Valvoline Inc (VVV)
NYSE:VVV
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.5Last Year’s EPS
0.47Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational execution with robust top-line growth (25% net sales growth), significant EBITDA and cash-flow improvement, early and better-than-expected contributions from the Breeze acquisition, and tangible SG&A leverage. Offsetting these positives are emerging lubricant cost pressure tied to the Middle East conflict, near-term pricing and inventory lags, modest margin headwinds from new-store depreciation and Breeze dilution (though less than initially forecast), and a still-elevated leverage ratio. Management raised full-year profitability and same-store sales outlooks but maintained a measured stance for the back half given the cost and geopolitical uncertainty. On balance, the positive operational and financial momentum outweighs the risks called out.Company Guidance
Strong Top-Line Growth
Net sales of $504 million, up 25% year-over-year; systemwide store sales increased nearly 20%; systemwide same-store sales grew 8.2% (and 14% on a 2-year stack). Ticket accounted for ~2/3 of the comp and transactions also grew across the network.
Meaningful Profit and Margin Expansion
Adjusted EBITDA increased 28% to $134 million; EBITDA margin expanded 60 basis points to 26.5%. EPS rose 21% to $0.41 per share (includes $0.06 per share impact from interest expense).
Improved SG&A and Operating Leverage
SG&A as a percent of sales decreased 70 basis points to 18%, with SG&A leverage contributing to EBITDA growing faster than sales; management expects continued SG&A efficiency as large tech investments are largely behind them.
Cash Flow and Balance Sheet Progress
Year-to-date operating cash flow improved to $160 million; free cash flow was $45 million, an increase of approximately $57 million versus prior year. Net debt to adjusted EBITDA improved sequentially by 20 basis points to 3.1x.
Breeze Auto Care Integration Outperforming Early Expectations
Breeze contributed better-than-expected financial results for the quarter, delivering early SG&A synergies (payroll and procurement) and better margin performance than initially forecast; management expects full-year Breeze dilution to be less than the ~100 basis point initial expectation.
Network Expansion and Healthy Pipeline
Added 31 new stores in the quarter (20 franchise, 11 company), finished the quarter with 2,409 stores; openings remain weighted to the back half of the year and pipeline remains healthy with continued franchise and company development.
Customer Trust and Service Recognition
Named one of America's Most Trustworthy Companies by Newsweek; 97% of Valvoline Instant Oil Change locations were named CARFAX top-rated service centers for 2025, reinforcing strong brand and service execution.
Fleet Business Momentum
Fleet remains <10% of system sales but is growing rapidly; last large franchise has moved fleet business to the company's managed sales group, improving prospects for national fleet growth.
VVV 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
VVV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $34.17 | $35.87 | +4.98% |
Feb 04, 2026 | $33.29 | $35.60 | +6.94% |
Nov 19, 2025 | $31.42 | $30.64 | -2.48% |
Aug 06, 2025 | $36.25 | $37.91 | +4.58% |
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 Valvoline Inc (VVV) report earnings?
Valvoline Inc (VVV) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Valvoline Inc (VVV) earnings time?
Valvoline Inc (VVV) earnings time is at Aug 12, 2026, After Close (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 VVV EPS forecast?
VVV EPS forecast for the fiscal quarter 2026 (Q3) is 0.5.
