Valvoline Q3 adjusted EPS rises 21%, beats estimates

Valvoline

05/08/2026 12:18

Overview
US auto service chain's Q3 revenue grew 24% yr/yr, driven by pricing and store expansion
Adjusted EPS for Q3 beat analyst expectations, rising 21% yr/yr
Company raised full-year same-store sales outlook amid higher input costs

Outlook
Valvoline raises full-year system-wide SSS growth outlook to 7.5%-8% from 5%-6.5%
Company now sees fiscal 2026 net revenues of $2.05-$2.1 bln, up from $2.0-$2.1 bln
Valvoline expects fiscal 2026 adjusted EPS of $1.70-$1.75, up from $1.65-$1.75

Result Drivers
PRICING ACTIONS - Co said Q3 sales benefited from pricing actions taken to offset higher finished lubricant costs
STORE EXPANSION - 47 net store additions in Q3 contributed to sales growth
OPERATIONAL DISCIPLINE - Improved SG&A leverage supported profit growth and margins

Company press release: ID:nBwJZLGSa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
 
$545 mln
 
Q3 Adjusted EPS
Beat
$0.57
$0.50 (13 Analysts)
Q3 EPS
 
$0.51
 
Q3 Adjusted EBITDA
 
$162 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "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 $45.00, about 14.6% above its August 4 closing price of $39.28
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago

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Aug 4 - RB Global Q2 revenue, beats estimates driven by automotive sector

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)