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
VVV YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
VVV Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
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% |