Skinhealth Systems Inc. · NASDAQ:SKIN
Skinhealth Systems — Q2 2026 Earnings Presentation
17 slides from Skinhealth Systems's earnings presentation, Aug 6, 2026
Slide 1: Q2 2026 Financial Results
Q2 2026 Financial Results August 6, 2026
Slide 2: Disclaimer
Disclaimer This Presentation contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, expectations of future ope
Slide 3: Strategic Objective
Strategic Objective Establish SkinHealth Systems as a leader in medical aesthetics, delivering an ecosystem of solutions that uniquely combines devices, consumables, clinical credibility, and brand power to achieve superior skin health for consumers and positive economic outcomes for providers. 3
Slide 4: The Global Medical Aesthetics Market
The Global Medical Aesthetics Market Growing & Increasingly Favorable to SkinHealth Systems Clinical credibility and efficacy Large and addressable global increasingly drive provider and market driven by innovation consumer product choice1 Combination treatments Skin health is becoming a increasing
Slide 5: Opportunity to leverage our assets to drive profitable growth
Opportunity to leverage COMPELLING BRAND EQUITY IN our assets to drive LARGE, ADDRESSABLE MARKET profitable growth Hydrafacial is the #2 most recognized brand in aesthetics1 with an accessible price point for consumers and immediately gratifying results LOYAL PROVIDERS HYDRODERMABRASION Valued by pr
Slide 6: Roadmap to Accelerate Growth
Roadmap to Accelerate Growth PHASE 1 Stabilize & Invest in Innovation PHASE 2 Launch New Products PHASE 3 Accelerate C URR ENTLY EXECUTING PHASE 1 Strengthening the Core Increasing the Value of the Expand Into Attractive Hydrafacial Franchise Hydrafacial Device Footprint Adjacent Categories Launchin
Slide 7: Skin Health Benefits Beyond the Face: HydraScalp with Keravive
Skin Health Benefits Beyond the Face: HydraScalp® with Keravive Reintroduction of Scalp Health Offering • Advanced, non-invasive scalp treatment with no downtime powered by Hydrafacial’s proprietary Vortex-Fusion Technology The Skinification of the Scalp • 73% of consumers are concerned about scalp
Slide 8: Microneedling with SkinStylus
Microneedling with SkinStylus® Adjacent Category Clinically Proven Skin Versatile and Flexible Complementary to with Growth Potential Health Solution Device Hydrafacial Microneedling is one of SkinStylus reduces the Microneedling and nano- As a standalone the fastest growing appearance of fine chann
Slide 9: Corporate Rebrand in Q2 2026
Corporate Rebrand in Q2 2026 "This is not simply a change in name. It represents a fundamental evolution in how we operate, and how we intend to compete. Our focus is on building a durable, scalable ecosystem of skin health technologies and solutions that delivers consistent, provider- led outcomes
Slide 10: Q2 2026 Financial Highlights and Guidance
Q2 2026 Financial Highlights and Guidance 10
Slide 11: Second Quarter 2026 Financial Highlights
Second Quarter 2026 Financial Highlights Net Delivery Systems Net Consumables Net Income Adjusted 1 Sales Sales Net Sales (Loss) EBITDA $72.1m $18.3m $53.9m $(2.7)m $17.0m -7.8% YoY -18.4% YoY -3.5% YoY -$22.4m YoY +$3.1m YoY Primarily impacted by reduced Decrease in delivery systems Decrease in con
Slide 12: Revised 2026 Financial Guidance
Revised 2026 Financial Guidance 3Q 2026 FY 2026 $65 – $70m $280 – $290m 3Q 2026E net sales FY 2026E net sales $5 – $7m $39 – $46m 3Q 2026E adjusted EBITDA1 FY 2026E adjusted EBITDA1 12 1. Adjusted EBITDA is a non-GAAP measure; please refer to the disclaimer for a discussion of the definition of this
Slide 13: Appendix: Non-GAAP Financial Reconciliations
Appendix: Non-GAAP Financial Reconciliations 13
Slide 14: Reconciliation of gross profit to adjusted gross profit
Reconciliation of gross profit to adjusted gross profit Three Months Ended June 30, Six Months Ended June 30, (1) Unaudited ($ in millions) 2026 2025 2026 2025 Net sales $ 72.1 $ 78.2 $ 137.0 $ 147.8 Gross profit $ 49.3 $ 49.1 $ 93.8 $ 97.7 Gross margin 68.4% 62.8% 68.4% 66.1% Adjusted to exclude th
Slide 15: Reconciliation of operating expenses to adjusted operating expenses
Reconciliation of operating expenses to adjusted operating expenses Three Months Ended June 30, Six Months Ended June 30, (1) Unaudited ($ in millions) 2026 2025 2026 2025 Total operating expenses $ 45.8 $ 51.8 $ 92.0 $ 112.4 Adjusted to exclude the following: Depreciation expense 0.3 0.5 0.7 2.1 Am
Slide 16: Reconciliation of net income (loss) to adjusted EBITDA
Reconciliation of net income (loss) to adjusted EBITDA Three Months Ended June 30, Six Months Ended June 30, (1) Unaudited ($ in millions) 2026 2025 2026 2025 Net sales $ 72.1 $ 78.2 $ 137.0 $ 147.8 Net (loss) income $ (2.7) $ 19.7 $ (9.3) $ 9.6 Net (loss) income margin (3.7%) 25.2% (6.8%) 6.5% Adju
Slide 17: SkinHealth Systems
SYSTEMS