Sally Beauty Q4 beats expectations; adjusted EPS up 10% YoY, provides FY2026 guidance and long-term targets

Sally Beauty Holdings, Inc.

2025-FY EPS reported $1.89 revenue$3,701,424,000

Q4 net sales $947M (+1.3% YoY); comparable sales +1.3%; GAAP diluted EPS $0.49 (+7%), adjusted $0.55 (+10%).
Full year net sales $3.70B (-0.4%); adjusted diluted EPS $1.90 (+12%); free cash flow $216M.
Segment: Sally sales +1.4%, BSG +1.1%; consolidated gross margin expanded 100bps to 52.2%.
Net debt leverage 1.6x; no ABL borrowings; inventory down 4.7% to $988M; $53M in share repurchases in FY2025.
FY2026 guidance: net sales $3.71B-$3.77B, adjusted diluted EPS $2.00-$2.10; long-term targets see 1-3% annual sales growth.

item 2.02item 7.01item 9.01

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.