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Side-by-side financial comparison of Dexcom (DXCM) and Sally Beauty Holdings, Inc. (SBH). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $943.2M, roughly 1.3× Sally Beauty Holdings, Inc.). Dexcom runs the higher net margin — 21.2% vs 4.8%, a 16.4% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 0.6%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs 1.9%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
DXCM vs SBH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $943.2M |
| Net Profit | $267.3M | $45.6M |
| Gross Margin | 62.9% | 51.2% |
| Operating Margin | 25.6% | 8.1% |
| Net Margin | 21.2% | 4.8% |
| Revenue YoY | 21.6% | 0.6% |
| Net Profit YoY | 153.6% | -25.3% |
| EPS (diluted) | $0.67 | $0.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $943.2M | ||
| Q3 25 | $1.2B | $947.1M | ||
| Q2 25 | $1.2B | $933.3M | ||
| Q1 25 | $1.0B | $883.1M | ||
| Q4 24 | $1.1B | $937.9M | ||
| Q3 24 | $994.2M | $935.0M | ||
| Q2 24 | $1.0B | $942.3M |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $45.6M | ||
| Q3 25 | $283.8M | $49.9M | ||
| Q2 25 | $179.8M | $45.7M | ||
| Q1 25 | $105.4M | $39.2M | ||
| Q4 24 | $151.7M | $61.0M | ||
| Q3 24 | $134.6M | $48.1M | ||
| Q2 24 | $143.5M | $37.7M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 51.2% | ||
| Q3 25 | 60.5% | 52.2% | ||
| Q2 25 | 59.5% | 51.5% | ||
| Q1 25 | 56.9% | 52.0% | ||
| Q4 24 | 58.9% | 50.8% | ||
| Q3 24 | 59.7% | 51.2% | ||
| Q2 24 | 62.4% | 51.0% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 8.1% | ||
| Q3 25 | 20.1% | 8.4% | ||
| Q2 25 | 18.4% | 8.4% | ||
| Q1 25 | 12.9% | 7.9% | ||
| Q4 24 | 17.0% | 10.7% | ||
| Q3 24 | 15.3% | 8.8% | ||
| Q2 24 | 15.7% | 7.6% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 4.8% | ||
| Q3 25 | 23.5% | 5.3% | ||
| Q2 25 | 15.5% | 4.9% | ||
| Q1 25 | 10.2% | 4.4% | ||
| Q4 24 | 13.6% | 6.5% | ||
| Q3 24 | 13.5% | 5.1% | ||
| Q2 24 | 14.3% | 4.0% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.45 | ||
| Q3 25 | $0.70 | $0.49 | ||
| Q2 25 | $0.45 | $0.44 | ||
| Q1 25 | $0.27 | $0.38 | ||
| Q4 24 | $0.37 | $0.58 | ||
| Q3 24 | $0.34 | $0.45 | ||
| Q2 24 | $0.35 | $0.36 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $917.7M | $157.2M |
| Total DebtLower is stronger | — | $842.5M |
| Stockholders' EquityBook value | $2.7B | $823.6M |
| Total Assets | $6.3B | $2.9B |
| Debt / EquityLower = less leverage | — | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $157.2M | ||
| Q3 25 | $1.8B | $149.2M | ||
| Q2 25 | $1.2B | $112.8M | ||
| Q1 25 | $904.9M | $92.2M | ||
| Q4 24 | $606.1M | $105.5M | ||
| Q3 24 | $621.2M | $108.0M | ||
| Q2 24 | $939.2M | $97.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $842.5M | ||
| Q3 25 | — | $862.0M | ||
| Q2 25 | — | $882.4M | ||
| Q1 25 | — | $902.8M | ||
| Q4 24 | — | $938.1M | ||
| Q3 24 | — | $978.3M | ||
| Q2 24 | — | $978.9M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $823.6M | ||
| Q3 25 | $2.7B | $794.2M | ||
| Q2 25 | $2.6B | $762.9M | ||
| Q1 25 | $2.3B | $699.8M | ||
| Q4 24 | $2.1B | $656.5M | ||
| Q3 24 | $2.0B | $628.5M | ||
| Q2 24 | $2.4B | $577.7M |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $2.9B | ||
| Q3 25 | $7.5B | $2.9B | ||
| Q2 25 | $7.3B | $2.7B | ||
| Q1 25 | $6.8B | $2.7B | ||
| Q4 24 | $6.5B | $2.7B | ||
| Q3 24 | $6.4B | $2.8B | ||
| Q2 24 | $6.8B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.69× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $93.2M |
| Free Cash FlowOCF − Capex | — | $57.5M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | — | 3.8% |
| Cash ConversionOCF / Net Profit | — | 2.05× |
| TTM Free Cash FlowTrailing 4 quarters | — | $216.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $93.2M | ||
| Q3 25 | $659.9M | $120.9M | ||
| Q2 25 | $303.0M | $69.4M | ||
| Q1 25 | $183.8M | $51.1M | ||
| Q4 24 | $301.4M | $33.5M | ||
| Q3 24 | $199.5M | $110.7M | ||
| Q2 24 | $279.4M | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $57.5M | ||
| Q3 25 | $579.4M | $78.0M | ||
| Q2 25 | $208.9M | $49.1M | ||
| Q1 25 | $96.8M | $32.2M | ||
| Q4 24 | $176.8M | $13.4M | ||
| Q3 24 | $88.3M | $73.3M | ||
| Q2 24 | $213.3M | $28.7M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 6.1% | ||
| Q3 25 | 47.9% | 8.2% | ||
| Q2 25 | 18.1% | 5.3% | ||
| Q1 25 | 9.3% | 3.6% | ||
| Q4 24 | 15.9% | 1.4% | ||
| Q3 24 | 8.9% | 7.8% | ||
| Q2 24 | 21.2% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 3.8% | ||
| Q3 25 | 6.7% | 4.5% | ||
| Q2 25 | 8.1% | 2.2% | ||
| Q1 25 | 8.4% | 2.1% | ||
| Q4 24 | 11.2% | 2.1% | ||
| Q3 24 | 11.2% | 4.0% | ||
| Q2 24 | 6.6% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.05× | ||
| Q3 25 | 2.33× | 2.42× | ||
| Q2 25 | 1.69× | 1.52× | ||
| Q1 25 | 1.74× | 1.30× | ||
| Q4 24 | 1.99× | 0.55× | ||
| Q3 24 | 1.48× | 2.30× | ||
| Q2 24 | 1.95× | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
