Earnings Releases·Nov 10, 2026, 6:50 AM ET

Sally Beauty Holdings — Fiscal Year 2026 Earnings Summary

Fiscal 2026 consolidated net sales reached $3.73 billion (up 0.9% YoY) with full-year Adjusted diluted EPS rising 9% to $2.08; Q4 2026 net sales were $953 million (up 0.6% YoY) and Adjusted diluted EPS increased 13% to $0.62.
The company issued Fiscal 2027 guidance projecting net sales of $3.77–$3.81 billion and Adjusted diluted EPS of $2.20–$2.30, assuming a 30 basis point unfavorable impact from foreign currency rates and allocating 50% of Free Cash Flow to share repurchases.
Capital allocation included $113 million in share repurchases and $80 million in term loan repayments for the full year 2026, while maintaining a net debt leverage ratio of 1.4x and $158 million in cash as of September 30, 2026.
Segment performance showed divergence, with the Sally Beauty segment driving growth (full-year sales up 2.3%, comparable sales up 1.5%) while the Beauty Systems Group segment declined (full-year sales down 0.9%, comparable sales down 0.8%).