National Vision (EYE) reported earnings 30 days ago. What's next for the stock?
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National Vision Holdings is no longer a turnaround story—FY2025 results show robust growth, margin expansion, and improved customer mix. Managed care now drives 42% of revenue, with higher-value cohorts and premiumization strategies fueling sustainable, higher-margin growth. Premiumization extends beyond frames to lenses, targeting higher ticket sizes and margins through new products and increased premium lens penetration.
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Engle Capital exited its entire EYE position last quarter, selling off 541,898 shares. The quarter-end position value decreased by $15.82 million as a result.
EYE stock has surged 129.5% in a year as store growth, America's Best sales, remote exam tech and transformation efforts lift comps and margins.
National Vision Holdings, Inc. (EYE) Presents at Citi's 2026 Global Consumer & Retail Conference 2026 Transcript
Here is how National Vision (EYE) and WD-40 (WDFC) have performed compared to their sector so far this year.
National Vision's Q4 earnings and revenues top estimates as margins expand and comparable sales rise, sending shares up after strong traffic and ticket growth.
National Vision Holdings, Inc. (EYE) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for National Vision (EYE) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
National Vision (EYE) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to a loss of $0.04 per share a year ago.