SBC
SBC Medical Group Holdings Incorporated4.1000
+0.0100+0.24%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
420.57MP/E (TTM)
9.76Basic EPS (TTM)
0.42Dividend Yield
0%Recent Filings
10-K
FY2025 results
SBC Medical delivered FY2025 revenue of $173.6M, down 15% y/y from $205.4M amid fee restructuring for MC clinics effective April that cut franchising (-25% to $45.9M) and management services (-44% to $29.6M), yet rental services surged 43% to $23.0M on equipment demand. Net income climbed 9% to $51.0M with gross margins dipping to 73% but operating expenses slashed 30% sans prior-year impairment; Q4 momentum showed procurement steady while acquisitions like MB career lounge added support services. Cash swelled to $164M with $25M operating inflow, funding $20M OT Midco stake and $43M debt for M&A. Waqoo control bolsters regen med. Material weakness in related-party oversight persists.
8-K
Revenues down, profits up
SBC Medical reported Q4 2025 revenues down 11% to $40M yet net income soared 117% to $14M with EPS doubling to $0.14. Full-year revenues fell 15% to $174M, but net income rose 9% to $51M amid restructuring and franchise fee changes. Clinics hit 283; customers reached 6.6M. Profitability strengthened.
8-K
SBC invests in U.S. MedSpa
SBC Medical completed a strategic minority equity investment in U.S. MedSpa chain OrangeTwist on January 5, 2026, partnering with Hildred Capital and Athyrium Capital. This launches Phase 1 of its global expansion, targeting U.S. aesthetics via cross-border synergies with Asia. Entry secured. Forward-looking plans hinge on execution amid market risks.
8-K
S-3 effective, $20M buyback
SBC Medical Group Holdings activated its $50M Form S-3 shelf registration on December 30, 2025, for flexible future capital raises to fuel growth and M&A, while launching a $20M share repurchase program ending December 31, 2026, funded by surplus cash. Repurchases will flex with market conditions. Shelf enhances liquidity; buybacks signal confidence.
8-K
Tender offer secures Waqoo control
SBC Medical's subsidiary completed its tender offer for Waqoo, securing 575,052 shares at ¥1,900 each for ~¥1,092.5 million, boosting ownership to 24.93%. Paired with an off-market transfer from Waqoo's largest shareholder, control exceeds 50% post-settlement on December 19, 2025. Strengthens R&D in regenerative medicine. No policy changes planned.
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