| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 544.60 | 8.1% | 24.1% |
| Total Income | 544.60 | 8.1% | 24.1% |
| Expenditure | 432.40 | 3.5% | 25.6% |
| PBT | 85.60 | 43.9% | 11.2% |
| Net Profit | 64.50 | 44.0% | 14.2% |
| OPM | 20.60% | 3.53pp | 0.97pp |
| NPM | 11.84% | 2.95pp | 1.03pp |
| EPS | 0.51 | 45.7% | 15.9% |
Valvoline Reports Q3 2026 Results with 24% Top-Line Growth
05 Aug 2026 · 5 Aug, 4:37 pm
Summary
Valvoline Inc. announced strong third quarter results, with net revenues climbing 24% year-over-year to $545 million, driven by system-wide same-store sales growth of 8.0% and pricing actions. The company reported a 14% increase in income from continuing operations to $65 million and a 16% rise in diluted EPS to $0.51. Management highlighted healthy profit growth, solid margins, and improved SG&A leverage, expressing confidence in the business's underlying strength and execution. Valvoline is narrowing its full-year guidance ranges and raising system-wide same-store sales expectations.
Key Highlights
- 1
Valvoline Inc. reported third quarter net revenues of $545 million, representing a 24% increase compared to the prior-year period.
- 2
System-wide store sales increased by 19% to $1.05 billion, with system-wide same-store sales growth of 8.0%.
- 3
Reported income from continuing operations grew 14% to $65 million, and diluted earnings per share (EPS) increased 16% to $0.51.
- 4
Adjusted EBITDA rose by 25% to $162 million, and adjusted EPS increased by 21% to $0.57.
- 5
The company added a total of 47 net new stores in the quarter, comprising 25 franchise and 22 company-operated additions.
- 6
Year-to-date operating cash flow from continuing operations was $285 million, an improvement of $105 million over the prior year, with free cash flow of $112 million.
Management Comments
Lori Flees
We delivered another strong quarter, with sales and profit growth in line with our expectations. Top-line sales grew 24%, with system-wide same-store sales growth of 8.0%, benefiting from pricing actions taken in the quarter. We generated healthy profit growth, solid margins and improved SG&A leverage. The team continues to manage the business effectively through the changing supply and macro environment. Our results demonstrate the strength, resilience, and growth in our business. We are operating in a period of meaningful change on the cost side of our business. Our team is focused on mitigating the impact of increased finished lubricant costs with pricing actions and ongoing operational discipline. We remain confident in the underlying strength of our business and our team's execution. As a result, we are narrowing our guidance ranges and raising full-year system-wide same-store sales expectations.
Informational and educational content only. Not investment advice.