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Side-by-side financial comparison of Sally Beauty Holdings, Inc. (SBH) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Sally Beauty Holdings, Inc. is the larger business by last-quarter revenue ($943.2M vs $588.0M, roughly 1.6× Simpson Manufacturing Co., Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs 4.8%, a 10.2% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs 0.6%). Over the past eight quarters, Sally Beauty Holdings, Inc.'s revenue compounded faster (1.9% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
SBH vs SSD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $943.2M | $588.0M |
| Net Profit | $45.6M | $88.2M |
| Gross Margin | 51.2% | 45.2% |
| Operating Margin | 8.1% | 19.5% |
| Net Margin | 4.8% | 15.0% |
| Revenue YoY | 0.6% | 9.1% |
| Net Profit YoY | -25.3% | 13.3% |
| EPS (diluted) | $0.45 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $943.2M | $539.3M | ||
| Q3 25 | $947.1M | $623.5M | ||
| Q2 25 | $933.3M | $631.1M | ||
| Q1 25 | $883.1M | $538.9M | ||
| Q4 24 | $937.9M | $517.4M | ||
| Q3 24 | $935.0M | $587.2M | ||
| Q2 24 | $942.3M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $45.6M | $56.2M | ||
| Q3 25 | $49.9M | $107.4M | ||
| Q2 25 | $45.7M | $103.5M | ||
| Q1 25 | $39.2M | $77.9M | ||
| Q4 24 | $61.0M | $55.4M | ||
| Q3 24 | $48.1M | $93.5M | ||
| Q2 24 | $37.7M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 51.2% | 43.4% | ||
| Q3 25 | 52.2% | 46.4% | ||
| Q2 25 | 51.5% | 46.7% | ||
| Q1 25 | 52.0% | 46.8% | ||
| Q4 24 | 50.8% | 44.0% | ||
| Q3 24 | 51.2% | 46.8% | ||
| Q2 24 | 51.0% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 8.1% | 13.9% | ||
| Q3 25 | 8.4% | 22.6% | ||
| Q2 25 | 8.4% | 22.2% | ||
| Q1 25 | 7.9% | 19.0% | ||
| Q4 24 | 10.7% | 14.8% | ||
| Q3 24 | 8.8% | 21.3% | ||
| Q2 24 | 7.6% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 4.8% | 10.4% | ||
| Q3 25 | 5.3% | 17.2% | ||
| Q2 25 | 4.9% | 16.4% | ||
| Q1 25 | 4.4% | 14.5% | ||
| Q4 24 | 6.5% | 10.7% | ||
| Q3 24 | 5.1% | 15.9% | ||
| Q2 24 | 4.0% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.45 | $1.34 | ||
| Q3 25 | $0.49 | $2.58 | ||
| Q2 25 | $0.44 | $2.47 | ||
| Q1 25 | $0.38 | $1.85 | ||
| Q4 24 | $0.58 | $1.31 | ||
| Q3 24 | $0.45 | $2.21 | ||
| Q2 24 | $0.36 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $157.2M | $341.0M |
| Total DebtLower is stronger | $842.5M | — |
| Stockholders' EquityBook value | $823.6M | $2.1B |
| Total Assets | $2.9B | $3.0B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $157.2M | $384.1M | ||
| Q3 25 | $149.2M | $297.3M | ||
| Q2 25 | $112.8M | $190.4M | ||
| Q1 25 | $92.2M | $150.3M | ||
| Q4 24 | $105.5M | $239.4M | ||
| Q3 24 | $108.0M | $339.4M | ||
| Q2 24 | $97.4M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $842.5M | $300.0M | ||
| Q3 25 | $862.0M | $371.3M | ||
| Q2 25 | $882.4M | $376.9M | ||
| Q1 25 | $902.8M | $382.5M | ||
| Q4 24 | $938.1M | $388.1M | ||
| Q3 24 | $978.3M | $393.8M | ||
| Q2 24 | $978.9M | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $823.6M | $2.0B | ||
| Q3 25 | $794.2M | $2.0B | ||
| Q2 25 | $762.9M | $1.9B | ||
| Q1 25 | $699.8M | $1.9B | ||
| Q4 24 | $656.5M | $1.8B | ||
| Q3 24 | $628.5M | $1.9B | ||
| Q2 24 | $577.7M | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.9B | $3.0B | ||
| Q2 25 | $2.7B | $3.0B | ||
| Q1 25 | $2.7B | $2.8B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.7B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 0.15× | ||
| Q3 25 | 1.09× | 0.19× | ||
| Q2 25 | 1.16× | 0.20× | ||
| Q1 25 | 1.29× | 0.21× | ||
| Q4 24 | 1.43× | 0.21× | ||
| Q3 24 | 1.56× | 0.21× | ||
| Q2 24 | 1.69× | 0.23× |
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 | $93.2M | $155.7M | ||
| Q3 25 | $120.9M | $170.2M | ||
| Q2 25 | $69.4M | $125.2M | ||
| Q1 25 | $51.1M | $7.6M | ||
| Q4 24 | $33.5M | $115.8M | ||
| Q3 24 | $110.7M | $103.3M | ||
| Q2 24 | $47.9M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $57.5M | $119.0M | ||
| Q3 25 | $78.0M | $133.9M | ||
| Q2 25 | $49.1M | $87.3M | ||
| Q1 25 | $32.2M | $-42.6M | ||
| Q4 24 | $13.4M | $60.3M | ||
| Q3 24 | $73.3M | $58.1M | ||
| Q2 24 | $28.7M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 22.1% | ||
| Q3 25 | 8.2% | 21.5% | ||
| Q2 25 | 5.3% | 13.8% | ||
| Q1 25 | 3.6% | -7.9% | ||
| Q4 24 | 1.4% | 11.7% | ||
| Q3 24 | 7.8% | 9.9% | ||
| Q2 24 | 3.1% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.8% | ||
| Q3 25 | 4.5% | 5.8% | ||
| Q2 25 | 2.2% | 6.0% | ||
| Q1 25 | 2.1% | 9.3% | ||
| Q4 24 | 2.1% | 10.7% | ||
| Q3 24 | 4.0% | 7.7% | ||
| Q2 24 | 2.0% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.05× | 2.77× | ||
| Q3 25 | 2.42× | 1.58× | ||
| Q2 25 | 1.52× | 1.21× | ||
| Q1 25 | 1.30× | 0.10× | ||
| Q4 24 | 0.55× | 2.09× | ||
| Q3 24 | 2.30× | 1.10× | ||
| Q2 24 | 1.27× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
SSD
Segment breakdown not available.
