📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States and Canada.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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🔍 Concall Decoded

🎙 Management Tone Tracker Mixed ↓ Deteriorating 4 quarters analysed

Q1 2025

Confident Specific

Management led with specific performance metrics (Take 5 8% comp, 17th consecutive positive SSS), reiterated full-year guidance, and highlighted concrete debt paydown ($290M in 2025). They acknowledged macro uncertainty and Maaco softness but framed it as manageable, expressing confidence in the portfolio's non-discretionary nature.

Q2 2025

Confident Specific

Management repeatedly used strong, specific language such as 'another strong quarter', 'industry-leading growth', 'consistent execution', and provided exact figures for key metrics like 7% same-store sales for Take 5, $143 million adjusted EBITDA, and $265 million debt reduction. They directly addressed challenges (Maaco softness, collision headwinds, weather) without deflection.

Q3 2025

Mixed

Leadership is confident and specific about Q3 results (revenue +7%, Adj EBITDA $136M, 19th consecutive SSS growth) but cautious about Q4 due to macroeconomic uncertainty, using words like 'choppy' and 'prudent' to narrow guidance.

Q4 2025 latest

Mixed

Management addressed the restatement with detailed root-cause analysis and corrective actions, showing accountability, but also used cautious language about near-term headwinds (e.g., 'moderation in traffic' at Take 5, 'conservative approach' for Collision/Maaco) and heavily emphasized that 2025 was a 'foundational year' — implying ongoing work. The tone balanced transparency with defensiveness.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is weaker in the near term due to the restatement overhang, slower Take 5 traffic trends, and dilution from non-recurring costs. The debt reduction progress and simplified portfolio are positives, but the core growth engine (Take 5) is showing moderation and competitive pressure. Guidance implies flat to slightly lower adjusted EBITDA year-over-year (excluding restatement costs) despite unit growth. The restatement appears comprehensive but raises execution risk. Key watch items: Take 5 same-store sales trajectory in Q2-Q4, ability to pass through oil cost increases, recovery in Collision/Maaco, and pace of restatement cost burn-off. The long-term thesis (self-help through balance sheet deleveraging, high-margin franchise cash flow, and Take 5 store growth) remains intact but with less conviction given the near-term headwinds.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

🎙 Management Tone Mixed ↓ Deteriorating 4 quarters Full tone analysis in Intelligence →

📊 MIXED Driven Brands: $1.9B revenue, 3.7x leverage, focusing on non-discretionary auto services.

Revenue & Profitability

Full-year 2025 revenue grew 6.3% to $1.9 billion. Adjusted EBITDA was $449 million (up 1.3%), and net income from continuing operations was $132.1 million. Q4 revenue was $460.1 million (up 7.7%), adjusted EBITDA $111.9 million (up 7.3%), and operating income $78.2 million. Interest expense declined to $28.6 million in Q4 due to debt paydown.

Outlook

Management expects full-year 2026 same-store sales of flat to 2%, with continued softness in the collision and Maaco (discretionary) businesses. The collision industry improved through 2025 and is normalizing in early 2026. Take 5 is seeing some moderation in traffic from new and value-oriented customers. Overall, the company remains confident in non-discretionary demand.

Growth Drivers

Take 5 is the primary growth engine: 2025 system-wide sales grew 17%, same-store sales 6.2%, and 161 net new stores were added. The development pipeline includes approximately 900 sites with a long-term target of 2,500 locations. Auto Glass Now grew revenue 9% and EBITDA 105% in 2025. Franchise Brands added 20 net new units. For 2026, Driven expects 160-190 net new units.

Balance Sheet & CapEx

Full-year 2025 net CapEx was $149.7 million (including car wash). For 2026, net CapEx is expected at approximately 6.5% of revenue (roughly $127 million at midpoint), with 60% supporting Take 5 company-operated growth and 40% for maintenance and corporate purposes. Free cash flow guidance for 2026 is $125-$145 million. The company also invested in Oracle ERP and new finance systems.

Margins

Take 5 delivered 34.4% adjusted EBITDA margins in 2025, consistent with mid-30s target. Franchise Brands achieved 62.7% margins. Auto Glass Now improved margins by 470 basis points to 10%. Q4 consolidated EBITDA margin was 24.3%. For 2026, adjusted EBITDA guidance is $430-$460 million, including $35-$45 million of non-recurring restatement costs; first-half EBITDA is expected to be below 50% of total due to those costs.

Key Risks

Key risks flagged include the recent financial restatement and its root causes (pace of growth outstripping back-office controls). Management also cited moderation in Take 5 traffic from new and value-oriented customers, continued softness in collision and Maaco, and potential input cost volatility from oil prices. Leverage reduction remains a priority; as of early 2026 pro forma net leverage is 3.3x.

Generated by AI · Q4 2025 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-06

Q2 saw continued growth in same-store sales and revenue, led by Take 5, with Franchise Brands providing strong cash flow. Guidance for 2026 is reiterated, though results are expected near the lower end due to macroeconomic uncertainty and higher restatement costs.

Q1 2026 Q1 2026 2026-06-11

Q1 2026 saw solid growth in revenue, system-wide sales, and adjusted EBITDA, with Take 5 and Auto Glass Now leading segment performance. Net leverage improved to 3.2x, and full-year guidance was reiterated despite expected moderation in Q2 sales growth.

Q4 2025 Q4 2025 2026-05-19

Restatement of prior financials led to revenue and EBITDA reductions, but strengthened controls and leadership have positioned the business for growth. 2025 saw 6.3% revenue growth, significant debt reduction, and strong Take 5 performance. 2026 guidance includes $1.95–$2.05B revenue and $430–$460M adjusted EBITDA.

Q3 2025 Q3 2025 2025-11-04

Q3 2025 saw strong revenue and EBITDA growth, led by Take 5's robust performance and margin expansion. Despite macroeconomic uncertainty and choppiness in Q4, guidance was narrowed, and leverage reduction remains on track.

Q2 2025 Q2 2025 2025-08-05

Revenue grew 6% to $551M with adjusted EBITDA of $143M, led by Take 5's 7% same-store sales and 10% EBITDA growth. Net leverage improved to 3.9x, and guidance for 2025 was reiterated despite ongoing softness in collision and Maaco.

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