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Valvoline
Valvoline (VVV) investor relations material
Valvoline Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Delivered strong first quarter results with double-digit growth in system-wide store sales and net sales, driven by productivity gains, network expansion, and the integration of Breeze Autocare, which added 162–204 stores.
Same-store sales grew 5.8% year-over-year, with ticket growth as the main driver.
Adjusted EBITDA rose 14–18% to $117–$117.4 million, and adjusted EPS increased 16–28% to $0.37, with recast results showing higher growth when accounting for refranchising.
Reported a net loss from continuing operations of $32.2 million, primarily due to a $57.9 million pre-tax loss on FTC-mandated divestiture of Breeze stores.
Customer demand for nondiscretionary services remains resilient, with no signs of trade-down or deferral.
Financial highlights
Net sales/revenues reached $461.8–$462 million, up 11–15% year-over-year; system-wide store sales grew 12.6–13% to $923.6–$924 million.
Gross margin rate increased 50 basis points to 37.4% year-over-year, with gross profit at $172.5 million.
Adjusted EBITDA margin improved to 25.4%, up 60 basis points.
Free cash flow was $7.4 million, up from negative $12.2 million in the prior year; operating cash flow improved to $64.8 million.
Adjusted EPS was $0.37, up 16–28% year-over-year; reported diluted loss per share was $(0.25).
Outlook and guidance
Fiscal 2026 guidance reaffirmed: system-wide same-store sales growth of 4–6%, 330–360 net store additions, net revenues of $2.0–$2.1 billion, adjusted EBITDA of $525–$550 million, and adjusted EPS of $1.60–$1.70.
Management confident in ability to deliver on guidance, with focus on integrating Breeze, network growth, and margin improvement.
Near-term margin headwinds expected from integration of immature Breeze stores and weather disruptions, but volume is anticipated to recover.
Capital allocation will prioritize debt repayment and growth investments, with share repurchases paused to accelerate deleveraging.
Capital expenditures planned at $250–$280 million for FY26.
Breeze divestiture's Q1 earnings impact?
Debt leverage post-Breeze acquisition?
Impact of new SSS definition on growth?
Deleveraging timeline for share repurchases
Breeze margin pressure: gross vs SG&A
Drivers of premiumization amid macro concerns
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Next Valvoline earnings date
Q2 20267 May, 2026
Valvoline
Next Valvoline earnings date
Q2 20267 May, 2026
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Frequently asked questions
Valvoline Inc provides automotive services and supplies, including motor oil, lubricants, and preventative maintenance services. The company operates quick-lube service centers and sells branded products through retail and commercial distribution. It is headquartered in Lexington, Kentucky, and its shares are listed on the NYSE.
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