Valvoline Closes Breeze Autocare Deal, Boosts Growth Strategy
VVV's $625M Breeze Autocare deal lifts its quick-lube network beyond 2,200 sites as it pushes toward major long-term expansion.
Valvoline's Plunge In Recent Months Offers A Slick Opportunity
Valvoline Inc. shares dropped after Q4 2025 earnings missed expectations, but underlying business growth and expansion remain robust. VVV's same-store sales, location count, and operating cash flow all improved, and management forecasts continued growth for fiscal 2026. The acquisition of Breeze Autocare adds 162 stores, boosts revenue and EBITDA, but temporarily increases net debt and pauses share buybacks.
Valvoline Inc. (VVV) Q4 2025 Earnings Call Transcript
Valvoline Inc. ( VVV ) Q4 2025 Earnings Call November 19, 2025 9:00 AM EST Company Participants Elizabeth Clevinger - Investor Relations Executive Lori Flees - CEO, President & Director John Willis - Chief Financial Officer Conference Call Participants Justin Kleber - Robert W. Baird & Co. Incorporated, Research Division Simeon Gutman - Morgan Stanley, Research Division Steven Zaccone - Citigroup Inc., Research Division Mark Jordan - Goldman Sachs Group, Inc., Research Division Patrick Johnson - Stifel, Nicolaus & Company, Incorporated, Research Division Peter Keith - Piper Sandler & Co., Research Division Presentation Operator Hello, and welcome, everyone, to the Valvoline's 4Q Earnings Conference Call and Webcast.
Valvoline (VVV) Q4 Earnings and Revenues Miss Estimates
Valvoline (VVV) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.46 per share a year ago.
What Analyst Projections for Key Metrics Reveal About Valvoline (VVV) Q4 Earnings
Beyond analysts' top-and-bottom-line estimates for Valvoline (VVV), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
Valvoline (VVV) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Valvoline (VVV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Valvoline's Quiet Rebound: Just Around The Corner
Valvoline Inc. presents a compelling dip-buying opportunity as tariff fears have driven the stock well below its 52-week high. VVV stands out with leading EBITDA margins, asset-light efficiency, and fleet business expansion, positioning it for outsized EPS growth as miles driven rise. DCF and comparables analysis suggest a target price range of $47.25-$53.52 per share, offering significant upside from current levels.
A Long-Overdue Change For My Rating Of Valvoline
Valvoline has delivered steady revenue and profit growth, expanding its store count and maintaining strong same-store sales in a maturing industry. Despite solid fundamentals, share price performance has lagged the S&P 500, leading me to revise my previous 'strong buy' rating to a soft 'buy.' Valuation is attractive relative to peers, with Valvoline trading at the lowest price-to-earnings ratio among comparable companies.
Valvoline Q3: Growth Story Remains On Track, Breeze Acquisition Stalls
Valvoline reported good same-store sales growth and profitability in Q3 despite a more uncertain macroeconomic backdrop. The growth story remains on track, as Valvoline has continued to expand the franchise rapidly. The Breeze Autocare acquisition is still under FTC scrutiny as the transaction's timeline has stalled. Valvoline may have to divest some locations due to antitrust concerns.
Valvoline Inc. (VVV) Q3 2025 Earnings Call Transcript
Valvoline Inc. (NYSE:VVV ) Q3 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Elizabeth B. Clevinger - Corporate Participant Investor Relations Executive - Corporate Participant John Kevin Willis - Chief Financial Officer Lori A.
Valvoline (VVV) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Valvoline (VVV) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Valvoline (VVV) Surpasses Q3 Earnings and Revenue Estimates
Valvoline (VVV) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.45 per share a year ago.
