The earnings call reflected strong financial performance and strategic initiatives driving growth, particularly in the managed care segment. The company is making significant strides in brand revitalization and operational efficiency. However, challenges remain in the cash pay segment and there is cautious guidance for the second half of the year.

Company Guidance -

Q3 2025

During the National Vision Holdings Q2 2025 Conference Call, the company reported its highest second quarter results in recent years, featuring a 5.9% growth in adjusted comparable store sales and an adjusted EPS of $0.18. Adjusted operating income grew by 69% year-over-year, leading to a 180 basis point improvement in adjusted operating income margin to 4.9%. The company highlighted a 10th consecutive quarter of positive comp store sales growth, driven by pricing actions, improved product assortment, and enhanced customer experience. National Vision's managed care segment showed low double-digit comp growth, while the cash pay segment saw low single-digit growth. The company noted a stable eyeglass purchase conversion rate, a rise in average ticket price, and a significant milestone of over 1 million remote exams conducted. Additionally, the company announced a brand refresh and new CRM platform to enhance customer engagement, expecting these changes to further solidify its growth trajectory. Consequently, National Vision raised its full-year revenue outlook to between $1.93 billion and $1.97 billion, with anticipated adjusted operating income ranging from $85 million to $95 million, and adjusted EPS between $0.62 and $0.70.

Record Q2 Performance

Delivered the highest second quarter results in recent years with a 10th consecutive quarter of positive comp store sales growth.

Strong Financial Metrics

Achieved adjusted comp store sales growth of 5.9%, adjusted EPS of $0.18, and a 69% year-over-year growth in adjusted operating income.

Managed Care Business Growth

Managed care business delivered low double-digit comp growth, supported by strong growth in both ticket and traffic.

Brand Revitalization Initiatives

Launched new National Vision branding and transformational campaign for America's Best to attract and retain customers.

Doctor Network Expansion

Doctor coverage remains healthy with over 1 million remote exams conducted, demonstrating improved appointment availability.

Growth in Higher Income Brackets

Contributed to growth in the $75,000 to $100,000 income range by expanding addressable market with progressive lens wearers and outside Rx customers.

Successful ERP Implementation

Implemented first phase of a new ERP focused on finance and accounting, facilitating business modernization.

Raised Full-Year Outlook

Increased revenue expectations to between $1.93 billion and $1.97 billion and adjusted EPS to $0.62 to $0.70.

National Vision Holdings (EYE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EYE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.13 / -	0.12	―	―	―
Aug 06, 2025	2025 (Q2)	0.14 / 0.18	0.15	20.00% (+0.03)
May 07, 2025	2025 (Q1)	0.31 / 0.34	0.32	6.25% (+0.02)
Feb 26, 2025	2024 (Q4)	-0.04 / -0.04	-0.02	-100.00% (-0.02)
Nov 06, 2024	2024 (Q3)	0.07 / 0.12	0.15	-20.00% (-0.03)
Aug 07, 2024	2024 (Q2)	0.09 / 0.15	0.17	-11.76% (-0.02)
May 08, 2024	2024 (Q1)	0.27 / 0.32	0.31	3.23% (+0.01)
Feb 27, 2024	2023 (Q4)	-0.08 / -0.02	-0.08	75.00% (+0.06)
Nov 09, 2023	2023 (Q3)	0.11 / 0.15	0.15	0.00% (0.00)
Aug 10, 2023	2023 (Q2)	0.17 / 0.17	0.21	-19.05% (-0.04)

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

EYE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$24.81	$23.88	-3.75%
May 07, 2025	$13.33	$15.61	+17.10%
Feb 26, 2025	$11.44	$12.77	+11.63%
Nov 06, 2024	$12.20	$11.89	-2.54%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does National Vision Holdings Inc (EYE) report earnings?

National Vision Holdings Inc (EYE) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is National Vision Holdings Inc (EYE) earnings time?

National Vision Holdings Inc (EYE) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EYE EPS forecast?

EYE EPS forecast for the fiscal quarter 2025 (Q3) is 0.13.

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