The earnings call highlighted strong sales and profit growth, robust same-store sales, and effective cost management. However, there were challenges such as a slow start to the summer holidays, increased SG&A expenses due to tech investments, and uncertainties surrounding the Breeze transaction. Overall, the positive aspects such as revenue growth and operational improvements outweigh the lowlights.

Company Guidance -

Q4 2025

During the Valvoline Third Quarter Fiscal 2025 Earnings Call, the company provided guidance that system-wide sales increased by 10% to $890 million, and adjusted EBITDA grew by 12%, with same-store sales comps rising by 4.9%. The company added 46 new stores in the quarter, contributing to a year-to-date total of 116 gross store additions. Valvoline's full-year same-store sales expectations were narrowed to a range of 5.8% to 6.4%. The gross margin rate expanded by 80 basis points to 40.5%, aided by labor improvements, while adjusted EBITDA margin increased by 30 basis points to 29.5%. The company ended the quarter with $68 million in cash and a leverage ratio of 3.3x. For the full year, Valvoline expects to fall within the prior outlook range, tightening most of these ranges, and raised the low end of the adjusted EBITDA range.

Strong Sales and Profit Growth

System-wide sales increased by 10% to $890 million, and adjusted EBITDA increased by 12%, considering the impacts of refranchising.

Same-Store Sales and Store Expansion

Same-store sales comps were up 4.9%, and Valvoline added 46 new stores in the quarter, contributing to a year-to-date total of 116 gross store additions.

Gross Margin Improvement

Gross margin rate increased 80 basis points year-over-year to 40.5%, driven by labor leverage of more than 100 basis points.

Adjusted Earnings Per Share Growth

Adjusted EPS increased by 18%, considering the refranchising impacts.

Resilient Customer Demand

Valvoline observed no evidence of customers trading down or delaying services, with an increase in the use of premium products.

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.