Driven Brands reported strong financial results for the third quarter, with significant growth in revenue and the Take 5 Oil Change segment. However, macroeconomic uncertainties and specific segment challenges, particularly in the franchise and collision industries, present potential headwinds as the company navigates the fourth quarter.

Company Guidance

During the Third Quarter 2025 Earnings Conference Call, Driven Brands provided guidance detailing their financial performance and expectations. The company reported a 7% revenue growth and an adjusted EBITDA of $136 million. System-wide sales increased by 5%, supported by 167 net new stores over the past year, including 39 additions this quarter. Same-store sales rose by 3% for the 19th consecutive quarter. The Take 5 Oil Change segment showed robust performance with a 7% growth in same-store sales and an 18% year-over-year increase in system-wide sales, driving a 15% growth in adjusted EBITDA. Adjusted EBITDA margins for Take 5 expanded to 35%. Driven Brands aims to open approximately 170 new Take 5 locations in 2025. The company reduced its net leverage to 3.8x, with a target of 3x by the end of 2026. Despite a dynamic consumer environment and macroeconomic uncertainties, Driven Brands narrowed their full-year guidance, projecting total revenue of $2.1 billion to $2.12 billion and adjusted EBITDA between $525 million and $535 million.

Revenue Growth and EBITDA Performance

Driven Brands reported a 7% increase in revenue and achieved an adjusted EBITDA of $136 million. System-wide sales increased by 5% with 167 net new stores added over the past 12 months.

Take 5 Oil Change Success

Take 5 Oil Change delivered its 21st consecutive quarter of same-store sales growth, with system-wide sales growing 18% year-over-year and same-store sales up 7%. Adjusted EBITDA grew by 15%, and margins expanded to 35%.

Franchise and Car Wash Segments Performance

The franchise segment achieved a same-store sales growth of 1% and improved adjusted EBITDA margins by 90 basis points. The car wash segment saw a 4% increase in same-store sales and revenue, with adjusted EBITDA margins at 28%.

Operational Innovations

Implemented a new media mix model for advertising and tested AI-driven camera technology to improve efficiency in staffing and workflow at Take 5 locations.

Leadership Appointments

Mo Khalid appointed as Chief Operating Officer and Tim Austin as President of Take 5 Oil Change, reflecting strong internal talent development.

Driven Brands Holdings (DRVN) Earnings, Revenues Date & History

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DRVN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 19, 2026	2025 (Q4)	0.28 / -	0.3	―	―	―
Nov 04, 2025	2025 (Q3)	0.30 / 0.34	0.26	30.77% (+0.08)
Aug 05, 2025	2025 (Q2)	0.33 / 0.36	0.35	2.86% (+0.01)
May 06, 2025	2025 (Q1)	0.23 / 0.27	0.23	17.39% (+0.04)
Feb 25, 2025	2024 (Q4)	0.19 / 0.30	0.19	57.89% (+0.11)
Oct 31, 2024	2024 (Q3)	0.22 / 0.26	0.2	30.00% (+0.06)
Aug 01, 2024	2024 (Q2)	0.28 / 0.35	0.29	20.69% (+0.06)
May 02, 2024	2024 (Q1)	0.19 / 0.23	0.25	-8.00% (-0.02)
Feb 22, 2024	2023 (Q4)	0.19 / 0.19	0.25	-24.00% (-0.06)
Nov 01, 2023	2023 (Q3)	0.18 / 0.20	0.32	-37.50% (-0.12)

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.

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Missed

DRVN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Feb 25, 2025	$15.32	$15.64	+2.09%

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.