The Beauty Health Company
SKIN evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for SKIN—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · SKIN
The Beauty Health Company (SKIN) is a beauty and wellness company focused on delivering aesthetic and dermatological products and services, with a recent quarterly revenue of $72.1M and a net loss of $2.7M as of June 30, 2026.
Key risk: High debt leverage
BioSniper Score
Based on 4 of 6 signals
Market Cap
$89.1M
Cash Runway
—
Lead Asset
hydrafacial (Approved)
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 1 pipeline candidate · 1 clinical trial for The Beauty Health Company.
The Beauty Health Company (SKIN) is a beauty and wellness company focused on delivering aesthetic and dermatological products and services, with a recent quarterly revenue of $72.1M and a net loss of $2.7M as of June 30, 2026.
- Cash and equivalents of $206.1M as of June 30, 2026 [sec].
- Total revenue of $72.1M for the quarter ended June 30, 2026 [sec].
- Net loss of $2.7M for the quarter ended June 30, 2026 [sec].
- Shareholders' equity of $51.8M and total debt of $448.3M as of June 30, 2026 [sec].
- Management believes it has sufficient liquidity to satisfy anticipated working capital requirements for at least the next 12 months [sec_mda · as of 2026-03-12].
What works
- Cash and equivalents of $206.1M provide a substantial liquidity buffer for ongoing operations and potential acquisitions [sec].
- Management expresses confidence in having sufficient liquidity for at least the next 12 months [sec_mda · as of 2026-03-12].
- The company actively evaluates acquisitions of complementary products, services, or businesses as part of its growth strategy [sec_mda · as of 2026-08-06].
What to weigh
- Total debt of $448.3M significantly exceeds shareholders' equity of $51.8M, indicating high leverage [sec].
- The company reported a net loss of $2.7M for the quarter ended June 30, 2026 [sec].
- Potential acquisitions may require substantial capital, and there is no assurance of available financing on commercially reasonable terms [sec_mda · as of 2026-08-06].
- Economic and geopolitical uncertainties could adversely affect revenues and the company's ability to develop and distribute products [sec_mda · as of 2026-05-07].
From the filings
Quoted directly from source documents.
Management's liquidity assessment
“management believes that we have sufficient liquidity to satisfy our anticipated working capital requirements for our ongoing operations and obligations for at least the next 12 months”
SEC MD&A · March 12, 2026
Risks & what to watch (4)›
Key risks
- High debt leverage — Total debt of $448.3M far exceeds shareholders' equity of $51.8M as of June 30, 2026 [sec].
- Continued net losses — The company reported a net loss of $2.7M for the quarter ended June 30, 2026 [sec].
- Acquisition financing risk — Potential acquisitions may require substantial capital, with no assurance of available financing on reasonable terms [sec_mda · as of 2026-08-06].
- Macroeconomic and geopolitical impact — Economic and geopolitical conditions could adversely affect revenues and product development [sec_mda · as of 2026-05-07].
What to watch
- Revenue trends and ability to achieve profitability in upcoming quarters [sec].
- Debt management and any refinancing or repurchase activities [sec_mda · as of 2026-08-06].
- Progress on potential acquisitions and integration of complementary businesses [sec_mda · as of 2026-08-06].
- Impact of macroeconomic conditions on customer demand and supply chain [sec_mda · as of 2026-05-07].
Sources: SEC MD&A · Generated August 16, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 4 of 6 signals · derived from public data
Profitable (positive operating cash flow)
D/E 7.76 · 0% dilution
Lead: Approved
1 candidate
No upcoming catalysts tracked
No insider transactions in the last 180 days
Pipeline
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
114
Total value held
$53.6M
| Holder | Shares | Value |
|---|---|---|
| fmr llc | 17,183,231 | $15.3M |
| blackrock, inc. | 7,357,614 | $6.5M |
| vanguard capital management llc | 6,882,016 | $6.1M |
| millennium management llc | 5,717,460 | $5.1M |
| ubs group ag | 3,782,516 | $3.4M |
| geode capital management, llc | 2,241,596 | $2.0M |
| d. e. shaw & co., inc. | 1,898,475 | $1.7M |
| state street corp | 1,884,027 | $1.7M |
| vanguard portfolio management llc | 1,648,781 | $1.5M |
| silver point capital l.p. | 1,592,030 | $1.4M |
Showing top 10 of 114 institutional holders of The Beauty Health Company. Open the full 13F history after sign-in.
Short Interest
as of May 19, 2026- % of float
- 35.4%
- Days to cover
- 26.0
- Shares short
- 16,529,329
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
SKIN short interestGovernance
Frequently asked questions
What is the AI investment thesis for The Beauty Health Company?
The Beauty Health Company (SKIN) is a beauty and wellness company focused on delivering aesthetic and dermatological products and services, with a recent quarterly revenue of $72.1M and a net loss of $2.7M as of June 30, 2026.
What is The Beauty Health Company's lead drug candidate?
The Beauty Health Company's most advanced tracked candidate is hydrafacial (Approved) for Skin health, including cleansing, extraction, and hydration.
Who is the CEO of The Beauty Health Company?
Mr. Pedro Malha is the chief executive officer of The Beauty Health Company (SKIN).
Where is The Beauty Health Company headquartered?
The Beauty Health Company (SKIN) is headquartered in Long Beach, CA, United States.
What therapeutic areas does The Beauty Health Company focus on?
The Beauty Health Company develops therapies across Dermatology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.