Core Insights - Valvoline Inc. reported fourth-quarter results that did not meet analyst expectations but provided optimistic revenue guidance for fiscal 2026 [1][2] Financial Performance - Adjusted earnings per share for the fourth quarter were $0.45, below the consensus estimate of $0.47 [1] - Revenue for the fourth quarter was $454 million, slightly missing expectations of $455.79 million [1] - System-wide same-store sales growth was strong at 6.0% for the quarter [1] - System-wide store sales increased by 11% to $918 million in the fourth quarter [3] - Adjusted EBITDA rose by 5% to $130.1 million [3] - For the full fiscal year, Valvoline generated $1.7 billion in revenue, a 6% increase from the prior year, or 12% when adjusted for refranchising activity [3] Future Guidance - For fiscal 2026, Valvoline forecasts revenue between $2.0 billion and $2.1 billion, exceeding analyst expectations of $1.91 billion [2] - The company's full-year earnings forecast is between $1.60 and $1.70 per share, which is below the consensus estimate of $1.88 [2]

Group 1 - Valvoline reported $403.2 million in revenue for the quarter ended March 2025, a year-over-year increase of 3.7% [1] - The EPS for the same period was $0.34, down from $0.37 a year ago, with an EPS surprise of -5.56% compared to the consensus estimate of $0.36 [1][3] - The reported revenue was slightly below the Zacks Consensus Estimate of $404.05 million, resulting in a surprise of -0.21% [1] Group 2 - Valvoline's same-store sales growth was 5.8%, exceeding the average estimate of 5.5% by six analysts [4] - The total system-wide stores were reported at 2,078, slightly below the average estimate of 2,088 by four analysts [4] - Company-operated same-store sales growth was 4.8%, below the average estimate of 5.3% by four analysts [4] Group 3 - Valvoline's stock has returned +3.8% over the past month, compared to the S&P 500 composite's +11.3% change [3] - The company currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]