NYSE$SBH

Sally Beauty Holdings Inc. · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Sally Beauty reported Q1 2026, revenue of $943.2M, net income of $45.6M, diluted EPS of $0.45.

For Q1 2026, Sally Beauty reported revenue of $943.2M, net income of $45.6M, diluted EPS was $0.45. The filing discusses segment performance, liquidity, capital actions, and management priorities for upcoming periods.

  • Revenue $943.2M.
  • Net income $45.6M.
  • Diluted EPS $0.45.

Headline financials

Total Revenue

$943M

Previous: $938M+0.6%
EPS (adj)

$0.45

Previous: $0.43+4.7%
Consolidated Comparable Sales Growth

0.0%

Previous: 1.6%-100.0%
Sally Beauty Supply Comparable Sales Growth

0.1%

Previous: 1.7%-94.1%
Beauty Systems Group Comparable Sales Growth

-0.2%

Previous: 1.4%-114.3%
Adjusted EBITDA Margin

11.8%

Previous: 11.7%+0.9%
Global E-commerce Sales

$111M

No prior period
Global E-commerce Sales as % of Net Sales

11.7%

No prior period
GAAP Gross Margin

51.2%

Previous: 50.8%+0.8%
Adjusted Gross Margin

51.3%

Previous: 50.8%+1.0%
GAAP Operating Earnings

$75.9M

Previous: $100M-24.3%
GAAP Operating Margin

8.1%

Previous: 10.7%-24.3%
Adjusted Operating Earnings

$80M

Previous: $78.5M+1.8%
Adjusted Operating Margin

8.5%

Previous: 8.4%+1.2%
Capital Expenditures

-$35.8M

Previous: -$20.1M-78.2%
Net Income

$45.6M

Previous: $61M-25.3%
Operating Income

$75.9M

Previous: $100M-24.3%
Gross Profit

$483M

Previous: $477M+1.4%

Revenue & EPS history

Sally Beauty · Revenue · Quarterly

$943M

Q1 2026+0.6%vs Q1 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Sally Beauty · $921M total across 2 segments · Q4 2023

  • Sally Beauty Supply
    $525M-5.3%
  • Beauty Systems Group
    $397M-2.9%

Forward guidance

The release discusses Sally Beauty's outlook, including operating priorities, capital returns, and sector risks relevant to upcoming periods.

Tailwinds

  • Sally Beauty cites execution on strategic priorities and demand trends in the release.
  • Capital allocation and balance-sheet actions support growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • One-time items and segment mix may affect quarter-to-quarter comparability.

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 Q1 2026

Historical avgQ1 2026

+0.9%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.8%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+24.8%

Q2 2021

Best reaction

-17.4%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-6.9%-15.2%-6.8%
Q1 2026+5.2%+1.0%-7.6%
Q4 2025-1.7%-0.2%+5.6%
Q2 2025+22.2%+12.2%+12.1%
Q1 2025+4.5%+2.0%-0.7%
Q4 2024+7.0%+4.4%-0.5%
Q3 2024+8.4%+19.4%+27.2%
Q2 2024-1.5%+5.5%+5.3%
Q1 2024+2.8%+5.0%+2.6%
Q4 2023+12.1%+14.8%+61.3%
Q3 2023-4.1%-1.6%-11.9%
Q2 2023-15.8%-18.7%-13.9%
Q1 2023+9.1%+8.5%-0.5%
Q4 2022+8.4%+1.8%-7.9%
Q3 2022-0.8%+0.7%+5.8%
Q2 2022-5.6%-10.9%-9.2%
Q1 2022-1.4%-2.6%-2.8%
Q4 2021+12.8%+14.3%+15.3%
Q3 2021-14.0%-13.0%-14.0%
Q2 2021+24.8%+17.0%-1.1%
Q1 2021-7.8%-2.3%+14.4%
Q4 2020-4.9%+3.2%+8.0%
Q3 2020-12.8%-8.8%-12.9%
Q2 2020+2.7%+6.0%+61.9%
Q1 2020-17.4%-16.8%-20.7%
Q4 2019+19.6%+19.9%+13.3%
Q3 2019+9.8%+7.9%-1.0%
Q2 2019-8.3%-6.6%-14.2%
Q1 2019-1.5%-3.3%-2.0%
Q4 2018+15.8%+10.4%+2.7%
Q3 2018-13.8%-13.2%-6.1%
Q2 2018-12.6%-11.6%-11.0%
Q1 2018+8.2%+8.2%+11.5%
Q4 2017-1.3%+1.4%+8.0%
Q3 2017+2.2%+3.6%-6.3%
Q2 2017+1.1%+3.9%-8.4%
Q1 2017-7.0%-5.2%-10.1%
Q4 2016-10.7%-10.0%-7.5%
Q3 2016-11.3%-11.4%-7.2%
Q2 2016-5.8%
Q1 2016+13.7%
Q4 2015+7.3%
Q3 2015-9.5%
Q2 2015+1.5%
Q1 2015+3.6%
Q4 2014+2.9%
Q3 2014+1.7%
Q2 2014-7.8%
Q1 2014+5.9%
Q4 2013-0.6%
Q3 2013-9.3%
Q2 2013+1.0%
Q1 2013+0.7%
Q4 2012-1.5%
Q3 2012+1.8%
Q2 2012-0.2%
Q4 2011+5.4%
Q1 2012-0.5%
Q3 2011+1.6%
Q2 2011+7.8%
Q1 2010+15.0%
Q1 2011+1.5%
Q4 2008+2.8%
Q2 2010+2.8%
Q4 2010+2.8%
Q3 2009-0.3%
Q3 2010-0.3%
Q4 2009-0.3%

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