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Sep 30, 2025
Sally Beauty Q4 2025 Earnings Report
Sally Beauty beat expectations in Q4 2025 with strong gross margins and robust free cash flow.
Key Takeaways
Sally Beauty posted a solid Q4 performance, with revenue and earnings per share up from the prior year. Strategic execution and margin improvements drove results across both Sally and BSG segments.
Q4 revenue reached $947,075,000, a 1.3% increase YoY
Adjusted EPS grew to $0.55, up from $0.50
Net income totaled $49,931,000 with strong free cash flow generation
Gross margin expanded to 52.2%, up 100 basis points from prior year
Revenue by Segment
Forward Guidance
Sally Beauty expects modest growth in FY26, with continued profitability improvements supported by strategic initiatives and strong free cash flow.
Positive Outlook
- FY26 revenue projected between $3.71B and $3.77B
- Adjusted EPS guidance of $2.00 to $2.10
- Free cash flow target of approximately $200M
- 50% of free cash flow to be deployed in share repurchases
- Continued benefit from strategic growth and margin initiatives
Challenges Ahead
- Flat to low-single-digit comparable sales expected
- Macroeconomic headwinds could affect discretionary spending
- Foreign exchange impact remains a factor
- Inventory reduction may limit sales upside
- Uncertainty around consumer traffic in physical stores
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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