The earnings call highlighted strong financial performance and successful strategic initiatives, with significant growth in key areas like e-commerce and color. Despite some challenges in specific categories and consumer segments, the overall outlook remains positive.

Company Guidance

During the call to discuss Sally Beauty Holdings' fiscal 2025 results, the company reported a fourth-quarter comparable sales growth of 1.3% with a gross margin expansion of 100 basis points to 52.2%. The adjusted operating margin for the quarter was 9.4%, and adjusted diluted earnings per share increased by 10% to $0.55. For the full fiscal year, revenue reached $3.7 billion, with a gross margin exceeding 51% and an adjusted operating margin of 8.9%, up 40 basis points from the previous year. The adjusted diluted earnings per share for the year grew by 12% to $1.9. The company generated $275 million in cash flow from operations, which facilitated $100 million in debt reduction and over $50 million in share repurchases. Looking forward to fiscal 2026, Sally Beauty Holdings anticipates net sales between $3.71 billion and $3.77 billion, with adjusted diluted earnings expected to range from $2.02 to $2.10 per share. The company plans approximately $100 million in capital expenditures, with free cash flow projected at $200 million.

Strong Financial Performance

The company reported a 10% increase in adjusted diluted earnings per share to $0.55 for Q4 and 12% growth to $1.9 for the full year. Gross margin expanded by 100 basis points to 52.2% in Q4.

Record Revenue and Operational Success

Full year revenue reached $3.7 billion, with positive comparable sales and a gross margin above 51%. Adjusted operating margin improved by 40 basis points to 8.9%.

Strategic Initiatives and Growth

The company advanced several strategic initiatives, including a 7% growth in color for Q4 and 4% for the full year, expansion of digital marketplaces, and the launch of the Sally Ignited brand refresh.

Fuel for Growth Program

Generated $46 million of incremental benefits, bringing cumulative benefits to $74 million, with $42 million flowing to the bottom line.

Strong E-commerce Growth

Sally US and Canada's e-commerce sales increased by 34% over the prior year, comprising 9% of total sales.

Sally Beauty (SBH) Earnings, Revenues Date & History

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SBH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 29, 2026	2026 (Q1)	0.46 / -	0.43	―	―	―
Nov 13, 2025	2025 (Q4)	0.48 / 0.55	0.5	10.00% (+0.05)
Aug 05, 2025	2025 (Q3)	0.42 / 0.51	0.45	13.33% (+0.06)	―
May 12, 2025	2025 (Q2)	0.39 / 0.42	0.35	20.00% (+0.07)	―
Feb 13, 2025	2025 (Q1)	0.43 / 0.43	0.39	10.26% (+0.04)	―
Nov 14, 2024	2024 (Q4)	0.48 / 0.50	0.42	19.05% (+0.08)	―
Aug 08, 2024	2024 (Q3)	0.40 / 0.45	0.49	-8.16% (-0.04)
May 09, 2024	2024 (Q2)	0.40 / 0.35	0.41	-14.63% (-0.06)
Feb 01, 2024	2024 (Q1)	0.37 / 0.39	0.52	-25.00% (-0.13)	―
Nov 14, 2023	2023 (Q4)	0.46 / 0.42	0.5	-16.00% (-0.08)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SBH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 13, 2025	$14.68	$14.45	-1.57%
Aug 05, 2025	$9.97	$11.66	+16.95%
May 12, 2025	$8.17	$9.98	+22.15%
Feb 13, 2025	$9.18	$9.59	+4.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.