Loading...
•
Sep 30, 2025
Valvoline Q4 2025 Earnings Report
Valvoline reported Q4 2025 results with revenue growth but a significant decline in net income and EPS.
Key Takeaways
Valvoline delivered Q4 revenue growth of 4% year-over-year, supported by continued expansion in system-wide store sales and same-store sales. However, profitability declined significantly, with net income and EPS dropping by over 70%.
Q4 revenue grew 4% to $453.8 million, driven by increased store sales.
Net income declined 71% to $25.6 million due to higher costs and expenses.
Adjusted EBITDA rose 5% to $130.1 million, showing stable operational performance.
System-wide same-store sales increased 6.0%, continuing a 19-year growth trend.
Forward Guidance
Valvoline expects strong growth in fiscal 2026, supported by the Breeze acquisition, with projected revenue between $2.0–$2.1 billion and adjusted EPS in the range of $1.60–$1.70.
Positive Outlook
- Projected system-wide same-store sales growth of 4% to 6%
- Expected store additions of 330 to 360 locations
- Revenue outlook of $2.0 to $2.1 billion
- Adjusted EBITDA guidance of $525 to $550 million
- Acquisition of Breeze Autocare expected to close December 1
Challenges Ahead
- No GAAP reconciliation provided for 2026 guidance due to uncertainty
- High capital expenditure range of $250 to $280 million
- Continued impact of refranchising dynamics on year-over-year comparability
- Integration risk related to Breeze acquisition
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...