National Vision's performance exceeded expectations, but the stock price slightly declined due to weak guidance

LootboxPhobia · 2026-03-04T18:22:20+00:00

National Vision Holdings' Q4 results exceeded expectations, with adjusted earnings per share of $0.15 and revenue of $503.4 million, a 15.1% year-over-year increase. Despite a 1.09% decline in stock price, the company expects revenue for fiscal year 2026 to be between $2.033 billion and $2.091 billion, with diluted earnings per share ranging from $0.85 to $1.09.

LootboxPhobia

2026-03-04 18:22:20

Abstract generation in progress

Georgia, Druid Hills - National Vision Holdings, Inc. (NASDAQ:EYE) announced its Q4 earnings on Wednesday, surpassing analyst expectations.

After the earnings release, the company’s stock fell 1.09% in pre-market trading as investors weighed the difference between the company’s fiscal 2026 guidance and market consensus expectations.

The optical retailer reported adjusted earnings per share of $0.15 for the quarter, beating the analyst consensus of $0.06 by $0.09.

Revenue reached $503.4 million, up 15.1% year-over-year, exceeding the $495.14 million estimate. The quarter included a 53rd week, which contributed $35.6 million to revenue and $0.03 to diluted EPS. Adjusted comparable store sales increased by 4.8%, marking the company’s 12th consecutive quarter of positive growth.

For fiscal 2026, National Vision provided revenue guidance of $2.033 billion to $2.091 billion, with a midpoint of $2.062 billion.

The company expects adjusted diluted EPS of $0.85 to $1.09, with a midpoint of $0.97, and adjusted comparable store sales growth of 3.0% to 6.0%. It also anticipates adjusted operating income of $107 million to $133 million.

CEO Alex Wilkes stated, “2025 was an extraordinary year for National Vision — we embarked on a bold transformation of the company and executed our plans with discipline and precision, achieving results beyond our own expectations. Our strong Q4 performance reflects significant progress across our business.”

For the full fiscal year 2025, revenue grew 9.0% to $1.9875 billion. Adjusted diluted EPS increased from $0.52 in FY 2024 to $0.80. Adjusted operating profit margin improved from 3.6% last year to 5.2%.

At the end of this quarter, the company operated 1,250 stores, opening 12 new locations and closing 4 America’s Best stores. National Vision plans to open approximately 30-35 new stores in fiscal 2026.

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