Earnings Releases·Nov 12, 2026, 6:05 AM ET

National Vision Holdings, Inc. — Third Quarter 2026 Earnings Summary

Net revenue rose 4.8% YoY to $510.5 million, while net income surged to $19.2 million ($0.24 diluted EPS) from $3.4 million ($0.04 diluted EPS) in the prior-year period, driven by an adjusted operating margin expansion of 320 basis points to 7.3%.
The company reduced full-year 2026 guidance across key metrics, including net revenue ($2.019B–$2.038B), adjusted operating income ($119M–$131M), and adjusted diluted EPS ($0.95–$1.03), citing a shift in the consumer environment and lower comparable store sales growth expectations (2.0%–3.0%).
Strategic capital allocation included a $20.0 million share repurchase during the quarter and a new $100 million buyback authorization effective November 9, 2026, while management plans to accelerate new store openings in 2027 ahead of schedule.
Operational performance was bolstered by a strategic mix shift toward higher-value transactions and managed care cohorts, which offset industry headwinds in lower-value sales, resulting in total store count growth of 3.5% to 1,285 locations.