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Jun 30, 2025
Regis Q4 2025 Earnings Report
Regis reported Q4 2025 results with a notable increase in revenue and net income, driven by higher company-owned salon revenue from the Alline Acquisition.
Key Takeaways
Q4 revenue rose to $60.4M with net income reaching $116.5M, supported by positive operating income and a $115.5M income tax benefit.
Q4 revenue increased to $60.4M from $49.4M YoY, primarily due to Alline Acquisition.
Adjusted EBITDA for Q4 was $9.7M, up from $7.8M YoY.
Net income surged to $116.5M due to $115.5M tax benefit from deferred tax asset valuation allowance release.
Third consecutive quarter of positive cash from operations, totaling $6.8M.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Regis enters FY26 with a focus on profitable growth, bolstered by strategic initiatives and support from digital transformation partner Forum3.
Positive Outlook
- Confidence in long-term profitability supported by release of $116.3M valuation allowance
- Third straight quarter of positive operating cash flow
- Support from strategic partner Forum3 for digital and brand transformation
- Improved performance from Alline Acquisition bolstering company-owned salon segment
- Clear strategic priorities and cost discipline expected to drive future growth
Challenges Ahead
- Declining franchise revenue due to salon closures
- Lower royalty income impacting franchise segment performance
- Decrease in franchise rental income affecting overall margin
- High reliance on tax benefit for profitability this quarter
Historical Earnings Impact
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Avg. Return Before/After Earnings
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