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SBHSally Beauty Holdings, Inc. (NaSell5.6·$16.47+0.86%

Sally Beauty Holdings, Inc. (Na (SBH) Q2 2026 earnings — TrendMatrix coverage

BEAT+3.0% vs estimateEPS $0.55 vs $0.53 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.55
Estimate
$0.53
Surprise
+3.0%
Revenue (period 2026-06-30)
$935.5M
Score at report (before → after)
5.95.7/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Sally Beauty Holdings, Inc. (Na (SBH) beat the $0.53 estimate with diluted EPS of $0.55 — a clear 3.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Sell at 5.7/10 after the report — the engine's score fell despite the beat.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates SBH Sell at 5.6/10.

4 of the last 4 quarters beat the estimate; this quarter's +3.0% surprise compares with a +7.2% four-quarter average. Next scheduled report: 2026-11-12.

What supports the rating

  • Strong earnings beat streak (4/4)
  • Attractive valuation

What argues against it

  • Analyst target reached - limited upside remaining
  • Sector modifier (Consumer Cyclical): -1.5
  • Leverage penalty (D/E 1.7): -1.0

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$16.47
Price target
$16.94
Stop
$15.41
Upside to target
+2.9%

At 8.5× trailing and 7.3× forward earnings, consensus estimates imply little change in earnings power.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Consumer Cyclical context

SBH at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Specialty Retail
Market cap
$1.53B
P/E (fwd)
7.3
P/E (ttm)
8.5
52-week range
$11.54$17.92
Off 52-week high
8.1%
RSI (14)
51
Volume vs avg
1.01×
Score today
5.6/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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