Sally Beauty Holdings posted Q4 adjusted EPS of $0.62 on $953 million in sales, while setting fiscal 2027 guidance for adjusted EPS of $2.20-$2.30 and comparable sales growth of 1%-2%.
Q4 adjusted EPS of $0.62 grew 13% (GAAP $0.60, +22%) with operating margin up 60 bps to 10.0%, and FY27 guidance of $2.20-$2.30 adjusted EPS implies roughly 6-11% growth on $2.08, described as in line with the company's financial algorithm. Solid execution and capital returns ($42 million Q4 buybacks, 1.4x net leverage) support the stock, but sales growth of only 0.6% and only in-line guidance limit upside.
Sally Beauty Holdings reported fourth-quarter 2026 results featuring a 13% increase in adjusted diluted EPS to $0.62 and consolidated net sales of $953 million. The company provided fiscal 2027 guidance targeting adjusted EPS between $2.20 and $2.30, supported by a 1.4x net leverage ratio and $42 million in share repurchases during the quarter.
Fourth quarter net sales were $953 million, up 0.6%, comparable sales grew 0.9%, and adjusted diluted EPS rose 13% to $0.62, while GAAP EPS rose 22% to $0.60.
Guidance calls for net sales of $3.77-$3.81 billion, comparable sales growth of 1%-2%, adjusted operating earnings of $334-$347 million, adjusted EPS of $2.20-$2.30, and free cash flow of about $200 million.