NYSE$RGS

Regis Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Regis Corp reported Q4 2025 revenue of $60.4 million and net income of $116.5 million, driven by the Alline acquisition and a large tax valuation allowance release.

Regis Corporation delivered Q4 fiscal 2025 consolidated revenue of $60.4 million, up from $49.4 million in the prior year, primarily due to company-owned salon growth from the Alline acquisition. The company achieved operating income of $7.3 million and reported net income of $116.5 million after releasing a $116.3 million valuation allowance on deferred tax assets. Adjusted EBITDA rose to $9.7 million while same-store sales improved for Supercuts and the consolidated system.

  • Q4 revenue increased 22% year-over-year to $60.4 million, led by company-owned salon expansion via the Alline acquisition.
  • Net income reached $116.5 million after a $115.5 million income tax benefit from partial release of the prior valuation allowance.
  • Adjusted EBITDA improved to $9.7 million and cash from operations was positive for the third consecutive quarter at $6.8 million.
  • Franchise salon count declined to 3,647 while company-owned salons rose sharply to 294 following the acquisition.

Headline financials

Total Revenue

$60.4M

Previous: $49.4M+22.3%
EPS (adj)

$0.74

Previous: -$0.92+180.4%
System-wide same-store sales

1.3%

Previous: -1.3%+200.0%
Franchise same-store sales

1.3%

Previous: -1.4%+192.9%
Company-owned same-store sales

1.9%

Previous: 2.4%-20.8%
Adjusted EBITDA

$9.7M

Previous: $7.75M+25.1%
Franchise salons

3.6K

Previous: 4.4K-16.9%
Company-owned salons

294

No prior period
Net Income

$117M

Previous: $91.3M+27.6%
Operating Income

$7.3M

Previous: $5.22M+39.8%
Cash & Equivalents

$17M

Previous: $10.1M+68.5%

Revenue & EPS history

Regis · Revenue · Quarterly

$60.4M

Q4 2025+22.3%vs Q4 2024
Beat estimate in 1 of 8 quarters(13%)
ActualEstimate

Revenue by segment

Regis · $60.4M total across 2 segments · Q4 2025

  • Franchise
    $39.9M-15.3%
  • Company-owned salons
    $20.5M+120588135.3%

Forward guidance

The company begins fiscal 2026 focused on sustainable profitable growth, supported by its strategic partnership with Forum3 to accelerate digital and brand initiatives.

Tailwinds

  • Third consecutive quarter of positive cash from operations
  • Release of valuation allowance reflects confidence in future taxable income and NOL utilization
  • Improved adjusted EBITDA and operating leverage from company-owned salons

Headwinds

  • Continued decline in franchise salon count and royalty revenue
  • Lower non-margin franchise rental income

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-2.3%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-5.3%

Avg return

30 days after

40%

27 / 68 earnings

Positive

+27.1%

Q1 2016

Best reaction

-28.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+9.9%+9.7%
Q2 2026-6.4%-5.1%-8.9%
Q1 2026+0.2%-3.6%+3.8%
Q4 2025+8.9%+18.2%+33.8%
Q3 2025+10.0%+8.3%+18.1%
Q2 2025-21.2%-10.6%-31.7%
Q1 2025-18.7%-17.9%+4.3%
Q4 2024+1.8%-6.2%+23.9%
Q3 2024+2.9%+5.7%-18.5%
Q2 2024-5.8%-6.6%-40.2%
Q1 2024-8.9%-8.6%-39.5%
Q4 2023-11.2%-18.4%-38.4%
Q3 2023-11.0%-12.7%-6.8%
Q2 2023+4.9%+1.2%-15.2%
Q1 2023+13.7%+12.0%+9.4%
Q4 2022+0.7%+6.3%-34.3%
Q3 2022-28.8%-15.2%-55.2%
Q2 2022+3.9%+1.3%+5.9%
Q1 2022-6.8%-5.5%-11.6%
Q4 2021-16.6%-22.6%-45.9%
Q3 2021-19.7%-23.9%-22.5%
Q2 2021+7.8%+11.7%+22.9%
Q1 2021-5.1%-2.3%+64.3%
Q4 2020-17.2%-23.2%-32.4%
Q3 2020-7.8%-6.7%-13.7%
Q2 2020-3.4%-8.8%-25.9%
Q1 2020-7.9%-12.2%-30.4%
Q4 2019-3.6%+1.6%+25.9%
Q3 2019-9.9%-4.5%-2.5%
Q2 2019+1.9%+4.4%-0.1%
Q1 2019-11.4%-10.9%-5.9%
Q4 2018+18.3%+18.9%+17.7%
Q3 2018+5.1%+2.1%+10.7%
Q2 2018-3.2%-3.0%+0.6%
Q1 2018+0.3%-1.2%+8.2%
Q4 2017+18.5%+18.1%+30.9%
Q3 2017-15.9%-12.7%-9.2%
Q2 2017-6.1%-6.0%-8.6%
Q1 2017+7.1%+4.4%+19.0%
Q4 2016+0.7%-4.6%-7.2%
Q3 2016-14.6%
Q2 2016+1.6%
Q1 2016+27.1%
Q4 2015-17.7%
Q3 2015-1.3%
Q2 2015-2.1%
Q1 2015-2.1%
Q4 2014-1.7%
Q3 2014-1.9%
Q2 2014-10.3%
Q1 2014+7.5%
Q4 2013-5.2%
Q3 2013+0.0%
Q2 2013+7.8%
Q1 2013-17.7%
Q4 2012-0.8%
Q3 2012-0.6%
Q2 2012-2.0%
Q1 2012-4.7%
Q4 2011+5.3%
Q4 2009+5.3%
Q3 2010-0.4%
Q3 2011-0.4%
Q2 2011-0.7%
Q2 2010-0.7%
Q1 2011+1.1%
Q1 2010+1.1%
Q4 2010+1.1%

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