VVV's $625M Breeze Autocare deal lifts its quick-lube network beyond 2,200 sites as it pushes toward major long-term expansion.
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 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.
| Capital Markets Industry | Financials Sector | Lori A. Flees CEO | XBER Exchange | US92047W1018 ISIN |
| US Country | 10,500 Employees | 15 Dec 2022 Last Dividend | - Last Split | 23 Sep 2016 IPO Date |
Valvoline Inc. is a prominent company that specializes in providing a wide range of vehicle service solutions across the United States and Canada. Established in 1866 and based in Lexington, Kentucky, Valvoline Inc. operates and franchises vehicle service centers and retail stores. It caters to the maintenance needs of passenger cars, hybrid and battery electric vehicles, as well as light and medium-duty vehicles. The company is well-known for its commitment to quality and customer service, offering a variety of services aimed at extending the longevity and improving the performance of vehicles.
The replacement of motor oil, which is crucial for lubricating engine components and reducing friction.
Transmission and differential fluid replacement, which ensures smooth shifting of gears and the proper functioning of the vehicle's drive components.
Coolant exchange, which helps in maintaining the engine's temperature within optimal limits.
Replacement of batteries to ensure reliable starting and electrical performance.
Filter replacement which is vital for maintaining the purity of air, oil, and fuel in the vehicle.
Wiper blades and belts replacement to ensure visibility during adverse weather conditions and the smooth operation of engine accessories, respectively.
Tire inflation and rotation to maintain even tire wear and optimum fuel efficiency.
Replacement of bulbs to ensure proper visibility at night or in poor weather conditions.
Safety checks designed to identify and rectify potential safety issues before they lead to significant problems.