Valvoline's earnings call presented a positive outlook with strong sales and profit growth, successful store expansion, and effective premiumization strategies. However, some challenges such as a slow start to the summer season, increased SG&A costs, and uncertainties with the Breeze transaction were noted. Overall, the highlights significantly outweighed the minor lowlights, leading to a positive sentiment for the earnings call.

Company Guidance

In Valvoline's third-quarter earnings call for fiscal 2025, the company reported strong growth across several key metrics, reflecting robust operational performance. System-wide sales experienced a 10% increase, reaching $890 million, while adjusted EBITDA grew by 12%, despite refranchising impacts. Same-store sales comps rose by 4.9%, including an 80 basis point Easter impact, and the company added 46 new stores during the quarter. Valvoline narrowed its full-year same-store sales growth guidance to a range of 5.8% to 6.4%. The gross margin rate expanded by 80 basis points to 40.5%, driven by labor improvements, while SG&A as a percentage of sales rose by 80 basis points to 18.5%, reflecting technology investments. Adjusted EBITDA margin increased by 30 basis points to 29.5%, with adjusted net income reaching $61 million and adjusted EPS climbing 18% to $0.47. The company ended the quarter with $68 million in cash and a leverage ratio of 3.3x. The guidance for the year remains strong, with tightened ranges for sales and EPS, and an increased low end of the adjusted EBITDA range based on year-to-date performance.

Impressive Sales and Profit Growth

System-wide sales increased 10% to $890 million, and adjusted EBITDA grew by 12%, demonstrating strong financial performance for the quarter.

Store Expansion Success

Valvoline added 46 new stores in the quarter, bringing the year-to-date total for gross store additions to 116, indicating effective network growth.

Strong Same-Store Sales

Same-store sales comps increased by 4.9%, with transaction growth in both the same-store and mature store bases contributing to this positive trend.

Premium Product Usage Increase

The percentage of customers using premium products grew both sequentially and year-over-year, highlighting successful premiumization strategies.

Labor Management Improvements

Labor improvements contributed to an 80 basis point increase in gross margin rate, showcasing effective labor management practices.

Positive Financial Drivers

Adjusted EBITDA margin increased 30 basis points to 29.5%, with adjusted net income of $61 million, and adjusted EPS of $0.47 up by 18%.

Valvoline (VVV) Earnings, Revenues Date & History

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VVV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q4)	0.47 / -	0.46	―	―	―
Aug 06, 2025	2025 (Q3)	0.45 / 0.47	0.45	4.44% (+0.02)
May 08, 2025	2025 (Q2)	0.36 / 0.34	0.37	-8.11% (-0.03)
Feb 06, 2025	2025 (Q1)	0.30 / 0.32	0.29	10.34% (+0.03)
Nov 19, 2024	2024 (Q4)	0.42 / 0.46	0.39	17.95% (+0.07)
Aug 07, 2024	2024 (Q3)	0.47 / 0.45	0.43	4.65% (+0.02)
May 08, 2024	2024 (Q2)	0.35 / 0.37	0.23	60.87% (+0.14)
Feb 06, 2024	2024 (Q1)	0.29 / 0.29	0.16	81.25% (+0.13)
Nov 09, 2023	2023 (Q4)	0.41 / 0.39	0.59	-33.90% (-0.20)
Aug 09, 2023	2023 (Q3)	0.36 / 0.43	0.58	-25.86% (-0.15)

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

VVV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$36.25	$37.91	+4.58%
May 08, 2025	$34.57	$33.90	-1.94%
Feb 06, 2025	$36.84	$39.58	+7.44%
Nov 19, 2024	$42.33	$38.65	-8.69%

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.