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Earnings analysis · 10-Q

DRVN earnings analysis

Filed June 11, 2026 · Our reading of the company's report

The latest report

Driven Brands Holdings Inc. reported Q1 2026 net revenue of $484 million, up 8% year-over-year, driven mainly by same store sales growth across all segments. EPS of $0.14 was a significant improvement from $0.08 in the…

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Driven Brands Holdings Inc. reported Q1 2026 net revenue of $484 million, up 8% year-over-year, driven mainly by same store sales growth across all segments. EPS of $0.14 was a significant improvement from $0.08 in the prior year, reflecting effective cost management despite non-recurring costs related to a financial restatement.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

45% Gross margin Operating margin Aug 2024 May 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Aug 2024 Jun 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$0.14
Segment
Take 5
Segment
Franchise Brands
Segment
Auto Glass Now

What stood out

  • Revenue Growth of 8% YoY

    Net revenue rose to $484 million, compared to $448 million in Q1 2025.

  • Significant EPS Improvement

    Reported EPS was $0.14, up from $0.08 a year prior.

  • Strong Performance in Take 5 Segment

    Net revenue for Take 5 increased by $28 million, or 10%, benefiting from same store sales growth.

  • Improved Adjusted EBITDA

    Adjusted EBITDA increased to $104 million, up from $102 million in Q1 2025.

  • Decreased Interest Expense

    Interest expense dropped by $13 million to $23 million due to reduced borrowings.

  • Robust Liquidity Position

    Total liquidity stood at $804 million, including cash of $133 million and undrawn credit of $671 million.

What to watch

  • Restatement-Related Costs

    The company incurred $9 million in non-recurring costs associated with the financial restatement.

  • Material Weaknesses in Internal Controls

    Ongoing issues with internal control over financial reporting remain unresolved.

  • Foreign Currency Losses

    Reported foreign currency transaction losses of approximately $9 million, impacting net income.

Management's outlook

Full-year 2026 revenue guidance remained unchanged.

Earlier filings 4

10-K · May 19, 2026

Driven Brands Holdings Inc. reported a 2025 fiscal year revenue of $1.9 billion, an increase of approximately 6.3%, driven by 7.9% and 6.2% same-store sales growth in its Auto Glass Now and Take 5 segments respectively.…

10-Q · November 5, 2025

Driven Brands reported quarterly revenue of $535.7M and operating income of $61.9M for the three months ended September 27, 2025, both up versus the year-ago quarter. Diluted EPS from continuing operations was $0.37…

10-Q · August 7, 2025

Driven Brands reported Q2 net revenue of $550,988,000 (up $32,192,000 vs $518,796,000 in Q2 2024) and net income of $47,564,000 (vs $30,159,000). Diluted EPS for the quarter was $0.29 (vs $0.18 prior-year quarter).…

10-Q · May 8, 2025

Driven Brands reported quarterly net revenue of $516,163,000 (Q1 2025), up from $481,992,000 in Q1 2024, with operating income of $61,265,000 and net diluted EPS of $0.04. Operating cash flow was strong at $75,131,000…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.