Auto services chain Valvoline's Q4 profit misses

Valvoline

19/11/2025 12:08

Overview

Valvoline Q4 sales rise 4% to $454 mln, system-wide SSS grow 6%

Adjusted EPS for Q4 misses analyst expectations, decreasing by 2%

Company to close Breeze Autocare acquisition, adding 162 stores to network

Outlook

Valvoline expects fiscal 2026 net revenues of $2.0 - $2.1 bln

Company forecasts fiscal 2026 adjusted EBITDA of $525 - $550 mln

Valvoline anticipates fiscal 2026 adjusted EPS of $1.60 - $1.70

Result Drivers

REFRANCHISING IMPACT - Sales grew 10% when considering refranchising, indicating a positive impact from these transactions

STORE EXPANSION - System-wide store count increased by 8% YoY, contributing to sales growth

BREEZE ACQUISITION - Expected to close Breeze Autocare acquisition, adding 162 stores to network

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$454 mln
Q4 Adjusted EPS
Miss
$0.45
$0.47 (13 Analysts)
Q4 EPS
$0.20
Q4 Adjusted EBITDA
$130 mln
Q4 system-wide same store sales Growth
11.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "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 Valvoline Inc is $43.50, about 27.8% above its November 18 closing price of $31.42

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw15HKW4a

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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.)