Driven Brands Holdings, Inc. (DRVN)
NASDAQ:DRVN
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Earnings Data
Report Date
Jun 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mixed but ultimately constructive picture: operational performance—led by Take 5 growth, stronger Auto Glass Now margins, improved free cash flow and significant deleveraging—demonstrates underlying business strength and a clearer strategic focus. However, a comprehensive restatement, material historical accounting errors, and near-term nonrecurring costs are material negatives that add execution and reporting risk in the short term. Management has outlined remediation steps (strengthened finance leadership, Oracle implementation, process improvements) and provided conservative 2026 guidance that explicitly incorporates restatement-related costs.Company Guidance
Revenue Growth for Full Year 2025
Full year revenue grew 6.3% to approximately $1.9 billion in 2025.
Adjusted EBITDA and Q4 Improvement
Adjusted EBITDA for the full year was $449.1 million (up 1.3% YoY). Q4 adjusted EBITDA rose 7.3% to $111.9 million with a Q4 margin of 24.3%.
Strong Take 5 Operational Performance
Take 5 revenue increased 13.6% to $1.2 billion in 2025. Same-store sales grew 6.2% for the year and 3.7% in Q4. Take 5 added 161 net new stores in 2025 (161 new units: 94 company-owned, 67 franchise), achieved 22 consecutive quarters of same-store sales growth, delivered 10.1% adjusted EBITDA growth for the segment, and maintained a ~34% adjusted EBITDA margin.
Franchise Segment Cash Generation and Margins
Franchise Brands delivered a high-margin performance with adjusted EBITDA margin of 62.7% for 2025 and a multi-year sales CAGR of 5.3% since 2021; the segment remains a robust cash generator despite a 3.5% revenue decline in 2025.
Auto Glass Now Growth and Margin Expansion
Auto Glass Now reported same-store sales growth of 7.9% in 2025; segment adjusted EBITDA increased by $13.3 million with margin expanding 470 basis points to 10% year-over-year. Earlier-period metrics cited revenue and EBITDA improvement of 9% and 105% YoY respectively (incubating business with growth potential).
Meaningful Deleveraging and Balance Sheet Strength
Paid down $545 million of debt in 2025 and reduced net leverage to 3.7x at year-end; after the January sale of International Car Wash and further debt paydown (~$470M), pro forma net leverage is 3.3x with outstanding debt 100% securitized fixed-rate at a 4.3% weighted average rate. Company targets 3.0x net leverage by year-end 2026.
Material Free Cash Flow Improvement
Full year free cash flow was $180.9 million, an increase of $174.2 million over 2024; FY net capital expenditures were $149.7 million.
Clear 2026 Financial Outlook with Conservatism on Restatement Costs
2026 guidance: revenue $1.95B–$2.05B, adjusted EBITDA $430M–$460M (which explicitly includes $35M–$45M of nonrecurring restatement-related costs), adjusted diluted EPS $1.15–$1.25, same-store sales flat to +2%, and net new unit growth of 160–190 units.
DRVN 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
DRVN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | $14.24 | $13.23 | -7.09% |
Nov 04, 2025 | $14.25 | $15.01 | +5.33% |
Aug 05, 2025 | $16.99 | $17.33 | +2.00% |
May 06, 2025 | $17.33 | $18.47 | +6.58% |
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 Driven Brands Holdings, Inc. (DRVN) report earnings?
Driven Brands Holdings, Inc. (DRVN) is schdueled to report earning on Jun 29, 2026, Before Open (Confirmed).
What is Driven Brands Holdings, Inc. (DRVN) earnings time?
Driven Brands Holdings, Inc. (DRVN) earnings time is at Jun 29, 2026, Before Open (Confirmed).
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What companies are reporting earnings today?
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What is DRVN EPS forecast?
Currently, no data Available
