Broyhill Asset Management named Valvoline Inc. as a leading performance contributor in its second-quarter 2026 investor letter, reporting the stock gained 18% after also leading the first quarter. The Charlotte-based firm said Valvoline's comparable sales grew 8.2% against consensus near 5.4%, adjusted EBITDA grew 28%, and guidance was raised across comparable sales, EBITDA, and earnings. The company added 31 stores and now operates 2,409 stores, with ticket sales driving roughly two-thirds of the gain. Broyhill's Equity Composite gained 8.8% in the second quarter, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%, while for the first half the Composite returned 2.3% versus 11.5% for the Index. Valvoline closed at $30.37 per share on September 14, 2026, down 9.69% over the past month and 25.33% over the past 52 weeks, with a market capitalization of $3.87 billion.
Valvoline IncValvoline's comparable sales grew 8.2% vs ~5.4% consensus, adjusted EBITDA rose 28%, and guidance was raised across sales, EBITDA, and earnings.
Broyhill is the letter's author reporting its Equity Composite gained 8.8% in Q2, trailing its benchmarks; no distinct driver for the firm itself.
