Reported Q: Q2 2025 Rev YoY: +3.7% EPS YoY: -9.4% Move: +2.09%
Valvoline Inc
VVV
$37.53 2.09%
Exchange NYSE Sector Energy Industry Oil Gas Refining Marketing
Q2 2025
Published: May 8, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for VVV

Reported

Report Date

May 8, 2025

Quarter Q2 2025

Revenue

403.20M

YoY: +3.7%

EPS

0.29

YoY: -9.4%

Market Move

+2.09%

Previous quarter: Q1 2025

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Earnings Highlights

  • Revenue of $403.20M up 3.7% year-over-year
  • EPS of $0.29 decreased by 9.4% from previous year
  • Gross margin of 37.3%
  • Net income of 37.60M
  • "With what we know today, we expect the impact to be minimal." - Lori Flees
VVV
Company VVV

Executive Summary

Valvoline reported a solid QQ2 2025 quarter with adjusted EBITDA up 6% year over year on a recast basis, supported by continued strength in non-oil-change revenue (NOCR) and a resilient demand backdrop for non-discretionary vehicle maintenance. Net sales rose 4% on a reported basis to $403 million, reflecting refranchising effects that boosted top-line after adjusting for store transitions. Despite near-term gross margin pressure from store depreciation and refranchising-driven SG&A deleverage, management reaffirmed full-year guidance and highlighted a clear plan to normalize margins as the network expands and refranchised transactions lap. The company maintained an aggressive but measured growth trajectory, adding 68 net new stores year-to-date and projecting 60-85 openings for the year, with Breeze Auto Care potentially accelerating pipeline growth pending FTC clearance. In sum, Valvoline remains structurally positioned in a durable, nondiscretionary market, but near-term margin recovery hinges on successful integration of refranchising benefits, SG&A leverage as the base size normalizes, and the timely closing of Breeze.

Key Performance Indicators

Revenue
Increasing
403.20M
QoQ: -2.68% | YoY: 3.73%
Gross Profit
Increasing
150.50M
37.33% margin
QoQ: -1.57% | YoY: 2.94%
Operating Income
Decreasing
66.90M
QoQ: -53.48% | YoY: -12.43%
Net Income
Decreasing
37.60M
QoQ: -58.95% | YoY: -9.18%
EPS
Decreasing
0.29
QoQ: -59.15% | YoY: -9.38%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 403.20 0.29 +3.7% View
Q1 2025 414.30 0.71 +11.0% View
Q4 2024 435.50 -0.91 +11.7% View
Q3 2024 421.40 0.35 +12.0% View
Q2 2024 388.70 0.32 +12.8% View