National Vision Holdings, Inc. (EYE) Form 8-K — Aug 12, 2026

$EYEForm 8-KItems 2.02, 9.01Filed Aug 12, 2026, 6:03 AM ET0001628280-26-055930Original filing

National Vision Holdings (NASDAQ: EYE) reported second quarter 2026 net revenue of $498.8 million, up 2.5% year over year, with net income of $12.4 million and diluted EPS of $0.15 versus $0.11 a year ago. Adjusted Diluted EPS rose 39% to $0.25 from $0.18. Profitability accelerated as Adjusted Operating Income grew 32.7% to $31.6 million with Adjusted Operating Margin expanding 140 basis points to 6.3%, driven by a strategic shift toward higher-value transactions, managed care customer strength and a 200 basis point reduction in SG&A as a percent of revenue. Comparable store sales grew 3.4% with Adjusted Comparable Store Sales Growth of 2.2%, though self-pay traffic remained soft.

Key figures

Eps: 0.15
Revenue: 498805000
Guidance: FY2026 (52 weeks ending Jan 2, 2027): Net revenue $2.037B-$2.076B (narrowed); Adjusted Operating Income $119M-$139M (raised from $107M-$133M); Adjusted Diluted EPS $0.94-$1.09 (raised from $0.85-$1.09); Adjusted Comparable Store Sales Growth 3.0%-5.0% (tightened from 3.0%-6.0%); 30-35 new stores; capex $72M-$76M
Net Income: 12416000
Total Debt: 237700000
Revenue Yoy: 2.5%
Total Assets: 1983493000
Cash Position: 35998000
Shares Outstanding: 79058038
Revolver: $300.0 million first lien revolving credit facility with no borrowings outstanding; $6.7 million letters of credit
Store count: 1281
Ytd revenue: $1,042.7 million, up 4.6%
Ytd net income: $43.6 million vs $22.9 million prior year
Adjusted ebitda q2: $54.6 million
Store count growth: 3.3%
Q2 share repurchases: ~1.2 million shares for $20.0 million
Adjusted diluted eps q2: $0.25 vs $0.18 prior year
Adjusted operating income q2: $31.6 million, up 32.7% from $23.8 million
Adjusted operating margin q2: 6.3% vs 4.9% prior year
Comparable store sales growth: 3.4%
Remaining buyback authorization: $30.0 million
Unearned revenue eps benefit q2: $0.03 per diluted share ($2.2 million to net income)
Adjusted comparable store sales growth: 2.2%

Price after filing

1 day: -1.6%7 days: -15.6%30 days: -22.9%

Close on the filing date to close N calendar days later (from $22.43). Historical, not a forecast.

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