Q3 25 EPS
$0.47
BEAT +3.71%
Est. $0.45
Q3 25 Revenue
$439.0M
BEAT +0.60%
Est. $436.4M
vs S&P Since Q3 25
-18.9%
TRAILING MARKET
VVV -1.0% vs S&P +17.9%
Market Reaction
Did VVV Beat Earnings? Q3 2025 Results
Valvoline posted a clean beat across both top and bottom lines in its fiscal third quarter, with adjusted diluted EPS of $0.47 edging past the $0.45 consensus estimate by 3.71% and net revenues of $439.00 million topping expectations by 0.60% on 4.2%… Read more Valvoline posted a clean beat across both top and bottom lines in its fiscal third quarter, with adjusted diluted EPS of $0.47 edging past the $0.45 consensus estimate by 3.71% and net revenues of $439.00 million topping expectations by 0.60% on 4.2% year-over-year growth. The stronger-than-expected performance was anchored by resilient customer demand, with system-wide same-store sales rising 4.9% and transaction growth holding steady across each month of the quarter despite modestly lower miles driven. Income from continuing operations climbed 18% to $57.00 million, helped meaningfully by lower net interest expense of $18.60 million compared to $24.80 million a year ago. Adjusted EBITDA grew 5% to $129.50 million, with margin edging up to 29.5% from 29.2%. The company also expanded its store footprint to 2,124 locations, up 8.3% year-over-year. Looking ahead, Valvoline raised the low end of its full-year revenue guidance to $1.69 billion-$1.72 billion and tightened adjusted EPS to $1.59-$1.64, signaling growing confidence in its near-term trajectory.
Key Takeaways
- • System-wide same-store sales growth of 4.9%
- • Transaction growth across each month in the quarter
- • System-wide store sales grew 10% to $889.6 million
- • 46 new system-wide store additions in the quarter
- • Net profit margin expanded to 13.0% from 11.4%
- • Adjusted EBITDA margin of 29.5% vs 29.2% prior year
- • Lower net interest and other financing expenses ($18.6M vs $24.8M)
VVV YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
VVV Revenue by Segment
With YoY comparisons, source: SEC Filings
“For the third quarter, we are pleased to have delivered strong sales, profit and store growth. Our business continues to demonstrate remarkable resilience in customer demand despite miles driven being modestly down and a slower start to the summer holidays. We delivered good same store sales comps with transaction growth across each month in the quarter.”
— Lori Flees, Q3 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% |