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EarningsQ2 2026 Earnings Report
SBC Q2 2026 EPS Results
Actual EPS$0.10
Consensus EPS$0.12
Beat/MissMissed by -$0.02
One Year Ago EPS$0.02
SBC Q2 2026 Revenue Results
Actual Revenue$49.19M
Expected Revenue$45.37M
Beat/MissBeat by +$3.82M
YoY Revenue Growth+13.44%
Earnings Announcement Details
QuarterQ2 2026
Date08/13/2026
TimeBefore Open
Conference CallThursday, August 13, 2026
SBC Upcoming Earnings
SBC Medical Group Holdings's next earnings date is estimated for November 12, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
SBC Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed multiple strong operational and financial improvements: double-digit revenue growth, a 32% rise in adjusted EBITDA and margin expansion to 41%, network expansion (+34 locations YoY), rising customer metrics, clear multi-brand and AI-driven strategies, and actionable international initiatives. Challenges flagged were manageable in the near term (one-time SG&A items, currency headwind) and longer-term execution risks around AI rollouts, international scaling and diversification away from aesthetic services. On balance, the positives (strong growth, profitability gains, AI and product/brand initiatives, ample capital for disciplined M&A) materially outweigh the noted challenges.Company Guidance
Strong Top- and Bottom-Line Growth
Q2 revenue of $49M, up 13% year-over-year; Adjusted EBITDA $20M, up 32% YoY, yielding an adjusted EBITDA margin of 41% — profit growth outpaced revenue growth.
Clinic Network Expansion
Number of locations reached 287, up 34 year-on-year, supporting network scale and recurring revenue potential.
Improving Customer Metrics
Trailing 12-month customer visits 6.92M, up 10% YoY; same-clinic revenue +6% and average spend per visit +9% in the quarter, indicating rising volume and unit price.
Transaction Value and Brand Momentum
First-half transaction value grew ~19% YoY; Gorilla Clinic first-half transaction value $62M, also up 19% YoY, driven by deeper penetration and higher-value treatments.
Management Services & Fee Revision Tailwinds
Higher management services revenue (points business expansion after June 2025) and targeted service-fee revisions were key drivers of stronger revenue and profitability.
AI-Driven Efficiency and Revenue Opportunities
AI rollouts (chatbot, Talk Bridge interpreter, marketing AI, call-center AI and site-selection/knowledge AIs) are being deployed; company estimates roughly $11M/year from enhanced call center functions and ~$4M/year from improved support for Gorilla/Rize — ~ $15M annual upside on full-year basis.
Multi-Brand & New Formats to Capture Demand
Multi-brand acceleration: renaming Shonan to SBC Skin Clinic (2 additional clinics), adding 3 NEO Skin Clinic (total 4), 1 JUN CLINIC (total 7), and launching THE LASER and SBC MEN'S FLASH to address hair removal and men's aesthetics.
Non-Aesthetic and Longevity Growth Initiatives
Non-aesthetic mix currently ~16% of transaction value (84% aesthetic), dedicated team established June 2026 to scale non-aesthetic services (orthopedics, ophthalmology, fertility, regenerative medicine) and plan a longevity center/online platform in 2027.
International Expansion Progress
U.S. minority stake in OrangeTwist (24 locations across 6 states; recurring revenue >40%) with operational collaboration and learning; ASEAN 'powered by SBC' asset-light model piloted at BLEZ Clinic (Thailand) to expand regionally with high ROIC.
Strengthened Investor Relations and Balance Sheet
Shareholder base expanded ~4.7x YoY as of July 2026; leadership highlights ample cash for disciplined M&A and growth (analyst question noted net cash ~45% of market cap), supporting the 1,000-clinic ambition by 2035.
SBC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed