
Prepaid expenses9,391 10,705 
Prepaid media7,079 8,085 
Prepaid expenses and other current assets$164,628 $114,008 
 
 Accrued Expenses and Other Current Liabilities
 
Accrued expenses and other current liabilities consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Accrued customer incentives$409,715 $291,384 
Accrued expenses180,698 177,573 
Accrued compensation and benefits112,070 109,156 
Accrued delivery and distributions106,016 52,711 
Accrued returns59,832 86,557 
Accrued warranty38,232 26,955 
Accrued duty26,104 3,583 
Operating lease liabilities, current24,403 18,133 
Sales and other tax payable14,344 20,318 
Accrued advertising12,569 20,779 
Accrued professional fees12,249 18,451 
Derivative liabilities— 66 
Other20,413 15,863 
Accrued expenses and other current liabilities$1,016,645 $841,529 
v3.25.4
Sale of SharkNinja Co., Ltd
12 Months Ended
Dec. 31, 2025
Discontinued Operations and Disposal Groups [Abstract]  
Sale of SharkNinja Co., Ltd
5. Sale of SharkNinja Co., Ltd

On July 27, 2023, as part of the separation, the Company executed a reorganization whereby SharkNinja sold its Japanese subsidiary, SharkNinja Co., Ltd., to JS Global for a note equal to $8.0 million. The transaction did not result in a change in reporting entity or meet the criteria for discontinued operations and, therefore, the Company has reflected SharkNinja Co., Ltd. in its financial position and results of operations using SharkNinja Co., Ltd.’s carrying values, prior to the separation, and has accounted for the transaction on a prospective basis.
The transaction was accounted for as a common control transaction during the year ended December 31, 2024, whereby the difference of $3.3 million between the proceeds received through the note of $8.0 million and the net carrying value of the assets at the time of the transaction of $11.3 million was recorded as a reduction to additional paid-in capital. The note of $8.0 million was then distributed to JS Global and recorded as a reduction to retained earnings.
v3.25.4
Fair Value Measurements
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements
6. Fair Value Measurements
 
The following table presents information about the Company’s assets and liabilities that are measured at fair value on a recurring basis:
 
 As of December 31,
 Fair ValueLevel 1Level 2Level 3
   
 (in thousands)
Financial Assets:
Money market funds included in cash and cash equivalents$186,507 $186,507 $— $— 
Total financial assets$186,507 $186,507 $— $— 
 
The following table presents information about the Company’s assets and liabilities that are measured at fair value on a recurring basis:
 
 As of December 31,
 Fair ValueLevel 1Level 2Level 3
    
 (in thousands)
Financial Assets:    
Money market funds included in cash and cash equivalents$581 $581 $— $— 
Total financial assets$581 $581 $— $— 
Financial Liabilities:
Derivatives designated as hedging instruments:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)
$66 $— $66 $— 
Total financial liabilities$66 $— $66 $— 
 
The Company classifies its money market funds within Level 1 because they are valued using quoted prices in active markets. The Company classifies its derivative financial instruments within Level 2 because they are valued using inputs other than quoted prices which are directly or indirectly observable in the market, including readily-available pricing sources for the identical underlying security which may not be actively traded. The Company had no remaining Level 2 derivative financial instruments as of December 31, 2025. See “Note 10 - Debt” for information regarding the fair value of the Company’s long-term debt.
v3.25.4
Derivative Financial Instruments and Hedging
12 Months Ended
Dec. 31, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Financial Instruments and Hedging
7. Derivative Financial Instruments and Hedging
 
Notional Amount of Forward Contracts
 
The gross notional amounts of the Company’s forward contracts are USD denominated. The notional amounts of outstanding forward contracts in USD as of the periods presented were as follows:
 
 As of December 31,
 20252024
 
 (in thousands)
Derivatives designated as hedging instruments:
Forward contracts$— $48,472 
Total derivative instruments$— $48,472 
 
Effect of Forward Contracts on the Consolidated Statements of Income
 
The Company had no forward contracts that were not designated as hedging instruments for the years ended December 31, 2025 and 2024. Total loss recognized from derivatives that were not designated as hedging instruments was $30.2 million for the year ended December 31, 2023 and was recorded in other expense, net within the consolidated statements of income.
 
Effect of Forward Contracts on Accumulated Other Comprehensive Income
 
The following table represents the unrealized (losses) gains of forward contracts that were designated as hedging instruments, net of tax effects, that were recorded in accumulated other comprehensive income as of December 31, 2025, 2024 and 2023, and their effect on other comprehensive income for the years then ended:
 
Year Ended December 31,
 202520242023
 (in thousands)
Beginning balance$(8,263)$(2,173)$— 
Amount of net losses recorded in accumulated other comprehensive income(850)(6,440)(7,205)
Amount of net gains reclassified from accumulated other comprehensive income to earnings9,113 350 5,032 
Ending balance$— $(8,263)$(2,173)
v3.25.4
Intangible Assets, Net and Goodwill
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Intangible Assets, Net and Goodwill
8. Intangible Assets, Net and Goodwill
 
Intangible Assets, Net
 
Intangible assets consisted of the following as of December 31, 2025:
 
 Gross 
Carrying Value
Accumulated Amortization Net Carrying ValueWeighted-Average Remaining Useful Life
  
 (in thousands)(in years)
Intangible assets subject to amortization:    
Customer relationships$143,083 $(131,159)$11,924 0.8
Patents77,326 (36,973)40,353 7.5
Developed technology23,070 (11,148)11,922 6.0
Total intangible assets subject to amortization$243,479 $(179,280)$64,199  
Intangible assets not subject to amortization: 
Trade name and trademarks$386,938 $— $386,938 Indefinite
Total intangible assets, net$630,417 $(179,280)$451,137  
 
Intangible assets consisted of the following as of December 31, 2024:
 
 Gross
Carrying Value
Accumulated AmortizationNet Carrying ValueWeighted-Average Remaining Useful Life
    
 (in thousands) (in years)
Intangible assets subject to amortization:      
Customer relationships$143,083 $(115,261)$27,822  1.8
Patents66,209 (30,448)35,761  7.1
Developed technology22,245 (8,832)13,413  7.0
Total intangible assets subject to amortization$231,537 $(154,541)$76,996  
Intangible assets not subject to amortization:  
Trade name and trademarks$385,682 $— $385,682  Indefinite
Total intangible assets, net$617,219 $(154,541)$462,678   
 
Amortization expenses for intangible assets were as follows:
 
 Year Ended December 31,
 202520242023
   
 (in thousands)
Research and development$8,490 $8,767 $6,884 
Sales and marketing15,898 15,898 15,898 
Total amortization expenses$24,388 $24,665 $22,782 
 
The expected future amortization expenses related to the intangible assets as of December 31, 2025 were as follows: 

 Amount
 (in thousands)
Years ending December 31, 
2026$21,753 
20278,797 
20286,028 
20296,007 
20305,931 
Thereafter15,683 
Total$64,199 
 
Goodwill
 
During 2025, the Company identified two reporting units for goodwill impairment testing, Domestic and International, and allocated the carrying amount of goodwill to each reporting unit based on relative net sales. There were no changes to goodwill during the year ended December 31, 2025. The following table represents the changes to goodwill during the year ended December 31, 2024:
 
 Carrying Amount
 (in thousands)
Balance as of December 31, 2023$834,203 
Effect of foreign currency translation578 
Balance as of December 31, 2024$834,781 
v3.25.4
Operating Leases
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Operating Leases
9. Operating Leases

The components of total lease costs for operating leases for the period presented were as follows:

 Year Ended December 31,
 202520242023
   
 (in thousands)
Operating lease cost$30,818 $28,959 $18,831 
Variable lease cost18,974 16,203 13,335 
Short-term lease cost875 938 483 
Total lease cost$50,667 $46,100 $32,649 
The supplemental cash flow information related to operating leases for the periods presented were as follows:

 Year Ended December 31,
 202520242023
   
 (in thousands)
Cash payments for operating lease liabilities$25,589 $19,047 $18,419 
Operating lease liabilities arising from obtaining new operating lease ROU assets during the period$14,363 $101,951 $11,495 

The weighted-average remaining lease terms and discount rates for operating leases were as follows:
 As of December 31,
 202520242023
Weighted-average remaining lease term (years)6.36.85.7
Weighted-average discount rate6.3%6.3%4.6%

Future minimum lease payments under non-cancellable leases as of December 31, 2025, were as follows:

 Amount
 (in thousands)
Years ending December 31, 
2026$32,488 
202733,051 
202832,837 
202932,551 
203024,891 
Thereafter45,920 
Total undiscounted lease payments201,738 
Less: imputed interest(36,354)
Total operating lease liabilities$165,384 
v3.25.4
Debt
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Debt
10. Debt
 
On March 17, 2020, the Company entered into a term loan and revolving credit agreement (“2020 Facilities Agreement”) with Bank of China Limited, Macau Branch, as administrative agent, and certain banks and financial institutions party thereto as lenders and issuing banks. The 2020 Facilities Agreement provided for a $500.0 million term loan facility (the “2020 Term Loan”) and $200.0 million revolving credit facility (“2020 Revolving Facility”). The 2020 Term Loan and the 2020 Revolving Facility were to mature five years from the initial utilization date on March 20, 2020, and both facilities bore interest at a rate of the London Interbank Offered Rate (“LIBOR”) plus 1.8%.

On July 20, 2023, the Company entered into a credit agreement (“2023 Credit Agreement”) with Bank of America, N.A., as administrative agent, and certain banks and financial institutions party thereto as lenders and issuing banks. The 2023 Credit Agreement provides for an $810.0 million term loan facility (the “2023 Term Loan”) and a $500.0 million revolving credit facility (“2023 Revolving Facility”). The 2023 Term Loan and 2023 Revolving Facility mature in July 2028, and both facilities bear interest at the Secured Overnight Financing Rate (“SOFR”) plus 1.75%. All SOFR borrowings under the 2023 Credit Agreement also incur a 0.1% credit adjustment. The Company has the ability to borrow in certain alternative currencies under the 2023 Credit Agreement.
Alternative currency loans are priced using an Alternative Currency Term Rate plus any applicable spread adjustments. The Company may request increases to the 2023 Term Loan or 2023 Revolving Facility in a maximum aggregate amount not to exceed the greater of $520.0 million or 100% of adjusted earnings before interest, taxes, depreciation, and amortization, as defined in the 2023 Credit Agreement, for the most recently completed fiscal year. The 2023 Credit Agreement replaced the 2020 Facilities Agreement in its entirety and the Company used the net proceeds of $800.9 million from the 2023 Term Loan to repay the remaining principal balance of $400.0 million, accrued interest of $9.2 million related to the 2020 Term Loan and to distribute a $375.0 million dividend to JS Global, as discussed in “Note 12 - Shareholders’ Equity and Equity Incentive Plan”. The Company accounted for the repayment as an extinguishment and recorded a loss on the extinguishment of debt of $1.0 million related to the unamortized debt issuance costs associated with the 2020 Facilities Agreement to other (expense) income, net.

During the year ended December 31, 2023, there were $125.5 million in draw downs on the 2023 Revolving Facility, which were all repaid during 2023. No amounts were outstanding on the 2023 Revolving Facility as of December 31, 2023. During the year ended December 31, 2024, there were $285.0 million in draw downs on the 2023 Revolving Facility, which were all repaid during 2024. No amounts were outstanding on the 2023 Revolving Facility as of December 31, 2024. During the year ended December 31, 2025, there were $350.0 million in draw downs on the 2023 Revolving Facility, which were all repaid during 2025. No amounts were outstanding on the 2023 Revolving Facility as of December 31, 2025. As of December 31, 2025, $10.9 million of letters of credit were outstanding, resulting in an available balance of $489.1 million under the 2023 Revolving Facility.

The Company is required to meet certain financial covenants customary with this type of agreement, including, but not limited to, maintaining a maximum ratio of indebtedness and a minimum specified interest coverage ratio. As of December 31, 2025, the Company was in compliance with the covenants under the 2023 Credit Agreement.

The obligations of the loan parties under the 2023 Credit Agreement with respect to the 2023 Term Loan and 2023 Revolving Facility are secured by (i) equity interests owned by the loan parties in each other loan party and in certain of the Company’s wholly-owned domestic restricted subsidiaries and (ii) substantially all assets of the domestic loan parties (subject to certain customary exceptions). In addition, subject to certain customary exceptions, these obligations are guaranteed by (i) the Company, (ii) each subsidiary of the Company that directly or indirectly owns a borrower and (iii) each other direct and indirect wholly-owned domestic restricted subsidiary of the Company.

Debt consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
2023 Term Loan with principal payments due quarterly; final balance due on maturity date of July 20, 2028$739,125 $779,625 
Less: deferred financing costs(2,986)(4,142)
Total debt, net of deferred financing costs736,139 775,483 
Less: debt, current(39,344)(39,344)
Debt, noncurrent$696,795 $736,139 
 
Aggregate maturities on debt (excluding the 2023 Revolving Facility) as of December 31, 2025 were as follows:
 
 Amount
 (in thousands)
Years ending December 31, 
2026$40,500 
202740,500 
2028658,125 
Total future principal payments$739,125 
 
The Company recognizes and records interest expense related to its term loan in interest expense, net, which totaled $52.4 million, $66.2 million and $45.4 million for the years ended December 31, 2025, 2024 and 2023, respectively.


Fair Value of Debt

The Company estimates the fair value of its long-term debt using a discounted cash flow method that utilizes observable market inputs, including SOFR-based forward curves and market credit spreads, and therefore categorizes the fair value measurement within Level 2 of the fair value hierarchy. The 2023 Credit Agreement bears interest at variable rates indexed to SOFR, and as a result, the Company believes the carrying amount approximates fair value.

The carrying amount and estimated fair value of long-term debt were as follows:

As of December 31,
20252024
(in thousands)
Carrying amount$739,125 $779,625 
Fair value$739,125 $779,625 
v3.25.4
Commitments and Contingencies
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies
11. Commitments and Contingencies    
 
Non-Cancelable Purchase Obligations
 
In the normal course of business, the Company enters into non-cancelable purchase commitments, including marketing and endorsement agreements. Certain of these agreements extend over terms of up to five years, with payments required in varying installments over the term. As of December 31, 2025, the Company has remaining obligations associated with marketing and endorsement agreements with original terms greater than 12 months totaling $109.0 million, which are payable in a combination of cash and ordinary shares of SharkNinja, Inc., as follows:

 Amount
 (in thousands)
Years ending December 31, 
2026$23,261 
202724,436 
202825,348 
202918,121 
203017,807 
Total$108,973 
 
Indemnifications and Contingencies
 
The Company enters into indemnification provisions under certain agreements with other parties in the ordinary course of business. In its customer agreements, the Company has agreed to indemnify, defend and hold harmless the indemnified party for third-party claims and related losses suffered or incurred by the indemnified party from actual or threatened third-party intellectual property infringement claims. For certain large or strategic customers, the Company has agreed to indemnify, defend and hold harmless the indemnified party for non-compliance with certain additional representations and warranties made by the Company.
 
Legal Proceedings
 
From time to time, the Company may be involved in various legal proceedings arising from the normal course of business activities, including certain patent infringement claims, false advertising claims against us, and product safety concerns. The Company investigates these claims as they arise. In the opinion of management, the amount of ultimate loss with respect to any current legal proceedings and claims, if determined adversely to the Company, will not have a material adverse effect on its business, financial condition and results of operation.

Product Recall

In May 2025, the Company announced a voluntary recall of the Ninja Foodi OP300 series pressure cooker in cooperation with the U.S. Consumer Product Safety Commission and Health Canada. As of December 31, 2025, the amount of accrued expenses related to recall remedies for consumers was immaterial. During the year ended December 31, 2025, the Company incurred $11.2 million of product recall-related expenses, which were recorded within cost of sales and operating expenses on the Company’s consolidated statements of income. Estimating the cost of recall remedies requires judgment and is primarily based on expected consumer participation rates and the estimated cost of the new lid design. Additionally, the Company expects to incur other indirect costs related to the recall, such as legal fees, website costs to allow consumers to respond to the recall, and costs to handle consumer inquiries. The Company will reevaluate these assumptions each period, and the related accruals may be adjusted when factors indicate that the accrual is either not sufficient to cover or exceeds the estimated product recall expenses.
v3.25.4
Shareholders' Equity and Equity Incentive Plan
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Shareholders' Equity and Equity Incentive Plan
12. Shareholders’ Equity and Equity Incentive Plan
 
Ordinary Shares

The Company has authorized 1,000,000,000 ordinary shares with a par value of $0.0001 per share, of which 141,158,026 and 140,347,436 ordinary shares were issued and outstanding as of December 31, 2025 and December 31, 2024, respectively. All outstanding ordinary shares of the Company are of the same class and have equal rights and attributes. The holders of the Company’s ordinary shares are entitled to one vote per share on all matters submitted to a vote of the shareholders for the Company. Holders of the Company’s ordinary shares will be entitled to receive any dividends if and when dividends are declared by the Company. In the event of liquidation, dissolution or winding up of the Company, the holders of the Company’s ordinary shares are entitled to share ratably in all the Company’s assets remaining after payment of all liabilities.

The prior approval of the holders of a majority of the outstanding ordinary shares is required in order for the Company to take certain actions, including amending, altering or changing the powers preferences or special rights of the ordinary shares in a manner adverse to such series, increasing or decreasing the number of ordinary shares, appointing or removing any directors, taking any action that would result in a liquidation, declaring or paying any dividends on the ordinary shares, redeeming or repurchasing any ordinary shares, transferring any ordinary shares, converting any paid-up shares into ordinary shares, waiving or changing any provision of the Company’s Amended and Restated Memorandum and Articles of Association.

Cash Dividend

On November 8, 2023, the board of directors approved the declaration and payment of a special cash dividend of $1.08 per share, or $150.2 million in the aggregate, paid on December 11, 2023 to its shareholders of record as of December 1, 2023.

Distributions to Former Parent
 
During the year ended December 31, 2022, the Company entered into a note agreement with the Former Parent (the “2022 Intercompany Note to Former Parent”) in which SharkNinja transferred $49.3 million to its Former Parent. Due to the nature of the note receivable, the Company considered it to be an in-substance distribution to its Former Parent accounted for as contra-equity at inception. During the year ended December 31, 2023, the Company declared and issued distributions to the Former Parent of $485.4 million, which included amounts receivable of $50.4 million under the 2022 Intercompany Note to Former Parent, including interest, in satisfaction of such note, a cash distribution of $60.3 million paid in February 2023, a cash distribution of $375.0 million paid in July 2023 for the repayment of JS Global’s outstanding debt under the 2020 Facilities Agreement as discussed in “Note 10 - Debt”, and a non-cash distribution of the note of $8.0 million related to the sale of the Company’s Japanese subsidiary, SharkNinja Co., Ltd, as discussed in “Note 5 - Sale of SharkNinja Co., Ltd.”

Restricted Share Units
 
JS RSU Plan

The Company’s employees participated in JS Global’s restricted share units plan (“JS RSU Plan”). The restricted share units (“RSUs”) under this plan were vested by the second quarter of 2023, prior to the separation.
 
Pursuant to the share-based compensation recharge agreement with Former Parent entered into in the year ended December 31, 2022, the Company reimbursed share-based compensation costs to Former Parent in the amount of $3.2 million during the year ended December 31, 2023.
SharkNinja Equity Incentive Plan

On July 28, 2023, the Company’s board of directors adopted the 2023 Equity Incentive Plan (the “2023 Plan”) to grant cash and equity incentive awards to eligible participants in order to attract, motivate and retain talent. The 2023 Plan provides for the issuance of options, share appreciation rights, restricted shares awards, RSUs, performance awards and other awards. The 2023 Plan initially made 13,898,287 ordinary shares available for future award grants.

The 2023 Plan contains an evergreen provision whereby the shares available for future grants are increased on the first day of each calendar year from January 1, 2025 through and including January 1, 2033 in an amount equal to 0.6% of the total number of ordinary shares outstanding on December 31 of the preceding year. On January 1, 2025, 842,084 additional ordinary shares were registered as a result of this evergreen provision. As of December 31, 2025, 10,252,681 ordinary shares were available for future grant under the 2023 Plan. Shares or RSUs forfeited, and unexercised option lapses from the 2023 Plan are available for future grant under the 2023 Plan.

RSU activities for the year ended December 31, 2025 for RSUs granted under the 2023 Plan were as follows:
 
 Number of SharesWeighted-Average Grant Date Fair Value per share
Unvested as of December 31, 20242,169,401 $35.71 
Granted243,098 $90.34 
Vested(1,101,572)$35.72 
Cancelled/Forfeited(208,645)$56.04 
Unvested as of December 31, 20251,102,282 $43.90 

RSUs granted for the year ended December 31, 2025 under the 2023 Plan were 243,098, of which 146,193 RSUs were granted with service-only conditions and 96,905 performance-based RSUs were granted with vesting conditions tied to the achievement of certain performance growth metrics, such as net sales, gross profit and operating cash flow.

In January 2026, the Company granted 1,289,526 RSUs, consisting of time-based and performance-based awards. Vesting of the performance-based awards is subject to the achievement of certain performance growth metrics, such as net sales, gross profit and operating cash flow. In addition, the Company granted 600,000 market-based RSUs with conditions tied to the achievement of certain level of market capitalization over a consecutive period of time.

Employee Share Purchase Plan

On July 28, 2023, the board of directors approved the 2023 Employee Share Purchase Plan (the “ESPP”). A maximum of 1% of the Company’s outstanding ordinary shares (or 1,389,828 shares) were made available for sale under the ESPP. The ESPP contains an evergreen provision whereby the shares available for sale will automatically increase on the first day of each calendar year from January 1, 2025 through and including January 1, 2033, in an amount equal to the lesser of (i) 0.15% of the total number of ordinary shares of the Company outstanding on December 31 of the preceding year; (ii) 300,000 shares; or (iii) such lesser number of shares as determined by the board at any time prior to the first day of a given calendar year. On January 1, 2025, 210,521 additional ordinary shares were registered as a result of this evergreen provision. As of December 31, 2025, ordinary shares in the amount of 1,272,069 were available for future grant under the ESPP Plan. The ESPP provides for six-month offering periods during which the Company will grant rights to purchase ordinary shares to eligible employees. The first offering period began in February 2024. During the year ended December 31, 2025, there were 193,416 shares purchased under the ESPP. As of December 31, 2025, total unrecognized share-based compensation was $0.5 million, which is to be recognized over a weighted-average remaining period of 0.1 years.
Share-Based Compensation
 
The share-based compensation by line item in the accompanying consolidated statements of income is summarized as follows:
 
 Year Ended December 31,
 202520242023
 (in thousands)
Research and development$11,725 $10,411 $7,696 
Sales and marketing14,694 13,576 4,934 
General and administrative17,453 60,544 34,336 
Total share-based compensation$43,872 $84,531 $46,966 
 
As of December 31, 2025, the Company had $7.9 million unrecognized share-based compensation cost related to RSUs granted under the 2023 Plan that will be recognized over a weighted average period of 0.2 years. Of this unrecognized share-based compensation cost, $3.3 million was related to RSUs granted under the 2023 Plan with performance conditions.

For those RSUs with service conditions, performance conditions or a combination of both, the grant date fair value was measured based on the quoted price of our ordinary shares at the date of grant. The weighted average grant date fair value of these awards for the year ended December 31, 2025 was $90.34 per share.
  
The total grant-date fair value of RSUs vested during the year ended December 31, 2025 was $39.3 million.

Share Repurchase Program

On February 11, 2026, the Company announced that its Board of Directors authorized a share repurchase program of up to $750.0 million of the Company’s outstanding ordinary shares. The Company expects to begin implementing the program in fiscal 2026. Repurchases may be made at management’s discretion from time to time on the open market, through privately negotiated transactions, or by other means, including through the use of trading plans intended to qualify under Rule 10b5-1 under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), in accordance with applicable securities laws and other restrictions, including Rule 10b-18 under the Exchange Act. The share repurchase program has no expiration date and may be modified, suspended for periods or discontinued at any time and does not obligate the Company to repurchase any shares. The timing and total amount of stock repurchases will depend upon business, economic and market conditions, corporate and regulatory requirements, prevailing stock prices, and other considerations. We do not expect to incur debt to fund the share repurchase program.
v3.25.4
Income Taxes
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Income Taxes
13. Income Taxes

The components of income before income taxes were as follows:

 Year Ended December 31,
 202520242023
 (in thousands)
United States$665,717 $418,744 $162,023 
Foreign234,561 153,723 131,205 
Total income before income taxes$900,278 $572,467 $293,228 
The provision for income taxes was as follows:

 Year Ended December 31,
 202520242023
 (in thousands)
Current:
Federal$88,563 $128,276 $130,665 
State15,873 27,270 19,831 
Foreign55,760 25,590 17,389 
Total current income tax expense160,196 181,136 167,885 
Deferred:
Federal38,420 (43,875)(45,596)
State2,955 (7,508)(6,286)
Foreign(2,667)4,009 10,147 
Total deferred income tax benefit38,708 (47,374)(41,735)
Total provision for income taxes$198,904 $133,762 $126,150 

The following table is a reconciliation of the U.S. federal statutory tax rate of 21.0% to the Company’s effective tax rate for the year ended December 31, 2025 in accordance with the guidance after the adoption of ASU 2023-09:

Year Ended December 31, 2025
AmountPercentage
(in thousands, except percentages)
U.S. federal statutory tax rate$189,058 21.0 %
State and local income tax, net of federal (national) income tax effect15,494 1.7 
Foreign tax effects
United Kingdom
Statutory tax rate difference between United Kingdom and United States2,878 0.3 
Other7,610 0.8 
Hong Kong
Statutory tax rate difference between Hong Kong and United States(6,192)(0.7)
Other127 0.0 
Other jurisdiction(588)(0.1)
Tax credits
R&D credits(11,201)(1.2)
Nontaxable or nondeductible items
Permanent differences6,391 0.7 
Changes in unrecognized tax benefits(12)0.0 
Other adjustments
Other(4,661)(0.5)
Effective tax rate$198,904 22.1 %
The following table is a reconciliation of the U.S. federal statutory tax rate of 21.0% to the Company’s effective tax rate for the years ended December 31, 2024 and 2023 in accordance with the guidance prior to the adoption of ASU 2023-09:

Year Ended December 31,
20242023
(in percentages)
Federal statutory income tax rate21.0 %21.0 %
State tax, net of federal benefit2.2 3.3 
Permanent differences(0.2)0.6 
Foreign-derived intangible income(0.3)(0.5)
Research and development credits, net(1.7)(2.0)
Tax uncertainties— — 
Deferred tax adjustments0.1 — 
Excess tax benefits from share-based compensation(0.2)(0.1)
Change in valuation allowance0.5 (0.2)
Foreign rate differential(0.9)1.0 
Withholding taxes— 9.9 
Limitation on executive compensation2.7 7.0 
Non-deductible transaction costs— 2.9 
Other tax rate items0.2 0.1 
Effective tax rate23.4 %43.0 %

 The difference between the U.S. federal statutory tax rate of 21.0% and the Company’s effective tax rate (“ETR”) for the years ended December 31, 2025, 2024 and 2023, is primarily due to state taxes, benefits from U.S. research and development credits, U.S. tax benefits from share-based compensation deductions, non-deductible costs associated with the separation and distribution, withholding taxes, and limitations on deductible executive compensation. The decrease in the ETR from 2024 to 2025 is primarily related to one-time benefits recorded in the fourth quarter of 2025. The decrease in the ETR from 2023 to 2024 is primarily related to the impacts of the separation and distribution and refinancing, such as withholding taxes and transaction costs, and non-deductible executive compensation in 2023.
 
Although the Company is domiciled outside of the United States, as the most significant activity is driven and managed in the United States, the Company has utilized the statutory tax rate of 21.0% as the federal statutory rate in the rate reconciliation.
The following table presents the significant components of the Company’s deferred tax assets and liabilities as of December 31, 2025 and 2024:

 Year Ended December 31,
 20252024
 (in thousands)
Deferred tax assets:
Accrued expenses and reserves$56,853 $49,263 
Operating lease liabilities30,755 31,349 
Share-based compensation5,965 4,030 
State credit carryforwards16,141 10,014 
Capitalized research and development expenditures42,255 96,814 
Other817 2,465 
Gross deferred tax assets152,786 193,935 
Valuation allowance(16,141)(10,014)
Total deferred tax assets, net of valuation allowance$136,645 $183,921 
Deferred tax liabilities:
Goodwill and intangible assets$(111,805)$(118,195)
Property and equipment, net(3,659)(3,327)
Right-of-use assets(26,727)(29,237)
Total deferred tax liabilities$(142,191)$(150,759)
Net deferred tax assets (liabilities)$(5,546)$33,162 

A valuation allowance is provided for deferred tax assets where the recoverability of the assets is uncertain. The determination to provide a valuation allowance is dependent upon the assessment of whether it is more likely than not that sufficient future taxable income will be generated to utilize the deferred tax assets. Based on the weight of the available evidence, which includes the Company’s historical operating profits and substantial taxable temporary differences, a valuation allowance has been established in certain jurisdictions as of December 31, 2025 and 2024, where attributes are not more-likely-than-not to be utilized, primarily in relation to Massachusetts tax credits.

As of December 31, 2025, the Company had state research and development credit carryforwards of $20.4 million, which will begin to expire in 2038.

Federal and state laws impose restrictions on the utilization of net operating loss carryforwards and research and development credit carryforwards in the event of a change in ownership of the Company, which constitutes an ‘ownership change’ as defined by Internal Revenue Code Section 382 and 383. The Company experienced an ownership change in the past that does not materially impact the availability of its net operating losses and tax credits. Should there be an ownership change in the future, the Company’s ability to utilize existing carryforwards could be substantially restricted.

As of December 31, 2025 and 2024, the cumulative undistributed earnings of the Company’s international subsidiaries remain indefinitely reinvested, and no liability has been recorded.
A reconciliation of the beginning and ending balance of total unrecognized tax position is as follows:

 Unrecognized Tax Positions
 (in thousands)
Balance - January 1, 2023$2,417 
Additions related to current year tax positions277 
Statue of limitations release(570)
Settlements(1,319)
Balance - December 31, 2023$805 
Statue of limitations release(405)
Balance - December 31, 2024$400 
Statue of limitations release(209)
Balance - December 31, 2025$191 

The Company recognizes interest and penalties related to unrecognized tax benefits as income tax expense. There was $0.8 million and $0.8 million of accrued interest and penalties related to unrecognized tax benefits as of December 31, 2025 and 2024, respectively. During the years ended December 31, 2025, 2024 and 2023, the Company recorded an immaterial benefit for the accrual of interest and penalties.

The Company’s material income tax jurisdictions are the United States (federal), United Kingdom and Hong Kong. The Company is not currently under audit in the United States or Hong Kong, but is currently under audit in the United Kingdom for the 2020, 2021 and 2022 tax years. The statute of limitations for years prior to 2022 are closed for the United States and the United Kingdom other than years currently under audit. There are open tax years which remain subject to examination in various other jurisdictions that are not material to the Company’s financial statements with open tax years ranging from 2015 to 2025.
 
The Company paid cash taxes in significant jurisdictions as follows:

Income Taxes Paid by Jurisdiction
(in thousands)
United States federal$90,400 
United States state and local12,594 
Foreign
Hong Kong28,785 
United Kingdom14,778 
All other2,793 
Total income taxes paid, net$149,350 

The amount of cash income taxes paid by the Company during the years ended December 31, 2024 and 2023 was $190.7 million and $141.2 million, respectively.
v3.25.4
Employee Benefits
12 Months Ended
Dec. 31, 2025
Retirement Benefits [Abstract]  
Employee Benefits
14. Employee Benefits

Defined Contribution Plan

The Company has a defined-contribution plan in the United States intended to qualify under Section 401k of the Internal Revenue Code (the “401k Plan”). The 401k Plan covers substantially all employees who meet minimum age and service requirements and allows participants to defer a portion of their annual compensation on a pre-tax basis. The Company makes contributions to the 401k Plan up to 4% of the participating employee’s eligible compensation. During the years ended December 31, 2025, 2024 and 2023, the Company recorded $8.2 million, $6.8 million and $5.9 million, respectively, of expenses related to the 401k Plan related to matching contributions.

People’s Republic of China (“PRC”) Contribution Plan

The Company’s subsidiaries in the PRC participate in a government-mandated multi-employer defined contribution plan pursuant to which pension benefits, unemployment insurance, medical care, employee housing fund and other welfare benefits are provided to employees. The relevant labor regulations require the Company’s subsidiaries in the PRC to pay the local labor and social welfare authorities monthly contributions based on the applicable benchmarks and rates stipulated by the local government. The relevant local labor and social welfare authorities are responsible for meeting all retirement benefits obligations and the Company’s subsidiaries in the PRC have no further commitments beyond their monthly contributions. The contributions to the plan are expensed as incurred. During the years ended December 31, 2025, 2024 and 2023, the Company recorded $15.4 million, $13.0 million and $11.3 million, respectively, of total expenses related to these benefits.

Certain of the Company’s other non-U.S. subsidiaries sponsor or participate in local defined benefit pension plans. The obligations, contributions and associated expense of such plans for the years ended December 31, 2025, 2024 and 2023 were immaterial.
v3.25.4
Net Income Per Share
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Net Income Per Share
15. Net Income Per Share
 
On July 31, 2023, in connection with the separation from JS Global, 138,982,872 ordinary shares of SharkNinja, Inc. were distributed to JS Global shareholders. The distributed share amount of SharkNinja, Inc. is utilized for the calculation of basic and diluted net income per share of the Company for all periods presented prior to the separation and distribution from JS Global. For the years ended December 31, 2025, 2024 and 2023, these shares are treated as issued and outstanding for purposes of calculating historical net income per share. For periods prior to the separation and distribution, it is assumed that there are no dilutive equity instruments as there were no equity awards of SharkNinja, Inc. outstanding prior to the separation and distribution.
 
The following table sets forth the computation of basic and diluted net income per share for the periods presented:
 
 Years Ended December 31,
 202520242023
   
 (in thousands, except share and per share data)
Numerator:
Net income$701,374 $438,705 $167,078 
Denominator:
Weighted-average shares used in computing net income per share, basic
140,984,108 139,935,525 139,025,657 
Dilutive effect of RSUs
1,105,658 1,148,328 394,597 
Weighted-average shares used in computing net income per share, diluted
142,089,766 141,083,853 139,420,254 
Net income per share, basic$4.97 $3.14 $1.20 
Net income per share, diluted$4.94 $3.11 $1.20 
v3.25.4
Related Party Transactions
12 Months Ended
Dec. 31, 2025
Related Party Transactions [Abstract]  
Related Party Transactions
16. Related Party Transactions
 
Transactions with JS Global

Prior to the separation, the Company operated as part of JS Global’s broader corporate organization rather than as a stand-alone public company and engaged in various transactions with JS Global entities. Following the separation and distribution, JS Global continues to be a related party due to a common significant shareholder and board member of both the Company and JS Global. Our arrangements with JS Global entities and/or other related persons or entities as of the separation are described below.

Supplier Agreements

The Company historically relied on a JS Global purchasing office entity to source finished goods on the Company’s behalf and to provide certain procurement and quality control services. Additionally, the Company purchases certain finished goods directly from a subsidiary of JS Global. Finished goods purchased by the Company from JS Global entities amounted to $89.6 million, $192.7 million and $1,015.6 million for the years ended December 31, 2025, 2024, and 2023, respectively. In connection with these agreements, the Company historically incurred costs related to certain procurement and quality control activities that were reimbursed by JS Global entities. For the years ended December 31, 2025 and 2024, JS Global entities made no payments of this nature to the Company. In comparison, for the year ended December 31, 2023, JS Global entities paid the Company $18.0 million, which was recorded as a reduction to cost of sales for services rendered under these agreements.
Sourcing Services Agreement

In connection with the separation, the Company entered into a sourcing services agreement with JS Global. Pursuant to the agreement, the Company procures products from certain suppliers in the Asia-Pacific region (“APAC”), and JS Global provides coordination, process management and relationship management support to us with respect to such suppliers. The Company retains the right to procure such products and services from third parties. The Company pays JS Global a service fee based on the aggregate amount of products procured by the Company from such suppliers managed by JS Global under the agreement. The Sourcing Services Agreement has a term that commenced July 28, 2023 and ended on July 31, 2025. The Company paid JS Global the following: (i) for the period July 28, 2023 to June 30, 2024, an amount equal to 4% of the procurement amount during such period; and (ii) for the period from July 1, 2024 until December 31, 2024, an amount equal to 2% of the procurement amount during such period; and (iii) for the period from January 1, 2025 until the end of the Term, an amount equal to 1% of the procurement amount during such period. Fees incurred by the Company related to this agreement were $5.9 million, $38.8 million and $40.3 million for the years ended December 31, 2025, 2024 and 2023, respectively, and were included in cost of inventories.

Brand License Agreement

In connection with the separation, the Company entered into a brand license agreement with JS Global, in which the Company granted to JS Global the non-exclusive rights to obtain, produce and source, and the exclusive rights to distribute and sell, our brands of products in certain international markets in APAC. The brand license agreement has a term of 20 years from the date of the separation. Under this agreement, JS Global pays to SharkNinja a royalty of 3% of net sales of licensed products. The Company earned royalty income of $16.8 million, $9.5 million and $1.9 million for the years ended December 31, 2025, 2024 and 2023, respectively, which was included in net sales.

Product Development Agreements

The Company has historically utilized JS Global subsidiaries for certain research and development services. For these services, the Company incurred no costs for the year ended December 31, 2025. In comparison, for the years ended December 31, 2024 and 2023, the Company incurred costs of $2.9 million and $3.4 million, respectively, for these services.

In connection with the separation, the Company entered into an agreement with JS Global to provide certain research and development, and related product management, services to JS Global entities related to the distribution of products in APAC. Under this agreement and subsequent amendments, the Company earned product development service fees of $6.6 million, $2.0 million and $0.4 million for the years ended December 31, 2025, 2024 and 2023, respectively, which were recorded as a reduction of research and development expenses.

Transition Services Agreement

In connection with the separation, the Company entered into a transition services agreement with JS Global pursuant to which the Company provided certain transition services to JS Global, in order to facilitate the transition of the separated JS Global business. The services were provided on a transitional basis for a term of twenty-four months, subject to a three-month extension by JS Global. Service fees related to this agreement were $1.7 million, $3.0 million and $1.3 million for the years ended December 31, 2025, 2024 and 2023, respectively, and were recorded as a reduction of general and administrative expenses. The transition services agreement ended on July 31, 2025.

Transactions with Former Parent

See “Note 12 - Shareholders’ Equity and Equity Incentive Plan” for details on the Company’s distribution to Former Parent and share-based compensation recharge from Former Parent.
The following is a summary of the related party transactions and balances associated with JS Global:

Years Ended December 31,
202520242023
(in thousands)
Related party revenue
Sale of goods$— $— $1,264 
Royalty income16,817 9,460 1,869 
Related party expense (income)
Cost of sales - purchases of goods and services, net$95,544 $231,491 $1,037,844 
Research and development services, net(6,577)875 3,004 
General and administrative(1,737)(3,000)(1,250)

 
As of December 31,
 20252024
  
 (in thousands)
Related party assets  
Accounts receivable, net$17,574 $9,381 
Related party liabilities
Accounts payable$14,115 $39,769 

Cash Bonuses from Related Parties

In December 2023, Mr. Xuning Wang, the Chairperson of the board of directors and the Company’s controlling shareholder, paid Mr. Mark Barrocas, the Company’s Chief Executive Officer, a cash bonus of $24.0 million on behalf of the Company, which was recorded as an operating expense by the Company but had no impact on the Company’s overall cash flow. The bonus was subject to repayment to Mr. Wang if, among other things, the Company terminated Mr. Barrocas’ employment for cause, or Mr. Barrocas terminated his service, other than for good reason (as defined in his employment agreement), within 18 months from the payment date.

In December 2023, Mr. Wang paid Mr. Neil Shah, the Company’s Chief Commercial Officer, EVP, a cash bonus of $8.2 million on behalf of the Company, which was recorded as an operating expense by the Company but had no impact on the Company’s overall cash flow. The bonus was subject to repayment to Mr. Wang if, among other things, the Company terminated Mr. Shah’s employment for cause, or Mr. Shah terminated his service, other than for good reason (as defined in his employment agreement), within 12 months from the payment date.

These bonuses were paid in recognition of the strong performance under the leadership of Mr. Barrocas and Mr. Shah, as well as to continue to incentivize the management team. The payment of these bonuses also reflects the fact that the tax burden on Mr. Barrocas and Mr. Shah as a result of the Company’s separation and distribution from JS Global, which was not determinable at the time of the separation and distribution, was determined to be significant.
 
Recourse Promissory Notes

On April 29, 2021, the Company issued recourse promissory notes of $17.6 million to certain employees (the “2021 Employee Notes”) to satisfy their individual tax withholding requirements. These promissory notes bore interest at a rate of 0.1%. The receivables under the 2021 Employee Notes were due on the earlier of (i) March 15, 2022, or (ii) the date of the employee’s termination of employment with the Company.
On March 27, 2022, the terms and conditions of the 2021 Employee Notes issued to one executive were amended. The amended promissory note agreement allowed for the forgiveness of the principal amount, plus all accrued and unpaid interest, over a three-year period beginning April 30, 2022, provided that the employee remained continuously employed by the Company through the forgiveness dates. On April 30, 2022, a total of $4.4 million of the 2021 Employee Notes was forgiven and recorded as compensation expense.

On April 12, 2022, the terms and conditions of the 2021 Employee Notes issued to three executives were modified. These modified recourse promissory notes amended the interest rate to 1.3% from 0.1% and extended the maturity date to April 29, 2024. The amended promissory note agreements allowed for the forgiveness of the principal amount, plus all accrued and unpaid interest, over a three-year period beginning April 29, 2022, provided that the employees remained continuously employed by the Company through the forgiveness dates. On April 29, 2022, a total of $0.8 million of the 2021 Employee Notes was forgiven and recorded as compensation expense.

During the year ended December 31, 2023, the Company received full repayment on the outstanding balances of the 2021 Employee Notes and no amounts remained outstanding as of December 31, 2023, 2024 and 2025.

In 2022, the Company issued recourse promissory notes of $6.0 million to certain employees (the “2022 Employee Notes”) to satisfy their individual tax withholding requirements. These promissory notes bore interest at a rate of 1.9%. The receivables on the 2022 Employee Notes were due on the earlier of (i) March 15, 2023, or (ii) the date of the employee’s termination of employment with the Company. During the year ended December 31, 2023, the Company received full repayment on the 2022 Employee Notes and no amounts remained outstanding as of December 31, 2023, 2024 and 2025.
v3.25.4
Subsequent Events
12 Months Ended
Dec. 31, 2025
Subsequent Events [Abstract]  
Subsequent Events
17. Subsequent Events
 
The Company has evaluated subsequent events from the balance sheet date up to the date the consolidated financial statements were issued. Except as disclosed in “Note 12 - Shareholders’ Equity and Equity Incentive Plan,” there have been no subsequent events that would require disclosure in, or adjustment to, the consolidated financial statements.
v3.25.4
VALUATION AND QUALIFYING ACCOUNTS
12 Months Ended
Dec. 31, 2025
SEC Schedule, 12-09, Valuation and Qualifying Accounts [Abstract]  
VALUATION AND QUALIFYING ACCOUNTS
VALUATION AND QUALIFYING ACCOUNTS

The table below details the activity of the Company’s allowance for sales returns:

As of December 31,
202520242023
(in thousands)
Beginning balance$86,557 $58,828 $45,529 
Charges to net sales466,145 335,975 274,926 
Deductions and other adjustments(492,870)(308,246)(261,627)
Ending balance$59,832 $86,557 $58,828 

The table below details the activity of the Company’s accrued customer incentives:

As of December 31,
202520242023
(in thousands)
Beginning balance$291,384 $207,593 $232,051 
Charges to net sales1,972,945 1,379,394 959,765 
Deductions and other adjustments(1,854,614)(1,295,603)(984,223)
Ending balance$409,715 $291,384 $207,593 

All other schedules have been omitted because they are not required, not applicable, or the required information is otherwise included.
v3.25.4
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Cybersecurity Risk Management and Strategy

SharkNinja utilizes the National Institute of Standards and Technology (“NIST”) Cybersecurity Framework (“CSF”) as the foundation of the Company’s commitment to effective cybersecurity risk management, which is integrated into our overall risk management processes. The NIST CSF is implemented across the organization to embed risk management processes that address critical information technology risk by applying its key functions for assessing, managing and mitigating cyber risks over time as follows:

1.Identify: The Enterprise Risk Committee of the Company, including the Chief Financial Officer, Chief Legal Officer, Chief Information Officer, Chief People Officer and Chief Operating Officer, identifies and prioritizes information assets, business processes, and systems critical to its operations and performs risk assessments to identify potential threats and vulnerabilities.
2.Protect: Measures are in place designed to safeguard information assets, including access controls, encryption, secure configurations and leading cybersecurity software and tools. Employee training programs promote awareness of real-world cyber-threats and adherence to cybersecurity policies.
3.Detect: The Company utilizes current technologies in an effort to detect and respond to cybersecurity events promptly. Monitoring and incident response plans are integral components of our cybersecurity posture and are supported by a third-party managed security services provider (MSSP) in addition to an internal security operations team.
4.Respond: In the event of a cybersecurity incident, the Company follows a defined incident response plan designed to contain, mitigate, evaluate and recover from the impact of cybersecurity incidents. The MSSP platform enables AI-based automated incident response capabilities that reduce time to contain cybersecurity events. Communication protocols are established to notify relevant stakeholders promptly. Third-party forensic investigation and legal firms augment the Incident Response Team to provide specialized services if needed.
5.Recover: The Company maintains comprehensive backup and recovery procedures to help ensure the timely restoration of information assets in the event of a cybersecurity incident. Lessons learned from incidents are used to enhance future resilience.

We rely extensively on information technology (“IT”) systems, networks and services, including internet sites, data hosting and processing facilities and tools and other hardware, software and technical applications and platforms, some of which are managed, hosted, provided and/or used by third parties or their vendors, to assist in conducting our business.

Our IT systems have been, and will likely continue to be, subject to computer viruses or other malicious codes, unauthorized access attempts, phishing and other cyberattacks. We continue to assess potential threats and make investments seeking to address and prevent these threats, including monitoring of our networks and systems and upgrading skills, employee training and security policies for us and our third-party providers. However, because the techniques used in these cyberattacks change frequently and may be difficult to detect for periods of time, we may face difficulties in anticipating and implementing adequate preventative measures. To date, risks from cybersecurity threats, including as a result of any previous cybersecurity incidents, have not materially affected and we do not believe are reasonably likely to materially affect the Company, including our business strategy, results of operations, or financial condition. Additional information about cybersecurity risks we face is discussed in “Item 1A. Risk Factors,” which should be read in conjunction with the information in this Item 1C.
SharkNinja performs third-party cybersecurity program risk assessments to evaluate key vendors’ abilities to maintain ongoing operations that support the Company and to protect confidential information from unauthorized access. The Company evaluates risks and implements mitigation strategies with vendors when applicable. Contracts with vendors include provisions that govern effective cybersecurity program management and privacy requirements.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
SharkNinja utilizes the National Institute of Standards and Technology (“NIST”) Cybersecurity Framework (“CSF”) as the foundation of the Company’s commitment to effective cybersecurity risk management, which is integrated into our overall risk management processes. The NIST CSF is implemented across the organization to embed risk management processes that address critical information technology risk by applying its key functions for assessing, managing and mitigating cyber risks over time as follows:
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block] This oversight includes understanding our business needs and associated risks and reviewing management's strategy and recommendations for managing cybersecurity and privacy risks. In line with this oversight responsibility, the Audit Committee receives regular updates on cyber-risks and risk mitigation strategies from management. Outside counsel and cybersecurity consultants support the Audit Committee in its oversight of the SharkNinja cybersecurity program.
The VP, Global Security and Privacy, along with the Senior Director of Security Operations, Security Architect, and Director of Governance, Risk and Compliance, oversees program planning, operations, training and continuous improvement including:

1.Cyber-risks are reported and monitored through the Enterprise Risk Management program with oversight by the Enterprise Risk Committee.
2.Periodic third-party cybersecurity threat modeling and maturity assessment designed to identify likely threat actors and attack techniques and the Company’s ability that mitigate likely threats.
3.Annual Cybersecurity Strategic Plan and roadmap designed to align cybersecurity budget investments and program enhancements with corporate initiatives and growth goals.
4.Policies and standards that govern the cybersecurity program and the use of technology assets by SharkNinja associates.
5.Cybersecurity awareness training at time of onboarding and annually for all associates, email phishing simulations and ongoing communications to inform associates of current threats and attack techniques.
6.Frequent vulnerability scanning, cloud configuration monitoring and security tests to identify and reduce risk exposure of critical assets.
7.Annual incident response plan preparedness assessment led by outside consultants to evaluate the Company’s ability to effectively respond to a cybersecurity incident.

Collectively, the team has 50 plus years of experience and holds industry certifications including ISACA Certified Information Security Manager. Additionally, a Cybersecurity & Privacy Steering Committee consisting of our Chief Information Officer, Chief Legal Officer and Chief Financial Officer meets periodically and is apprised of key risks.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The Audit Committee of the Board of Directors provides oversight of the Company’s cybersecurity program and receives regular updates on cyber-risks and risk mitigation strategies.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] This oversight includes understanding our business needs and associated risks and reviewing management's strategy and recommendations for managing cybersecurity and privacy risks.
Cybersecurity Risk Role of Management [Text Block] This oversight includes understanding our business needs and associated risks and reviewing management's strategy and recommendations for managing cybersecurity and privacy risks. In line with this oversight responsibility, the Audit Committee receives regular updates on cyber-risks and risk mitigation strategies from management. Outside counsel and cybersecurity consultants support the Audit Committee in its oversight of the SharkNinja cybersecurity program.
The VP, Global Security and Privacy, along with the Senior Director of Security Operations, Security Architect, and Director of Governance, Risk and Compliance, oversees program planning, operations, training and continuous improvement including:

1.Cyber-risks are reported and monitored through the Enterprise Risk Management program with oversight by the Enterprise Risk Committee.
2.Periodic third-party cybersecurity threat modeling and maturity assessment designed to identify likely threat actors and attack techniques and the Company’s ability that mitigate likely threats.
3.Annual Cybersecurity Strategic Plan and roadmap designed to align cybersecurity budget investments and program enhancements with corporate initiatives and growth goals.
4.Policies and standards that govern the cybersecurity program and the use of technology assets by SharkNinja associates.
5.Cybersecurity awareness training at time of onboarding and annually for all associates, email phishing simulations and ongoing communications to inform associates of current threats and attack techniques.
6.Frequent vulnerability scanning, cloud configuration monitoring and security tests to identify and reduce risk exposure of critical assets.
7.Annual incident response plan preparedness assessment led by outside consultants to evaluate the Company’s ability to effectively respond to a cybersecurity incident.

Collectively, the team has 50 plus years of experience and holds industry certifications including ISACA Certified Information Security Manager. Additionally, a Cybersecurity & Privacy Steering Committee consisting of our Chief Information Officer, Chief Legal Officer and Chief Financial Officer meets periodically and is apprised of key risks.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] This oversight includes understanding our business needs and associated risks and reviewing management's strategy and recommendations for managing cybersecurity and privacy risks. In line with this oversight responsibility, the Audit Committee receives regular updates on cyber-risks and risk mitigation strategies from management. Outside counsel and cybersecurity consultants support the Audit Committee in its oversight of the SharkNinja cybersecurity program.
The VP, Global Security and Privacy, along with the Senior Director of Security Operations, Security Architect, and Director of Governance, Risk and Compliance, oversees program planning, operations, training and continuous improvement including:

1.Cyber-risks are reported and monitored through the Enterprise Risk Management program with oversight by the Enterprise Risk Committee.
2.Periodic third-party cybersecurity threat modeling and maturity assessment designed to identify likely threat actors and attack techniques and the Company’s ability that mitigate likely threats.
3.Annual Cybersecurity Strategic Plan and roadmap designed to align cybersecurity budget investments and program enhancements with corporate initiatives and growth goals.
4.Policies and standards that govern the cybersecurity program and the use of technology assets by SharkNinja associates.
5.Cybersecurity awareness training at time of onboarding and annually for all associates, email phishing simulations and ongoing communications to inform associates of current threats and attack techniques.
6.Frequent vulnerability scanning, cloud configuration monitoring and security tests to identify and reduce risk exposure of critical assets.
7.Annual incident response plan preparedness assessment led by outside consultants to evaluate the Company’s ability to effectively respond to a cybersecurity incident.

Collectively, the team has 50 plus years of experience and holds industry certifications including ISACA Certified Information Security Manager. Additionally, a Cybersecurity & Privacy Steering Committee consisting of our Chief Information Officer, Chief Legal Officer and Chief Financial Officer meets periodically and is apprised of key risks.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Additionally, a Cybersecurity & Privacy Steering Committee consisting of our Chief Information Officer, Chief Legal Officer and Chief Financial Officer meets periodically and is apprised of key risks
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] This oversight includes understanding our business needs and associated risks and reviewing management's strategy and recommendations for managing cybersecurity and privacy risks. In line with this oversight responsibility, the Audit Committee receives regular updates on cyber-risks and risk mitigation strategies from management.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Basis of Presentation
Basis of Presentation

The consolidated financial statements that accompany these notes have been prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”) and include the accounts of SharkNinja, Inc. and its wholly owned subsidiaries. All intercompany transactions and balances have been eliminated in consolidation. For the purposes of comparability, certain prior period amounts have been reclassified to conform to current period presentation.
Use of Estimates
Use of Estimates

The preparation of consolidated financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of net sales and expenses during the reporting periods and accompanying notes. Significant items subject to such estimates and assumptions include but are not limited to variable consideration for returns, sales rebates and discounts, the allowance for credit losses, reserve for product warranties, the fair value of financial assets and liabilities including the accounting and fair value of derivatives, valuation of inventory, share-based compensation, including probability of the attainment of awards with performance conditions and grant-date fair value of awards with market conditions, and the valuation of deferred tax assets and uncertain tax positions. Actual results could differ from those estimates.
Foreign Currency
Foreign Currency

The Company’s reporting currency is the USD. The Company’s functional currency is USD and generally the functional currency of its international subsidiaries is the local currency of the country in which the subsidiary operates. The Company translates the assets and liabilities of non-USD functional currency subsidiaries into USD using exchange rates in effect at the end of each reporting period. Net sales and expenses for these subsidiaries are translated using average exchange rates prevailing during the period. Gains and losses from these translations are recognized as a cumulative translation adjustment and are included in accumulated other comprehensive income (loss) within the consolidated balance sheets.
For transactions that are not denominated in the local functional currency, the transactions are recorded at the exchange rate in effect on the day the transaction occurred. The Company remeasures monetary assets and liabilities denominated in a foreign currency at exchange rates in effect at the end of each reporting period. Transaction gains and losses from the remeasurement are recognized in other income (expense), net within the consolidated statements of income.
Concentration of Credit Risks and Supplier Concentration
Concentration of Credit Risks

Financial instruments that potentially subject the Company to a concentration of credit risk consist of cash and cash equivalents, accounts receivable, and forward contracts. The Company maintains its cash and cash equivalents with high-quality financial institutions, the composition and maturities of which are regularly monitored by the Company. At times, these balances may exceed federally insured limits; however, to date, the Company has not incurred any losses on these balances.
 
The Company has outstanding accounts receivable balances with retailers and distributors. The Company is exposed to credit risk in the event of nonpayment by customers to the extent of the amounts recorded in the consolidated balance sheets. The Company extends different levels of credit to customers, without requiring collateral deposits, and when necessary, maintains reserves for potential credit losses based upon the expected collectability of accounts receivable. The Company manages credit risk related to its customers by performing periodic evaluations of credit worthiness and applying other credit risk monitoring procedures.
 
The Company sells a significant portion of its products through retailers and, as a result, maintains individually significant receivable balances with these parties. If the financial condition or operations of these retailers deteriorates substantially, the Company’s operating results could be adversely affected.
Supplier Concentration

The Company relies on third parties to supply and manufacture its products, as well as third-party logistics providers. In instances where these parties fail to perform their obligations, the Company may be unable to find alternative suppliers or satisfactorily deliver its products to its customers on time, if at all.
Cash and Cash Equivalents
Cash and Cash Equivalents

Cash and cash equivalents consist of cash in banks and bank deposits. The Company considers all highly liquid investments, with an original maturity of three months or less at the date of purchase, including U.S. government money market funds, to be cash equivalents.
Fair Value Measurements
Fair Value Measurements

Fair value is defined as the exchange price that would be received from the sale of an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants on the measurement date. The Company measures financial assets and liabilities at fair value at each reporting period using a fair value hierarchy which requires the Company to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. A financial instrument’s classification within the fair value hierarchy is based upon the lowest level of input that is significant to the fair value measurement. Three levels of inputs may be used to measure fair value:

Level 1 - Quoted prices in active markets for identical assets or liabilities.

Level 2 - Inputs other than Level 1 that are observable, either directly or indirectly, such as quoted prices for similar assets or liabilities, quoted prices in markets that are not active or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.

Level 3 - Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities. The fair values are therefore determined using model-based techniques that include discounted cash flow models, and similar techniques.

Financial instruments consist of cash and cash equivalents, accounts receivables, derivative financial instruments, accounts payable, interest-bearing bank loans and accrued liabilities. Derivative financial instruments are stated at fair value on a recurring basis. Cash and cash equivalents, accounts receivables, accounts payable and accrued liabilities are stated at their carrying value, which approximates fair value due to their short-term nature. Interest-bearing bank loans are also stated at their carrying value, which approximates fair value due to their variable interest rates.
Accounts Receivable, Net
Accounts Receivable, Net

Accounts receivable are presented net of allowance for credit losses and allowance for chargebacks. Accounts receivable are presented net of liabilities when a right of offset exists. The Company determined the allowance for customer incentives and allowance for sales returns should be recorded as a liability.

The Company maintains an allowance related to customer incentives based on specific terms and conditions included in the customer agreements or based on historical experience and the Company’s expectation of discounts.
 
The Company maintains an allowance for credit losses to provide for the estimated amount of receivables that will not be collected. To estimate the allowance for credit losses the Company applied the loss-rate method using relevant available information including historical write-off activity, current conditions and reasonable and supportable forecasts. The allowance for credit losses is measured on a pooled basis when similar risk characteristics exist. When assessing whether to measure certain financial assets on a pooled basis, the Company considered various risk characteristics, including geographic location and industry of the customer. When a specific customer exhibits unique risk characteristics, such as significant deterioration in financial condition or other indicators that it no longer shares similar risk characteristics with the collective pool, that receivable is evaluated individually. Expected credit losses for individually evaluated receivables are measured based on the present value of expected future cash flows or, when applicable, the fair value of collateral, and any resulting specific reserves are included in the allowance for credit losses.
 
Write-offs of accounts receivable are recorded to the allowance for credit losses. Any subsequent recoveries of previously written off balances are recorded as a reduction to credit loss expense.
Derivative Financial Instruments
Derivative Financial Instruments

The Company enters into foreign currency forward contracts with financial institutions to protect against foreign exchange risks largely attributable to its exposure to changes in the exchange rate of the Chinese Yuan and Great British Pound against the USD that are associated with forecasted future cash flows. The Company’s primary objective in entering into these contracts is to reduce the volatility of cash flows associated with changes in foreign currency exchange rates. The Company does not use derivative instruments for trading or speculative purposes.

The Company accounts for its derivative instruments as either assets or liabilities and carries them at fair value. The accounting for changes in the fair value of a derivative depends on the intended use of the derivative and the resulting designation. Derivative instruments that hedge the exposure to variability in expected future cash flows that are designated as cash flow hedges, are recorded either within prepaid expenses and other current assets or accrued expenses and other current liabilities in the consolidated balance sheets. The Company records changes in the fair value of these derivatives in accumulated other comprehensive income in the consolidated balance sheets until the forecasted transaction occurs upon which the Company reclassifies the related gain or loss on the derivative to the same financial statements line item in the consolidated statements of income to which the derivative relates.

Derivative instruments that hedge the exposure to variability in expected future cash flows or the fair value of assets or liabilities that are not currently designated as hedges for financial reporting purposes, are recorded either within prepaid expenses and other current assets or accrued expenses and other current liabilities in the consolidated balance sheets. The Company records changes in the fair value of these derivatives in other income (expense), net in the consolidated statements of income. In the consolidated statements of cash flows, the effects of settlements of derivative instruments are classified as operating activities, consistent with the related transactions.
Inventories
Inventories

Inventory primarily consists of finished goods and, to a lesser extent, components, which are purchased from manufacturers. Inventory is stated at the lower of cost or net realizable value with cost being determined using the standard cost method, which approximates actual costs determined on the first-in, first-out basis. Inventories include indirect acquisition and production costs that are incurred to bring the inventories to their present condition and location, including shipping costs. The Company writes down its inventory for estimated obsolescence or excess inventory based upon assumptions around market conditions and estimates of future demand. Net realizable value is defined as estimated selling prices less reasonably predictable costs of completion, disposal and transportation. Adjustments to reduce inventory to net realizable value are recognized in cost of sales.

Included within inventories are adjustments of $0.1 million, $1.0 million, and $2.8 million as of December 31, 2025, 2024 and 2023, respectively, and inventory reserves of $65.7 million, $43.8 million, and $25.0 million as of December 31, 2025, 2024 and 2023, respectively, to record inventory to net realizable value.
Property and Equipment, Net
Property and Equipment, Net

Property and equipment are stated at cost net of accumulated depreciation. Depreciation is calculated using the straight-line method over the estimated useful lives of the respective assets. Expenditures for maintenance and repairs are expensed as incurred.
Construction in progress includes computer and software, furniture and fixtures, equipment and leasehold improvements, not yet placed in service, which is stated at cost, and is not depreciated until completed and ready for use.
Cloud Computing Arrangement Implementation Costs
Cloud Computing Arrangement Implementation Costs
The Company capitalizes costs to implement cloud computing arrangements that are service contracts. Capitalized implementation costs are included within other assets, noncurrent in the consolidated balance sheets, and amortized on a straight-line basis over the term of the service contract, which includes reasonably certain renewals.
Leases
Leases

The Company determines if an arrangement is a lease at inception of the contract. For all leases, the Company recognizes on the consolidated balance sheets a liability as of the lease commencement date for its obligation related to the lease and a corresponding asset representing its right to use the underlying asset over the period of use (“ROU asset”). The Company recognizes the lease liability for each lease based on the present value of the lease payments not yet paid at the commencement date of the lease. The ROU asset for each lease is recorded at the amount equal to the initial measurement of the lease liability, adjusted for balances of prepaid rent, lease incentives received and initial direct costs incurred. For operating leases, expense is recognized on a straight-line basis over the lease term. Short-term leases with an initial term of 12 months or less are not recorded on the consolidated balance sheets and are recognized on a straight-line basis over the lease term.

As the leases generally do not provide a readily determinable implicit rate, the Company uses an estimated incremental borrowing rate determined based on the information available at the lease commencement date in determining the present value of lease payments. The determination of the incremental borrowing rate requires judgment and is primarily based on publicly available information for companies within the same industry and with similar credit profiles. When determining the lease term, the Company considers renewal options that it is reasonably certain to exercise and termination options that the Company is reasonably certain not to exercise, in addition to the non-cancellable period of the lease.

The Company enters into operating leases for real estate and motor vehicles. For real estate, lease terms range from 2 to 12 years. For motor vehicles, lease terms are 1 year. The Company had no finance leases during the periods presented.

Certain of the Company’s real estate leasing agreements include terms requiring the Company to reimburse the lessor for its share of real estate taxes, insurance, operating costs and utilities, as well as payment of sales tax to authorities. The Company accounts for these payments as variable lease costs when incurred because the Company has elected to not separate lease and non-lease components. As a result, such costs are not included in the initial measurement of the lease liability. There are no restrictions or covenants imposed by any of the leases, and none of the Company’s leases contain material residual value guarantees.
Goodwill and Intangible Assets
Goodwill and Intangible Assets

Goodwill represents the excess of the purchase price over the fair value of net assets acquired in a business acquisition and has been assigned to the Company’s two reporting units, Domestic and International. Indefinite-lived intangible assets consist of trade name and trademarks acquired through business acquisitions and separate purchases. Goodwill and indefinite-lived intangible assets are not amortized, but rather tested for impairment at least annually in the fourth quarter, or more frequently, if events or changes in circumstances indicate they may be impaired. Qualitative factors are first assessed to determine whether it is more likely than not that goodwill or indefinite-lived intangible assets are impaired, and quantitative testing would then be performed if necessary. For indefinite-lived intangible assets, quantitative testing would consist of a comparison of the fair value of each indefinite-lived intangible asset with its carrying value, with any excess of carrying value over fair value being recognized as an impairment loss. For goodwill, quantitative testing consists of a comparison of the reporting unit’s fair value to its carrying value. If the carrying value of a reporting unit exceeds its fair value, goodwill impairment is calculated as the difference between the carrying value of the reporting unit and its fair value, up to the amount of goodwill. There was no impairment of goodwill or indefinite-lived intangible assets during the years ended December 31, 2025, 2024 and 2023.

Intangible assets subject to amortization consist of identifiable intangible assets resulting from business acquisitions and purchased patents. Acquired intangible assets from business acquisitions are initially recorded at fair value, and purchased patents are initially recorded at fair value based on the purchase price. Intangible assets subject to amortization are amortized on a straight-line basis over their estimated useful lives. Amortization expense is recognized within research and development expenses for developed technology and patents and sales and marketing expenses for customer relationships in the consolidated statements of income.
Each period the Company evaluates the estimated remaining useful lives of its intangible assets and whether events or changes in circumstances warrant a revision to the remaining period of amortization, or whether the indefinite life assessment continues to be supportable for trade name and trademarks.
Impairment of Long-Lived Assets
Impairment of Long-Lived Assets
The Company evaluates the recoverability of long-lived assets, including property and equipment and intangible assets for possible impairment whenever events or circumstances indicate that the carrying amount of such assets may not be fully recoverable. Recognition and measurement of a potential impairment is performed on assets grouped with other assets and liabilities at the lowest level where identifiable cash flows are largely independent of the cash flows of other assets and liabilities. Recoverability of these asset groups is measured by a comparison of the carrying amounts to the future undiscounted cash flows the assets are expected to generate. If such review indicates that the carrying amount of long-lived assets is not recoverable, an impairment loss is recorded in the amount by which the carrying amount of the assets exceeds the fair value, which is determined based on expected discounted future cash flows arising from those assets.
Revenue Recognition, Contract Liabilities, Remaining Performance Obligations
Revenue Recognition

In accordance with ASC 606, Revenue from Contracts with Customers, the Company recognizes net sales for both brands at the transaction price when control of the performance obligation is transferred to its customers. Customers primarily consist of retailers, distributors and direct-to-consumer (“DTC”) customers.

Taxes collected from customers, which are subsequently remitted to governmental authorities, are excluded from net sales. Shipping charges billed to customers are included within net sales and related shipping costs are included within sales and marketing expenses in the consolidated statements of income. The Company has elected to account for shipping and handling activities performed after control has been transferred to the customer as a fulfillment cost.

The Company determines the amount of net sales to be recognized through the application of the following steps:

1.Identification of the contract, or contracts, with the customer

The Company determines that it has a contract with a customer when each party’s rights regarding the products to be transferred can be identified, the payment terms for the products can be identified, the Company has determined the customer has the ability and intent to pay and the contract has commercial substance.

The Company enters into contractual arrangements with customers in the form of individual customer orders which specify the goods, quantity, pricing and associated order terms. The Company does not have significant long-term contracts that are satisfied over time. Due to the nature of the contracts, no significant judgment exists in relation to the identification of the customer contract or satisfaction of the performance obligation. The Company expenses incremental costs of obtaining a contract due to the short-term nature of the contracts.
2.Identification of the performance obligations in the contract

Performance obligations promised in a contract are identified based on the products that will be transferred to the customer that are both capable of being distinct, whereby the customer can benefit from the products either on their own or together with other resources that are readily available from third parties or from the Company, and are distinct in the context of the contract, whereby the transfer of the products is separately identifiable from other promises in the contract.

The Company also offers assurance-type warranties relating to its products sold to consumers that are accounted for under ASC 460, Guarantees. In certain contracts, the Company provides extended, service type warranties. Such warranties are accounted for as separate performance obligations to which the Company recognizes contract liabilities for the unfulfilled extended warranties by allocating a portion of the transaction price based on the relative stand-alone selling price.

3.Determination of the transaction price

The transaction price is determined based on the consideration to which the Company expects to be entitled in exchange for transferring products or delivery of services to the customer. Payment terms and conditions generally include a requirement to pay within 30 to 60 days, but such terms and conditions can vary by contract type. In instances where the timing of net sales recognition differs from the timing of invoicing, the Company has determined its contracts generally do not include a significant financing component as generally payment terms are less than one year.

The Company has certain standard and non-standard contractual incentive programs and practices with customers that can give rise to elements of variable consideration, such as rights of return, volume discounts, markdowns and allowances. The Company estimates the variable consideration using the expected value method or most likely amount method, based on sales, future sales of products by customers, and agreed-upon rates with each customer and records the estimated amount of credits for these programs as a reduction to net sales.

The Company accounts for consideration payable to a customer as a reduction of net sales unless the payment to the customer is in exchange for a distinct good that the customer transfers to the Company. If the consideration payable to a customer includes a variable amount, the Company estimates the transaction price using the most likely amount method.

4.Allocation of the transaction price to the performance obligations in the contract

When a contract contains multiple performance obligations, the contract transaction price is allocated on a relative standalone selling price (“SSP”) basis to each performance obligation. The Company typically determines SSP based on observable selling prices of its products and services. In instances where SSP is not directly observable, SSP is determined using information that may include market conditions and other observable inputs, or by using the residual approach. For the years ended December 31, 2025, 2024 and 2023, revenue recognized associated with performance obligations where SSP is not directly observable was immaterial.

5.Recognition of the revenue when, or as, a performance obligation is satisfied

Net sales are recognized at the time the related performance obligation is satisfied by transferring the promised product to the customer. Net sales are recognized in an amount that reflects the consideration that the Company expects to receive in exchange for those products or services.

The performance obligation for most of the Company’s sales transactions is considered complete when control transfers, which is determined when products are shipped or delivered to the customer depending on the terms of the contract. Net sales related to service-type warranties are recognized ratably over the contract period.
Contract Liabilities
Contract liabilities consist of deferred net sales related to extended, service-type warranties that are included within accrued expenses and other current liabilities and other liabilities, noncurrent in the consolidated balance sheets. Net sales are deferred when the Company invoices in advance of performance under a contract. The current portion of deferred net sales balances is recognized during the following 12-month period.
Remaining Performance Obligation
The Company’s remaining performance obligations are comprised of product net sales not yet delivered.
Warranty Costs
Warranty Costs

The Company accrues the estimated cost of product warranties at the time it recognizes net sales and records warranty expense to cost of goods sold. The Company’s standard warranty provides for repair or replacement of the associated products during the warranty period. The amount of the provision for the warranties is estimated based on sales volume and past experience of the level of repairs and returns. If actual product failure rates or repair costs differ from estimates, revisions to the estimated warranty obligation may be required.
Research and Development
Research and Development

Research and development expenses include personnel-related expenses associated with the Company’s engineering personnel responsible for the design, development and testing of its products, cost of development environments and tools and allocated overhead. Research and development expenses are expensed as incurred.
Advertising Costs
Advertising Costs
Advertising costs are expensed as incurred and include direct marketing, events, public relations, sales collateral materials and partner programs.
Share-Based Compensation
Share-Based Compensation

Restricted share units (“RSUs”) are stock awards that are granted to employees and directors entitling the holder to ordinary shares as the award vests. RSUs that vest only upon service conditions are measured at fair value based on the quoted price of our ordinary shares at the date of grant. The Company amortizes the fair value of RSUs that vest only upon service conditions as share-based compensation cost over the vesting term, which is typically over a three-year requisite service period, on a straight-line basis, with the amount of compensation cost recognized at any date at least equaling the portion of the grant-date fair value of the award that is vested at that date.

Certain RSUs may vest upon achievement of certain company-based performance conditions and a requisite service period. On the date of grant, the fair value of a performance-based award is calculated using the same method as our service-based RSUs described above. The Company assesses whether it is probable that the individual performance targets would be achieved. If assessed as probable, compensation cost will be recorded for these awards over the estimated performance period using the accelerated attribution method. At each reporting period, the Company reassesses the probability of achieving the performance targets and the performance period required to meet those targets. The estimation of whether the performance targets will be achieved and the performance period required to achieve the targets requires judgment, and to the extent actual results or updated estimates differ from our current estimates, the cumulative effect on current and prior periods of those changes will be recorded in the period estimates are revised, or the change in estimate will be applied prospectively depending on whether the change affects the estimate of total compensation cost to be recognized or merely affects the period over which compensation cost is to be recognized. The ultimate number of shares issued and the related compensation cost recognized will be based on a comparison of the final performance metrics to the specified targets.

Certain RSUs granted to executives vest upon achievement of specified market conditions. The fair value of our RSUs with market-based conditions are estimated at the date of grant using a Monte-Carlo simulation model. The probabilities of the actual number of market-based RSUs expected to vest and resultant actual number of shares shares expected to be awarded are reflected in the grant date fair values; therefore, the compensation costs for these awards will be recognized ratably over the derived service period for each tranche assuming the requisite service is rendered and are not adjusted based on the actual number of awards that ultimately vest.

Estimates of fair value are not intended to predict actual future events or the value ultimately realized by employees who receive these awards, and subsequent events are not indicative of the reasonableness of the Company's original estimates of fair value. The Company accounts for forfeitures in the period in which they occur, rather than estimating expected forfeitures.
Income Taxes
Income Taxes

The Company is subject to income taxes in the United States and other jurisdictions. These other jurisdictions may have different statutory rates than the United States. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the consolidated financial statements carrying amounts of existing assets and liabilities and their respective tax basis as well as operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. Valuation allowances are provided when necessary to reduce deferred tax assets to an amount that is more likely than not to be realized.

The Company recognizes income tax benefits from uncertain tax positions only if it believes that it is more likely than not that the tax position will be sustained upon examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such uncertain tax positions are then measured based on the largest benefit that is more likely than not to be realized upon the ultimate settlement.
Net Income Per Share
Net Income Per Share
The Company’s basic net income per share is calculated by dividing net income by the weighted average number of ordinary shares outstanding for the period, without consideration of potentially dilutive securities. The diluted net income per share is calculated by giving effect to all potentially dilutive securities outstanding for the period using the treasury share method or the if-converted method based on the nature of such securities. Diluted net income per share is the same as basic net income per share in periods when the effects of potentially dilutive ordinary shares are anti-dilutive.
Adoption of New Accounting Pronouncements and Recently Issued Accounting Pronouncements
Adoption of New Accounting Pronouncements

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740), Improvements to Income Tax Disclosures, which requires disclosure of disaggregated income taxes paid, prescribes standard categories for the components of the ETR reconciliation, and modifies other income tax-related disclosures. The Company adopted ASU 2023-09 as of January 1, 2025, and applied it prospectively.

Recently Issued Accounting Pronouncements

From time to time, new accounting pronouncements are issued by the FASB or other standard-setting bodies and adopted by the Company on or prior to the specified effective date. As of December 31, 2025, there are no new accounting pronouncements that the Company is considering adopting, other than those described below.

In November 2024, the FASB issued ASU 2024-03, Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which requires incremental disclosures about specific expense categories, including but not limited to, purchases of inventory, employee compensation, depreciation, amortization and selling expenses. The amendments in this ASU are effective for fiscal years beginning after December 15, 2026, and for interim periods within fiscal years beginning after December 15, 2027. Early adoption is permitted and the amendments may be applied either prospectively or retrospectively. Management is currently evaluating this ASU to determine its impact on the Company's disclosures.

In September 2025, the FASB issued ASU 2025-06, Intangibles - Goodwill and Other - Internal-Use Software (Subtopic 350-40): Targeted Improvements to the Accounting for Internal-Use Software, which requires capitalization of software costs to start when management has authorized and committed to funding the software project and it is probable that the project will be completed and the software will be used to perform the function intended. The standard is effective for annual and interim periods beginning after December 15, 2027, and may be applied prospectively, retrospectively or on a modified transition approach. The Company is currently evaluating the impact this ASU may have on its consolidated financial statements.

In November 2025, the FASB issued ASU 2025-09, Derivatives and Hedging (Topic 815): Hedge Accounting Improvements, which clarifies hedge accounting guidance to better align financial reporting with an entity’s economic risk management activities and expands certain hedge accounting applications. The standard is effective for annual and interim periods beginning after December 15, 2026. Early adoption is permitted and the amendments must be applied prospectively. The Company is currently evaluating the impact this ASU may have on its consolidated financial statements.

In December 2025, the Financial Accounting Standards Board (FASB) issued ASU 2025‑11, Interim Reporting (Topic 270): Narrow‑Scope Improvements, which requires clarified guidance on the form, content, and applicability of interim financial statements and notes in accordance with GAAP, incorporates a comprehensive list of required interim disclosures, and establishes a principle to disclose events occurring since the end of the last annual reporting period that materially affect the entity. The standard is effective for interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating the impact this ASU may have on its consolidated financial statement disclosures.
v3.25.4
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Schedules of Concentration of Risk, by Risk Factor
The following table summarizes the Company’s customers that represented 10% or more of accounts receivable, net:
 As of December 31,
 20252024
Customer A22.0 %29.1 %
Customer C11.8*
 * Represents less than 10%
 
The following table summarizes the Company’s customers that represented 10% or more of net sales:
 
 Year Ended December 31,
 202520242023
Customer A23.8 %23.1 %19.9 %
Customer B11.410.010.0
Customer C10.512.814.8
Accounts Receivable, Allowance for Credit Loss
Below is a rollforward of the Company’s allowance for credit losses:
 
 Year Ended December 31,
 202520242023
 (in thousands)
Beginning balance$7,856 $8,225 $6,998 
Provision for credit losses4,740 4,724 4,474 
Write-offs and other adjustments(8,733)(5,093)(3,247)
Ending balance$3,863 $7,856 $8,225 
Property, Plant and Equipment
The estimated useful lives of the Company’s property and equipment are as follows:

Molds and tooling3 years
Computer and software
3 - 7 years
Displays2 years
Equipment5 years
Furniture and fixtures7 years
Leasehold improvements
Shorter of remaining lease term or estimated useful life
Net sales by geographical region can be found in the disaggregation of net sales in “Note 2 - Summary of Significant Accounting Policies.” In addition, the following table presents the Company’s property and equipment, net of depreciation and amortization, by geographic region: 

 As of December 31,
 20252024
  
 (in thousands)
United States$51,896 $66,858 
China150,166 112,988 
Rest of World30,164 31,618 
Total property and equipment, net$232,226 $211,464 
Property and equipment, net consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Molds and tooling$307,945 $267,756 
Displays87,224 64,960 
Computer and software60,589 53,565 
Leasehold improvements46,458 42,711 
Equipment22,972 19,826 
Furniture and fixtures20,807 17,694 
Total property and equipment545,995 466,512 
Less: accumulated depreciation and amortization(335,347)(266,800)
Construction in progress21,578 11,752 
Property and equipment, net$232,226 $211,464 
Schedule of Finite-Lived Intangible Assets
The estimated useful lives of the Company’s intangible assets are as follows:

Developed technology12 years
Patents10 years
Customer relationships9 years
Trade names and trademarksIndefinite and assessed annually for impairment
Intangible assets consisted of the following as of December 31, 2025:
 
 Gross 
Carrying Value
Accumulated Amortization Net Carrying ValueWeighted-Average Remaining Useful Life
  
 (in thousands)(in years)
Intangible assets subject to amortization:    
Customer relationships$143,083 $(131,159)$11,924 0.8
Patents77,326 (36,973)40,353 7.5
Developed technology23,070 (11,148)11,922 6.0
Total intangible assets subject to amortization$243,479 $(179,280)$64,199  
Intangible assets not subject to amortization: 
Trade name and trademarks$386,938 $— $386,938 Indefinite
Total intangible assets, net$630,417 $(179,280)$451,137  
 
Intangible assets consisted of the following as of December 31, 2024:
 
 Gross
Carrying Value
Accumulated AmortizationNet Carrying ValueWeighted-Average Remaining Useful Life
    
 (in thousands) (in years)
Intangible assets subject to amortization:      
Customer relationships$143,083 $(115,261)$27,822  1.8
Patents66,209 (30,448)35,761  7.1
Developed technology22,245 (8,832)13,413  7.0
Total intangible assets subject to amortization$231,537 $(154,541)$76,996  
Intangible assets not subject to amortization:  
Trade name and trademarks$385,682 $— $385,682  Indefinite
Total intangible assets, net$617,219 $(154,541)$462,678   
Disaggregation of Revenue
The following table summarizes net sales by region based on the billing address of customers:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
 
 (in thousands, except percentages)
Domestic(1)
$4,306,638 67.3%$3,795,707 68.7%$3,018,038 71.0%
International(2)
2,092,550 32.7 1,732,932 31.3 1,235,672 29.0 
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%

(1) Domestic consists of net sales in the United States and Canada. Net sales from the United States represented 62.5%, 63.1% and 65.4% of total net sales for the years ended December 31, 2025, 2024 and 2023, respectively.
(2) International consists of net sales in markets outside the United States and Canada. Net sales from the United Kingdom represented 15.5%, 16.2% and 19.7% of total net sales for the years ended December 31, 2025, 2024 and 2023, respectively.

The following table presents net sales by brand:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
 
 (in thousands, except percentages)
Shark$3,032,095 47.4%$2,632,250 47.6%$2,158,460 50.7%
Ninja3,367,093 52.6 2,896,389 52.4 2,095,250 49.3 
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%
The following table presents net sales by product category:
 
 Year Ended December 31,
 202520242023
 AmountPercentage of Net SalesAmountPercentage of Net SalesAmountPercentage of Net Sales
    
 (in thousands, except percentages)
Cleaning Appliances$2,205,757 34.5%$2,063,514 37.3%$1,819,465 42.8%
Cooking and Beverage Appliances1,816,349 28.41,717,654 31.11,441,634 33.9
Food Preparation Appliances1,550,744 24.21,178,735 21.3653,615 15.3
Beauty and Home Environment Appliances826,338 12.9568,736 10.3338,996 8.0
Total net sales$6,399,188 100.0%$5,528,639 100.0%$4,253,710 100.0%
Schedule of Product Warranty Liability
Product warranty liabilities and changes were as follows:
 
 Year Ended December 31,
 202520242023
   
 (in thousands)
Beginning balance$26,955 $28,090 $20,958 
Accruals for warranties issued56,955 42,173 36,894 
Changes in liability for pre-existing warranties— — 928 
Settlements made(45,678)(43,308)(30,690)
Ending balance$38,232 $26,955 $28,090 
v3.25.4
Segment Reporting (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information The following table presents selected financial information with respect to the Company’s single reportable segment for the years ended December 31, 2025, 2024 and 2023:
 Year Ended December 31,
 202520242023
   
 (in thousands)
Net sales$6,399,188 $5,528,639 $4,253,710 
Less:
Cost of sales3,262,698 2,866,648 2,345,858 
Advertising expenses and consumer insight initiatives641,334 597,398 415,454 
Personnel expenses(1)
568,087 461,038 348,479 
Delivery and distribution expenses433,904 367,749 254,057 
Professional service expenses(2)
147,518 151,494 98,543 
Merchant and processing fees80,026 70,509 53,965 
Facilities and technology support costs82,584 63,049 44,658 
Depreciation and amortization expenses(3)
69,991 62,561 60,199 
Prototypes and testing expenses54,773 50,364 28,868 
Transaction-related costs(4)
8,458 1,342 82,277 
Other segment items(5)
129,534 192,325 147,788 
Interest expense, net48,600 63,715 44,909 
Other (income) expense, net(28,597)7,980 35,427 
Provision for income taxes198,904 133,762 126,150 
Segment net income$701,374 $438,705 $167,078 
Reconciliation of profit or loss
Adjustments and reconciling items
— — — 
Consolidated net income$701,374 $438,705 $167,078 

(1)Excludes (i) shared-based compensation, a non-cash expense related to awards issued from the SharkNinja and JS Global equity incentive plans and (ii) shareholder-funded executive bonuses, which reflects cash bonuses paid to certain executives by Mr. Xuning Wang, the Chairperson of the board of directors and the Company’s controlling shareholder, which had no impact on the Company’s overall cash flow. These costs have been excluded from personnel expenses and reclassified to other segment items, as they are not presented to or reviewed by the CODM. Additionally, it excludes certain costs incurred related to the separation and distribution from JS Global, which have been reclassified to transaction-related costs.

(2)Excludes litigation costs incurred and related settlements for certain patent infringement claims, false advertising claims against us, and product safety concerns, and excludes certain costs incurred related to the separation and distribution from JS Global, secondary offering transactions and transaction-related due diligence initiatives, and costs incurred related to the voluntary product recall. These costs have been excluded from professional service expenses and reclassified to other segment items or transaction-related costs, as they are not presented to or reviewed by the CODM.

(3)Excludes amortization of acquired intangible assets that we do not consider normal recurring operating expenses, as the intangible assets relate to JS Global’s acquisition of our business. These costs have been excluded from depreciation and amortization expenses and reclassified to other segment items, as they are not presented to or reviewed by the CODM.

(4)Represents certain costs incurred related to the separation and distribution from JS Global, secondary offering transactions and transaction-related due diligence initiatives.
(5)Other segment items include travel expenses, commissions, miscellaneous expenses and the expenses listed in Notes 1 through 3 above.
Property, Plant and Equipment
The estimated useful lives of the Company’s property and equipment are as follows:

Molds and tooling3 years
Computer and software
3 - 7 years
Displays2 years
Equipment5 years
Furniture and fixtures7 years
Leasehold improvements
Shorter of remaining lease term or estimated useful life
Net sales by geographical region can be found in the disaggregation of net sales in “Note 2 - Summary of Significant Accounting Policies.” In addition, the following table presents the Company’s property and equipment, net of depreciation and amortization, by geographic region: 

 As of December 31,
 20252024
  
 (in thousands)
United States$51,896 $66,858 
China150,166 112,988 
Rest of World30,164 31,618 
Total property and equipment, net$232,226 $211,464 
Property and equipment, net consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Molds and tooling$307,945 $267,756 
Displays87,224 64,960 
Computer and software60,589 53,565 
Leasehold improvements46,458 42,711 
Equipment22,972 19,826 
Furniture and fixtures20,807 17,694 
Total property and equipment545,995 466,512 
Less: accumulated depreciation and amortization(335,347)(266,800)
Construction in progress21,578 11,752 
Property and equipment, net$232,226 $211,464 
v3.25.4
Consolidated Balance Sheet Components (Tables)
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Property, Plant and Equipment
The estimated useful lives of the Company’s property and equipment are as follows:

Molds and tooling3 years
Computer and software
3 - 7 years
Displays2 years
Equipment5 years
Furniture and fixtures7 years
Leasehold improvements
Shorter of remaining lease term or estimated useful life
Net sales by geographical region can be found in the disaggregation of net sales in “Note 2 - Summary of Significant Accounting Policies.” In addition, the following table presents the Company’s property and equipment, net of depreciation and amortization, by geographic region: 

 As of December 31,
 20252024
  
 (in thousands)
United States$51,896 $66,858 
China150,166 112,988 
Rest of World30,164 31,618 
Total property and equipment, net$232,226 $211,464 
Property and equipment, net consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Molds and tooling$307,945 $267,756 
Displays87,224 64,960 
Computer and software60,589 53,565 
Leasehold improvements46,458 42,711 
Equipment22,972 19,826 
Furniture and fixtures20,807 17,694 
Total property and equipment545,995 466,512 
Less: accumulated depreciation and amortization(335,347)(266,800)
Construction in progress21,578 11,752 
Property and equipment, net$232,226 $211,464 
Schedule of Prepaid Expenses and Other Current Assets
Prepaid expenses and other current assets consisted of the following:

As of December 31,
20252024
(in thousands)
Sales and other tax receivable$60,522 $— 
Other receivables52,394 68,145 
Prepaid taxes35,242 27,073 
Prepaid expenses9,391 10,705 
Prepaid media7,079 8,085 
Prepaid expenses and other current assets$164,628 $114,008 
Schedule of Accrued Liabilities
Accrued expenses and other current liabilities consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
Accrued customer incentives$409,715 $291,384 
Accrued expenses180,698 177,573 
Accrued compensation and benefits112,070 109,156 
Accrued delivery and distributions106,016 52,711 
Accrued returns59,832 86,557 
Accrued warranty38,232 26,955 
Accrued duty26,104 3,583 
Operating lease liabilities, current24,403 18,133 
Sales and other tax payable14,344 20,318 
Accrued advertising12,569 20,779 
Accrued professional fees12,249 18,451 
Derivative liabilities— 66 
Other20,413 15,863 
Accrued expenses and other current liabilities$1,016,645 $841,529 
v3.25.4
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Schedule of Fair Value, Assets and Liabilities Measured on Recurring Basis
The following table presents information about the Company’s assets and liabilities that are measured at fair value on a recurring basis:
 
 As of December 31,
 Fair ValueLevel 1Level 2Level 3
   
 (in thousands)
Financial Assets:
Money market funds included in cash and cash equivalents$186,507 $186,507 $— $— 
Total financial assets$186,507 $186,507 $— $— 
 
The following table presents information about the Company’s assets and liabilities that are measured at fair value on a recurring basis:
 
 As of December 31,
 Fair ValueLevel 1Level 2Level 3
    
 (in thousands)
Financial Assets:    
Money market funds included in cash and cash equivalents$581 $581 $— $— 
Total financial assets$581 $581 $— $— 
Financial Liabilities:
Derivatives designated as hedging instruments:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)
$66 $— $66 $— 
Total financial liabilities$66 $— $66 $— 
v3.25.4
Derivative Financial Instruments and Hedging (Tables)
12 Months Ended
Dec. 31, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Derivative Instruments
The gross notional amounts of the Company’s forward contracts are USD denominated. The notional amounts of outstanding forward contracts in USD as of the periods presented were as follows:
 
 As of December 31,
 20252024
 
 (in thousands)
Derivatives designated as hedging instruments:
Forward contracts$— $48,472 
Total derivative instruments$— $48,472 
The following table represents the unrealized (losses) gains of forward contracts that were designated as hedging instruments, net of tax effects, that were recorded in accumulated other comprehensive income as of December 31, 2025, 2024 and 2023, and their effect on other comprehensive income for the years then ended:
 
Year Ended December 31,
 202520242023
 (in thousands)
Beginning balance$(8,263)$(2,173)$— 
Amount of net losses recorded in accumulated other comprehensive income(850)(6,440)(7,205)
Amount of net gains reclassified from accumulated other comprehensive income to earnings9,113 350 5,032 
Ending balance$— $(8,263)$(2,173)
v3.25.4
Intangible Assets, Net and Goodwill (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Finite-Lived Intangible Assets
The estimated useful lives of the Company’s intangible assets are as follows:

Developed technology12 years
Patents10 years
Customer relationships9 years
Trade names and trademarksIndefinite and assessed annually for impairment
Intangible assets consisted of the following as of December 31, 2025:
 
 Gross 
Carrying Value
Accumulated Amortization Net Carrying ValueWeighted-Average Remaining Useful Life
  
 (in thousands)(in years)
Intangible assets subject to amortization:    
Customer relationships$143,083 $(131,159)$11,924 0.8
Patents77,326 (36,973)40,353 7.5
Developed technology23,070 (11,148)11,922 6.0
Total intangible assets subject to amortization$243,479 $(179,280)$64,199  
Intangible assets not subject to amortization: 
Trade name and trademarks$386,938 $— $386,938 Indefinite
Total intangible assets, net$630,417 $(179,280)$451,137  
 
Intangible assets consisted of the following as of December 31, 2024:
 
 Gross
Carrying Value
Accumulated AmortizationNet Carrying ValueWeighted-Average Remaining Useful Life
    
 (in thousands) (in years)
Intangible assets subject to amortization:      
Customer relationships$143,083 $(115,261)$27,822  1.8
Patents66,209 (30,448)35,761  7.1
Developed technology22,245 (8,832)13,413  7.0
Total intangible assets subject to amortization$231,537 $(154,541)$76,996  
Intangible assets not subject to amortization:  
Trade name and trademarks$385,682 $— $385,682  Indefinite
Total intangible assets, net$617,219 $(154,541)$462,678   
Schedule of Indefinite-Lived Intangible Assets
Intangible assets consisted of the following as of December 31, 2025:
 
 Gross 
Carrying Value
Accumulated Amortization Net Carrying ValueWeighted-Average Remaining Useful Life
  
 (in thousands)(in years)
Intangible assets subject to amortization:    
Customer relationships$143,083 $(131,159)$11,924 0.8
Patents77,326 (36,973)40,353 7.5
Developed technology23,070 (11,148)11,922 6.0
Total intangible assets subject to amortization$243,479 $(179,280)$64,199  
Intangible assets not subject to amortization: 
Trade name and trademarks$386,938 $— $386,938 Indefinite
Total intangible assets, net$630,417 $(179,280)$451,137  
 
Intangible assets consisted of the following as of December 31, 2024:
 
 Gross
Carrying Value
Accumulated AmortizationNet Carrying ValueWeighted-Average Remaining Useful Life
    
 (in thousands) (in years)
Intangible assets subject to amortization:      
Customer relationships$143,083 $(115,261)$27,822  1.8
Patents66,209 (30,448)35,761  7.1
Developed technology22,245 (8,832)13,413  7.0
Total intangible assets subject to amortization$231,537 $(154,541)$76,996  
Intangible assets not subject to amortization:  
Trade name and trademarks$385,682 $— $385,682  Indefinite
Total intangible assets, net$617,219 $(154,541)$462,678   
Finite-Lived Intangible Assets Amortization Expense
Amortization expenses for intangible assets were as follows:
 
 Year Ended December 31,
 202520242023
   
 (in thousands)
Research and development$8,490 $8,767 $6,884 
Sales and marketing15,898 15,898 15,898 
Total amortization expenses$24,388 $24,665 $22,782 
Schedule of Finite-Lived Intangible Assets, Future Amortization Expense
The expected future amortization expenses related to the intangible assets as of December 31, 2025 were as follows: 

 Amount
 (in thousands)
Years ending December 31, 
2026$21,753 
20278,797 
20286,028 
20296,007 
20305,931 
Thereafter15,683 
Total$64,199 
Schedule of Goodwill The following table represents the changes to goodwill during the year ended December 31, 2024:
 
 Carrying Amount
 (in thousands)
Balance as of December 31, 2023$834,203 
Effect of foreign currency translation578 
Balance as of December 31, 2024$834,781 
v3.25.4
Operating Leases (Tables)
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Lease, Cost
The components of total lease costs for operating leases for the period presented were as follows:

 Year Ended December 31,
 202520242023
   
 (in thousands)
Operating lease cost$30,818 $28,959 $18,831 
Variable lease cost18,974 16,203 13,335 
Short-term lease cost875 938 483 
Total lease cost$50,667 $46,100 $32,649 
The supplemental cash flow information related to operating leases for the periods presented were as follows:

 Year Ended December 31,
 202520242023
   
 (in thousands)
Cash payments for operating lease liabilities$25,589 $19,047 $18,419 
Operating lease liabilities arising from obtaining new operating lease ROU assets during the period$14,363 $101,951 $11,495 

The weighted-average remaining lease terms and discount rates for operating leases were as follows:
 As of December 31,
 202520242023
Weighted-average remaining lease term (years)6.36.85.7
Weighted-average discount rate6.3%6.3%4.6%
Lessee, Operating Lease, Liability, to be Paid, Maturity
Future minimum lease payments under non-cancellable leases as of December 31, 2025, were as follows:

 Amount
 (in thousands)
Years ending December 31, 
2026$32,488 
202733,051 
202832,837 
202932,551 
203024,891 
Thereafter45,920 
Total undiscounted lease payments201,738 
Less: imputed interest(36,354)
Total operating lease liabilities$165,384 
v3.25.4
Debt (Tables)
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Schedule of Long-Term Debt Instruments
Debt consisted of the following:
 
 As of December 31,
 20252024
  
 (in thousands)
2023 Term Loan with principal payments due quarterly; final balance due on maturity date of July 20, 2028$739,125 $779,625 
Less: deferred financing costs(2,986)(4,142)
Total debt, net of deferred financing costs736,139 775,483 
Less: debt, current(39,344)(39,344)
Debt, noncurrent$696,795 $736,139 
Schedule of Maturities of Long-Term Debt
Aggregate maturities on debt (excluding the 2023 Revolving Facility) as of December 31, 2025 were as follows:
 
 Amount
 (in thousands)
Years ending December 31, 
2026$40,500 
202740,500 
2028658,125 
Total future principal payments$739,125 
Schedule of Carrying Values and Estimated Fair Values of Debt Instruments
The carrying amount and estimated fair value of long-term debt were as follows:

As of December 31,
20252024
(in thousands)
Carrying amount$739,125 $779,625 
Fair value$739,125 $779,625 
v3.25.4
Commitment and Contingencies (Tables)
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Contractual Obligation, Fiscal Year Maturity As of December 31, 2025, the Company has remaining obligations associated with marketing and endorsement agreements with original terms greater than 12 months totaling $109.0 million, which are payable in a combination of cash and ordinary shares of SharkNinja, Inc., as follows:
 Amount
 (in thousands)
Years ending December 31, 
2026$23,261 
202724,436 
202825,348 
202918,121 
203017,807 
Total$108,973 
v3.25.4
Shareholders' Equity and Equity Incentive Plan (Tables)
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Schedule of Unvested Restricted Stock Units Roll Forward
RSU activities for the year ended December 31, 2025 for RSUs granted under the 2023 Plan were as follows:
 
 Number of SharesWeighted-Average Grant Date Fair Value per share
Unvested as of December 31, 20242,169,401 $35.71 
Granted243,098 $90.34 
Vested(1,101,572)$35.72 
Cancelled/Forfeited(208,645)$56.04 
Unvested as of December 31, 20251,102,282 $43.90 
Share-Based Payment Arrangement, Expensed and Capitalized, Amount
The share-based compensation by line item in the accompanying consolidated statements of income is summarized as follows:
 
 Year Ended December 31,
 202520242023
 (in thousands)
Research and development$11,725 $10,411 $7,696 
Sales and marketing14,694 13,576 4,934 
General and administrative17,453 60,544 34,336 
Total share-based compensation$43,872 $84,531 $46,966 
v3.25.4
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Schedule of Income before Income Tax, Domestic and Foreign
The components of income before income taxes were as follows:

 Year Ended December 31,
 202520242023
 (in thousands)
United States$665,717 $418,744 $162,023 
Foreign234,561 153,723 131,205 
Total income before income taxes$900,278 $572,467 $293,228 
Schedule of Components of Income Tax Expense (Benefit)
The provision for income taxes was as follows:

 Year Ended December 31,
 202520242023
 (in thousands)
Current:
Federal$88,563 $128,276 $130,665 
State15,873 27,270 19,831 
Foreign55,760 25,590 17,389 
Total current income tax expense160,196 181,136 167,885 
Deferred:
Federal38,420 (43,875)(45,596)
State2,955 (7,508)(6,286)
Foreign(2,667)4,009 10,147 
Total deferred income tax benefit38,708 (47,374)(41,735)
Total provision for income taxes$198,904 $133,762 $126,150 
Schedule of Effective Income Tax Rate Reconciliation
The following table is a reconciliation of the U.S. federal statutory tax rate of 21.0% to the Company’s effective tax rate for the year ended December 31, 2025 in accordance with the guidance after the adoption of ASU 2023-09:

Year Ended December 31, 2025
AmountPercentage
(in thousands, except percentages)
U.S. federal statutory tax rate$189,058 21.0 %
State and local income tax, net of federal (national) income tax effect15,494 1.7 
Foreign tax effects
United Kingdom
Statutory tax rate difference between United Kingdom and United States2,878 0.3 
Other7,610 0.8 
Hong Kong
Statutory tax rate difference between Hong Kong and United States(6,192)(0.7)
Other127 0.0 
Other jurisdiction(588)(0.1)
Tax credits
R&D credits(11,201)(1.2)
Nontaxable or nondeductible items
Permanent differences6,391 0.7 
Changes in unrecognized tax benefits(12)0.0 
Other adjustments
Other(4,661)(0.5)
Effective tax rate$198,904 22.1 %
The following table is a reconciliation of the U.S. federal statutory tax rate of 21.0% to the Company’s effective tax rate for the years ended December 31, 2024 and 2023 in accordance with the guidance prior to the adoption of ASU 2023-09:

Year Ended December 31,
20242023
(in percentages)
Federal statutory income tax rate21.0 %21.0 %
State tax, net of federal benefit2.2 3.3 
Permanent differences(0.2)0.6 
Foreign-derived intangible income(0.3)(0.5)
Research and development credits, net(1.7)(2.0)
Tax uncertainties— — 
Deferred tax adjustments0.1 — 
Excess tax benefits from share-based compensation(0.2)(0.1)
Change in valuation allowance0.5 (0.2)
Foreign rate differential(0.9)1.0 
Withholding taxes— 9.9 
Limitation on executive compensation2.7 7.0 
Non-deductible transaction costs— 2.9 
Other tax rate items0.2 0.1 
Effective tax rate23.4 %43.0 %
Schedule of Deferred Tax Assets and Liabilities
The following table presents the significant components of the Company’s deferred tax assets and liabilities as of December 31, 2025 and 2024:

 Year Ended December 31,
 20252024
 (in thousands)
Deferred tax assets:
Accrued expenses and reserves$56,853 $49,263 
Operating lease liabilities30,755 31,349 
Share-based compensation5,965 4,030 
State credit carryforwards16,141 10,014 
Capitalized research and development expenditures42,255 96,814 
Other817 2,465 
Gross deferred tax assets152,786 193,935 
Valuation allowance(16,141)(10,014)
Total deferred tax assets, net of valuation allowance$136,645 $183,921 
Deferred tax liabilities:
Goodwill and intangible assets$(111,805)$(118,195)
Property and equipment, net(3,659)(3,327)
Right-of-use assets(26,727)(29,237)
Total deferred tax liabilities$(142,191)$(150,759)
Net deferred tax assets (liabilities)$(5,546)$33,162 
Schedule of Unrecognized Tax Benefits Roll Forward
A reconciliation of the beginning and ending balance of total unrecognized tax position is as follows:

 Unrecognized Tax Positions
 (in thousands)
Balance - January 1, 2023$2,417 
Additions related to current year tax positions277 
Statue of limitations release(570)
Settlements(1,319)
Balance - December 31, 2023$805 
Statue of limitations release(405)
Balance - December 31, 2024$400 
Statue of limitations release(209)
Balance - December 31, 2025$191 
Schedule of Income Taxes Paid, Net
The Company paid cash taxes in significant jurisdictions as follows:

Income Taxes Paid by Jurisdiction
(in thousands)
United States federal$90,400 
United States state and local12,594 
Foreign
Hong Kong28,785 
United Kingdom14,778 
All other2,793 
Total income taxes paid, net$149,350 
v3.25.4
Net Income Per Share (Tables)
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Schedule of Earnings Per Share, Basic and Diluted
The following table sets forth the computation of basic and diluted net income per share for the periods presented:
 
 Years Ended December 31,
 202520242023
   
 (in thousands, except share and per share data)
Numerator:
Net income$701,374 $438,705 $167,078 
Denominator:
Weighted-average shares used in computing net income per share, basic
140,984,108 139,935,525 139,025,657 
Dilutive effect of RSUs
1,105,658 1,148,328 394,597 
Weighted-average shares used in computing net income per share, diluted
142,089,766 141,083,853 139,420,254 
Net income per share, basic$4.97 $3.14 $1.20 
Net income per share, diluted$4.94 $3.11 $1.20 
v3.25.4
Related Party Transactions (Tables)
12 Months Ended
Dec. 31, 2025
Related Party Transactions [Abstract]  
Schedule of Related Party Transactions
The following is a summary of the related party transactions and balances associated with JS Global:

Years Ended December 31,
202520242023
(in thousands)
Related party revenue
Sale of goods$— $— $1,264 
Royalty income16,817 9,460 1,869 
Related party expense (income)
Cost of sales - purchases of goods and services, net$95,544 $231,491 $1,037,844 
Research and development services, net(6,577)875 3,004 
General and administrative(1,737)(3,000)(1,250)

 
As of December 31,
 20252024
  
 (in thousands)
Related party assets  
Accounts receivable, net$17,574 $9,381 
Related party liabilities
Accounts payable$14,115 $39,769 
v3.25.4
Organization and Description of Business (Details)
Jul. 31, 2023
shares
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Common stock, shares distributed (in shares) 138,982,872
v3.25.4
Summary of Significant Accounting Policies - Narrative (Details)
12 Months Ended
Dec. 31, 2025
USD ($)
reportingUnit
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Schedule of Equity Method Investments [Line Items]      
Foreign currency transaction (gains) losses $ (36,100,000) $ 16,100,000 $ 5,000,000.0
Inventory adjustments 100,000 1,000,000.0 2,800,000
Inventory reserves $ 65,700,000 43,800,000 25,000,000.0
Number of reporting units | reportingUnit 2    
Impairment of goodwill or indefinite-lived intangible assets $ 0 0 0
Impairment loss     6,800,000
Advertising expenses and consumer insight initiatives $ 632,900,000 585,300,000 409,200,000
Restricted Stock Units (RSUs)      
Schedule of Equity Method Investments [Line Items]      
Requisite service period 3 years    
Motor Vehicles      
Schedule of Equity Method Investments [Line Items]      
Operating lease term 1 year    
Minimum | Real Estate Spaces      
Schedule of Equity Method Investments [Line Items]      
Operating lease term 2 years    
Maximum | Real Estate Spaces      
Schedule of Equity Method Investments [Line Items]      
Operating lease term 12 years    
Cloud Computing Arrangements      
Schedule of Equity Method Investments [Line Items]      
Capitalized internal-use software $ 47,800,000 52,600,000  
Capitalized internal-use software, assets not placed in service 10,500,000 7,700,000  
Amortization expense $ 15,500,000 $ 11,100,000 $ 7,800,000
v3.25.4
Summary of Significant Accounting Policies - Customer Concentration Risk (Details) - Customer Concentration Risk
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accounts Receivable | Customer A      
Concentration Risk [Line Items]      
Concentration risk, percentage 22.00% 29.10%  
Accounts Receivable | Customer C      
Concentration Risk [Line Items]      
Concentration risk, percentage 11.80%    
Revenue Benchmark | Customer A      
Concentration Risk [Line Items]      
Concentration risk, percentage 23.80% 23.10% 19.90%
Revenue Benchmark | Customer B      
Concentration Risk [Line Items]      
Concentration risk, percentage 11.40% 10.00% 10.00%
Revenue Benchmark | Customer C      
Concentration Risk [Line Items]      
Concentration risk, percentage 10.50% 12.80% 14.80%
v3.25.4
Summary of Significant Accounting Policies - Allowance for Credit Loss (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Accounts Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance $ 7,856 $ 8,225 $ 6,998
Provision for credit losses 4,740 4,724 4,474
Write-offs and other adjustments (8,733) (5,093) (3,247)
Ending balance $ 3,863 $ 7,856 $ 8,225
v3.25.4
Summary of Significant Accounting Policies - Useful Life of Property and Equipment (Details)
Dec. 31, 2025
Molds and tooling  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 3 years
Computer and software | Minimum  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 3 years
Computer and software | Maximum  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 7 years
Displays  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 2 years
Equipment  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 5 years
Furniture and fixtures  
Property, Plant and Equipment [Line Items]  
Property, plant and equipment, useful 7 years
v3.25.4
Summary of Significant Accounting Policies - Useful Life of Intangible Assets (Details)
Dec. 31, 2025
Developed technology  
Property, Plant and Equipment [Line Items]  
Finite-lived intangible asset, useful life 12 years
Patents  
Property, Plant and Equipment [Line Items]  
Finite-lived intangible asset, useful life 10 years
Customer relationships  
Property, Plant and Equipment [Line Items]  
Finite-lived intangible asset, useful life 9 years
v3.25.4
Summary of Significant Accounting Policies - Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Disaggregation of Revenue [Line Items]      
Related party revenue [1] $ 6,399,188 $ 5,528,639 $ 4,253,710
Cleaning Appliances      
Disaggregation of Revenue [Line Items]      
Related party revenue 2,205,757 2,063,514 1,819,465
Cooking and Beverage Appliances      
Disaggregation of Revenue [Line Items]      
Related party revenue 1,816,349 1,717,654 1,441,634
Food Preparation Appliances      
Disaggregation of Revenue [Line Items]      
Related party revenue 1,550,744 1,178,735 653,615
Beauty and Home Environment Appliances      
Disaggregation of Revenue [Line Items]      
Related party revenue 826,338 568,736 338,996
Shark      
Disaggregation of Revenue [Line Items]      
Related party revenue 3,032,095 2,632,250 2,158,460
Ninja      
Disaggregation of Revenue [Line Items]      
Related party revenue $ 3,367,093 $ 2,896,389 $ 2,095,250
Revenue from Contract with Customer Benchmark | Geographic Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 100.00% 100.00% 100.00%
Revenue from Contract with Customer Benchmark | Brand Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 100.00% 100.00% 100.00%
Revenue from Contract with Customer Benchmark | Brand Concentration Risk | Shark      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 47.40% 47.60% 50.70%
Revenue from Contract with Customer Benchmark | Brand Concentration Risk | Ninja      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 52.60% 52.40% 49.30%
Revenue from Contract with Customer Benchmark | Product Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 100.00% 100.00% 100.00%
Revenue from Contract with Customer Benchmark | Product Concentration Risk | Cleaning Appliances      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 34.50% 37.30% 42.80%
Revenue from Contract with Customer Benchmark | Product Concentration Risk | Cooking and Beverage Appliances      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 28.40% 31.10% 33.90%
Revenue from Contract with Customer Benchmark | Product Concentration Risk | Food Preparation Appliances      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 24.20% 21.30% 15.30%
Revenue from Contract with Customer Benchmark | Product Concentration Risk | Beauty and Home Environment Appliances      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 12.90% 10.30% 8.00%
North America      
Disaggregation of Revenue [Line Items]      
Related party revenue $ 4,306,638 $ 3,795,707 $ 3,018,038
North America | Revenue from Contract with Customer Benchmark | Geographic Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 67.30% 68.70% 71.00%
United States | Revenue from Contract with Customer Benchmark | Geographic Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 62.50% 63.10% 65.40%
Europe      
Disaggregation of Revenue [Line Items]      
Related party revenue $ 2,092,550 $ 1,732,932 $ 1,235,672
Europe | Revenue from Contract with Customer Benchmark | Geographic Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 32.70% 31.30% 29.00%
United Kingdom | Revenue from Contract with Customer Benchmark | Geographic Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 15.50% 16.20% 19.70%
[1] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
Summary of Significant Accounting Policies - Product Warranty Liability (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Movement in Standard Product Warranty Accrual [Roll Forward]      
Beginning balance $ 26,955 $ 28,090 $ 20,958
Accruals for warranties issued 56,955 42,173 36,894
Changes in liability for pre-existing warranties 0 0 928
Settlements made (45,678) (43,308) (30,690)
Ending balance $ 38,232 $ 26,955 $ 28,090
v3.25.4
Segment Reporting - Narrative (Details)
12 Months Ended
Dec. 31, 2025
Segment
Segment Reporting [Abstract]  
Number of operating segments 2
Number of reportable segments 1
v3.25.4
Segment Reporting - Operating Segment (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting Information [Line Items]      
Net sales [1] $ 6,399,188 $ 5,528,639 $ 4,253,710
Cost of sales [2] 3,262,698 2,866,648 2,345,858
Depreciation and amortization 139,631 123,109 103,821
Interest expense, net 48,600 63,715 44,909
Other (income) expense, net (28,597) 7,980 35,427
Provision for income taxes 198,904 133,762 126,150
Net income 701,374 438,705 167,078
Reportable Segment      
Segment Reporting Information [Line Items]      
Net sales 6,399,188 5,528,639 4,253,710
Cost of sales 3,262,698 2,866,648 2,345,858
Advertising expenses and consumer insight initiatives 641,334 597,398 415,454
Personnel expenses 568,087 461,038 348,479
Delivery and distribution expenses 433,904 367,749 254,057
Professional service expenses 147,518 151,494 98,543
Merchant and processing fees 80,026 70,509 53,965
Facilities and technology support costs 82,584 63,049 44,658
Depreciation and amortization 69,991 62,561 60,199
Prototypes and testing expenses 54,773 50,364 28,868
Transaction-related costs 8,458 1,342 82,277
Other segment items 129,534 192,325 147,788
Interest expense, net 48,600 63,715 44,909
Other (income) expense, net (28,597) 7,980 35,427
Provision for income taxes 198,904 133,762 126,150
Net income $ 701,374 $ 438,705 $ 167,078
[1] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including amounts associated with related parties of $95,544, $231,491 and $1,037,844 for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
Segment Reporting - Property, Plant and Equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Total property and equipment, net $ 232,226 $ 211,464
United States    
Property, Plant and Equipment [Line Items]    
Total property and equipment, net 51,896 66,858
China    
Property, Plant and Equipment [Line Items]    
Total property and equipment, net 150,166 112,988
Rest of World    
Property, Plant and Equipment [Line Items]    
Total property and equipment, net $ 30,164 $ 31,618
v3.25.4
Consolidated Balance Sheet Components - Property and Equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Less: accumulated depreciation and amortization $ (335,347) $ (266,800)
Property and equipment, net 232,226 211,464
Depreciable property, plant and equipment    
Property, Plant and Equipment [Line Items]    
Total property and equipment 545,995 466,512
Molds and tooling    
Property, Plant and Equipment [Line Items]    
Total property and equipment 307,945 267,756
Displays    
Property, Plant and Equipment [Line Items]    
Total property and equipment 87,224 64,960
Computer and software    
Property, Plant and Equipment [Line Items]    
Total property and equipment 60,589 53,565
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Total property and equipment 46,458 42,711
Equipment    
Property, Plant and Equipment [Line Items]    
Total property and equipment 22,972 19,826
Furniture and fixtures    
Property, Plant and Equipment [Line Items]    
Total property and equipment 20,807 17,694
Construction in progress    
Property, Plant and Equipment [Line Items]    
Total property and equipment $ 21,578 $ 11,752
v3.25.4
Consolidated Balance Sheet Components - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Organization, Consolidation and Presentation of Financial Statements [Abstract]      
Depreciation $ 115.2 $ 98.4 $ 81.0
v3.25.4
Consolidated Balance Sheet Components - Schedule of Prepaid Expenses and Other Current Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Sales and other tax receivable $ 60,522 $ 0
Other receivables 52,394 68,145
Prepaid taxes 35,242 27,073
Prepaid expenses 9,391 10,705
Prepaid media 7,079 8,085
Prepaid expenses and other current assets $ 164,628 $ 114,008
v3.25.4
Consolidated Balance Sheet Components - Accrued Expenses and Other Current Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Related Party Transaction [Line Items]    
Accrued customer incentives $ 409,715 $ 291,384
Accrued expenses 180,698 177,573
Accrued compensation and benefits 112,070 109,156
Accrued delivery and distributions 106,016 52,711
Accrued returns 59,832 86,557
Accrued warranty 38,232 26,955
Accrued duty 26,104 3,583
Operating lease liabilities, current 24,403 18,133
Sales and other tax payable 14,344 20,318
Accrued advertising 12,569 20,779
Accrued professional fees $ 12,249 $ 18,451
Operating Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Derivative liabilities $ 0 $ 66
Other 20,413 15,863
Accrued expenses and other current liabilities 1,016,645 841,529
Nonrelated Party    
Related Party Transaction [Line Items]    
Accrued expenses and other current liabilities $ 1,016,645 $ 841,529
v3.25.4
Sale of SharkNinja Co., Ltd (Details) - SharkNinja (Japanese) Co. Ltd - Disposal Group, Disposed of by Sale, Not Discontinued Operations - USD ($)
$ in Millions
12 Months Ended
Jul. 27, 2023
Dec. 31, 2024
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]    
Noncash or part noncash divestiture, amount of consideration received $ 8.0 $ 8.0
Noncontrolling interest, decrease from deconsolidation   3.3
Net carrying value of assets   $ 11.3
v3.25.4
Fair Value Measurements (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Financial Assets:    
Money market funds included in cash and cash equivalents $ 186,507 $ 581
Total financial assets 186,507 581
Financial Liabilities:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)   66
Total financial liabilities   66
Level 1    
Financial Assets:    
Money market funds included in cash and cash equivalents 186,507 581
Total financial assets 186,507 581
Financial Liabilities:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)   0
Total financial liabilities   0
Level 2    
Financial Assets:    
Money market funds included in cash and cash equivalents 0 0
Total financial assets 0 0
Financial Liabilities:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)   66
Total financial liabilities   66
Level 3    
Financial Assets:    
Money market funds included in cash and cash equivalents 0 0
Total financial assets $ 0 0
Financial Liabilities:    
Forward contracts included in accrued expenses and other current liabilities (Note 7)   0
Total financial liabilities   $ 0
v3.25.4
Derivative Financial Instruments and Hedging - Notional Amount (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Total derivative instruments $ 0 $ 48,472
Forward contracts | Designated as Hedging Instrument    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Total derivative instruments $ 0 $ 48,472
v3.25.4
Derivative Financial Instruments and Hedging - Narrative (Details)
$ in Millions
12 Months Ended
Dec. 31, 2023
USD ($)
Not Designated as Hedging Instrument  
Derivative Instruments and Hedging Activities Disclosures [Line Items]  
Gain (loss) recognized from derivatives $ 30.2
v3.25.4
Derivative Financial Instruments and Hedging - Unrealized Gain (Loss) on Derivatives (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance $ 1,935,972 $ 1,478,893 $ 1,828,289
Ending balance 2,676,211 1,935,972 1,478,893
Accumulated Gain (Loss), Net, Cash Flow Hedge, Parent      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Beginning balance (8,263) (2,173) 0
Amount of net losses recorded in accumulated other comprehensive income (850) (6,440) (7,205)
Amount of net gains reclassified from accumulated other comprehensive income to earnings 9,113 350 5,032
Ending balance $ 0 $ (8,263) $ (2,173)
v3.25.4
Intangible Assets, Net and Goodwill - Intangible Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]    
Gross  Carrying Value $ 243,479 $ 231,537
Accumulated Amortization (179,280) (154,541)
Net Carrying Value 64,199 76,996
Indefinite-Lived Intangible Assets [Line Items]    
Gross  Carrying Value 630,417 617,219
Accumulated Amortization 179,280 154,541
Net Carrying Value 451,137 462,678
Trade name and trademarks    
Indefinite-Lived Intangible Assets [Line Items]    
Trade name and trademarks 386,938 385,682
Customer relationships    
Finite-Lived Intangible Assets [Line Items]    
Gross  Carrying Value 143,083 143,083
Accumulated Amortization (131,159) (115,261)
Net Carrying Value $ 11,924 $ 27,822
Useful life 9 months 18 days 1 year 9 months 18 days
Indefinite-Lived Intangible Assets [Line Items]    
Accumulated Amortization $ 131,159 $ 115,261
Patents    
Finite-Lived Intangible Assets [Line Items]    
Gross  Carrying Value 77,326 66,209
Accumulated Amortization (36,973) (30,448)
Net Carrying Value $ 40,353 $ 35,761
Useful life 7 years 6 months 7 years 1 month 6 days
Indefinite-Lived Intangible Assets [Line Items]    
Accumulated Amortization $ 36,973 $ 30,448
Developed technology    
Finite-Lived Intangible Assets [Line Items]    
Gross  Carrying Value 23,070 22,245
Accumulated Amortization (11,148) (8,832)
Net Carrying Value $ 11,922 $ 13,413
Useful life 6 years 7 years
Indefinite-Lived Intangible Assets [Line Items]    
Accumulated Amortization $ 11,148 $ 8,832
v3.25.4
Intangible Assets, Net and Goodwill - Amortization Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Finite-Lived Intangible Assets [Line Items]      
Total amortization expenses $ 24,388 $ 24,665 $ 22,782
Research and development      
Finite-Lived Intangible Assets [Line Items]      
Total amortization expenses 8,490 8,767 6,884
Sales and marketing      
Finite-Lived Intangible Assets [Line Items]      
Total amortization expenses $ 15,898 $ 15,898 $ 15,898
v3.25.4
Intangible Assets, Net and Goodwill - Future Amortization Expenses (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets, Net, Amortization Expense, Fiscal Year Maturity [Abstract]    
2026 $ 21,753  
2027 8,797  
2028 6,028  
2029 6,007  
2030 5,931  
Thereafter 15,683  
Net Carrying Value $ 64,199 $ 76,996
v3.25.4
Intangible Assets, Net and Goodwill - Narrative (Details)
12 Months Ended
Dec. 31, 2025
reportingUnit
Goodwill and Intangible Assets Disclosure [Abstract]  
Number of reporting units 2
v3.25.4
Intangible Assets, Net and Goodwill - Changes to Goodwill (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Goodwill [Roll Forward]  
Beginning Balance $ 834,203
Effect of foreign currency translation 578
Ending balance $ 834,781
v3.25.4
Operating Leases - Lease Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Lease, Cost [Abstract]      
Operating lease cost $ 30,818 $ 28,959 $ 18,831
Variable lease cost 18,974 16,203 13,335
Short-term lease cost 875 938 483
Total lease cost $ 50,667 $ 46,100 $ 32,649
v3.25.4
Operating Leases - Supplemental Cash Flow Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Cash payments for operating lease liabilities $ 25,589 $ 19,047 $ 18,419
Operating lease liabilities arising from obtaining new operating lease ROU assets during the period $ 14,363 $ 101,951 $ 11,495
v3.25.4
Operating Leases - Weighted-Average Remaining Lease Terms And Discount Rates (Details)
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Weighted-average remaining lease term (years) 6 years 3 months 18 days 6 years 9 months 18 days 5 years 8 months 12 days
Weighted-average discount rate 6.30% 6.30% 4.60%
v3.25.4
Operating Leases - Future Minimum Lease Payments (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Lessee, Operating Lease, Liability, to be Paid, Fiscal Year Maturity [Abstract]  
2026 $ 32,488
2027 33,051
2028 32,837
2029 32,551
2030 24,891
Thereafter 45,920
Total undiscounted lease payments 201,738
Less: imputed interest (36,354)
Total operating lease liabilities $ 165,384
v3.25.4
Debt - Narrative (Details) - USD ($)
1 Months Ended 12 Months Ended
Jul. 20, 2023
Mar. 17, 2020
Feb. 28, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Debt Instrument [Line Items]            
Dividend payments       $ 0 $ 0 $ 150,179,000
JS Global            
Debt Instrument [Line Items]            
Dividend payments $ 375,000,000.0   $ 60,300,000      
2020 Facilities Agreement | Line of Credit            
Debt Instrument [Line Items]            
Debt term (in years)   5 years        
Loss on debt extinguishment $ 1,000,000.0          
2020 Facilities Agreement | Line of Credit | London Interbank Offered Rate            
Debt Instrument [Line Items]            
Basis spread on variable rate (in percent)   1.80%        
2023 Credit Agreement | Line of Credit | Secured Overnight Financing Rate (SOFR)            
Debt Instrument [Line Items]            
Basis spread on variable rate (in percent) 1.75%          
Credit adjustment 0.10%          
Secured Debt | Line of Credit            
Debt Instrument [Line Items]            
Interest expense, net       52,400,000 66,200,000 45,400,000
Secured Debt | 2020 Facilities Agreement | Line of Credit            
Debt Instrument [Line Items]            
Face amount   $ 500,000,000.0        
Repayments of principal balance $ 400,000,000.0          
Repayments of accrued interest 9,200,000          
Secured Debt | 2023 Credit Agreement | Line of Credit            
Debt Instrument [Line Items]            
Face amount 810,000,000.0          
Line of credit facility, higher borrowing capacity option $ 520,000,000.0          
Line of credit facility, higher borrowing capacity option, percentage of EBITDA 100.00%          
Proceeds from term loans $ 800,900,000          
Revolving Credit Facility | 2020 Facilities Agreement | Line of Credit            
Debt Instrument [Line Items]            
Maximum borrowing capacity   $ 200,000,000.0        
Revolving Credit Facility | 2023 Credit Agreement | Line of Credit            
Debt Instrument [Line Items]            
Maximum borrowing capacity 500,000,000.0          
Line of credit facility, higher borrowing capacity option $ 520,000,000.0          
Line of credit facility, higher borrowing capacity option, percentage of EBITDA 100.00%          
Proceeds from term loans       350,000,000.0 285,000,000.0 125,500,000
Long-term line of credit, outstanding       0 $ 0 $ 0
Letters of credit, outstanding       10,900,000    
Remaining borrowing capacity       $ 489,100,000    
v3.25.4
Debt - Long-Term Debt Related To Term Loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Debt Instrument [Line Items]    
2023 Term Loan with principal payments due quarterly; final balance due on maturity date of July 20, 2028 $ 739,125  
Less: debt, current (39,344) $ (39,344)
Debt, noncurrent 696,795 736,139
Secured Debt | Line of Credit    
Debt Instrument [Line Items]    
Less: deferred financing costs (2,986) (4,142)
Total debt, net of deferred financing costs 736,139 775,483
Less: debt, current (39,344) (39,344)
Debt, noncurrent 696,795 736,139
Secured Debt | 2023 Credit Agreement | Line of Credit    
Debt Instrument [Line Items]    
2023 Term Loan with principal payments due quarterly; final balance due on maturity date of July 20, 2028 $ 739,125 $ 779,625
v3.25.4
Debt - Aggregate Maturities Of Long-Term Debt (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Maturities of Long-Term Debt [Abstract]  
2026 $ 40,500
2027 40,500
2028 658,125
Total future principal payments $ 739,125
v3.25.4
Debt - Schedule of Carrying Values and Estimated Fair Values of Debt Instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Debt Instrument [Line Items]    
Long-term debt, gross $ 739,125  
Secured Debt | 2023 Credit Agreement | Line of Credit    
Debt Instrument [Line Items]    
Long-term debt, gross $ 739,125 $ 779,625
v3.25.4
Commitment and Contingencies - Narrative (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
May 31, 2025
Commitments and Contingencies Disclosure [Abstract]    
Obligation, term 5 years  
Obligations $ 108,973,000  
Loss contingency accrual $ 11,200,000 $ 0
v3.25.4
Commitments and Contingencies - Contractual Obligation (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Commitments and Contingencies Disclosure [Abstract]  
2026 $ 23,261
2027 24,436
2028 25,348
2029 18,121
2030 17,807
Total $ 108,973
v3.25.4
Shareholders' Equity and Equity Incentive Plan - Narrative (Details)
$ / shares in Units, $ in Thousands
1 Months Ended 12 Months Ended
Jan. 01, 2025
shares
Dec. 11, 2023
USD ($)
$ / shares
Jul. 28, 2023
shares
Jul. 27, 2023
USD ($)
Jul. 20, 2023
USD ($)
Jan. 31, 2026
shares
Feb. 28, 2023
USD ($)
Dec. 31, 2025
USD ($)
vote
$ / shares
shares
Dec. 31, 2024
USD ($)
$ / shares
shares
Dec. 31, 2023
USD ($)
$ / shares
Dec. 31, 2022
USD ($)
Feb. 11, 2026
USD ($)
Class of Stock [Line Items]                        
Ordinary shares, authorized (in shares) | shares               1,000,000,000 1,000,000,000      
Ordinary shares, par value (in dollars per share) | $ / shares               $ 0.0001 $ 0.0001      
Ordinary shares, outstanding (in shares) | shares               141,158,026 140,347,436      
Ordinary shares, issued (in shares) | shares               141,158,026 140,347,436      
Common stock, number of votes per share | vote               1        
Cash dividends (in dollars per share) | $ / shares   $ 1.08               $ 1.08    
Payment of dividends | $   $ 150,200                    
Intercompany loan, amount allowed to be transferred by company | $                     $ 49,300  
Distribution paid to Former Parent | $                   $ 485,400    
Payments for issuance of intercompany note, including accrued interest | $                   50,400    
Dividend payments | $               $ 0 $ 0 150,179    
Share-based compensation costs | $               43,872 84,531 46,966    
Subsequent Event                        
Class of Stock [Line Items]                        
Share repurchase program, authorized, amount | $                       $ 750,000
Restricted Stock Units (RSUs)                        
Class of Stock [Line Items]                        
Unrecognized share-based compensation cost | $               $ 7,900        
Weighted average period               2 months 12 days        
Granted (in dollars per share) | $ / shares               $ 90.34        
Vested grant date fair value | $               $ 39,300        
Restricted Stock Units (RSUs) | Subsequent Event                        
Class of Stock [Line Items]                        
Granted (in shares) | shares           1,289,526            
Performance-Based Restricted Stock Units (PRSUs)                        
Class of Stock [Line Items]                        
Unrecognized share-based compensation cost | $               $ 3,300        
Market-Based Restricted Stock Units (MRSUs) | Subsequent Event                        
Class of Stock [Line Items]                        
Granted (in shares) | shares           600,000            
JS Global RSU Plan                        
Class of Stock [Line Items]                        
Share-based compensation costs | $                   $ 3,200    
2023 Plan                        
Class of Stock [Line Items]                        
Ordinary shares available for future award grants | shares     13,898,287         10,252,681        
Maximum additional shares approved, percentage               0.60%        
Number of additional shares authorized (in shares) | shares 842,084                      
2023 Plan | Restricted Stock Units (RSUs)                        
Class of Stock [Line Items]                        
Granted (in shares) | shares               243,098        
Granted (in dollars per share) | $ / shares               $ 90.34        
2023 Plan | Time-Based Restricted Stock Units (TRSUs) | Employees and Directors                        
Class of Stock [Line Items]                        
Granted (in shares) | shares               146,193        
2023 Plan | Performance-Based Restricted Stock Units (PRSUs) | Employees                        
Class of Stock [Line Items]                        
Granted (in shares) | shares               96,905        
Employee Share Purchase Plan | Employee Stock                        
Class of Stock [Line Items]                        
Ordinary shares available for future award grants | shares               1,272,069        
Maximum additional shares approved, percentage     0.15%                  
Number of additional shares authorized (in shares) | shares 210,521   300,000                  
Maximum shares approved, percentage     1.00%                  
Number of shares approved (in shares) | shares     1,389,828                  
Employee stock purchase plan offering period     6 months                  
Shares issued under employee share purchase plan (in shares) | shares     193,416                  
Unrecognized share-based compensation cost | $               $ 500        
Weighted average period               1 month 6 days        
Disposal Group, Disposed of by Sale, Not Discontinued Operations | SharkNinja (Japanese) Co. Ltd                        
Class of Stock [Line Items]                        
Noncash or part noncash divestiture, amount of consideration received | $       $ 8,000         $ 8,000      
JS Global                        
Class of Stock [Line Items]                        
Dividend payments | $         $ 375,000   $ 60,300          
v3.25.4
Shareholders' Equity and Equity Incentive Plan - RSU Activity (Details) - Restricted Stock Units (RSUs)
12 Months Ended
Dec. 31, 2025
$ / shares
shares
Weighted-Average Grant Date Fair Value per share  
Granted (in dollars per share) $ 90.34
2023 Plan  
Number of Shares  
Beginning balance (in shares) | shares 2,169,401
Granted (in shares) | shares 243,098
Vested (in shares) | shares (1,101,572)
Canceled/Forfeited (in shares) | shares (208,645)
Ending balance (in shares) | shares 1,102,282
Weighted-Average Grant Date Fair Value per share  
Beginning balance (in dollars per share) $ 35.71
Granted (in dollars per share) 90.34
Vested (in dollars per share) 35.72
Cancelled/Forfeited (in dollars per share) 56.04
Ending balance (in dollars per share) $ 43.90
v3.25.4
Shareholders' Equity and Equity Incentive Plan - Share-based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]      
Total share-based compensation $ 43,872 $ 84,531 $ 46,966
Research and development      
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]      
Total share-based compensation 11,725 10,411 7,696
Sales and marketing      
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]      
Total share-based compensation 14,694 13,576 4,934
General and administrative      
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]      
Total share-based compensation $ 17,453 $ 60,544 $ 34,336
v3.25.4
Income Taxes - Income Before Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
United States $ 665,717 $ 418,744 $ 162,023
Foreign 234,561 153,723 131,205
Income before income taxes $ 900,278 $ 572,467 $ 293,228
v3.25.4
Income Taxes - Provision For Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Current:      
Federal $ 88,563 $ 128,276 $ 130,665
State 15,873 27,270 19,831
Foreign 55,760 25,590 17,389
Total current income tax expense 160,196 181,136 167,885
Deferred:      
Federal 38,420 (43,875) (45,596)
State 2,955 (7,508) (6,286)
Foreign (2,667) 4,009 10,147
Total deferred income tax benefit 38,708 (47,374) (41,735)
Total provision for income taxes $ 198,904 $ 133,762 $ 126,150
v3.25.4
Income Taxes - Reconciliation of Effective Income Tax Provision (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
U.S. federal statutory tax rate 21.00% 21.00% 21.00%
State and local income tax, net of federal (national) income tax effect 1.70% 2.20% 3.30%
Foreign rate differential   (0.90%) 1.00%
Other (0.50%)    
R&D credits (1.20%) (1.70%) (2.00%)
Permanent differences 0.70% (0.20%) 0.60%
Changes in unrecognized tax benefits 0.00% 0.00% 0.00%
Foreign-derived intangible income   (0.30%) (0.50%)
Deferred tax adjustments   0.10% 0.00%
Excess tax benefits from share-based compensation   (0.20%) (0.10%)
Change in valuation allowance   0.50% (0.20%)
Withholding taxes   0.00% 9.90%
Limitation on executive compensation   2.70% 7.00%
Non-deductible transaction costs   0.00% 2.90%
Other tax rate items   0.20% 0.10%
Effective tax rate 22.10% 23.40% 43.00%
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
U.S. federal statutory tax rate $ 189,058    
State and local income tax, net of federal (national) income tax effect 15,494    
Other (4,661)    
R&D credits (11,201)    
Permanent differences 6,391    
Changes in unrecognized tax benefits (12)    
Total provision for income taxes $ 198,904 $ 133,762 $ 126,150
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
U.S. federal statutory tax rate 21.00% 21.00% 21.00%
State and local income tax, net of federal (national) income tax effect 1.70% 2.20% 3.30%
Foreign rate differential   (0.90%) 1.00%
Other (0.50%)    
R&D credits (1.20%) (1.70%) (2.00%)
Permanent differences 0.70% (0.20%) 0.60%
Changes in unrecognized tax benefits 0.00% 0.00% 0.00%
Foreign-derived intangible income   (0.30%) (0.50%)
Deferred tax adjustments   0.10% 0.00%
Excess tax benefits from share-based compensation   (0.20%) (0.10%)
Change in valuation allowance   0.50% (0.20%)
Withholding taxes   0.00% 9.90%
Limitation on executive compensation   2.70% 7.00%
Non-deductible transaction costs   0.00% 2.90%
Other tax rate items   0.20% 0.10%
Effective tax rate 22.10% 23.40% 43.00%
United Kingdom      
Income Tax Disclosure [Abstract]      
Foreign rate differential 0.30%    
Other 0.80%    
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Statutory tax rate difference $ 2,878    
Other $ 7,610    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign rate differential 0.30%    
Other 0.80%    
Hong Kong      
Income Tax Disclosure [Abstract]      
Foreign rate differential (0.70%)    
Other 0.00%    
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Statutory tax rate difference $ (6,192)    
Other $ 127    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign rate differential (0.70%)    
Other 0.00%    
Other jurisdiction      
Income Tax Disclosure [Abstract]      
Foreign rate differential (0.10%)    
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]      
Statutory tax rate difference $ (588)    
Effective Income Tax Rate Reconciliation, Percent [Abstract]      
Foreign rate differential (0.10%)    
v3.25.4
Income Taxes - Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Deferred tax assets:    
Accrued expenses and reserves $ 56,853 $ 49,263
Operating lease liabilities 30,755 31,349
Share-based compensation 5,965 4,030
State credit carryforwards 16,141 10,014
Capitalized research and development expenditures 42,255 96,814
Other 817 2,465
Gross deferred tax assets 152,786 193,935
Valuation allowance (16,141) (10,014)
Total deferred tax assets, net of valuation allowance 136,645 183,921
Deferred tax liabilities:    
Goodwill and intangible assets (111,805) (118,195)
Property and equipment, net (3,659) (3,327)
Right-of-use assets (26,727) (29,237)
Total deferred tax liabilities (142,191) (150,759)
Net deferred tax assets (liabilities) $ (5,546)  
Net deferred tax assets (liabilities)   $ 33,162
v3.25.4
Income Taxes - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards [Line Items]      
Income tax penalties and interest expense $ 800 $ 800  
Income taxes paid 149,350 $ 190,700 $ 141,200
State and Local Jurisdiction | Research Tax Credit Carryforward      
Operating Loss Carryforwards [Line Items]      
Credit carryforwards $ 20,400    
v3.25.4
Income Taxes - Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Unrecognized Tax Benefits [Roll Forward]      
Beginning balance $ 400 $ 805 $ 2,417
Additions related to current year tax positions     277
Statue of limitations release (209) (405) (570)
Settlements     (1,319)
Ending balance $ 191 $ 400 $ 805
v3.25.4
Income Taxes - Income Taxes Paid by Jurisdiction (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Effective Income Tax Rate Reconciliation [Line Items]      
United States federal $ 90,400    
United States state and local 12,594    
Total income taxes paid, net 149,350 $ 190,700 $ 141,200
Hong Kong      
Effective Income Tax Rate Reconciliation [Line Items]      
Foreign 28,785    
United Kingdom      
Effective Income Tax Rate Reconciliation [Line Items]      
Foreign 14,778    
All other      
Effective Income Tax Rate Reconciliation [Line Items]      
Foreign $ 2,793    
v3.25.4
Employee Benefits (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
401k Plan      
Defined Contribution Plan Disclosure [Line Items]      
Employer matching contribution, percentage of employee's eligible compensation 4.00%    
Contribution plan expenses $ 8.2 $ 6.8 $ 5.9
People’s Republic of China (“PRC”) Contribution Plan      
Defined Contribution Plan Disclosure [Line Items]      
Contribution plan expenses $ 15.4 $ 13.0 $ 11.3
v3.25.4
Net Income Per Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Jul. 31, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Earnings Per Share [Abstract]        
Common stock, shares distributed (in shares) 138,982,872      
Numerator:        
Net income   $ 701,374 $ 438,705 $ 167,078
Denominator:        
Weighted-average number of shares used in computing net income per share, basic (in shares)   140,984,108 139,935,525 139,025,657
Dilutive effect of RSUs (in shares)   1,105,658 1,148,328 394,597
Weighted-average number of shares used in computing net income per share, diluted (in shares)   142,089,766 141,083,853 139,420,254
Net income per share, basic (in dollars per share)   $ 4.97 $ 3.14 $ 1.20
Net income per share, diluted (in dollars per share)   $ 4.94 $ 3.11 $ 1.20
v3.25.4
Related Party Transactions - Narrative (Details)
1 Months Ended 12 Months Ended
Apr. 29, 2024
Apr. 30, 2022
USD ($)
Apr. 29, 2022
USD ($)
Apr. 12, 2022
executive
Mar. 27, 2022
executive
Apr. 29, 2021
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Related Party Transaction [Line Items]                      
Cost of sales [1]               $ 3,262,698,000 $ 2,866,648,000 $ 2,345,858,000  
Research and development [2]               368,073,000 341,289,000 249,387,000  
Related party revenue [3]               6,399,188,000 5,528,639,000 4,253,710,000  
Number of executives | executive       3 1            
Related Party                      
Related Party Transaction [Line Items]                      
Cost of sales               95,544,000 231,491,000 1,037,844,000  
Research and development                 875,000 3,004,000  
Related party revenue               16,817,000 9,460,000 3,133,000  
Related Party | JS Global                      
Related Party Transaction [Line Items]                      
Research and development               0 2,900,000 3,400,000  
Related Party | Transactions with JS Global                      
Related Party Transaction [Line Items]                      
Related party payments                   18,000,000.0  
Related Party | Sourcing Services Agreement                      
Related Party Transaction [Line Items]                      
Cost of sales               $ 5,900,000 38,800,000 40,300,000  
Related Party | Sourcing Services Agreement | July 28, 2023 To June 30, 2024                      
Related Party Transaction [Line Items]                      
Fee percentage               4.00%      
Related Party | Sourcing Services Agreement | July 1, 2024 Until December 21, 2024                      
Related Party Transaction [Line Items]                      
Fee percentage               2.00%      
Related Party | Sourcing Services Agreement | January 1, 2025 Until End Of Term                      
Related Party Transaction [Line Items]                      
Fee percentage               1.00%      
Related Party | Brand License Agreement                      
Related Party Transaction [Line Items]                      
Related party payments               $ 16,800,000 9,500,000 1,900,000  
Related party term               20 years      
Royalty percentage               3.00%      
Related Party | Transition Services Agreement                      
Related Party Transaction [Line Items]                      
Related party payments               $ 1,700,000 3,000,000.0 1,300,000  
Related party term               24 months      
Related party extension term               3 months      
Related Party | Cash Bonus to CEO                      
Related Party Transaction [Line Items]                      
Related party payments             $ 24,000,000.0        
Related party term             18 months        
Related Party | Cash Bonus to CCO                      
Related Party Transaction [Line Items]                      
Related party payments             $ 8,200,000        
Related party term             12 months        
Related Party | Promissory Notes, 2021 Employee Notes                      
Related Party Transaction [Line Items]                      
Related party term       3 years 3 years            
Promissory note           $ 17,600,000 $ 0 $ 0 0 0  
Related party transaction, interest rate 0.10%     1.30%   0.10%          
Forgiveness of notes receivable   $ 4,400,000 $ 800,000                
Related Party | Promissory Notes, 2022 Employee Notes                      
Related Party Transaction [Line Items]                      
Promissory note             $ 0 0 0 0 $ 6,000,000.0
Related party transaction, interest rate                     1.90%
Product | Related Party | JS Global                      
Related Party Transaction [Line Items]                      
Related party revenue               6,600,000 2,000,000.0 400,000  
Product | Related Party | Transactions with JS Global                      
Related Party Transaction [Line Items]                      
Cost of sales               $ 89,600,000 $ 192,700,000 $ 1,015,600,000  
[1] Including amounts associated with related parties of $95,544, $231,491 and $1,037,844 for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including amounts associated with related parties of $(6,577), $875 and $3,004 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
v3.25.4
Related Party Transactions - Transactions with Related Parties (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Statement [Abstract]      
Related party revenue [1] $ 6,399,188 $ 5,528,639 $ 4,253,710
Cost of sales - purchases of goods and services, net [2] 3,262,698 2,866,648 2,345,858
Balance Sheet Related Disclosures [Abstract]      
Accounts receivable, net [3] 1,667,143 1,266,595  
Accounts payable [4] 679,534 612,031  
Related Party      
Income Statement [Abstract]      
Related party revenue 16,817 9,460 3,133
Cost of sales - purchases of goods and services, net 95,544 231,491 1,037,844
Balance Sheet Related Disclosures [Abstract]      
Accounts receivable, net 17,574 9,381  
Accounts payable 14,115 39,769  
Related Party | Entities Controlled by JS Global      
Income Statement [Abstract]      
Research and development services, net (6,577) 875 3,004
General and administrative (1,737) (3,000) (1,250)
Balance Sheet Related Disclosures [Abstract]      
Accounts receivable, net 17,574 9,381  
Accounts payable 14,115 39,769  
Related Party | Product | Entities Controlled by JS Global      
Income Statement [Abstract]      
Related party revenue 0 0 1,264
Cost of sales - purchases of goods and services, net 95,544 231,491 1,037,844
Related Party | Royalty | Entities Controlled by JS Global      
Income Statement [Abstract]      
Related party revenue $ 16,817 $ 9,460 $ 1,869
[1] Including amounts associated with related parties of $16,817, $9,460 and $3,133 for the years ended December 31, 2025, 2024 and 2023, respectively.
[2] Including amounts associated with related parties of $95,544, $231,491 and $1,037,844 for the years ended December 31, 2025, 2024 and 2023, respectively.
[3] Including amounts from a related party of $17,574 and $9,381 as of December 31, 2025 and 2024, respectively.
[4] Including amounts to a related party of $14,115 and $39,769 as of December 31, 2025 and 2024, respectively.
v3.25.4
VALUATION AND QUALIFYING ACCOUNTS (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
SEC Schedule, 12-09, Allowance, Sales Returns      
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]      
Beginning balance $ 86,557 $ 58,828 $ 45,529
Charges to net sales 466,145 335,975 274,926
Deductions and other adjustments (492,870) (308,246) (261,627)
Ending balance 59,832 86,557 58,828
SEC Schedule, 12-09, Accrued Customer Incentives      
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]      
Beginning balance 291,384 207,593 232,051
Charges to net sales 1,972,945 1,379,394 959,765
Deductions and other adjustments (1,854,614) (1,295,603) (984,223)
Ending balance $ 409,715 $ 291,384 $ 207,593