Sally Beauty Non-GAAP EPS of $0.62 beats by $0.02, revenue of $952.5M beats by $2.42M, iss
Sally Beauty (SBH) reported Q4 Non-GAAP EPS of $0.62, beating estimates by $0.02, with revenue of $952.5M, up 0.6% Y/Y and exceeding expectations by $2.42M. For FY26, the company anticipates net sales of $3.73B and EPS of $2.07. FY27 guidance includes net sales of $3.77B-$3.81B, EPS of $2.20-$2.30, and free cash flow of $200M.
How this was made
The 30-second read
Why it matters
The earnings beat and raised FY27 EPS guidance could lead to a modest price uptick, but the small beat size limits upside.
Market read
First‑report earnings and guidance for a mid‑cap consumer discretionary stock; relevant for traders focused on earnings-driven moves.
What to watch
Capital expenditures of $140 M and free cash flow of $200 M may constrain near‑term cash generation.
Background
Sally Beauty (SBH) released its Q4 2026 earnings, beating EPS expectations and providing FY27 guidance.
Ticker impact
Q4 non‑GAAP EPS of $0.62 beat estimates by $0.02 and FY27 guidance raised to $2.20‑$2.30 per share.
slight upward pressure as market prices in the EPS beat and higher FY27 EPS guidance
The beat is small and guidance is only modestly above consensus, so the move is likely restrained.
Market effects
Sally Beauty's results may influence other specialty beauty retailers and consumer discretionary peers.
U.S. consumer discretionary sector may see modest lift.
Limited; primarily a U.S. retail play.
Counterpoint
The modest guidance could signal a slowdown, prompting a short‑bias despite the EPS beat.
Key entities
- companySally Beauty Holdings, Inc.
U.S. specialty beauty retailer reporting Q4 results.
