How did Celsius Holdings (NASDAQ:CELH) perform in Q1 2026?

Celsius reported a transformative Q1 2026 with total revenue of $782.6 million, a 138% increase from Q1 2025. The growth was driven by the full-quarter integration of Alani Nu and Rockstar Energy, acquisitions completed in 2025. Net income rose to $110.1 million, or $0.33 per diluted share, with adjusted EPS of $0.41, surpassing analyst estimates. Adjusted EBITDA grew by 181% to $195.5 million, reflecting a 25% margin.

What drove Celsius Holdings’ revenue growth in Q1 2026?

The explosive revenue growth was primarily driven by the integration of Alani Nu and Rockstar Energy, which significantly expanded Celsius’s "Modern Energy" portfolio. Alani Nu alone contributed $368.1 million in sales, while the flagship CELSIUS brand grew revenue by 6% year-over-year. The portfolio expansion helped Celsius capture significant market share in the U.S. energy drink category.

How did Celsius Holdings’ profitability metrics perform in Q1 2026?

Celsius saw strong profitability growth in Q1 2026, with net income rising to $110.1 million, up from $44.4 million in Q1 2025. Adjusted EPS reached $0.41, exceeding analyst expectations. Adjusted EBITDA increased by 181% to $195.5 million, representing a 25% margin, reflecting the scale gained through the acquisitions and effective operational efficiency despite some margin compression.

What impact did the acquisitions of Alani Nu and Rockstar Energy have on Celsius in Q1 2026?

The acquisitions of Alani Nu and Rockstar Energy were pivotal to Celsius's Q1 2026 performance. Alani Nu contributed approximately $368.1 million in sales, while the Rockstar brand faced a 13% decline. The acquired brands helped drive the growth of Celsius’s "Modern Energy" portfolio, but their lower-margin profile resulted in some margin compression for the company.

How did Celsius manage its margins in Q1 2026?

Celsius experienced some margin compression in Q1 2026 due to the newly acquired brands, Alani Nu and Rockstar Energy, which carry a lower margin profile than the flagship CELSIUS line. Gross profit margin declined to 48.3% from 52.3% in Q1 2025. However, management indicated that raw material costs are improving, and the integration of the new brands into Celsius’s global purchasing and PepsiCo-aligned distribution structures should stabilize margins in the future.

Celsius revenue rises 138% to record $783M following Brand acquisitions

Written by Liezl GambePublished May. 7 2026Last Updated May. 7 2026

Celsius Holdings (NASDAQ:CELH) reported a transformative first quarter for 2026, with record-breaking revenue and significant market share gains across the U.S. energy drink category.

The Boca Raton-based company posted total revenue of $782.6 million for the quarter ended March 31, 2026, a 138% increase compared to the $329.3 million reported in the first quarter of 2025.

The explosive growth was primarily driven by the full-quarter integration of Alani Nu and Rockstar Energy, acquisitions completed in 2025 that have significantly scaled the company's "Modern Energy" portfolio.

Alani Nu contributed approximately $368.1 million in sales during the quarter, while the flagship CELSIUS brand grew revenue by 6% year-over-year.

The company’s bottom-line performance reflected its increased scale, with net income rising to $110.1 million, or $0.33 per diluted share, up from $44.4 million in the prior-year period.

On an adjusted basis, diluted EPS reached $0.41, surpassing analyst consensus estimates.

Adjusted EBITDA saw a dramatic 181% increase to $195.5 million, representing a 25% margin.

The rapid portfolio expansion resulted in some margin compression, as the newly acquired brands currently carry a lower margin profile than the flagship line.

Gross profit margin for the quarter declined to 48.3% from 52.3% a year ago.

However, management noted that underlying raw material costs are improving as the company integrates the new brands into its global purchasing and PepsiCo-aligned distribution structures.

Operationally, Celsius Holdings reached an approximate 20.9% dollar share of the U.S. RTD energy category in the first quarter.

The company’s portfolio was a dominant driver for the sector, contributing 45% of the total growth in the zero-sugar energy category.

While Alani Nu retail sales surged 100% year-over-year, the Rockstar Energy brand saw a 13% decline, an area management is addressing through refined marketing and distribution strategies.

The company ended the quarter with a strong liquidity position, reporting $549.2 million in cash and cash equivalents after repurchasing approximately $24.1 million of its common stock.

As Celsius continues to leverage its partnership with PepsiCo to expand its international footprint—which grew 55% this quarter to $35.3 million—investors will be watching for further margin stabilization and the stabilization of the Rockstar brand.