Valvoline

Valvoline (VVV) Q4 2025 Earnings

Reported Nov 19, 2025 at 7:02 AM ET · SEC Source

Q4 25 EPS

$0.45

MISS 4.32%

Est. $0.47

Q4 25 Revenue

$453.8M

MISS 0.20%

Est. $454.7M

vs S&P Since Q4 25

+12.7%

BEATING MARKET

VVV +27.3% vs S&P +14.5%

Full Year 2025 Results

FY 25 EPS

$1.59

MISS 1.43%

Est. $1.61

FY 25 Revenue

$1.71B

MISS 0.03%

Est. $1.71B

Market Reaction

Did VVV Beat Earnings? Q4 2025 Results

Valvoline fell short on both top and bottom lines in its fiscal fourth quarter, delivering adjusted EPS of $0.45 against a consensus estimate of $0.47, a miss of 4.32%, while revenue of $453.80 million trailed expectations by 0.20% despite climbing 4… Read more Valvoline fell short on both top and bottom lines in its fiscal fourth quarter, delivering adjusted EPS of $0.45 against a consensus estimate of $0.47, a miss of 4.32%, while revenue of $453.80 million trailed expectations by 0.20% despite climbing 4.2% year over year. The headline drag came from a sharp spike in non-operational costs, most notably $26.30 million in net pension and other postretirement plan expenses compared to just $1.30 million a year ago, which weighed heavily on reported income from continuing operations even as adjusted EBITDA grew 5% to $130.10 million. Operational momentum remained intact, with system-wide same-store sales rising 6.0% in the quarter and the store network expanding to 2,180 locations after 56 net additions. The recently closed acquisition of Oil Changers, funded with a new $740.00 million term loan, looms large over the company's forward outlook; for fiscal 2026, Valvoline guided revenue of $2.00 to $2.10 billion and adjusted EPS of $1.60 to $1.70, inclusive of the deal's contribution.

Key Takeaways

  • System-wide same-store sales growth of 6.0% in Q4 and 6.1% for full year
  • System-wide store count grew 8.5% YoY to 2,180 stores
  • System-wide store sales increased 11% to $918.4 million in Q4
  • 56 net store additions in Q4
  • 170 net store additions for the full fiscal year
24/7 Wall St

VVV YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

VVV Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q2 26

“Fiscal 2025 was another year of compelling growth and delivery of our financial targets. We continue to advance our strategic priorities and create long-term value for our shareholders.”

— Lori Flees, Q4 2025 Earnings Press Release