VVV
Valvoline Inc.30.76
-0.29-0.93%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Key Stats
Market Cap
3.91BP/E (TTM)
18.42Basic EPS (TTM)
1.67Dividend Yield
0%Recent Filings
8-K
Valvoline unveils growth roadmap
Valvoline hosted its Investor Update on December 11, 2025, outlining a growth flywheel targeting 3-5% SSS, mid-teens new stores, and 100-200 bps adjusted EBITDA margin expansion to 28-29+% by 2028. Franchisees drive 50-60% of additions, with >$1B committed. Breeze acquisition promises >2.0x EBITDA multiple post-synergies. Risks lurk in macro conditions.
8-K
Valvoline closes Breeze deal
Valvoline closed its acquisition of Breeze Autocare on December 1, 2025, for a net purchase price of $593 million, financed by a new $740 million incremental Term B facility maturing in seven years at SOFR plus 2.000%. It immediately divested 45 stores to satisfy FTC requirements. Deal bolsters Valvoline's quick-lube footprint. Acquisition closed.
10-K
FY2025 results
Valvoline grew net revenues 5.6% to $1.71B in FY2025 ended September 30, 2025, fueled by 6.1% system-wide SSS and 8.5% store expansion to 2,180 locations, marking 19 straight years of growth. Operating income rose 6.2% to $389.9M with steady 22.8% margins, while diluted EPS from continuing operations edged up 2% to $1.67 amid refranchising impacts. Q4 momentum shone through $3.45B system-wide sales and $307M operating cash flows, supporting $60M buybacks before pausing for the pending Breeze Autocare deal. Refranchising delivered $74M gains. Debt sits at $1.07B with $342M revolver capacity. Supply chain disruptions threaten quarterly volumes.
8-K
Q4 results; Breeze clears FTC
Valvoline posted FY2025 sales of $1.7B, up 6%, with system-wide SSS up 6.1% for the 19th straight year and stores hitting 2,180. Q4 adjusted EBITDA rose 5% to $130M despite reported EPS plunging 71% on key items. FTC cleared Breeze Autocare buy—nets 162 stores for $593M, closing Dec 1 via $740M Term Loan B. Growth locked in.
8-K
Board refresh with finance, retail pros
Valvoline Inc. announced on November 13, 2025, that directors Mary Twinem and Vada Manager will retire at the 2026 Annual Meeting, with no disagreements. The Board nominated Janet Wong as new Audit Committee Chair and Chris Carr to succeed them, bringing financial, risk, and retail expertise for network growth and operations. Fresh talent bolsters strategy. Wong's KPMG background targets high-growth advising.
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