Q1 25 EPS
$0.32
BEAT +7.17%
Est. $0.30
Q1 25 Revenue
$414.3M
BEAT +3.63%
Est. $399.8M
vs S&P Since Q1 25
-26.4%
TRAILING MARKET
VVV -2.0% vs S&P +24.4%
Market Reaction
Did VVV Beat Earnings? Q1 2025 Results
Valvoline delivered a clean beat to open fiscal 2025, with adjusted diluted EPS of $0.32 topping the $0.30 consensus estimate by 7.17% and revenue of $414.30 million clearing expectations by 3.63% on 10.9% year-over-year growth. The top-line strength… Read more Valvoline delivered a clean beat to open fiscal 2025, with adjusted diluted EPS of $0.32 topping the $0.30 consensus estimate by 7.17% and revenue of $414.30 million clearing expectations by 3.63% on 10.9% year-over-year growth. The top-line strength was anchored by system-wide same-store sales growth of 8.0%, which management credited to a balanced mix of higher ticket prices and increased transaction volumes, a combination that lifted system-wide store sales to $820.30 million, up 14% from a year ago. Adjusted EBITDA rose 14% to $102.80 million, with margins edging to 24.8% from 24.2%, while a $71.00 million pre-tax refranchising gain from the sale of central and west Texas stores inflated GAAP results. The store network expanded to 2,045 locations, up 8.2% year-over-year, keeping the company on a trajectory toward its long-term target of 3,500-plus units. Management reaffirmed full-year guidance, citing encouraging momentum among new and existing franchise partners.
Key Takeaways
- • System-wide same-store sales growth of 8.0%, driven by balanced ticket and transaction growth
- • 11% net revenue growth year-over-year
- • 35 store additions during the quarter (14 franchise, 21 company-operated before refranchising)
- • $71 million pre-tax gain from refranchising transaction boosted reported earnings
- • Adjusted EBITDA margin expanded to 24.8% from 24.2%
- • System-wide store sales grew 14% to $820 million
VVV YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
VVV Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased with the performance to start fiscal year 2025. Our resilient and differentiated business model continues to deliver double-digit profit growth fueled by strong and more balanced ticket and transaction contribution to same store sales growth.”
— Lori Flees, Q1 2025 Earnings Press Release
VVV Earnings Trends
VVV vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
VVV EPS Trend
Earnings per share: estimate vs actual
VVV Revenue Trend
Quarterly revenue: estimate vs actual
VVV Quarterly Results
8 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.34 | $0.41 | +19.15% | $503.8M | +1.75% |
| Q1 26 BEAT | $0.33 | $0.37 | +13.60% | $461.8M | +0.17% |
| Q4 25 MISS FY | $0.47 | $0.45 | -4.32% | $453.8M | -0.20% |
| FY Full Year | $1.61 | $1.59 | -1.43% | $1.71B | -0.03% |
| Q3 25 BEAT | $0.45 | $0.47 | +3.71% | $439.0M | +0.60% |
| Q2 25 MISS | $0.36 | $0.34 | -5.74% | $403.2M | -0.40% |
| Q1 25 BEAT | $0.30 | $0.32 | +7.17% | $414.3M | +3.63% |
| Q4 24 BEAT FY | $0.42 | $0.46 | +9.19% | $435.5M | +0.70% |
| FY Full Year | — | $1.57 | — | $1.62B | — |
| Q2 24 BEAT | $0.35 | $0.37 | +5.71% | $388.7M | -0.40% |