The strong beat and raised guidance confirm operational momentum; the stock may rally on this report. However, management noted input cost pressure (lubricants), so monitor the Q4 call for margin trajectory and pricing ability.
Price Chart
Executive Summary
Valvoline reported strong Q3 fiscal 2026 results with net revenue of $544.6M (+24% YoY) and adjusted EPS of $0.57 (+21% YoY, beating consensus of $0.50 by 14%). The company raised full-year guidance across key metrics, including system-wide same-store sales growth to 7.5%-8% from 5%-6.5%, and adjusted EBITDA to $550-$560M. This continues the momentum from Q2 and underscores resilient demand and effective pricing execution.
Key Financial Metrics
Key Facts
- Q3 net revenue $544.6M (+24% YoY, in line with consensus $543.6M)
- Adjusted EPS $0.57 (+21% YoY, beat consensus $0.50 by 14%)
- System-wide same-store sales grew 8.0% (YoY), benefiting from pricing
- System-wide net store additions of 47 in the quarter (25 franchise, 22 company-operated)
- Raised FY2026 guidance: SSS growth to 7.5%-8% (from 5%-6.5%), adjusted EBITDA to $550-$560M, adjusted EPS to $1.70-$1.75
- Year-to-date operating cash flow $284.6M, free cash flow $112.3M (+$92.6M YoY)
- Voluntary $50M prepayment on Term Loan A reduced total debt to $1.6B
Financial Impact
Revenue growth of 24% and adjusted EPS growth of 21% with upward guidance revision — material positive for valuation
Risk Factors
- Finished lubricant cost inflation may pressure future margins if pricing actions wane
- Integration of Breeze Autocare (FTC-required divestitures) could create noise in store growth
- Total debt of $1.6B remains elevated, though cash flow generation is improving
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001674910-26-000062 |
| Document: vvv-20260805.htm | 0001674910-26-000062 |
| Document: 0001674910-26-000062-index-headers.html | 0001674910-26-000062 |
| Document: 0001674910-26-000062-index.html | 0001674910-26-000062 |
| Document: 0001674910-26-000062.txt | 0001674910-26-000062 |
| 8-K Data (Synthetic) | 0001674910-26-000062 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | 8-K | $36.98 $31.83 | ▼ −13.93% | ▼ −13.32% | $30.58 (−17.31%) |
Jun 30, 2026 13w ago | 8-K | $38.15 $39.65 | ▲ +3.93% | ▲ +6.12% | $30.58 (−19.84%) |
May 18, 2026 19w ago | Insider Cluster | $33.24 $37.75 | ▲ +13.57% | ▲ +11.99% | $30.58 (−8.00%) |
May 15, 2026 20w ago | Insider Cluster | $32.39 $38.14 | ▲ +17.75% | ▲ +15.63% | $30.58 (−5.59%) |
US Market Status
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