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National Vision Holdings, Inc. 10-Q Filings

EYE NASDAQ

Every 10-Q that National Vision Holdings, Inc. (EYE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow EYE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EYE filings page.

Rhea-AI Summary

National Vision Holdings, Inc. reported higher sales and profitability for the quarter and six months ended July 4, 2026. Six‑month net revenue rose to $1,042.7 million from $996.7 million, driven by new stores, timing of unearned revenue, and Adjusted Comparable Store Sales Growth of 3.4%. The company operated 1,281 stores, up from 1,240 a year earlier, with America’s Best as the primary growth driver.

Profitability improved meaningfully: six‑month net income increased to $43.6 million from $22.9 million and diluted EPS to $0.54 from $0.29. Adjusted Operating Income rose to $87.0 million and Adjusted EBITDA to $133.4 million, with SG&A leverage helping offset higher product and service costs. Operating cash flow was $69.8 million versus $86.5 million, reflecting working capital movements and higher inventories. The company continued to de‑lever modestly with Term Loan A at $231.0 million and repurchased $30.6 million of stock under a $50 million authorization while recording $3.1 million of restructuring and impairment charges related to an Eyeglass World lab optimization initiative.

Rhea-AI Summary

National Vision Holdings reported higher sales and sharply improved profitability for the quarter ended April 4, 2026. Net revenue rose to $543.9M, up 6.6% year over year, driven by 4.5% Adjusted Comparable Store Sales Growth and modest store expansion to 1,274 locations.

Net income more than doubled to $31.2M, with diluted EPS increasing to $0.38 from $0.18. Adjusted EBITDA grew to $78.7M and margin expanded to 14.5%, helped by operating leverage in SG&A and lower interest expense. Product margins were slightly pressured by mix, but exam revenue and cost control supported overall margin gains.

Rhea-AI Summary

National Vision Holdings (EYE) reported Q3 results. Total net revenue was $487.3 million versus $451.5 million a year ago, driven by higher product sales and services. Income from operations was $9.6 million, compared to a loss last year, and net income was $3.4 million, or $0.04 per diluted share, versus a loss of $0.11. For the first nine months, revenue reached $1.48 billion with net income of $26.3 million, or $0.33 per diluted share.

Operating cash flow was $133.1 million for the nine months, supporting capital expenditures and debt reduction. The company fully repaid its 2.50% convertible senior notes due May 2025 and ended the quarter with Term Loan A of $244.3 million and no revolver borrowings. Cash and cash equivalents were $56.0 million. The company operated 1,242 stores as of September 27, 2025. Subsequent to quarter‑end, an investee agreed to be acquired, and EYE expects repayment in cash of its preferred equity and note balances with no gain or loss.