SBH Stock — Sally Beauty Holdings, Inc.

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Feb 8, 2027 Est · unconfirmed · in 12 wks

Q4 2026 earnings call transcript

call held Nov 10, 2026

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what the company just published, in one sentence each

2026

Nov 10

Annual report 10-K FY2026, ended Sep 30

Fiscal 2026 sales rose 0.9%, net earnings increased 2.1%

Sally Beauty Holdings, Inc. reported fiscal 2026 net sales of $3,734.6 million, up 0.9%, while net earnings reached $200.1 million, up 2.1%. Operating cash was $322.6 million and available liquidity totaled $640.6 million.

Revenue $3.73B ▲ 0.9% Net income $200.08M ▲ 2.1% Diluted EPS $2.02 ▲ 6.9%

Read from the MD&A section

5 source passages

Sally Beauty Holdings, Inc. is a leading international specialty retailer and distributor of professional beauty products, including hair color, hair care, styling tools, and nails. Consolidated net sales increased $33.1 million, or 0.9%, to $3,734.6 million and included a favorable impact from changes in foreign currency exchange rates of $27.0 million, or 0.7% of consolidated net sales; Consolidated net earnings increased $4.2 million, or 2.1%, to $200.1 million; Cash provided by operations was $322.6 million compared to $274.8 million in 2025; and At September 30, 2026, we had total available liquidity of $640.6 million consisting of $482.4 million available under our ABL facility and $158.2 million of cash and cash equivalents. Open the document at this passage

Nov 10

Earnings call

Fiscal 2027 outlook projects $3.77 to $3.81 billion sales

Sally Beauty Holdings projected fiscal 2027 net sales of $3.77 to $3.81 billion and adjusted diluted earnings of $2.20 to $2.30 per share, after fiscal 2026 net sales reached $3.73 billion.

5 source passages

Sally Beauty Holdings conference call to discuss the company's fourth quarter and full year fiscal 2026 results. drove full-year net sales of $3.73 billion, adjusted operating margin of 9%, a 9.5% increase in adjusted diluted EPS to $2.08, and cash flow from operations of more than $300 million. For the full-year fiscal 2027, we expect the following. Consolidated net sales in the range of $3.77 to $3.81 billion. Adjusted diluted earnings of $2.20 to $2.30 per share. Open the document at this passage

Nov 10

Current report 8-K

Adjusted EPS grows 13% as sales rise 0.6%

Sally Beauty Holdings reported fourth-quarter net sales of $953 million, up 0.6%, and adjusted diluted EPS growth of 13%. Fiscal 2027 guidance calls for $3.77 billion to $3.81 billion in net sales and $2.20 to $2.30 in adjusted diluted EPS.

Financial results, Regulation FD disclosure

6 source passages

Sally Beauty Holdings, Inc. (NYSE: SBH) (the “Company”), the leader in professional hair color, today announced financial results for its fourth quarter and full year ended September 30, 2026. Consolidated net sales of $953 million, an increase of 0.6% compared to the prior year; Adjusted Diluted Net Earnings Per Share of $0.62, an increase of 13% compared to the prior year; Fiscal Year 2027 Guidance Consolidated Net Sales $3.77 billion to $3.81 billion Adjusted Diluted EPS $2.20 to $2.30 Open the document at this passage

Aug 11

Investor event

SBH Presentation at the Canaccord Genuity Annual Growth Conference AI summary on its way

Aug 3

Earnings call

Q3 2026 earnings call AI summary on its way

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

View all 125 metrics

Revenue (TTM)

$3.73B

Trailing 12 months

Net income (TTM)

$200.08M

Trailing 12 months

Revenue growth YoY

+0.6%

Year over year

Operating margin

8.7%

Trailing 12 months

P / E (TTM)

9.4

Trailing earnings · reciprocal yield 10.7%

FCF yield

12.2%

TTM · current market cap

Return on invested capital

15.9%

Trailing 12 months

Net cash

−$629.88M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-5.2%

Year over year · fewer shares

Price change (1Y)

+31.2%

Trailing year

Short interest

20.2%

Latest settlement · 14.6 days to cover

View all 125 metrics

Quarterly results

Revenue Net income Net loss

▲0.7% $937.89M $61.01M '25 Q1 ▼2.8% $883.15M $39.21M '25 Q2 ▼1% $933.31M $45.72M '25 Q3 ▲1.3% $947.08M $49.93M '25 Q4* ▲0.6% $943.17M $45.56M '26 Q1 ▲2.3% $903.38M $42.70M '26 Q2 ▲0.2% $935.49M $54.08M '26 Q3 LATEST ▲0.6% $952.53M $57.74M '26 Q4*

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Aug 3, 2026

Q3 FY26

TL;DR. Sally Beauty delivered Q3 adjusted EPS of $0.55 (up 8%) with strong Sally U.S./Canada comps of 3.5%, but BSG comps fell 2.1% on care category softness, and full-year guidance was narrowed with the net sales top end cut.

Bullish

+ Q3 adjusted diluted EPS rose 8% to $0.55, at the high end of guidance
+ Sally Beauty segment delivered 1.6% comps, with Sally U.S. and Canada up a robust 3.5%
+ Adjusted gross margin expanded 40 bps to 52.4%, helped by Fuel for Growth benefits
+ Global e-commerce sales grew 11% for a fourth consecutive quarter of double-digit growth
+ Color remained a standout category, up 8% in total Sally and 9% in Sally U.S. and Canada

Bearish

− BSG comparable sales declined 2.1% with softness in hair care
− BSG care sales were pressured by lapping the April 2025 K-18 launch
− Full-year consolidated net sales top end was cut to $3.733B from prior $3.750B
− Full-year comparable sales outlook was narrowed to approximately 0.5% from prior flat to up 1%
− Full-year adjusted operating earnings outlook was narrowed to $329-$335M from $328-$342M

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol High

Market backdrop VIX 19.3 · elevated Equity put/call 0.63

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +25%

above

Price vs 50-day avg +11%

above

RSI (14) 56

neutral

MACD trend Positive

52-week position 82%

mid-range

Momentum

relative strength

Very Strong

1-month return +14%

trailing

6-month return +49%

trailing

YTD return +33%

this year

Relative strength +49%

vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross

50d $17 › 200d $15 — 50d above 200d

Institutional flow Distributing

222 of 250 funds reported for Sep 30 · net -749.3K sh shares · +30 new

Insider flow Distributing

Net -$1.3M over 90 days · 100% sells

Short interest Rising

20.17% of shares out · ▲ +0.5% MoM · 14.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

250 holders — mid 3-yr range

Squeeze score 82

high risk · 0–100

Fundamentals

Strong

Revenue growth +1%

Y/Y

Gross margin 52%

expanding

EPS growth +7%

Y/Y

Free cash flow $210.1M

Valuation P/E 9.4

below peers

Buyback $354.4M

authorized

Balance sheet $629.9M

net debt

Quant / Vol

risk profile

High

Volatility 44%

annualized · 1-yr

Max drawdown −30%

past year

ATR 4.9%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 3 of last 3

Latest guidance · from the 8-K filed Nov 10, 2026

Fiscal Year 2027

Consolidated Net Sales $3.77B – $3.81B

prior FY $3.73B midpoint +1.5% Y/Y

Adjusted Operating Earnings Non-GAAP $334M – $347M

Adjusted Diluted EPS Non-GAAP $2.20 – $2.30

Capital Expenditures $140M

First Quarter

Consolidated Net Sales $945M – $955M

prior qtr $935.49M midpoint +1.6% QoQ

Comparable Sales Growth 0.5% – 1.5%

Adjusted Diluted EPS Non-GAAP $0.48 – $0.52

Previous outlook earlier release · from the 8-K filed Nov 13, 2025

Still-open targets the latest release did not restate under the same label.

Adjusted Operating Earnings growth · annually (three-year planning horizon ending with fiscal 2028) 3% – 5%

Capital expenditures · annually (three-year planning horizon ending with fiscal 2028) $90M – $120M

Free Cash Flow · annually (three-year planning horizon ending with fiscal 2028) $200M

Prior guidance period ended · from the Earnings Call filed Aug 3, 2026

Consolidated net sales · full year fiscal 2026 $3.73B – $3.73B

Comparable sales · full year fiscal 2026 0.5%

Adjusted operating earnings · full year fiscal 2026 $329M – $335M

Adjusted diluted earnings · full year fiscal 2026 $2.04 – $2.08

Capital expenditures · full year fiscal 2026 $100M

Free cash flow · full year fiscal 2026 $200M

Guided vs delivered · last 3 settled

Consolidated net sales full year fiscal 2026

guided $3.73B – $3.73B

guided $3.73B – $3.73B $3.73B Beat +0.1%

Consolidated Net Sales Third Quarter

guided $932M – $942M

guided $932M – $942M $935.49M In line

Consolidated net sales fiscal Q1 2026

guided $935M – $945M

guided $935M – $945M $943.17M In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

0 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+25% Bullish

Price vs 50-day avg

+11% Bullish

RSI (14)

56 Neutral

MACD trend

Positive Bullish

52-week position

82% Neutral

Market signals — smart money & positioning

Bearish · 3 of 6

Trend (MA cross) No cross

50d $17 › 200d $15 — 50d above 200d

Institutional flow Distributing

222 of 250 funds reported for Sep 30 · net -749.3K sh shares · +30 new

Insider flow Distributing

Net -$1.3M over 90 days · 100% sells

Short interest Rising

20.17% of shares out · ▲ +0.5% MoM · 14.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

250 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $12 Now $19 · 82% Range high $21

vs 200-day avg +25% vs 50-day avg +11%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted Diluted Net Earnings Per Share non-GAAP	$0.55	Q3 FY2026	—
Adjusted EBITDA (non-GAAP) non-GAAP	$332.72M	Nine Months Ended June 30, 2026	—
Adjusted Gross Margin non-GAAP	52.4%	Q3 FY2026	—
Adjusted Operating Earnings non-GAAP	$87M	Q3 FY2026	—
GAAP → non-GAAP reconciliation GAAP Operating earnings $86.4M +$194K Fuel for Growth and Other = Adjusted Operating Earnings $86.59M
Adjusted Operating Margin non-GAAP	9.3%	Q3 FY2026	—
Comparable Sales Growth (Beauty Systems Group segment)	-2.1%	Q3 FY26	—
Comparable Sales Growth (Sally Beauty segment)	1.6%	Q3 FY26	—
EBITDA (non-GAAP) non-GAAP	$112.62M	Three Months Ended June 30, 2026	—
Free Cash Flow non-GAAP	$62M	Q3 FY2026	—
Free cash flow (non-GAAP) non-GAAP	$163.2M	Nine Months Ended June 30, 2026	—
Global e-commerce sales	$110M	Q3 FY2026	—
Global e-commerce sales as percentage of net sales	12%	Q3 FY2026	—
Number of BSG salon business consultants	558	As of June 30, 2026	—
Number of Sally stores	3,066	As of June 30, 2026	—
Sally U.S. and Canada comparable sales growth	3.5%	Q3 FY2026	—
Shares repurchased	1.9M	Q3 FY2026	—
Total BSG stores	1,320	As of June 30, 2026	—
Total consolidated stores	4,386	As of June 30, 2026	—
Total Number of Shares Purchased	1,899,940	the quarter ended June 30, 2026 filing	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Retail — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
SBH Sally Beauty Holdings, Inc. this stock	$1.72B	+33.0%	+0.9%	9.4	20.2%
WSM Williams Sonoma Inc	$29.92B	+42.3%	+1.2%	26.0	5.0%
ULTA Ulta Beauty, Inc.	$28.25B	+9.2%	+9.7%	24.1	4.8%
CASY Caseys General Stores Inc	$26.32B	+28.8%	+10.2%	34.3	6.6%
BBY Best Buy Co Inc	$21.83B	+55.5%	+0.4%	17.3	7.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

267

% held: 113.5%
Reported: 222 of 250
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

306

View

Short & Settlement

Short Interest Rising

Shares short

18.3M

Days to cover: 14.6d
Change: +83.8K sh

View

Short Volume

Short vol %

69%

As of: Nov 13, 2026

Short Total

View

Fails to Deliver

FTD shares

55.3K

Value: $897.4K
As of: Oct 5, 2026

View

Off-Exchange

Off-exchange %

32.3%

Week of: Oct 5, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.3M

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Financials

Revenue (FY)

$3.7B

Net income (FY): $200.1M
EPS diluted: $2.02

View

Buybacks

Authorized

$354.4M

View

Filings

SEC Filings

Latest

10-K

Filed: Nov 10, 2026
This year: 12

Sally Beauty Holdings, Inc. reported fiscal 2026 net sales of $3,734.6 million, up 0.9%, while net earnings reached $200.1 million, up 2.1%. Operating cash was $322.6 million and available liquidity totaled $640.6 million.

View

Proposed Sales

Value

$291.4K

Shares: 15.5K
Filed: Nov 12, 2026

View

Earnings & Events

Webcasts

Last webcast

Nov 10, 2026

View

Investor Relations

	5D	20D	120D	MTD	YTD
SBH	+3.6%	+13.9%	+49.3%	+4.5%	+33.0%
SPY	+2.6%	-1.2%	+0.5%	-0.2%	+10.6%
vs SPY	+1.0%	+15.0%	+48.8%	+4.6%	+22.3%

SBH · Sally Beauty Holdings, Inc.

Price & Indicators

Up next

Latest documents

Metrics snapshot

Quarterly results

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns