earnings
confidence high
sentiment positive
materiality 0.75
Sally Beauty Q3 adj EPS $0.51 (+13% YoY); raises FY adj op margin to 8.6-8.7%
Sally Beauty Holdings, Inc.
2025-Q3 EPS reported
$1.40
revenue$2,754,348,000
- Q3 consolidated net sales $933M (-1.0% YoY); comp sales -0.4%.
- GAAP diluted EPS $0.44 (+22%); adjusted EPS $0.51 (+13%) with adjusted op margin 9.2% (+30 bps).
- FY guidance: comp sales raised to ~flat; adj op margin raised to 8.6%-8.7% from 8.0%-8.5%.
- Cash flow ops $69M; repaid $21M term loan; repurchased $13M shares; net debt leverage 1.7x.
- Sally Beauty Supply comp -1.1%; Beauty Systems Group comp +0.5%, driven by hair color and expanded distribution.
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