{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-278770","form_type":"8-K","ticker":"SBH","cik":"0001368458","company_name":"Sally Beauty Holdings, Inc.","filed_at":"2025-11-13T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.239148+00:00","generated_at":"2026-05-16T20:12:57.271035+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Sally Beauty Q4 beats expectations; adjusted EPS up 10% YoY, provides FY2026 guidance and long-term targets","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-278770","json":"https://secwatch.observer/filing/0001193125-25-278770.json","markdown":"https://secwatch.observer/filing/0001193125-25-278770.md","text":"https://secwatch.observer/filing/0001193125-25-278770.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1368458/000119312525278770/0001193125-25-278770-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1368458/000119312525278770/d887048d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T20:12:57.271035+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}