Valvoline Inc. (VVV) Presents at 2026 Baird Global Consumer, Technology & Services Conference Transcript
Valvoline (VVV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
The average of price targets set by Wall Street analysts indicates a potential upside of 27.4% in Valvoline (VVV). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Valvoline Inc. reported strong Q2 results. The report was the first full quarter with Breeze Autocare included. VVV's same-store momentum accelerated, driven by strategic initiatives and a favorable macroeconomic environment in the quarter. The earnings outlook was raised despite the Iran conflict's impact on VVV through higher oil prices. Aggressive new store investments continue to create growth.
Valvoline Inc. (VVV) Q2 2026 Earnings Call Transcript
Valvoline (VVV) remains a buy as Q1 2026 delivered robust 5.8% SSSG, 11% revenue growth, and strong margin expansion. VVV's pricing power and service mix drove revenue gains, signaling customers are accepting higher-value services and price increases. Breeze integration is progressing in line with expectations, reducing perceived risk and setting up for potential multiple re-rating.
Valvoline (VVV) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.32 per share a year ago.
Valvoline is rated a buy, supported by durable demand, visible growth levers, and an undervalued multiple relative to peers. VVV benefits from recession-insulated, recurring maintenance demand, with 19 consecutive years of positive same-store sales growth, even during economic downturns. The fast-growing fleet business, powered by VVV's SuperPro technology, drives automation, higher adoption, and operational efficiency.
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.
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.