NYSE$VVV

Valvoline Inc. · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Valvoline reported fiscal Q2 2026 net revenues of $503.8M and net income of $44.8M ($0.35 diluted EPS).

Valvoline reported fiscal Q2 2026 net revenues of $503.8 million versus $403.2 million, with operating income of $86.0 million. Net income was $44.8 million, or $0.35 diluted EPS, versus $37.6 million and $0.29 per share, driven by retail services growth and premium lubricants mix.

  • Net revenues $503.8M (+25% YoY).
  • Operating income $86.0M; net income $44.8M.
  • Retail services network expansion continues.
  • Gross profit $187.0M on higher throughput.
  • Separation-related costs largely behind.

Headline financials

Total Revenue

$504M

Previous: $403M+25.0%
EPS (adj)

$0.35

Previous: $0.29+20.7%
Capital Expenditures

-$115M

Previous: -$105M-9.3%
Net Income

$44.8M

Previous: $37.6M+19.1%
Operating Income

$86M

Previous: $66.9M+28.6%
Gross Profit

$187M

Previous: $151M+24.3%

Revenue & EPS history

Valvoline · Revenue · Quarterly

$504M

Q2 2026+25%vs Q2 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Valvoline provides annual store growth and EBITDA outlook on calls; MD&A discusses same-store sales and oil change volumes.

Tailwinds

  • Strong revenue and EPS growth.
  • High-margin retail services model scaling.
  • Brand strength in quick-lube channel.

Headwinds

  • Miles driven and weather sensitivity.
  • Labor and real estate cost inflation.
  • Franchisee execution risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

-0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.6%

Avg return

30 days after

48%

20 / 42 earnings

Positive

+12.3%

Q2 2023

Best reaction

-21.2%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+4.8%-4.1%+4.6%
Q1 2026+8.1%+11.1%+5.9%
Q4 2025-2.6%-3.3%-6.0%
Q2 2025-1.8%+0.9%+6.0%
Q1 2025+7.4%+8.8%-4.6%
Q4 2024-9.1%-8.9%-14.3%
Q3 2024-7.5%-9.3%-8.4%
Q2 2024-5.1%-5.4%-7.4%
Q1 2024+7.0%+10.4%+21.1%
Q4 2023+8.3%+14.6%+16.8%
Q3 2023-4.8%-5.4%-6.4%
Q2 2023+12.3%+12.0%+8.3%
Q1 2023-4.4%-3.1%-4.1%
Q4 2022-0.1%+1.2%-3.6%
Q3 2022-7.5%-5.9%-6.6%
Q2 2022-8.4%-1.2%+14.1%
Q1 2022+4.1%-1.4%-9.3%
Q4 2021-1.5%-2.0%-1.9%
Q3 2021-0.7%-2.9%-2.2%
Q2 2021+7.9%+9.1%+14.1%
Q1 2021-2.0%-0.2%+4.1%
Q4 2020+5.6%+8.8%+21.2%
Q3 2020+1.9%+5.9%+0.6%
Q2 2020+0.5%-0.3%+17.8%
Q1 2020+3.9%+8.0%-7.3%
Q4 2019+4.4%+7.2%+1.8%
Q3 2019+6.7%+7.1%+11.4%
Q2 2019-6.9%-2.7%-5.7%
Q1 2019-21.2%-18.0%-18.6%
Q4 2018-6.6%-1.4%+1.1%
Q3 2018-7.0%-4.6%-4.7%
Q2 2018+3.4%+6.4%+2.0%
Q1 2018-2.8%-0.8%+0.5%
Q4 2015-2.0%-1.4%-1.6%
Q4 2017-0.4%-3.0%+3.3%
Q3 2016+0.0%-0.8%-2.0%
Q3 2017+0.6%-1.5%-6.1%
Q2 2016+0.1%+0.7%-0.2%
Q2 2017-0.3%-2.5%-3.0%
Q1 2016+2.0%-0.2%-2.4%
Q1 2017+5.6%+3.3%+1.3%
Q4 2016-4.8%-9.1%-4.0%
Q3 2015
Q2 2015
Q1 2015

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