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National Vision Holdings Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.130 |
| EPS Surprise | 8.33% |
| Revenue estimate | 494.727M |
| Revenue actual | 487.33M |
| Revenue Surprise | -1.50% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.180 |
| EPS Surprise | 38.46% |
| Revenue estimate | 471.283M |
| Revenue actual | 486.423M |
| Revenue Surprise | 3.21% |
| Release date | May 07, 2025 |
| EPS estimate | $0.290 |
| EPS actual | $0.340 |
| EPS Surprise | 17.24% |
| Revenue estimate | 466.401M |
| Revenue actual | 510.324M |
| Revenue Surprise | 9.42% |
| Release date | Feb 26, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0400 |
| EPS Surprise | 42.86% |
| Revenue estimate | 437.044M |
| Revenue actual | 437.278M |
| Revenue Surprise | 0.0536% |
Last 4 Quarters for National Vision Holdings
Below you can see how EYE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 26, 2025 |
| Price on release | $12.77 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0400 |
| EPS surprise | 42.86% |
| Date | Price |
|---|---|
| Feb 20, 2025 | $12.37 |
| Feb 21, 2025 | $11.70 |
| Feb 24, 2025 | $11.66 |
| Feb 25, 2025 | $11.44 |
| Feb 26, 2025 | $12.77 |
| Feb 27, 2025 | $12.37 |
| Feb 28, 2025 | $12.71 |
| Mar 03, 2025 | $12.66 |
| Mar 04, 2025 | $12.09 |
| 4 days before | 3.23% |
| 4 days after | -5.32% |
| On release day | -3.13% |
| Change in period | -2.26% |
| Release date | May 07, 2025 |
| Price on release | $15.61 |
| EPS estimate | $0.290 |
| EPS actual | $0.340 |
| EPS surprise | 17.24% |
| Date | Price |
|---|---|
| May 01, 2025 | $12.90 |
| May 02, 2025 | $13.14 |
| May 05, 2025 | $13.25 |
| May 06, 2025 | $13.33 |
| May 07, 2025 | $15.61 |
| May 08, 2025 | $16.68 |
| May 09, 2025 | $17.17 |
| May 12, 2025 | $18.76 |
| May 13, 2025 | $18.86 |
| 4 days before | 21.01% |
| 4 days after | 20.82% |
| On release day | 6.85% |
| Change in period | 46.20% |
| Release date | Aug 06, 2025 |
| Price on release | $23.88 |
| EPS estimate | $0.130 |
| EPS actual | $0.180 |
| EPS surprise | 38.46% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $24.26 |
| Aug 01, 2025 | $24.21 |
| Aug 04, 2025 | $25.07 |
| Aug 05, 2025 | $24.81 |
| Aug 06, 2025 | $23.88 |
| Aug 07, 2025 | $24.17 |
| Aug 08, 2025 | $22.64 |
| Aug 11, 2025 | $22.75 |
| Aug 12, 2025 | $23.02 |
| 4 days before | -1.57% |
| 4 days after | -3.60% |
| On release day | 1.21% |
| Change in period | -5.11% |
| Release date | Nov 05, 2025 |
| Price on release | $24.70 |
| EPS estimate | $0.120 |
| EPS actual | $0.130 |
| EPS surprise | 8.33% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $26.26 |
| Oct 31, 2025 | $25.75 |
| Nov 03, 2025 | $26.38 |
| Nov 04, 2025 | $25.60 |
| Nov 05, 2025 | $24.70 |
| Nov 06, 2025 | $23.48 |
| Nov 07, 2025 | $24.13 |
| Nov 10, 2025 | $24.14 |
| Nov 11, 2025 | $24.13 |
| 4 days before | -5.94% |
| 4 days after | -2.31% |
| On release day | -4.96% |
| Change in period | -8.11% |
National Vision Holdings Earnings Call Transcript Summary of Q3 2025
National Vision reported a strong Q3 2025 driven by its transformation initiatives. Adjusted comparable store sales grew 7.7% (11th consecutive quarter of positive comps) with average ticket up 7.1%, delivering adjusted operating margin expansion of 90 basis points to 4.1%. Management is seeing favorable customer mix shifts — particularly growth in managed care, progressive lens wearers and outside-Rx customers — and early success from merchandising changes (premium frames) and new product pilots (Meta smart glasses). Marketing and CRM modernization are lifting engagement and reactivation. Gross margin benefited from higher ticket and leverage on optometrist-related costs; SG&A leveraged modestly despite healthcare cost headwinds. The company raised full-year guidance: revenue $1.97–1.99B, adjusted comps +5%–6%, adjusted operating income $92–98M and adjusted EPS $0.63–0.71. Balance sheet strengthened with $56M cash, net debt/EBITDA ~1.1x, continued debt repayments and CapEx guide reduced to $80–85M (timing shift into 2026). Management reiterated multi-year runway for growth and will provide more strategy detail at Investor Day on November 17.
