Driven Brands Q4 revenue rises on Take 5 strength

Driven Brands Holdings

19/05/2026 12:28

Overview

US automotive services firm's fiscal Q4 revenue rose 8% yr/yr

Company completed restatement of prior financial statements due to accounting corrections

Driven Brands finalized divestiture of international car wash business, using proceeds to reduce leverage

Outlook

Driven Brands sees 2026 revenue of ~$1.95 bln to $2.05 bln

Company expects 2026 adjusted EBITDA of ~$430 mln to $460 mln

Driven Brands expects 2026 adjusted diluted EPS of ~$1.15 to $1.25

Result Drivers

TAKE 5 SALES GROWTH - Take 5 segment delivered 3.7% same store sales growth in Q4, marking 22 consecutive quarters of growth, per CEO Danny Rivera

NEW STORE OPENINGS - System-wide sales growth was primarily driven by 175 net new units in Q4

FRANCHISE BRANDS WEAKNESS - Franchise Brands segment saw a 1.0% decline in same store sales in Q4

Company press release: ID:nBw7k9Swpa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$460.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the personal services peer group is "buy"

Wall Street's median 12-month price target for Driven Brands Holdings Inc is $20.00, about 40.4% above its May 18 closing price of $14.24

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)