What factors drove the changes in Superior Group's revenue and profit?

What were the key takeaways from Superior Group's earnings call?

Did Superior Group beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Superior Group year over year?

What were the key takeaways from Superior Group’s earnings call?

What is Superior Group's gross profit margin?

What does Superior Group do and what are its main business segments?

What guidance did Superior Group's management provide for the next earnings period?

- **Revenue Resilience**: Q4 2025 revenue of $147 million (+1% YoY) driven by Branded Products growth, despite macro challenges.
- **Profitability Boost**: EBITDA up 19% YoY to $8.6 million, EPS doubling to $0.23, fueled by SG&A reductions and margin management.
- **Segment分化**: Branded Products (+5% YoY), Contact Centers (-8% YoY) show divergent trends; Healthcare Apparel (-5% YoY) faces channel headwinds.
- **2026 Outlook**: 3% revenue growth target, EPS range $0.54-0.66, with back-end weighted cadence and AI-driven efficiency gains.
- **Strategic Moves**: $4 million Q4 share buybacks, $10 million remaining; investments in salesforce and AI position for long-term growth.

**【CEO Summary Section】**
- Q4 2025 revenue grew 1% year-over-year to $147 million, with a 6% sequential increase, driven by Branded Products segment growth.
- EBITDA rose 19% YoY to $8.6 million, and EPS doubled to $0.23, reflecting cost control and back-end weighted revenue cadence.
- Branded Products revenue increased 5% YoY to $97 million, while Healthcare Apparel declined 5% YoY to $29 million due to macro uncertainty. Contact Centers revenue fell 8% YoY to $22 million but showed early 2026 pipeline momentum.
- Management emphasized strategic investments in salesforce expansion, AI adoption, and market share growth across segments.

**【CFO Financial Commentary】**
- Gross margin remained stable at 36.9%, with Branded Products improving 50 bps to 34.4% despite tariffs. Contact Centers gross margin declined 200 bps to 52.6% due to higher agent costs.
- SG&A decreased $1.4 million YoY, reducing as a percentage of sales to 33.2% from 34.4%, driving EBITDA margin expansion to 5.9%.
- 2026 outlook: Revenue $572-585 million (+3% at high end), EPS $0.54-0.66, reflecting back-end weighted growth and margin improvements.
- Balance sheet strength with $24 million cash and $100 million liquidity, supporting share buybacks ($4 million in Q4) and growth initiatives.

**【Q&A Key Highlights】**
- **Branded Products Growth**: 5% YoY driven by 3Point acquisition and salesforce expansion; Wink and Carhartt brands seeing DTC momentum despite Q4 softness.
- **Contact Centers Pipeline**: Cautious optimism for Q2 2026 conversions; SG&A reductions (10% YoY) offset revenue decline, with AI adoption lowering agent costs.
- **Healthcare Apparel Strategy**: Digital and DTC channel growth; 14% sequential Branded Products increase highlights holiday gift demand.
- **AI and Cost Efficiency**: Contact Centers using AI for call scoring and coaching, reducing costs while maintaining quality. Branded Products optimizing global vendor network for margin improvement.
- **Share Repurchases**: $4 million in Q4, with $10 million remaining under authorization, reflecting confidence in long-term value.


Superior Group of Companies, Inc.(SGC)-20260304-2025 Q4 Earnings call transcript

- **Revenue Outlook Adjusted Up**: FY25 revenue guidance raised to $560-570M (midpoint +3%), driven by Branded Products pipeline recovery.
- **Cost Efficiency**: $4M SG&A savings (7% YoY) and $13M annualized cost savings program fully realized.
- **Tariff Resilience**: Branded Products pass through tariffs via dynamic pricing, while Healthcare offsets costs via Haiti sourcing.
- **Contact Center Recovery**: Pipeline growth expected in 2026 despite Q3 client loss impacting $2M annualized revenue.
- **Acquisition Momentum**: Actively pursuing 25,000+ Branded Products competitors with attractive valuations and strategic geographies.

**【CEO Opening Remarks】**
- Q3 2025 revenue of $138 million, up 7% YoY, with Branded Products ($85M), Healthcare Apparel ($32M), and Contact Centers ($23M) segments.
- Full-year revenue outlook adjusted to $560-570M (midpoint +3%), reflecting sequential improvement and strong pipeline despite macro challenges.
- SG&A expenses reduced by $4M (7% YoY) due to cost control, with all segments improving margins.
- Branded Products revenue down 8% YoY due to tariff-driven order pull-forward, but Q2-Q3 combined revenue up vs. 2024, with 25,000+ competitors in fragmented market.
- Healthcare Apparel down 5% YoY, but leveraging Haiti sourcing to offset tariffs, with secular growth drivers.
- Contact Centers down 9% YoY from client downsizing, but pipeline improving for 2026 growth.

**【CFO Financial Commentary】**
- Gross margin 38.3% (down 210bps YoY), with Branded Products at 34.8% (down 140bps), Healthcare at 38.5%, and Contact Centers at 52.9%.
- EBITDA $7.5M (up 23% QoQ), net income $2.7M (up 69% QoQ), with $17M cash and $100M+ liquidity.
- Updated FY25 revenue guidance reflects $560-570M range, up from prior $550-575M.

**【Q&A Highlights】**
- **Tariff Environment**: Recent 100% China tariff reversal boosted Branded Products pipeline, with 3 Point acquisition adding $2.9M revenue.
- **Inventory Management**: Opportunistically sourced from low-tariff jurisdictions; Healthcare leverages Haiti for duty savings.
- **Contact Center Impact**: Lost solar client reduced annualized revenue by ~$2M, but pipeline shows early 2026 growth signs.
- **Pricing Power**: Branded Products pass through tariffs via order-level pricing; Healthcare offset 2024 tariffs with price increases.
- **Acquisition Strategy**: Actively evaluating 25,000+ Branded Products competitors, targeting low-cost geographies and new verticals.
- **Cost Savings**: $13M annualized savings program fully implemented, with $4M YoY SG&A reduction.


Superior Group of Companies, Inc. (SGC) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: 9% YoY to $132.3M, driven by Branded Products (14%) and Healthcare Apparel (6%).
- **Profitability**: Net income up 167% to $1.6M ($0.10 EPS), EBITDA +9% to $6.1M.
- **AI Adoption**: Contact Centers use AI for customer service efficiency; Branded Products reduce manual labor with AI product selection.
- **Tariff Mitigation**: Strategic inventory buys and vendor renegotiations offset costs.
- **Guidance**: Full-year revenue $550-575M (2% YoY growth), with Branded Products leading recovery.

**【CEO Opening Remarks】**
- Q2 revenue grew 9% YoY to $132.3 million, driven by 14% growth in Branded Products and 6% in Healthcare Apparel, offset by a 3% decline in Contact Centers.
- Gross margin remained stable at 38.4%, with Branded Products improving 100bps to 35.6% due to favorable sales mix.
- Net income rose to $1.6 million ($0.10 EPS) vs. $0.04 EPS last year, reflecting cost control and reduced expenses.
- AI adoption across segments: Contact Centers use AI for talent acquisition and customer service, while Branded Products leverage AI for product selection and mockups.
- Branded Products pipeline and backlog remain strong, with a focus on market share expansion in a fragmented industry.

**【CFO Financial Commentary】**
- Q2 GAAP net income: $1.6 million ($0.10 EPS) vs. $0.04 EPS last year.
- EBITDA: $6.1 million (up 9% YoY), driven by Branded Products ($9M EBITDA vs. $6.7M) and Healthcare Apparel ($0.8M vs. $1.3M).
- SG&A as % of sales improved to 36.3% (vs. 36.9%), benefiting from $1.8M credit loss reserves and cost reduction initiatives.
- Balance sheet: $21M cash, $12.3M remaining under $17.5M share buyback authorization.
- Full-year revenue guidance unchanged at $550-575M (2% YoY growth).

**【Q&A Highlights】**
- **Tariffs & Inventory**: Branded Products absorbed tariffs by renegotiating vendor terms and strategic inventory buys. Healthcare Apparel saw inventory build for expected H2 demand.
- **Contact Center Pipeline**: Record pipeline of nearshore outsourcing opportunities, but slow decision-making from prospective customers.
- **AI Impact**: Contact Centers report improved customer satisfaction and efficiency; Branded Products reduce manual labor costs with AI-driven product selection.
- **Share Repurchases**: $4M spent on 390K shares (avg $10.26), with $12.3M remaining.
- **Risk Management**: Diversified supply chain mitigates trade policy risks; 3% of revenue exposed to India tariffs.


Superior Group of Companies, Inc. (SGC) Q2 2025 Earnings Call Transcript

- **Flat Revenue Amid Challenges**: Q1 2025 revenue held steady YoY despite tariffs and customer hesitancy, lapping a 6% YoY increase in Q1 2024.
- **Net Loss Reflects Margin Pressure**: Reported a $0.05 net loss per share vs. $0.24 YoY, driven by lower gross margins from sales mix changes.
- **Segment Performance**: 
  - **Contact Centers Lead Growth**: 3% YoY revenue growth, highest margin segment with pipeline expansion.
  - **Healthcare Apparel Struggles**: 7% YoY decline in institutional and brick-and-mortar channels.
  - **Branded Products Mixed**: Promotional products grow, but uniform sales decline due to prior-year rollouts.
- **Strategic Resilience**: Diversified segments, redundant sourcing, and cost management support long-term strategy.

**【CEO Summary Section】**
- **Revenue Performance**: Consolidated revenue remained flat year-over-year (YoY) despite macroeconomic challenges, including tariffs and customer hesitancy. The quarter lapped a 6% YoY increase in Q1 2024.
- **Financial Results**: Reported a net loss of $0.05 per share, down from $0.24 EPS in Q1 2024, driven by lower gross margins from sales mix changes and fewer orders from high-margin customers.
- **Segment Highlights**: 
  - **Branded Products**: Promotional products grew, but uniform sales declined due to stronger rollouts in Q1 2024. Order backlog is strong, with 90% customer retention.
  - **Healthcare Apparel**: Down 7% YoY due to institutional and brick-and-mortar channel weakness. Investing in digital channels and licensed brands (Wink, Carhartt).
  - **Contact Centers**: 3% YoY revenue growth, highest margin segment, with pipeline expansion and technology investments.
- **Strategic Focus**: Leveraging diversification across segments, redundant sourcing strategies, and cost management to navigate uncertainty.

**【CFO Financial Commentary】**
- **Consolidated Results**: Gross margin of 36.8%, flat sequentially but down from 39.8% YoY. SG&A at 36.5% of revenue (up from 35.2% YoY). EBITDA of $3.5 million vs. $9.6 million YoY.
- **Segment Breakdown**: 
  - **Branded Products**: Revenue down <1% YoY. Gross margin 32% (vs. 36.5% YoY) due to higher product costs and customer mix. EBITDA $5.7 million vs. $9.9 million YoY.
  - **Healthcare Apparel**: Revenue down 7% YoY. Gross margin 37.2% (vs. 39.4% YoY). SG&A at 34.9% of sales (up from 33.6% YoY). EBITDA $1.5 million vs. $2.6 million YoY.
  - **Contact Centers**: Revenue up 3% YoY. Gross margin stable YoY. Solid retention and new customer wins.
- **Liquidity**: Maintained strong balance sheet, enabling share repurchases and strategic investments.

Superior Group of Companies (SGC)-8 May 25-2025 Q1 Earnings call transcript

- **2024 Performance**: 4% revenue growth to $585M, 35% EPS expansion to $0.75, despite macro headwinds.
- **Segment Strength**: Contact Centers (54.7% margin) leads with 4% growth; Healthcare Apparel (+8%) outperforms brick-and-mortar peers.
- **2025 Outlook**: 5%+ revenue growth, 12% EPS upside, fueled by new sales teams and digital channel expansion.
- **Financial Discipline**: 1.7x leverage ratio, $33M free cash flow, and $17.5M share buyback authorization.
- **Risk Mitigation**: Tariff-proof supply chain, opportunistic M&A, and disciplined pricing strategy.

**【CEO Summary Section】**
- Full year 2024 revenue grew 4% YoY to $585 million, with diluted EPS up 35% to $0.75, despite macroeconomic challenges.
- Fourth quarter revenue down 1% YoY ($148.5M), driven by Branded Products segment decline (-5%), offset by 8% growth in Healthcare Apparel and 4% in Contact Centers.
- Contact Centers segment (highest margin at 54.7%) saw 4% revenue growth from new customers, despite 1% decline from existing clients.
- 2025 outlook: Revenue $585M-$595M (+5% high end), EPS $0.75-$0.82 (+12% high end), with back-half weighted growth pattern.

**【CFO Financial Commentary】**
- Q4 2024 GAAP net income $2.1M ($0.13 EPS) vs $3.6M ($0.22 EPS) prior year, due to tough comp from 2023's strong Q4.
- Operating cash flow $33M for full year, reducing net leverage to 1.7x from 2.0x, with debt down $7M to $86M.
- Share repurchases: $7.1M in 2024, with $17.5M new authorization announced, enabling continued buybacks.
- 2025 interest expense expected to decrease due to lower debt levels and stable rates.

**【Key Q&A Highlights】**
- **Acquisition Details**: $4M Branded Products acquisition in Q4 added blue-chip customers and talent, supporting 2025 growth.
- **Cost Management**: 130bps rate reduction on $86M debt; 2025 capex limited to maintenance needs.
- **Tariff Strategy**: Diversified supply chain mitigates risk, with 2024 negotiations securing favorable vendor terms.
- **Customer Sentiment**: Fits-and-starts spending, with Contact Centers seeing slower decision-making but strong backlog.
- **Healthcare Digital Channel**: Online sales growth driven by Wink and Carhartt Medical brands, with ROAS exceeding industry benchmarks.

Superior Group of Companies (SGC)-11 Mar 25-2024 Q4 Earnings call transcript

Superior Group of Companies (SGC)-6 Nov 24-2024 Q3 Earnings call transcript

Superior Group of Companies Inc.. (SGC)-6 Aug 24-2024 Q2 Earnings call transcript

Superior Group of Companies Inc.. (SGC)-7 May 24-2024 Q1 Earnings call transcript

Superior Group of Companies Inc.. (SGC)-13 Mar 24-2023 Q4 Earnings call transcript

- **Q3 Revenue Growth**: $136 million (-2% YoY), with sequential improvement across all segments.
- **Segment Highlights**: 
  - **Healthcare Apparel**: D2C channel outperforms, 2023 sales expected low single digits.
  - **Branded Products**: Gross margin +450bps YoY, 2023 sales down low-teens YoY.
  - **Contact Centers**: EBITDA margin 16.8%, 2023 sales growth high single digits.
- **Financial Strength**: Net debt reduced 30% YoY to $108 million, net leverage 2.9x.
- **2024 Strategy**: Invest in digital marketing, call center expansion, and branded products salesforce to drive market share growth.
- **Risk Management**: Tight working capital management to mitigate macroeconomic challenges.


**【CEO Summary Section】**
- **Consolidated Q3 Results**: Revenue of $136 million (-2% YoY), adjusted EBITDA of $9.3 million, and diluted EPS of $0.19. Sequential improvements across all segments reflect back-end weighted performance.
- **Healthcare Apparel Segment**: Q3 revenue $30 million (flat YoY), EBITDA $3.1 million. Direct-to-consumer (D2C) channel outperformed expectations, with B2B website enhancing efficiency. Inventory equilibrium nearing, with 2023 sales expected in low single digits.
- **Branded Products Segment**: Q3 revenue $84 million (-4% YoY), EBITDA $7 million. Sequential growth in demand and booking trends, with 2023 sales expected to decline low-teens YoY. Gross margin improved 450bps due to pricing and supply chain normalization.
- **Contact Centers Segment**: Q3 revenue $24 million (+4% YoY), EBITDA $4.1 million. Gross margin expanded 200bps to 55.5%, driven by price increases and efficiency gains. Full-year sales growth expected in high single digits.
- **Cash Flow & Balance Sheet**: Year-to-date operating cash flow $59 million, net debt reduced by $48 million to $108 million. Net leverage ratio improved to 2.9x (from 3.9x YoY).

**【CFO Financial Commentary】**
- **Revenue & Margins**: Q3 gross margin 39.1% (+260bps YoY), driven by branded products. SG&A expenses $47 million (+8% YoY), primarily due to commissions and bad debt. Interest expense $2.5 million (+39% YoY) due to higher rates.
- **Earnings**: Q3 net income $3.1 million ($0.19 EPS), up sequentially from $1.2 million ($0.08 EPS) in Q2. Full-year EPS guidance narrowed to $0.46-$0.53.
- **Balance Sheet**: Total debt reduced 30% YoY, with focus on maintaining net leverage ratio below 3.5x. Free cash flow generation to continue supporting debt reduction and growth investments.

**【Q&A Key Highlights】**
- **Revenue Guidance**: Full-year revenue $538-$545 million, reflecting branded products' sequential improvement but lower YoY growth. Contact centers expected to grow high single digits.
- **SG&A Expenses**: Increase driven by commissions in branded products, with plans to add salespeople to accelerate growth.
- **Gross Margin Sustainability**: Branded products' margin expansion due to favorable mix and supply chain costs, but variability expected in future quarters.
- **Investments**: 2024 focus on digital marketing, rebranding, and call center salesforce expansion to capture market share.
- **Debt Repayment**: Q4 free cash flow expected to normalize, with continued debt reduction to achieve targeted leverage ratio.


Actual											0.22	1	0.63	0.79	0.66	0.67	0.51	0.25	0.32	0.08	0.27	-0.06	0.06	0.08	0.19	0.22	0.24	0.04	0.33	0.13	-0.05	0.1	0.18	0.23
Forecast											0.14	0.24	0.3	0.36	0.35	-0.06	0.51	0.51	0.38	0.38	0.0767	0.1875	0.1425	0.0967	0.1033	0.1467	0.07	0.1075	0.21	0.1675	0.1225	0.068	0.1833	0.2075
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+57.14%	+316.67%	+110.00%	+119.44%	+88.57%	+1216.67%	0.00%	-50.98%	-15.79%	-78.95%	+252.02%	-132.00%	-57.89%	-17.27%	+83.93%	+49.97%	+242.86%	-62.79%	+57.14%	-22.39%	-140.82%	+47.06%	-1.80%	+10.84%

SGC

SGC fundamentals

SGC Q4 2025 Earnings

Earnings Call

You can ask Aime

SGC

SGC fundamentals

SGC Q4 2025 Earnings

Earnings Call

SGC Earnings Call Summary for Q4/20255:00 PM on Mar 3, 2026

SGC Earnings Call Summary for Q3/20255:00 PM on Nov 3, 2025

SGC Earnings Call Summary for Q2/20255:00 PM on Aug 5, 2025

SGC Earnings Call Summary for Q1/20255:00 PM on May 8, 2025

SGC Earnings Call Summary for Q4/20245:00 PM on Mar 11, 2025

You can ask Aime