NASDAQ$DRVN
Driven Brands Holdings Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Driven Brands Holdings Inc reported Q4 2025 revenue of $460.1 million and diluted EPS of $0.25 from continuing operations.
Driven Brands delivered Q4 2025 revenue of $460.1 million, up 8% year-over-year, with net income from continuing operations of $40.7 million. Take 5 achieved 3.7% same-store sales growth for its 22nd consecutive quarter of growth. The company completed a restatement of prior financials and improved its pro forma net leverage to 3.3x following the IMO divestiture.
- Q4 revenue rose 8% to $460.1 million with Adjusted EBITDA up 7% to $111.9 million.
- Take 5 same-store sales grew 3.7%, marking 22 straight quarters of growth; total system-wide sales reached $1.485 billion.
- Diluted EPS from continuing operations was $0.25 versus a $0.13 loss last year; Adjusted EPS held at $0.34.
- Fiscal 2025 revenue reached $1.862 billion with net income from continuing operations of $132.1 million; pro forma leverage improved to 3.3x post-IMO sale.
Headline financials
Revenue & EPS history
Driven Brands · Revenue · Quarterly
$460M
Revenue by segment
Driven Brands · $460M total across 4 segments · Q4 2025
- Company-operated store sales$316M—68.7%
- Supply and other revenue$70.2M—15.3%
- Franchise royalties and fees$45.4M—9.9%
- Advertising contributions$28.3M—6.1%
Forward guidance
Fiscal 2026 revenue expected in $1.95-2.05 billion range with Adjusted EBITDA of $430-460 million and Adjusted Diluted EPS of $1.15-1.25; includes $35-45 million of restatement costs.
Tailwinds
- Take 5 Q1 same-store sales growth expected at 4.3-4.5%
- Free cash flow guidance of $125-145 million
- Net store growth of 160-190 units targeted
Headwinds
- Adjusted EBITDA expected moderately lower in Q1 due to restatement expenses
- Consumer environment remains dynamic
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q4 2025
-3.4%
Avg return
Earnings day
-1.8%
Avg return
5 days after
+0.6%
Avg return
30 days after
46%
11 / 24 earnings
Positive
+10.4%
Q1 2022
Best reaction
-37.7%
Q2 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2025 | -36.4% | +3.9% | — | |
| Q3 2025 | +5.5% | -2.8% | +7.6% | |
| Q2 2025 | +1.9% | -2.4% | +13.1% | |
| Q1 2025 | +6.8% | +2.0% | +1.3% | |
| Q4 2024 | +2.1% | +14.4% | +16.8% | |
| Q3 2024 | +3.9% | +7.3% | +18.7% | |
| Q2 2024 | +1.0% | -0.4% | +6.7% | |
| Q1 2024 | -20.9% | -21.6% | -21.6% | |
| Q4 2023 | -7.6% | -6.3% | +5.2% | |
| Q3 2023 | +2.6% | +1.3% | +20.3% | |
| Q2 2023 | -37.7% | -40.4% | -42.5% | |
| Q1 2023 | -4.5% | -7.1% | -16.1% | |
| Q4 2022 | -0.5% | +1.4% | +0.7% | |
| Q3 2022 | -4.6% | -0.9% | -4.6% | |
| Q2 2022 | +2.0% | +6.7% | +8.0% | |
| Q1 2022 | +10.4% | +9.1% | +12.9% | |
| Q4 2019 | -3.8% | -4.5% | -6.8% | |
| Q4 2021 | -1.2% | -4.3% | -5.6% | |
| Q3 2020 | -1.9% | +2.4% | +3.2% | |
| Q3 2021 | -2.0% | +4.3% | -0.6% | |
| Q2 2020 | -0.1% | -0.9% | +5.2% | |
| Q2 2021 | +3.3% | +2.7% | -4.0% | |
| Q1 2021 | +6.9% | +3.0% | +7.7% | |
| Q4 2020 | -5.8% | -10.4% | -12.1% | |
| Q1 2020 | — | — | — | |
| Q1 2019 | — | — | — |
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