National Vision (EYE) Q3 2026 Earnings Call Transcript
Margins climbed while customer traffic softened at the eyewear chain.
Archived explainer. For the current picture see today's EYE page.
NTNL VISION HLDGS IN (EYE) is up +6.19% in the latest session. Our newswire has captured 11 stories on EYE across 7 sources in the last 36 hours, with AI sentiment reading mixed (avg 51/100).
National Vision Holdings (EYE) shares rose 6.19% to $19.21, driven by a strong earnings beat that offset a slight revenue miss and a lowered sales outlook. The company reported third-quarter adjusted earnings per share of $0.30, significantly exceeding the consensus estimate of $0.17.
National Vision reported third-quarter revenue of $510.5 million, up 4.8% year-over-year. This figure slightly missed the consensus estimate of $512.42 million. The company’s net income reached $19.2 million, reflecting an improvement in net income margins. While comparable store sales grew by 3.6%, the company lowered its full-year 2026 comparable sales growth outlook.
Management also narrowed its full-year 2026 adjusted EPS guidance from a previous range of $0.94 to $1.09 to a new range of $0.95 to $1.03. This update compares to the consensus estimate of $1.00. Additionally, the company reduced its full-year 2026 sales guidance from $2.037 billion to $2.076 billion to a new range of $2.019 billion to $2.038 billion, against a consensus estimate of $2.059 billion. The company filed a Form 8-K with the SEC on November 12, 2026, to disclose these results.
The stock experienced significant volatility during the session. It opened at $17.00, representing a 6.0% gap down from the prior close of $18.09. The session low was $14.99 at 7:25 AM ET, while the session high reached $19.28 at 12:50 PM ET. Volume stood at 1.7 million shares, which is 0.8 times the three-month daily average.
Fundamentally, the company has a market capitalization of $1.5 billion and a P/E ratio of 29.1. Trailing twelve-month revenue grew 7.8%, and the net margin is 2.5%. The stock has a beta of 0.93. Over the last eight sessions, the stock declined 14.2%, moving from $22.05 to $18.92. The 52-week range is $14.75 to $30.02. On November 12, 2026, the stock printed one fresh 52-week low.
Investors will monitor the company’s ability to execute on its narrowed full-year 2026 guidance. The stock’s recent decline over the last eight sessions suggests that the market is closely watching for signs of stabilization in comparable sales growth.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
Margins climbed while customer traffic softened at the eyewear chain.
Revenue: $510.5 million, up 4.8% year-over-year, slightly below estimates of $512.42 million.Net Income: $19.2 million, with a net income margin improvement to
National Vision reports Q3 adjusted EPS of $0.30, beating forecasts, as revenue rises 4.8% to $510.5 million and FY2026 comparable sales guidance is lowered.
National Vision Holdings press release (EYE): Q3 Non-GAAP EPS of $0.30 beats by $0.13. Revenue of $510.5M (+4.8% Y/Y) misses by $2.06M. Comparable store sales growth of 3.6%
Filed: 2026-11-12 AccNo: 0001710155-26-000006 Size: 614 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
More on EYE: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier EYE move explainers: 2026-11-12 · 2026-11-11