Education
About Us
Working with TipRanks
Follow Us
National Vision Holdings (EYE)
:EYE
Earnings Data
Report Date
Nov 06, 2025Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.13Last Year’s EPS
0.12Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance in Q2 with significant growth in managed care, the success of new brand initiatives, and improved product assortment. However, challenges persist with declining transactions, increased SG&A expenses, and macroeconomic uncertainties. Despite these challenges, the positive developments and strategic initiatives position the company well for future growth.Company Guidance
Strong Q2 Performance
National Vision delivered the highest second quarter results seen in recent years with a 10th consecutive quarter of positive comp store sales growth. Adjusted comp store sales growth reached 5.9% and adjusted EPS was $0.18, supported by a 69% year-over-year growth in adjusted operating income, resulting in a 180 basis point adjusted operating income margin improvement to 4.9%.
Managed Care Business Growth
The managed care business delivered low double-digit comp growth, bolstered by strong growth in both ticket and traffic. Managed care growth and mix are around the 50% range, and the company continues to see this as a significant tailwind.
Brand Revitalization and New Initiatives
National Vision introduced new branding and launched a transformational campaign for America's Best. A new CRM platform is being implemented to attract new customers and retain existing ones, with the goal of creating new personalized customer journeys.
Expansion of Product Assortment
The company is expanding its frame assortment priced over $99 to approximate 40% this year, introducing new designer partnerships such as Jimmy Choo and HUGO BOSS, which are performing well with both cash pay and managed care customers.
Eyeglass World Positive Performance
Eyeglass World saw its best first half performance since 2021 with positive comps at 2.8%. A strategic decision to modify the doctor model in Florida is expected to enhance patient experience and provide greater access to care.
EYE Earnings History
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 (EYE) report earnings?
National Vision Holdings (EYE) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).
What is National Vision Holdings (EYE) earnings time?
National Vision Holdings (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.