US · Consumer Cyclical · Auto & Truck Dealerships
EPS came in at 0.57 against a street estimate of 0.50 — a beat of 14.0%.
Analysts rate Valvoline Inc a buy (8 buy, 6 hold, 0 sell out of 14) with an average price target of $43.69.
CONFIDENT Q3 delivered 24% revenue growth to $545M and 8% same-store sales growth. Supply constraints from Strait of Hormuz closure elevate lubricant costs $5–7 per oil change; management navigating via pricing while protecting volume. Raised FY guidance; margin compression expected Q4 but fundamentals intact. Q3 FY26 No regional breakdown provided in call. Analysts pressed on timing of cost-to-price alignment, consumer elasticity limits, and competitive share-capture opportunity. Management emphasized proactive pricing discipline, supply advantage via scale/relationships, and resilience of underlying demand fundamentals despite near-term margin headwinds. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.66% |
| Boston Partners Global Investors, Inc | 5.34% |
| Wasatch Advisors LP | 4.76% |
| Vanguard Portfolio Management, LLC | 4.51% |
| Vanguard Capital Management, LLC | 4.49% |
| Fiduciary Management, Inc. of Milwaukee | 4.01% |
| Wellington Management Company LLP | 3.65% |
| Eminence Capital LLC | 3.47% |
| Document | Date |
|---|---|
| Material agreement · Q4 FY2026 VALVOLINE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • $600 million in new senior notes issued at 6.125% interest, maturing August 15, 2034 • Revolvin | 2026-08-24 |
| Company announcement · Q4 FY2026 VALVOLINE INC. (VVV) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issuing $600 million in senior notes due 2034 (initially planned $500 million, up | 2026-08-14 |
| Quarterly report · Q3 FY2026 VALVOLINE INC. — QUARTERLY REPORT SUMMARY (Q3 2026) HEADLINE NUMBERS • Q3 2026 Net Revenue: $544.6 million (up 24% from $439.0 million in Q3 2025) • | 2026-08-05 |
| Results announced · Q4 FY2026 VALVOLINE INC. Q3 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenues: $544.6 million, up 24% year-over-year • System-wide store sales: $1,053.9 m | 2026-08-05 |
| Board / officer change · Q4 FY2026 VALVOLINE INC. (VVV) - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 22, 2026 • Company: Valvoline Inc., Kentucky-incorporated, trades on NY | 2026-07-23 |
| Quarterly report · Q2 FY2026 VALVOLINE INC. – FORM 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Net revenues Q1 2026: $503.8 million (vs. $403.2 million Q1 | 2026-05-07 |
| Quarterly report · Q1 FY2026 VALVOLINE INC. - Q1 FY2026 (ENDED DECEMBER 31, 2025) SUMMARY --- HEADLINE NUMBERS • Net revenues: $461.8 million (Q1 FY2026) vs. $414.3 million (Q1 | 2026-02-04 |
| Proxy statement · Q2 FY2026 VALVOLINE INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Nine Directors – Vote FOR all nine director nominee | 2025-12-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| Incremental term loan facility established to fund acquisition Valvoline Inc. borrowed $740 million through a new term loan on December 1, 2025, to fund an acquisition and pay down existing debt. The company will owe interest at SOFR (a floating rate) p | 2025-12-01 |
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Google PlayApp StoreData updated 2026-09-18.