{"filings":[{"id":554720,"accession_number":"0001493152-26-024609","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2026-05-20T20:15:44+00:00","items":["5.02"],"status":"ready","headline":"Director Mike Sayama declines re-election; board shrinks to four, replacement search ongoing","event_type":"leadership","confidence":"high","bullets":["Mike Sayama, independent director, notified SBC he will not stand for re-election at 2026 Annual Meeting.","Board reduced to four members effective before polls open; plans to add fifth independent director afterward.","Departure not due to any disagreement; search for new independent director is underway."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":77361,"accession_number":"0001193125-26-222720","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2026-05-14T10:50:17+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"SBC Medical Q1 revenue falls 9% to $43M; net income drops 47% to $11M","event_type":"earnings","confidence":"high","bullets":["Revenue $43M, -9% YoY; net income $11M, -47% YoY; diluted EPS $0.11, -48% YoY.","EBITDA $18M, -26% YoY; net income margin 26% (down 19pp); EBITDA margin 43% (down 10pp).","CEO attributes revenue decline to April 2025 franchise fee restructuring; core business fundamentals remain solid.","Franchise locations rose 33 to 284; LTM customers up 10% to 6.76M; repeat rate 72%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96783,"accession_number":"0001493152-26-018603","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"CEO sells 3.1M shares in underwritten secondary offering, company receives no proceeds","event_type":"other_material","confidence":"high","bullets":["Selling stockholder CEO Yoshiyuki Aikawa offered 3,100,000 common shares; underwriters have 45-day option for additional 465,000 shares.","Company did not sell any shares and received no proceeds from the offering.","Underwriting agreement with Maxim Group LLC as representative filed as Exhibit 1.1.","Offering closed on April 21, 2026.","Shares registered on Form S-3 (File No. 333-292451) filed December 29, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111013,"accession_number":"0001493152-26-013078","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"SBC Medical Q4 2025 net income up 117% to $14M; EPS $0.14, revenue $40M (-11% YoY)","event_type":"earnings","confidence":"medium","bullets":["Net income attributable to SBC Medical Group was $14M, up 117% YoY; EPS $0.14, up 133% YoY.","Total revenues $40M, down 11% YoY; EBITDA $14M, down 35% YoY; EBITDA margin 34% vs 46% prior year.","Franchise locations increased 34 to 283; customer count in LTM 6.6M, up 12% YoY; repeat rate 72%.","Return on equity improved to 23%, up 9.8 percentage points YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111012,"accession_number":"0001193125-26-001488","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2026-01-05T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"SBC Medical completes minority investment in U.S. MedSpa chain OrangeTwist, marking U.S. entry","event_type":"m_and_a","confidence":"high","bullets":["Strategic minority equity investment in OrangeTwist, a U.S. MedSpa chain with 24 locations across 6 states.","Structured collaboration with OrangeTwist, Hildred Capital and Athyrium Capital to pursue cross-border synergies.","Transaction marks SBC's formal entry into U.S. medical aesthetics market; no financial terms disclosed.","SBC outlines three-phase global expansion roadmap: Entry (2025-2026), Scale (2027-2028), Leadership (2029 onward).","SBC currently supports 258 affiliated clinics globally and manages over 6 million patient visits annually."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127638,"accession_number":"0001493152-25-029699","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-12-31T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"SBC Medical announces $20M share repurchase program and effective Form S-3 shelf for up to $50M","event_type":"other_material","confidence":"high","bullets":["Form S-3 shelf registered up to $50M of common or preferred stock, effective Dec 30, 2025; no current offering planned.","Board authorized $20M share repurchase program expiring Dec 31, 2026; open market or private transactions.","Company to use surplus cash and free cash flow for buybacks; program is flexible and can be suspended.","Shelf also registers securities related to Sept 2024 business combination for selling securityholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127637,"accession_number":"0001193125-25-318331","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SBC Medical gains >50% control of Waqoo via ¥1,900/share tender offer","event_type":"m_and_a","confidence":"high","bullets":["Tender offer oversubscribed: 637,817 shares tendered vs 575,000 max; SBC to purchase 575,052 shares at ¥1,900 each (total ~¥1,092.5M).","Largest shareholder Yoshiyuki Aikawa to transfer all remaining shares off-market, pushing SBC ownership above 50%.","Settlement begins December 19, 2025; SBC becomes parent company of Waqoo, a regenerative medicine R&D firm.","Acquisition enhances SBC's healthcare technology capabilities and Japanese market presence."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127636,"accession_number":"0001193125-25-281439","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SBC Medical Q3 revenue $43M (-18% YoY) but net income jumps 353% to $13M","event_type":"earnings","confidence":"high","bullets":["Revenue $43M, down 18% YoY; operating income $16M, up 15% YoY.","Net income attributable $13M (+353% YoY); EPS $0.12 vs $0.03.","EBITDA $17M, margin 38% vs 28%; ROE 23% (up 17pp YoY).","Franchise locations 258 (+34 YoY); customer base 6.5M (+14% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":134040783.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127635,"accession_number":"0001193125-25-278669","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SBC Medical Group to acquire Waqoo via tender offer; CEO selling 26.6% stake at discounted price","event_type":"m_and_a","confidence":"high","bullets":["SBCMG to tender for up to 575,000 Waqoo shares at JPY 1,900 each; period Nov 14–Dec 12, 2025.","CEO Yoshiyuki Aikawa to sell his 989,802 shares (26.58%) off-market at JPY 1,445 per share, a discount to tender price.","Post-transaction, Waqoo will become a consolidated subsidiary of SBC Medical Group.","SBCMG currently holds 9.49% of Waqoo; combined with CEO's stake, effective control exceeds 36%.","Strategic rationale: integrate Waqoo's R&D in AGA, orthopedics, skincare, and regenerative medicine."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144417,"accession_number":"0001641172-25-023321","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SBC Medical Q2 2025 revenue $43M (-18% YoY), net income $2.5M (-87% YoY)","event_type":"earnings","confidence":"high","bullets":["Total revenues $43M, down 18% YoY; income from operations $15M, down 47% YoY.","Net income attributable to SBC Medical $2.5M, down 87% YoY; EPS $0.02 vs $0.20.","EBITDA $15M (46% decrease); EBITDA margin 35% vs 53% prior year.","Franchise locations 259 (+36 YoY); customers 6.31M (+14% YoY); repeat rate 72%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":90687548.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144416,"accession_number":"0001641172-25-019984","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SBC Medical acquires MB career lounge, adding JUN CLINIC to network","event_type":"m_and_a","confidence":"medium","bullets":["Acquired MB career lounge, a Japanese consulting/training firm for medical institutions, for undisclosed cash consideration.","JUN CLINIC (5 locations including Shirokane, Ginza) joins SBC's clinic network, diversifying aesthetic services.","Transaction closed July 17, 2025; funded by bank loan; consolidation expected in Q3 2025.","Japan's aesthetic medicine market valued at ¥631B in 2024, growing 6.2% YoY, cited as backdrop.","No purchase price or revenue contribution of target disclosed in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162772,"accession_number":"0001641172-25-017031","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"SBC Medical Group added to Russell 3000 Index effective June 30, 2025","event_type":"other_material","confidence":"high","bullets":["Inclusion in the broad-market Russell 3000 Index effective after market open on June 30, 2025.","Membership also includes automatic inclusion in Russell 1000 or 2000 and growth/value style indexes.","About $10.6 trillion in assets are benchmarked to Russell U.S. indexes as of June 2024.","Index membership remains in place for one year under the 2025 reconstitution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162771,"accession_number":"0001641172-25-015572","cik":1930313,"company_name":"SBC Medical Group Holdings Inc","ticker":"SBC","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"SBC Medical shareholders approve board declassification; all directors to stand for annual election from 2026","event_type":"other_material","confidence":"high","bullets":["Shareholders approved declassification of board by ~92.7M votes for, 251 against; all directors' terms end at 2026 annual meeting.","Directors Ken Edahiro and Mike Sayama re-elected but will serve only until 2026 due to declassification.","Ratified MaloneBailey LLP as independent auditor for FY 2025 by ~92.7M votes for.","Amended and restated certificate of incorporation filed to reflect board declassification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}