SBC Medical Q2 Revenue Up 13%, Net Income Up 335% to $11M
SBC sits 18% above its 52-week low of $2.78.
Summary
SBC Medical reported strong Q2 2026 results with revenue up 13% and net income up 335%, driven by AI-enabled service fee increases and network expansion.
Key Events · Earnings and Guidance · SBC
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Q2 Revenue and Net Income Surge
Total revenues were $49M, up 13% YoY. Net income attributable to SBC Medical was $11M, up 335% YoY, with net income margin expanding 16 percentage points to 22%.
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Adjusted EBITDA Growth
Adjusted EBITDA was $20M, up 32% YoY, with Adjusted EBITDA margin of 41%, up 6 percentage points.
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AI-Driven Fee Increases
Fee revisions for call center services and expanded support for Rize Clinic and Gorilla Clinic are expected to increase service fees by approximately $15M annually (converted at ¥158.1/US$).
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Network Expansion Metrics
Location count increased by 34 YoY to 287. Last-twelve-month visits reached 6.9M (up 10% YoY), and average spend per visit was $287 (up 9% YoY).
Analysis · SBC · Industrial Applications And Services
SBC Medical reported Q2 revenue of $49M, up 13% YoY, with net income attributable to SBC Medical of $11M, up 335% YoY. Adjusted EBITDA rose 32% to $20M. The company highlighted AI-enabled service enhancements driving fee increases, with expected annual service fee uplift of approximately $15M. Cash position remains strong at $184.3M. This follows a Reuters report earlier today with headline figures; the 8-K adds full financial statements and operational metrics.
At the time of this filing, SBC was trading at $3.29 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $329.1M. The 52-week trading range was $2.78 to $5.07. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.