SBC Medical Group Holdings Incorporated provides comprehensive operational support to aesthetic and cosmetic clinics across a global footprint, including Japan, Vietnam, the ...
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Est. EPS $0.12 · Revenue $48.89M · 3 analysts
Est. EPS $0.12 · Revenue $49.83M · 3 analysts
Est. EPS $0.46 · Revenue $190.98M · 3 analysts
Est. EPS $0.12 · Revenue $48.72M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $173.6M | -15.5% | +14.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $51.0M | +9.4% | -5.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +73.3% | -3.5% | +4.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +38.9% | +13.6% | -6.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +29.4% | +29.4% | -17.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $36.6M | +112.8% | +153.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +21.1% | +151.8% | +122.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 20.8% | +232.2% | -10.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.78x | +25.5% | -13.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $380.4M | +43.0% | +4.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.50 vs 0.46 | +9.4% | 0.10 vs 0.12 | -13.8% |
| Revenue Surprise | $173.6M vs $179.5M | -3.3% | $49.2M vs $48.9M | +0.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Apr 28, 2026 | Aikawa Yoshiyuki | director, 10 percent owner, officer: Chairman and CEO | Common Stock | D | 465,000 | $3.02 |
| Apr 21, 2026 | Aikawa Yoshiyuki | director, 10 percent owner, officer: Chairman and CEO | Common Stock | D | 3,100,000 | $3.02 |
| Mar 6, 2026 | Aikawa Yoshiyuki | director, 10 percent owner, officer: Chairman and CEO | Common Stock | D | 4,422,900 | $2.12 |
| Mar 6, 2026 | Aikawa Yoshiyuki | director, 10 percent owner, officer: Chairman and CEO | Put Options (Right to Sell) | D | 44,229 | $2.12 |
| Mar 6, 2026 | Aikawa Yoshiyuki | director, 10 percent owner, officer: Chairman and CEO | Call Options (Right to Buy) | A | 44,229 | $2.12 |
Hikaru Fukui: Welcome to SBC Medical Holdings Second Quarter 2026 Earnings Conference Call. Joining me on the call today are Yoshiyuki Aikawa, CEO; and Yuya Yoshida, CFO, COO and AI Evangelist. I am Fukui, Head of IR Department, and I will be your moderator today. Presentation materials for today are posted on our Investor Relations website. Minutes of the call will also be posted as soon as they are prepared. Today's discussion contains forward-looking statements. These forward-looking statements do not guarantee the future performance. Actual results may change due to various factors. For details, please refer to our filings with the SEC. Today's discussion may also refer to non-GAAP financial indicators. A reconciliation of GAAP to non-GAAP financial measures can be found on our presentation material for today. Let me introduce the program today. First, around 10 minutes of presentation will be delivered using AI. Please rest assured since the content has been reviewed beforehand. Then there will be a message from Dr. Aikawa before we move on to the Q&A session. [Operator Instructions] We will now start the presentation. Unknown Attendee: [AI Agent] Thank you for taking the time to join the Second Quarter 2026 Conference Call of SBC Medical Group Holdings Incorporated. I will now walk you through our results for the second quarter of 2026, and update on our business strategies and our capital and IR strategy. If I had to sum up this quarter in a single sentence, it is the quarter in which we completed the structural reforms we undertook in 2025, and SBC's growth entered a phase of reacceleration. On the back of an expanding business base and more sophisticated support functions, including AI, we delivered profit growth that outpaced revenue growth. Let me begin with the clinic highlights. As of the end of June 2026, our number of locations reached 287, up 34 year-on-year. And the annual number of customer visits over the trailing 12 months was 6.92 million, up 10%. Year-to-date clinic revenue rose 11%. Same-clinic revenue was up 6% and average spend per visit in the quarter increased 9%. With both customer volume and unit price rising together, our clinic business is showing renewed strength. Next, our financial highlights. Second quarter revenue was $49 million, up 13% year-on-year. Adjusted EBITDA was $20 million, up 32% and our adjusted EBITDA margin was 41%. Profit growth outpaced revenue growth with profitability improving. In the second quarter, we grew both revenue and profit despite a weaker yen. Because most of our business is conducted in yen, a weaker yen is a headwind for our reported results. Even so, we absorbed it and still delivered strong revenue and operating income. The main driver was higher management services revenue, reflecting the expansion of the points business following the change in our operating policy in June 2025. A revision of certain service fees also contributed. Now to our strategy update. Our strategy is …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Yoshiyuki Aikawa | Chairman & Chief Executive Officer | USD 12,000,000 | — | 1971 | Active |
Miki Yamazaki | Chief Strategy Officer | USD 463,696 | Female | 1986 | Active |
Yuya Yoshida | Chief Operating Officer, Chief Financial Officer & Director | USD 416,072 | Male | 1980 | Active |
Ryoji Murata | Principal Accounting Officer | USD 136,990 | Male | 1972 | Active |
Yoshimune Tanaka | Property Acquisition Director | USD 103,740 | — | — | Active |
Hikaru Fukui | Head of IR & CHRO of SBC Medical Group Co., Ltd. (Japan) | — | Male | — | Active |
Shengfu Hsiao | Chief Technology Officer | — | Male | — | Active |
Shinya Inoue | Chief Marketing Officer | — | Male | — | Active |
Akiko Wakiyama | Chief Public Relations Officer | — | Female | — | Active |
Taiki Sakaguchi | CHRO, Chief Planning Officer & Corporate Secretary | — | — | — | Active |
Hiroyuki Miya | Chief Operating Officer of SBC Medical Group Co., Ltd. (Japan) | — | Male | — | Active |
Kazuki Ichimori | Chief Corporate Development Officer | — | Male | — | Active |
IRVINE, Calif., Aug. 03, 2026 (GLOBE NEWSWIRE) -- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) (“SBC Medical” or the “Company”), a Medical Services Organization providing management support across a wide range of healthcare fields, today announced it will release its financial results for the second quarter ended June 30, 2026, before U.S. market open on August 13, 2026.
IRVINE, Calif., July 15, 2026 (GLOBE NEWSWIRE) -- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) (“SBC Medical” or the “Company”), a Medical Services Organization providing management support across a wide range of healthcare fields, today announced that Stephen Rodgers, Head of Global Planning and Strategy, and Hikaru Fukui, Head of IR Department, have been invited to present at “Health, Wellness & Longevity,” presented by Maxim Group LLC, on Wednesday, July 22nd at 10:30 a.m.
SBC Medical Group NASDAQ: SBC held its 2026 annual meeting of stockholders in a virtual format, with Chairman and Chief Executive Officer Yoshiyuki Aikawa presiding over the meeting.
IRVINE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) (“SBC Medical” or the “Company”), a Medical Services Organization providing management support across a wide range of healthcare fields, today announced the opening of SBC MEN'S FLASH CLINIC Ikebukuro, a clinic dedicated exclusively to men's beard hair removal, in Tokyo on August 6, 2026.
IRVINE, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) (“SBC Medical” or the “Company”), a Medical Services Organization providing management support across a wide range of healthcare fields, today announced its participation in several upcoming investor conferences in May and June 2026.
