Sally Beauty Holdings (SBH) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for Sally Beauty Holdings.

Analyst Coverage

Research analysts who have asked questions during Sally Beauty Holdings earnings calls.

Oliver Chen

TD Cowen

8 questions for SBH

Also covers: BJ, BRLT, COST +21 more

Olivia Tong

Raymond James

4 questions for SBH

Also covers: BBWI, CHD, CL +8 more

Olivia Tong Cheang

Raymond James Financial, Inc.

4 questions for SBH

Also covers: BBWI, CHD, CL +13 more

Simeon Gutman

Morgan Stanley

4 questions for SBH

Also covers: AAP, ACI, ARHS +33 more

Susan Anderson

Canaccord Genuity Group

4 questions for SBH

Also covers: BODI, CDXC, COTY +13 more

Sydney Wagner

Jefferies

4 questions for SBH

Also covers: BBWI, COTY, ELF +5 more

Korinne Wolfmeyer

Piper Sandler & Co.

3 questions for SBH

Also covers: AIRS, BBWI, CHD +14 more

Alec Legg

Canaccord Genuity

2 questions for SBH

Ashley Helgans

Jefferies

2 questions for SBH

Also covers: BBWI, COTY, ELF +9 more

Lauren Englund

Morgan Stanley

2 questions for SBH

Also covers: LESL

Lauren Ng

Morgan Stanley

2 questions for SBH

Also covers: AZO, BBY, GOLF +3 more

Ashley Helen

Jefferies

1 question for SBH

Linda Bolton-Weiser

D.A. Davidson & Co.

1 question for SBH

Also covers: CLX, ELF, FLWS +14 more

Stephen Wagner

Jefferies

1 question for SBH

Also covers: GNSS

Latest news

Recent press releases and 8-K filings for SBH.

Sally Beauty Holdings Reports Strong Q1 Fiscal 2026 Results and Raises EPS Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings reported Q1 fiscal year 2026 results with total sales of $943 million and adjusted diluted earnings per share of $0.48, marking a 12% increase year-over-year. Comparable sales were flat.
The company generated $93 million in cash flow from operations, deploying $20 million for debt reduction and $21 million for share repurchases.
For fiscal year 2026, the low end of the adjusted diluted EPS guidance was raised to $2.02-$2.10 per share, with consolidated net sales guidance reiterated at $3.71-$3.77 billion.
Strategic initiatives, including the Fuel for Growth program, contributed $14 million in pre-tax benefits in Q1, with $45 million expected for the full year. The company also expanded its fragrance category to 1,000 Sally U.S. stores and completed 8 Sally Ignited store refreshes in Q1.

Feb 9, 2026, 1:30 PM

Transcript

Sally Beauty Holdings Reports Strong Q1 2026 Results and Raises Full-Year EPS Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings reported Q1 2026 total sales of $943 million and adjusted diluted earnings per share of $0.48, an increase of 12% year-over-year.
The company generated $93 million in cash flow from operations, deploying $20 million to debt paydown and $21 million for share repurchases.
The Fuel for Growth program contributed $14 million in pre-tax benefits in Q1, and is on track to capture $45 million for the full fiscal year, with cumulative run rate savings of $120 million by the end of fiscal 2026.
Strategic initiatives like the Sally Ignited store refreshes are showing positive KPIs, including a mid to high single-digit increase in new and reactivated customers, and the fragrance category, introduced in 1,000 Sally U.S. stores, will expand to 2,000 stores in Q2.
For fiscal year 2026, the company raised the low end of its adjusted diluted EPS guidance to a range of $2.02-$2.10 and expects consolidated net sales between $3.71-$3.77 billion.

Feb 9, 2026, 1:30 PM

Transcript

Sally Beauty Holdings Reports Strong Q1 Fiscal 2026 Results and Raises Full-Year EPS Guidance

SBH

Earnings

Guidance Update

New Projects/Investments

Sally Beauty Holdings achieved a strong start to fiscal year 2026, with Q1 total sales of $943 million and comparable sales flat to last year.
The company reported adjusted diluted earnings per share of $0.48, an increase of 12% year-over-year, and adjusted operating income of $80 million, both at or above expectations.
Sally Beauty Holdings generated $93 million in cash flow from operations, used $20 million to pay down debt, and repurchased $21 million of shares.
The low end of the full-year fiscal 2026 adjusted diluted EPS guidance was raised to $2.02-$2.10 per share.
Strategic initiatives, including the Fuel for Growth program, contributed $14 million in pre-tax benefits in Q1 and are on track for $45 million in benefits for the full year, aiming for $120 million in cumulative run rate savings by fiscal year-end.

Feb 9, 2026, 1:30 PM

Transcript

Sally Beauty Holdings, Inc. Reports Q1 Fiscal 2026 Results and Updates FY26 Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings, Inc. reported Q1 Fiscal 2026 consolidated net sales of $943 million, an increase of 0.6%, with comparable sales remaining flat.
Adjusted Diluted EPS for Q1 Fiscal 2026 increased by 12% to $0.48, while GAAP diluted EPS decreased by 22% to $0.45.
The company generated $93 million in cash flow from operations and $57 million in Free Cash Flow in Q1 Fiscal 2026, utilizing these funds for $20 million in term loan repayment and $21 million in share repurchases.
Sally Beauty Holdings raised the low end of its Fiscal 2026 Adjusted Diluted EPS guidance to a range of $2.02 to $2.10.

Feb 9, 2026, 11:45 AM

8-K

Sally Beauty Holdings Reports Q1 Fiscal 2026 Results and Raises EPS Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings reported Q1 Fiscal 2026 consolidated net sales of $943 million, an increase of 0.6%, with flat comparable sales.
For Q1 Fiscal 2026, adjusted diluted EPS increased by 12% to $0.48, while GAAP diluted EPS decreased by 22% to $0.45.
The company generated $93 million in cash flow from operations and $57 million in free cash flow during Q1 Fiscal 2026, which was used to repay $20 million in term loan debt and repurchase $21 million in shares.
Sally Beauty Holdings raised the low end of its Fiscal 2026 Adjusted Diluted EPS guidance to a range of $2.02 to $2.10 from the prior guidance of $2.00 to $2.10.

Feb 9, 2026, 11:45 AM

Press Release

SBH Reports Strong Q4 and Full-Year 2025 Results, Issues FY2026 Guidance and Long-Term Targets

SBH

Earnings

Guidance Update

Share Buyback

SBH reported strong Q4 and full-year 2025 results, with Q4 adjusted diluted EPS increasing 10% to $0.55 and full-year adjusted diluted EPS growing 12% to $1.90 on $3.7 billion in revenue.
The company provided fiscal year 2026 guidance, expecting consolidated net sales between $3.71 billion and $3.77 billion and adjusted diluted EPS in the range of $2.00-$2.10.
SBH introduced long-term financial targets through fiscal year 2028, projecting annual net sales growth of 1%-3%, adjusted operating earnings growth of 3%-5%, and adjusted diluted EPS growth of at least 10%.
The "Fuel for Growth" program generated $46 million in incremental benefits in fiscal 2025, bringing cumulative run rate benefits to $74 million, with an expectation to reach $120 million by the end of fiscal 2026.
The company demonstrated strong capital allocation, generating $275 million in operating cash flow and $216 million in free cash flow in FY2025, which supported $119 million in debt paydown and over $50 million in share repurchases.

Nov 13, 2025, 1:30 PM

Transcript

SBH Reports Strong Q4 and Full-Year 2025 Results, Provides FY 2026 and Long-Term Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings (SBH) reported strong Q4 2025 results, with consolidated net sales increasing 1.3% to $947 million and adjusted diluted earnings per share (EPS) growing 10% to $0.55. For the full fiscal year 2025, the company achieved $3.7 billion in revenue and adjusted diluted EPS of $1.90, representing 12% growth.
The Fuel for Growth program delivered $46 million in incremental pre-tax benefits in FY 2025, accumulating $74 million in run rate benefits since its inception. The company expects an additional $45 million in run rate savings in fiscal 2026, targeting $120 million in cumulative run rate savings by the end of FY 2026.
For fiscal year 2026, SBH projects consolidated net sales between $3.71 billion and $3.77 billion, comparable sales to be flat to up 1%, and adjusted diluted EPS in the range of $2.00 to $2.10.
Looking ahead to fiscal year 2028, the company introduced long-range targets including annual net sales growth of 1%-3%, adjusted operating earnings growth of 3%-5%, and adjusted diluted EPS growth of at least 10%, with approximately 50% of free cash flow allocated to share repurchases.

Nov 13, 2025, 1:30 PM

Transcript

Sally Beauty Holdings Reports Strong Q4 and Full Year 2025 Results, Provides FY26 Guidance and Long-Range Targets

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings (SBH) reported strong Q4 2025 results, with comparable sales growth of 1.3%, gross margin expanding 100 basis points to 52.2%, and adjusted diluted EPS increasing 10% to $0.55. For the full fiscal year 2025, the company delivered $3.7 billion in revenue, positive comparable sales, and adjusted diluted EPS of $1.90, representing 12% growth.
The Fuel for Growth program generated an incremental $46 million in benefits in fiscal 2025, bringing cumulative run rate benefits to $74 million, exceeding the original expectation of $70 million. The company expects cumulative run rate savings to reach approximately $120 million by the end of fiscal 2026.
In fiscal 2025, SBH generated $275 million in operating cash flow and $216 million in free cash flow, which was used to repay nearly $120 million of term loan debt and repurchase over $50 million of shares. The net debt leverage ratio at year-end was 1.6 times.
For fiscal year 2026, SBH provided guidance including consolidated net sales in the range of $3.71 billion-$3.77 billion, comparable sales flat to up 1%, and adjusted diluted EPS in the range of $2-$2.10 per share.
The company also introduced long-range financial targets for the three-year planning horizon ending fiscal 2028, expecting annual net sales growth of 1%-3%, adjusted operating earnings growth of 3%-5%, and adjusted diluted EPS growth of at least 10%.

Nov 13, 2025, 1:30 PM

Transcript

Sally Beauty Holdings, Inc. Announces Q4 and Full Year Fiscal 2025 Results and Fiscal 2026 Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings, Inc. reported Q4 2025 consolidated net sales of $947 million, an increase of 1.3%, and adjusted diluted EPS of $0.55, up 10% over the prior year.
For the full fiscal year 2025, consolidated net sales were $3.70 billion, a decrease of 0.4%, while adjusted diluted EPS increased 12% to $1.90.
The company generated $275 million in cash flow from operations and $216 million in free cash flow for fiscal year 2025, using these funds for $119 million in term loan repayments and $53 million in share repurchases.
Sally Beauty Holdings, Inc. provided fiscal year 2026 guidance, projecting consolidated net sales between $3.71 billion and $3.77 billion and adjusted diluted EPS between $2.00 and $2.10.

Nov 13, 2025, 11:45 AM

8-K

Sally Beauty Holdings Reports Q4 and Full Year Fiscal 2025 Results, Provides FY2026 Guidance

SBH

Earnings

Guidance Update

Share Buyback

Sally Beauty Holdings reported a 1.3% increase in consolidated net sales to $947 million and a 10% increase in adjusted diluted EPS to $0.55 for the fourth quarter ended September 30, 2025.
For the full fiscal year 2025, consolidated net sales were $3.70 billion, a 0.4% decrease from the prior year, while adjusted diluted EPS increased 12% to $1.90.
The company generated $275 million in cash flow from operations and $216 million in free cash flow for fiscal year 2025, utilizing $119 million for term loan repayments and $53 million for share repurchases.
For fiscal year 2026, Sally Beauty Holdings expects consolidated net sales between $3.71 billion and $3.77 billion and adjusted diluted EPS between $2.00 and $2.10.