EYE
National Vision Holdings, Inc.28.60
-0.32-1.11%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.27BP/E (TTM)
-Basic EPS (TTM)
-0.05Dividend Yield
0%Recent Filings
8-K
8-K
10-Q
Q2 FY2025 results
National Vision Holdings swung to profitability in Q2 FY2025 ended June 28, 2025, posting $486.4M revenue, up 7.7% y/y from $451.7M, fueled by 5.9% adjusted comparable store sales growth and new store openings, while costs applicable to revenue dipped to 41.2% of sales from 42.9% for better margins on eyeglasses and leveraged optometrist expenses. Operating income climbed to $16.4M from $0.6M y/y, with diluted EPS from continuing operations at $0.11 versus a $0.01 loss, reconciling to 80,057 weighted shares; YTD revenue hit $996.7M, up 6.7% y/y, and operating income $42.6M from $24.0M. Cash from operations reached $86.5M YTD, down from $75.4M yet supporting $32.1M capex, while free cash flow stood at $54.4M (derived); debt fell to $262.6M post-2025 Notes repayment, with $48.5M cash and $278.6M revolver availability. No M&A or major impairments noted. Competition in optical retail remains fierce.
8-K
Q2 revenue surges 7.7%
National Vision Holdings reported Q2 2025 net revenue up 7.7% to $486.4 million, fueled by 6.5% comparable store sales growth and a 69.1% jump in adjusted operating income to $23.8 million, thanks to pricing tweaks and product mix shifts. The company opened eight new stores, netting 2.0% growth to 1,240 locations. Momentum builds. It raised full-year guidance, targeting 3.0%-5.0% adjusted comparable sales growth and $85-$95 million in adjusted operating income, though macroeconomic risks loom.
8-K
Board expands for CEO succession
National Vision Holdings expanded its board to eleven directors on August 1, 2025, appointing Alex Wilkes to fill the new seat as part of its CEO succession plan. This move paves the way for Wilkes to succeed Reade Fahs as CEO, with Fahs transitioning to Executive Chairman—a shift first announced in April. Leadership continuity strengthens governance amid retail optics challenges. Wilkes brings fresh expertise.
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