National Vision Holdings, Inc. (NASDAQ:EYE) reported fourth-quarter results on Wednesday that came in above analyst forecasts.
Despite the stronger-than-expected performance, the company’s shares fell 1.09% in premarket trading as investors evaluated the retailer’s fiscal 2026 guidance relative to market expectations.
The optical retailer reported adjusted earnings per share of $0.15 for the quarter, surpassing the analyst consensus of $0.06 by $0.09.
Quarterly revenue totaled $503.4 million, representing a 15.1% year-over-year increase and exceeding the $495.14 million estimate. The period included a 53rd week, which added $35.6 million to revenue and contributed $0.03 to diluted earnings per share. Adjusted comparable store sales rose 4.8%, marking the company’s 12th straight quarter of positive growth.
Looking ahead to fiscal 2026, National Vision forecast revenue between $2.033 billion and $2.091 billion, implying a midpoint of $2.062 billion.
The company expects adjusted diluted earnings per share to range from $0.85 to $1.09, with a midpoint of $0.97. It also projected adjusted comparable store sales growth of 3.0% to 6.0% and adjusted operating income of $107 million to $133 million.
“2025 was a remarkable year for National Vision – one in which we embarked on a bold reinvention of our company and executed our plan with discipline and precision, achieving results that surpassed our own expectations,” said CEO Alex Wilkes. “Our strong fourth quarter performance reflects the meaningful progress we are making across the business.”
For the full fiscal year 2025, revenue rose 9.0% to $1,987.5 million, while adjusted diluted earnings per share increased to $0.80 from $0.52 in fiscal 2024. Adjusted operating margin improved to 5.2%, compared with 3.6% the previous year.
National Vision ended the quarter with 1,250 stores after opening 12 new locations and closing four America’s Best stores. The company plans to launch approximately 30 to 35 new stores during fiscal 2026.