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Dec 31, 2025
Valvoline Q1 2026 Earnings Report
Valvoline Inc. reported strong first-quarter results with significant top-line growth and network expansion.
Key Takeaways
Valvoline Inc. delivered a strong first quarter for fiscal year 2026, with 11% top-line growth and 5.8% system-wide same store sales growth. The company added 200 net stores, including 162 from the Breeze acquisition, which is performing in line with expectations. Adjusted EBITDA increased by 14% and adjusted EPS grew by 16%.
Sales grew by 11% to $462 million, or 15% when considering the impact of Refranchising.
System-wide store sales increased by 13% to $924 million, with system-wide same store sales (SSS) growing by 5.8%.
Adjusted EBITDA rose by 14% to $117 million, and adjusted EPS increased by 16% to $0.37.
The company added 200 net stores during the quarter, including 162 from the Breeze acquisition, bringing the total system-wide stores to 2,380.
Forward Guidance
Valvoline is confident in its growth algorithm, driven by its business model and resilient customer demand, following strong first-quarter results.
Positive Outlook
- Continued confidence in the growth algorithm due to strong business fundamentals.
- Resilient customer demand is expected to support ongoing growth.
- The Breeze acquisition is performing as expected, with integration activities progressing.
- Network expansion, including new store additions, is a key driver for future growth.
- Double-digit profit growth and margin improvement are anticipated to continue.
Challenges Ahead
- The FTC required divestiture of certain Breeze stores resulted in a loss from continuing operations.
- Potential risks and uncertainties described in SEC filings could impact future results.
- Market-driven events, such as changes in global markets and interest rates, may affect pension and postretirement plan income.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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