Valvoline Inc. filings document the regulatory record for a Kentucky corporation operating a preventive automotive maintenance service-center and franchise business. The company’s Form 8-K reports include quarterly results, Regulation FD presentations, material-event disclosures, capital-structure matters, and exhibits such as earnings releases and investor update materials.
Proxy and governance filings describe shareholder voting, director elections, executive compensation programs, the Valvoline Inc. 2026 Omnibus Incentive Plan, and changes in senior finance and accounting roles. The filings also address business strategy, network growth, acquisitions and refranchising activity, capital allocation, debt leverage, competition, and other risk factors tied to Valvoline’s stand-alone retail services model.
Valvoline Inc. executive Jordan M. Denny, Chief Accounting Officer, reported an open-market purchase of 1,506 shares of common stock on 2026-08-12 at $33.20 per share. Following this transaction, Denny directly holds 4,121 common shares of Valvoline.
Valvoline Inc. is undertaking a coordinated refinancing, issuing $600,000,000 aggregate principal amount of 6.125% senior notes due 2034 in a private offering to qualified institutional buyers and certain non‑U.S. persons. The notes are unsubordinated unsecured obligations and will be guaranteed on a similar basis by subsidiaries that guarantee existing senior secured credit facilities or the 2031 notes. Closing is expected on August 24, 2026, subject to customary conditions.
Valvoline intends to use the net proceeds to repay in full its senior secured term loan A facility, partially repay its senior secured term loan B facility, and pay related fees and expenses, with any remainder for general corporate purposes. In addition, it plans a Credit Facilities Amendment to increase revolving credit availability from $475 million to $600 million, reduce pricing, and extend maturity to five years after the amendment effective date, although definitive documentation has not yet been executed and the notes offering is not conditioned on that amendment.
Valvoline Inc. President & CEO Lori Ann Flees reported an acquisition of 27 Deferred Stock Units at $35.62 per unit under the Valvoline Inc. 2016 Deferred Compensation Plan for Employees through salary deferral. Each unit represents a contingent right to one share of common stock, bringing her total deferred units to 15,655.
Valvoline Inc. reported strong top-line growth for the quarter ended June 30, 2026. Net revenues rose to $544.6 million from $439.0 million, driven by 332 net new system-wide stores, the Breeze Autocare acquisition and 8.0% system‑wide same‑store sales growth. Income from continuing operations increased to $65.0 million and diluted EPS to $0.51, supported by higher volumes, favorable pricing and service mix, partly offset by higher SG&A and interest expense from new debt.
For the nine months, net revenues reached $1,510.2 million but income from continuing operations fell to $78.1 million, reflecting a $57.9 million pre‑tax loss on the FTC‑required divestiture of 45 Breeze stores and higher financing and tax costs. Operating cash flow improved to $284.6 million and free cash flow to $112.3 million, while total debt increased to $1,602.0 million following the new $740.0 million Term Loan B. Management reports ongoing progress remediating a material weakness in internal control over financial reporting related to its new ERP system, which remained in place as of June 30, 2026.
Valvoline Inc. reported strong third-quarter 2026 results, with net revenues of $544.6 million, up 24% from a year earlier. Income from continuing operations was $65.0 million, and diluted EPS rose 16% to $0.51. Adjusted EBITDA increased 25% to $162.4 million, while system-wide same-store sales grew 8.0% and total system-wide sales reached $1.05 billion. The network added 47 net stores in the quarter, bringing the system-wide count to 2,456.
For the first nine months of 2026, operating cash flows from continuing operations rose to $284.6 million and free cash flow from continuing operations to $112.3 million. Total debt was $1.6 billion, including a $50 million voluntary prepayment on Term Loan A. Valvoline raised its full-year 2026 outlook, increasing guidance for system-wide same-store sales growth to 7.5%-8%, net revenues to $2.05-$2.1 billion, adjusted EBITDA to $550-$560 million, and adjusted EPS to $1.70-$1.75, while trimming expected capital expenditures to $240-$260 million.
Boston Partners reports beneficial ownership of 6,597,960 shares of Valvoline Inc. common stock, representing 5.17% of the class as of June 30, 2026. It has sole voting power over 6,227,151 shares and sole dispositive power over all 6,597,960 shares, with no shared voting or dispositive power.
The shares are held in discretionary accounts for certain Boston Partners clients, and Boston Partners may be deemed a beneficial owner under Rule 13d-3. To its knowledge, no other person has rights to dividends or sale proceeds relating to more than 5% of this class.
Valvoline President & CEO Lori Ann Flees acquired 25 deferred stock units on 2026-07-23 through salary deferral under the Valvoline Inc. 2016 Deferred Compensation Plan for Employees. Each unit is a contingent right to one share of common stock, payable upon specified separation or emergency events, bringing her direct deferred holdings to 15,628 units.
Valvoline Inc. granted director Scott Mezvinsky an annual award of 1810.0000 FY 2026 Restricted Stock Units on 2026-07-22 under the Valvoline Inc. 2026 Omnibus Incentive Plan. These RSUs convert into common stock on a one-for-one basis and vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement until separation from service. Following this award, Mezvinsky directly holds 1810.0000 restricted stock units.
Valvoline Inc director Katherine Irene Fogertey received a grant of 1,810 FY 2026 Restricted Stock Units on 2026-07-22 under the Valvoline Inc. 2026 Omnibus Incentive Plan. These units convert into common stock on a one-for-one basis and vest and settle on the first anniversary of the grant date, unless she elects to defer settlement until separation from service. Following this award she holds 1,810 restricted stock units directly.
Valvoline Inc. reports that Scott Mezvinsky is a reporting person in the capacity of director through an initial insider ownership filing. The report lists no equity transactions, no derivative transactions, and no holding entries, serving as a baseline disclosure of his status as a director.