National Vision Holdings reported second-quarter 2026 adjusted earnings of 25 cents per share, up 38.9% year over year and beating the Zacks Consensus Estimate by 47.1%. Quarterly net revenues rose 2.5% year over year to $498.81 million, topping the consensus mark by 1.4%, as adjusted comparable store sales increased 2.2% on higher average ticket and continued strength in managed care. The company narrowed its adjusted comparable store sales growth outlook to 3-5% from 3-6% and now projects net revenues of $2.037-$2.076 billion, down from a prior range of $2.033-$2.091 billion, while lifting the lower end of its adjusted EPS guidance to 94 cents from 85 cents with the upper end unchanged at $1.09. During the quarter National Vision repurchased about 1.2 million shares for $20.0 million, leaving $30.0 million under its authorization, and ended with $36.0 million in cash and total debt of $237.7 million. Since the earnings release, the consensus estimate has shifted -40%, and the stock has lost about 10.1% over the past month, underperforming the S&P 500.
National Vision Holdings IncQ2 adjusted EPS of 25 cents beat estimates by 47.1% and the company raised the low end of its 2026 adjusted EPS guidance to 94 cents.
