Earnings summaries and quarterly performance for VALVOLINE.
Research analysts who have asked questions during VALVOLINE earnings calls.
Justin Kleber
Robert W. Baird & Co.
6 questions for VVV
Also covers: ASO, DKS, DRVN +5 more
Simeon Gutman
Morgan Stanley
6 questions for VVV
Also covers: AAP, ACI, ARHS +32 more
Steven Zaccone
Citigroup
6 questions for VVV
Also covers: AAP, AZO, BBY +14 more
Peter Keith
Piper Sandler & Co.
5 questions for VVV
Also covers: ARHS, BBY, BOOT +18 more
David Bellinger
Mizuho Securities USA LLC
4 questions for VVV
Also covers: AZO, CHWY, FIVE +10 more
Steven Shemesh
RBC Capital Markets
4 questions for VVV
Also covers: OLLI, WOOF
David Lantz
Wells Fargo & Company
3 questions for VVV
Also covers: MCW, MNRO, WOOF
Mark Jordan
Goldman Sachs Group, Inc.
3 questions for VVV
Also covers: AZO, DRVN, GPC +1 more
Tom Wendler
Stephens Inc.
3 questions for VVV
Also covers: MCW, MNRO
Bret Jordan
Jefferies
2 questions for VVV
Also covers: AAP, ABG, AN +19 more
Christopher O'Cull
Stifel, Nicolaus & Company
2 questions for VVV
Also covers: BROS, CAVA, CMG +13 more
Michael Harrison
Seaport Research Partners
2 questions for VVV
Also covers: APD, ASH, AVNT +17 more
Patrick
Wolfe Research
2 questions for VVV
Also covers: TENB
Alexia Morgan
Piper Sandler
1 question for VVV
Also covers: BYON, COOK, FND +3 more
Chris O'cull
Stifel Financial Corp
1 question for VVV
Also covers: BROS, CAVA, CMG +11 more
David Lance Hays
Wells Fargo
1 question for VVV
Also covers: DORM
Kate McShane
Goldman Sachs
1 question for VVV
Also covers: ASO, AZO, BBWI +19 more
Maksim Rakhlenko
Cowen and Company
1 question for VVV
Also covers: BOOT, FND, OSW +3 more
Mike Harrison
Seaport Research Partners
1 question for VVV
Also covers: AVD, AVNT, AXTA +13 more
Thomas Wendler
Stephens Inc.
1 question for VVV
Also covers: GPI, MNRO, PAG
Recent press releases and 8-K filings for VVV.
Valvoline Completes Breeze Autocare Acquisition and Secures New Debt Facility
VVV
M&A
Debt Issuance
New Projects/Investments
- Valvoline Inc. completed the acquisition of Breeze Autocare (OC IntermediateCo, Inc.) from Greenbriar Equity Group on December 1, 2025.
- The net purchase price for the acquisition was $593 million, subject to customary adjustments.
- The acquisition was financed by borrowings under a new $740 million incremental senior secured term loan B credit facility, which has a maturity date of the seventh anniversary of the Closing Date.
- Immediately after closing, Valvoline divested 45 Breeze Autocare stores to Main Street Auto Express Oil, LLC, as required by the Federal Trade Commission.
Dec 1, 2025, 9:31 PM
VVV Reports Strong FY2025 Results, Announces Breeze AutoCare Acquisition, and Provides FY2026 Guidance
VVV
Earnings
M&A
Guidance Update
- VVV reported fiscal year 2025 system-wide store sales of $3.5 billion and adjusted EPS of $1.59 per share, which was at the low end of their guidance range. Net sales, adjusted for refranchising, grew 12% to $1.7 billion, with adjusted EBITDA increasing 11%.
- For Q4 2025, net sales grew 4% to $454 million (10% adjusted for refranchising), and system-wide same-store sales increased 6%.
- The company announced the acquisition of 162 Breeze AutoCare stores for a net purchase price of $593 million, funded by a new $740 million term loan B, expected to close on December 1. This acquisition is projected to increase the leverage ratio to approximately 4.2 times.
- For fiscal year 2026, VVV expects system-wide same-store sales growth of 4%-6%, overall network growth of 330-360 new stores, sales growth of approximately 20%, and adjusted EPS between $1.60 and $1.70 per share.
Nov 19, 2025, 2:00 PM
Valvoline Reports Strong Q4 and FY 2025 Results, Announces Breeze AutoCare Acquisition, and Provides FY 2026 Guidance
VVV
Earnings
M&A
Guidance Update
- Valvoline reported strong fiscal year 2025 results, with system-wide store sales reaching $3.5 billion and 170 new system-wide stores added, totaling 2,180 across the U.S. and Canada. Adjusted EPS for FY 2025 was $1.59 per share.
- For Q4 2025, net sales grew to $454 million (up 4% reported) and system-wide same-store sales increased 6%, contributing to an adjusted EBITDA margin increase of 20 basis points to 28.7%.
- The company announced the acquisition of Breeze AutoCare, adding 162 stores for a net purchase price of $593 million, to be funded by a new $740 million term loan B and closing on December 1.
- Fiscal year 2026 guidance includes system-wide same-store sales growth of 4%-6%, overall network growth of 330-360 new stores, and adjusted EPS of $1.60-$1.70 per share.
Nov 19, 2025, 2:00 PM
VVV Reports Strong Q4 and Full Year 2025 Results, Issues FY 2026 Guidance
VVV
Earnings
Guidance Update
M&A
- For fiscal year 2025, VVV reported Adjusted Net Sales of $1.71 billion, Adjusted EBITDA of $467 million, and Adjusted EPS of $1.59, meeting or exceeding its updated guidance for these metrics.
- The company achieved System-wide Same Store Sales growth of 6.1% for fiscal year 2025 and expanded its network to a total of 2,180 system-wide stores by year-end.
- In the fourth quarter of 2025, VVV's Adjusted Net Sales reached $454 million and Adjusted EBITDA was $130.1 million, with System-wide Same Store Sales growth at 6.0%.
- Looking ahead to fiscal year 2026, VVV issued guidance including Net Revenues of $2.0 billion to $2.1 billion, Adjusted EBITDA of $525 million to $550 million, and Adjusted EPS of $1.60 to $1.70, incorporating the Breeze acquisition.
Nov 19, 2025, 2:00 PM
Valvoline Reports Q4 2025 Results and Provides FY 2026 Outlook
VVV
Earnings
Guidance Update
M&A
- Valvoline (VVV) reported strong fiscal year 2025 results, with system-wide store sales reaching $3.5 billion and net sales growing 12% (adjusted for refranchising) to $1.7 billion. Adjusted EPS for FY 2025 was $1.59 per share.
- The company added 170 system-wide stores in FY 2025, bringing the total to 2,180 across the U.S. and Canada.
- Valvoline received regulatory clearance for the Breeze AutoCare acquisition and plans to close on December 1. The acquisition involves 162 net stores for a net purchase price of $593 million, funded by a $740 million term loan B, which will increase the leverage ratio to approximately 4.2 times.
- For fiscal year 2026, Valvoline expects system-wide same-store sales growth of 4%-6%, sales growth of about 20%, and adjusted EBITDA growth of approximately 15%. Adjusted EPS is projected to be $1.60-$1.70 per share, representing 4% growth at the midpoint, including a $0.20 per share impact from acquisition-related interest expense.
Nov 19, 2025, 2:00 PM
Valvoline Reports Q4 and Fiscal Year 2025 Results, Announces Breeze Autocare Acquisition, and Provides 2026 Outlook
VVV
Earnings
M&A
Guidance Update
- Valvoline Inc. reported Fiscal Year 2025 sales of $1.7 billion, a 6% increase, with system-wide same-store sales (SSS) growing 6.1%. Adjusted EBITDA increased 6% to $467 million, and adjusted EPS rose 1% to $1.59.
- For the fourth quarter of 2025, sales were $454 million, up 4%, and system-wide SSS grew 6.0%. Adjusted EBITDA increased 5% to $130 million, while adjusted EPS decreased 2% to $0.45.
- The company received FTC approval for the acquisition of Breeze Autocare and plans to close the transaction on December 1, 2025. This acquisition will add a net 162 stores for a net purchase price of $593 million, funded by a new $740 million Term Loan B.
- Valvoline provided a Fiscal Year 2026 outlook, projecting net revenues between $2.0 billion and $2.1 billion, adjusted EBITDA between $525 million and $550 million, and adjusted EPS between $1.60 and $1.70.
- In Fiscal Year 2025, Valvoline returned $60 million in cash to shareholders via share repurchases.
Nov 19, 2025, 12:02 PM
Valvoline Amends Merger Agreement for Breeze Autocare Acquisition
VVV
M&A
- Valvoline Inc. (VVV) entered into a First Amendment to Agreement and Plan of Merger on August 11, 2025, concerning its acquisition of OC IntermediateCo, Inc., which operates the Breeze Autocare business including Oil Changers stores.
- The original Merger Agreement was signed on February 17, 2025.
- The amendment extends the Termination Date of the merger to the later of November 15, 2025, or the date of Closing, provided all closing conditions are satisfied by November 15, 2025.
- This extension provides additional time to address the U.S. Federal Trade Commission's (FTC) Second Request, which was received on April 9, 2025, as part of their review of the Merger.
Aug 12, 2025, 12:00 AM
Valvoline Highlights Strategic Growth and Operational Initiatives at TD Cowen Conference
VVV
CFO Change
Revenue Acceleration/Inflection
New Projects/Investments
- Valvoline’s leadership emphasized a resilient industry outlook driven by higher miles driven, an aging vehicle fleet, and robust customer loyalty, bolstered by proprietary data analytics and technology investments.
- The team highlighted cost mitigation efforts including diversified supply chains and limited tariff impacts, ensuring pricing strategies can support margin expansion.
- A key focus was on the refranchising strategy, where accelerated transactions and strong development agreements are expected to enhance long-term shareholder value and support growth targets toward a 3,500-store network.
Jun 4, 2025, 10:07 PM
Valvoline Outlines Growth and Expansion Strategy at Baird Global Conference 2025
VVV
M&A
New Projects/Investments
- CEO Lori Fleis emphasized leveraging underpenetrated market opportunities with a plan to accelerate both company and franchise unit growth, targeting a network of 3,500+ units over time.
- CFO Kevin Willis highlighted strong unit economics and detailed the robust investment in technology aimed at margin expansion from 26% to 29% over time.
- Executives discussed sustained same store sales growth driven by premium product mix, non-oil services, and strategic pricing adjustments to balance inflationary impacts.
- The presentation reviewed the strategic Breeze acquisition and refranchising initiatives designed to boost shareholder value through enhanced network coverage and development incentives.
Jun 4, 2025, 2:30 AM
Valvoline Q2 2025 Earnings & Strategic Expansion Update
VVV
Earnings
CFO Change
M&A
- Leadership & Growth: Named new CFO Kevin Willis (effective 05/19) and announced a definitive agreement to acquire Breeze Autocare, reinforcing growth strategy and FY25 guidance .
- Strong Q2 Performance: Reported $403M in net sales and system-wide store sales of approximately $826M with 11% growth and 33 new store additions (15 franchise; 18 company) .
- Operational Strength: Delivered 5.8% same-store sales growth, underscoring robust market execution .
- Profitability Highlights: Achieved adjusted EBITDA of $104M and adjusted EPS of $0.34 (up 3%) , while GAAP results showed income from continuing operations of $38M (down 12%) and EPS of $0.30 (down 9%) .
May 8, 2025, 1:00 PM
Quarterly earnings call transcripts for VALVOLINE.
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