NYSE$VVV

Valvoline Inc. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Valvoline reported Q4 2025, revenue of $454M, net income of $25M, diluted EPS of $0.20.

For Q4 2025, Valvoline reported revenue of $454M, net income of $25M, diluted EPS was $0.20. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $454M.
  • Net income $25M.
  • Diluted EPS $0.20.

Headline financials

Total Revenue

$454M

Previous: $436M+4.2%
EPS (adj)

$0.20

Previous: $0.46-56.5%
Adjusted EBITDA

$130M

Previous: $124M+4.8%
System-wide store sales

$918M

Previous: $827M+11.1%
System-wide store sales growth

11.1%

No prior period
System-wide SSS growth

6.0%

Previous: 6.0%+0.0%
System-wide stores

2.2K

Previous: 2.0K+8.5%
Company-operated stores

1.0K

Previous: 950+6.9%
Franchised stores

1.2K

Previous: 1.1K+9.8%
Net Income

$25M

Previous: $92.3M-72.9%
Operating Income

$84.5M

Previous: $135M-37.2%
Gross Profit

$178M

Previous: $170M+4.2%

Revenue & EPS history

Valvoline · Revenue · Quarterly

$454M

Q4 2025+4.2%vs Q4 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter narrative.
  • Balance sheet and liquidity support ongoing operations or returns.
  • Strategic initiatives cited in the release or MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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 Q4 2025

Historical avgQ4 2025

-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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