Sally Beauty Holdings, Inc. (SBH)

From the record

Sally Beauty Holdings, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Sally Beauty Holdings, Inc.'s 10 filed years say what it did: revenue went from $3.9 billion in fiscal 2017 to $3.7 billion in fiscal 2026, down 0.6% a year; it rose in 2 of 9 years; the deepest fall was 11% from fiscal 2017 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-09-30, Sally Beauty Holdings, Inc.'s diluted share count shrank about 3.3% a year, and dividends and buybacks returned about 27% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 4 sales and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-09-30, Sally Beauty Holdings, Inc. earned about 23 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 67 cents per dollar of everything the company owns. Leverage: it owed about 69 cents per dollar of assets, and net share issuance: its share count shrank 4.8% over the year (the filed statements).

From the record

Sally Beauty Holdings, Inc.'s standing among 17 graded names in its industry family: revenue of $3.7 billion in fiscal 2026 ranks in the top 29% by size; a net margin of 5.4% ranks in the top 21%; revenue growth of 0.1% a year over the last 3 filed years ranks in the top 50% (its annual reports).

From the record

Sally Beauty Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Paulonis, Denise (President & CEO, as filed), filing under that title since 2021-10-05, 5.1 years (top 6% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (top 17%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (top 6%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Sally Beauty Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $158 million against debt of $784 million leaves -21.6% of its assets as net cash, bottom 31% of its family; cash from operations less capital spending is 5.6% of revenue (top 21%); a gross margin of 52% (top 17%) (its annual report).

From the record

Sally Beauty Holdings, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 0.1% a year over the last three filed years against -0.6% over all 10, speeding up (top 21% of its family); the newest year grew 0.9% (top 44%); capital spending grew 7.4% a year (top 34%) (its annual reports). Sally Beauty Holdings, Inc. reported 2 lines of business in fiscal 2025: Sally Beauty Supply at $2.1 billion, Beauty Systems Group at $1.6 billion. 0 of 2 grew in the latest filed year, and the largest line is 57% of revenue (its annual report).

From the record

Sally Beauty Holdings, Inc.'s newest year against its own record: revenue of $3.7 billion in fiscal 2026 came in 1.3% above the $3.7 billion its prior three years' pace pointed to (bottom 43% of its family); net income of $200 million against a prior three-year average of $178 million (top 30%); a net margin of 5.4% against 4.8% before (top 37%) (its annual reports).