SharkNinja, Inc 2026年季度报告

FORM10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File Number: 001-41754 SHARKNINJA, INC.(Exact name of registrant as specified in its charter) Cayman Islands(State or other jurisdiction of incorporation or organization)98-1738011(I.R.S. Employer Identification No.) (617) 243-0235(Registrant’s telephone number, including area code) N/A(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Name of each exchange on whichregistered Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filerAccelerated filerNon-accelerated filerSmaller reporting companyEmerginggrowth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo The registrant had outstanding 141,520,379 ordinary shares as of April30, 2026. TABLE OF CONTENTS Cautionary Note Regarding Forward-Looking StatementsPART IItem 1. Financial Statements (Unaudited)Condensed Consolidated Balance Sheets (Unaudited)Condensed Consolidated Statements of Income (Unaudited)Condensed Consolidated Statements of Comprehensive Income (Unaudited)Condensed Consolidated Statements of Shareholders’ Equity (Unaudited)Condensed Consolidated Statements of Cash Flows (Unaudited)Notes to Condensed Consolidated Financial Statements (Unaudited)Item 2. Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPART IIItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. ExhibitsSignatures This Quarterly Report on Form 10-Q contains forward-looking statements that reflect our current views with respect to,among other things, future events and our future business, financial condition, results of operations and prospects. These statementsare often, but not always, made through the use of words or phrases such as “may,” “should,” “could,” “predict,” “potential,”“believe,” “will likely result,” “expect,” “continue,” “will,” “anticipate,” “seek,” “estimate,” “intend,” “plan,” “projection,” “would”and “outlook,” or the negative version of those words or phrases or other comparable words or phrases of a future or forward-lookingnature. These forward-looking statements are not statements of historical fact, and are based on current expectations, estimates andprojections about our industry as well as certain assumptions made by management, many of which, by their nature, are inherentlyuncertain and beyond our control. These forward-looking statements are subject to a number of known and unknown risks,uncertainties and assumptions, which you should consider and read carefully, including but not limited to: •our ability to maintain and strengthen our brands to generate and maintain ongoing demand for our products;•our ability to commercialize a continuing stream of new products and line extensions that create demand;•our ability to effectively manage our future growth;•general economic conditions, including the impacts of tariff programs, and the level of discretionary consumer spending;•our ability to expand into additional consumer markets;•our ability to maintain product quality and product performance at an acceptable cost;•our ability to compete with existing and new comp