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National Vision Holdings Inc (EYE)
NASDAQ:EYE
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.43Last Year’s EPS
0.34Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong execution across merchandising, pricing, marketing, operations and technology leading to healthy top-line growth, significant margin expansion, improved product mix, and solid cash generation. Management acknowledged near-term traffic softness driven by a deliberate customer-mix shift toward more profitable cohorts and seasonal/weather/calendar distortions, but provided clear multi-year plans to scale premium frames, lens initiatives, smart eyewear rollout, CRM, and operating-cost savings. Given the magnitude of reported financial improvements and strategic progress relative to the contained and described risks, the tone is optimistic and constructive.Company Guidance
Strong Full-Year Financial Performance
Net revenue grew 9% to $1,990,000,000 in FY2025; adjusted comparable store sales were +6%; adjusted operating income increased 56% to $102,500,000; adjusted operating income margin expanded 160 basis points to 5.2%; adjusted EPS rose to $0.80 from $0.52 in FY2024.
Robust Fourth-Quarter Results
Q4 net revenue increased 15.1% to $503,000,000; adjusted comp store sales +4.8%; adjusted operating income improved to $17,600,000 (vs. $3,200,000 prior year); Q4 AOI margin rose to 3.5% from 0.7%; adjusted EPS was $0.15 vs. a loss of $0.04 last year.
Margin Expansion & Cost Discipline
Company delivered 160 basis points of full-year operating margin expansion and Q4 SG&A leverage of ~180 basis points. Management identified approximately $20,000,000 of cost-out opportunities and expects ~$10,000,000 in annualized savings in 2026.
Improved Product Mix and Higher Ticket
Average ticket grew ~6% for the year. The share of frames priced above $99 rose to ~40% from 20% at the start of FY2025. Managed care represented ~42% of revenues and managed care comparable sales grew low double digits.
Smart Eyewear Early Traction
Ray-Ban Meta (smart glasses) exceeded sell-through expectations; management reported high transaction values and strong premium lens attach rates. Meta was available in a substantial subset of stores in Q4 and is planned to be rolled out to the full fleet by end of Q2.
Technology & Customer Experience Modernization
Launched Adobe Digital Experience Platform phases, new Oracle ERP, Microsoft/Databricks data platforms, iPads/OptiCam in stores, and a new CRM. Early CRM lapsed-customer journey was nearly twice as effective as the prior approach (on a smaller base). Consultative selling and digital tools contributed to higher ticket and conversion.
Balance Sheet Strength & Capital Allocation
Operating cash flow of $146,300,000 and capital expenditures of $72,800,000 in FY2025. Repaid $101,300,000 in convertible notes; ended year with $38,700,000 cash and $332,000,000 total liquidity; net debt to adjusted EBITDA ~1.1x. Board authorized up to $50,000,000 for share repurchases.
Store Network Progress and Retail Execution
Ended FY2025 with 1,250 stores. FY2026 plan calls for opening ~30–35 new America’s Best stores, closing ~10–15 stores, and net new growth of ~20–25 stores. Eyeglass World returned to positive comps (noted as +4.2% for the year) after prior declines.
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 |
|---|---|---|---|
Mar 04, 2026 | $26.63 | $29.04 | +9.05% |
Nov 05, 2025 | $25.60 | $24.70 | -3.52% |
Aug 06, 2025 | $24.81 | $23.88 | -3.75% |
May 07, 2025 | $13.33 | $15.61 | +17.10% |
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 May 07, 2026, Before Open (Confirmed).
What is National Vision Holdings Inc (EYE) earnings time?
National Vision Holdings Inc (EYE) earnings time is at May 07, 2026, 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 2026 (Q1) is 0.43.