Driven Brands Holdings, Inc. (DRVN)
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-09-04
$13.56-0.15%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-09-04
QuarterlyIQ Insights · DRVN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-09-04.
The screen ranks DRVN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive full-year 2026 revenue growth to the range of $1.95 billion to $2.05 billion, supported by same store sales growth and net store growth.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $1.862 billion in 2025 to $507.4 million in 2026-Q2 quarter. Management reiterates the full-year 2026 revenue outlook range of $1.95 to $2.05 billion with expected same store sales growth flat to 2% and net store growth of 160 to 190. The trajectory is delivering consistent growth aligned with stated targets.
“The Company reiterates its full-year 2026 outlook ranges for fiscal year 2026 revenue ~$1.95 - $2.05 billion.”
“The Company reiterates its financial outlook for fiscal year 2026 revenue ~$1.95 - $2.05 billion.”
“The Company is providing its financial outlook for fiscal year 2026 revenue ~$1.95 - $2.05 billion.”
“Preliminary unaudited results for FY 2025 and Q1 2026 include Driven Revenue $1,850 - $1,860 million for FY 2025.”
Continue to generate free cash flow in the range of $125 million to $145 million for fiscal year 2026 to support debt reduction and reinvestment.
Stated as a priority in 4 of last 4 quarters. The Company expects free cash flow between $125 million and $145 million in 2026. Cash from operating activities was $57.2 million in 2026-Q1 and $132.9 million in 2026-Q2, indicating progress toward the annual target. The trajectory shows steady cash generation consistent with management's expectations.
“The Company continues to expect to generate between $125 million and $145 million of free cash flow in fiscal year 2026.”
Target adjusted diluted earnings per share in the range of $1.15 to $1.25 for fiscal year 2026, reflecting operational improvements and restatement-related costs.
Stated as a priority in 4 of last 4 quarters. Adjusted diluted EPS guidance for 2026 is $1.15 to $1.25. Diluted EPS was $0.33 in 2026-Q1 and $0.21 in 2026-Q2, reflecting ongoing progress with some variability. The trajectory is consistent with management's reiterated EPS target for the full year.
“The Company reiterates its full-year 2026 outlook ranges for adjusted diluted EPS ~$1.15 - $1.25.”
Focus on scaling the Take 5 Oil Change brand, maintaining consecutive quarters of positive same store sales growth.
Stated as a priority in 3 of last 3 quarters. Take 5 same store sales grew 3.6% in 2026-Q2 and 4.5% in 2026-Q1, marking 24 and 23 consecutive quarters of growth respectively. Management consistently emphasizes scaling Take 5, and the sustained same store sales growth demonstrates delivery on this priority.
Continue deleveraging efforts to reduce net leverage ratio to approximately 3.0x Adjusted EBITDA by year-end 2026.
Stated as a priority in 3 of last 3 quarters. Net leverage ratio improved from 3.3x Adjusted EBITDA in 2025-Q4 to 3.1x in 2026-Q2. Management reiterates focus on deleveraging toward a 3.0x net leverage target by year-end 2026. The trajectory shows steady progress toward the leverage goal.
“Net leverage ratio improves to 3.1x Adjusted EBITDA.”
Over the trailing year it converted -0.39x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
20 material management or governance events in the past 24 months, led by M&A activity. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.
“The Company continues to expect to generate between $125 million and $145 million of free cash flow in fiscal year 2026.”
“The Company also expects to generate between $125 million and $145 million of free cash flow in fiscal year 2026.”
“Management continues to believe it has adequate liquidity and operating cash flow for its needs going forward.”
“The Company reiterates its financial outlook for fiscal year 2026 adjusted diluted EPS ~$1.15 - $1.25.”
“Adjusted Diluted EPS 1 ~$1.15 - $1.25 for fiscal year 2026.”
“Preliminary unaudited results for Q1 2026 include adjusted EPS growth.”
“Take 5 same store sales increase 3.6%; 24th consecutive quarter of growth.”
“Take 5 same store sales increase 4.5%; 23rd consecutive quarter of growth.”
“Take 5 fourth quarter 2025 same store sales increase 3.7%; 22nd consecutive quarter of growth.”
“Net leverage ratio improves to 3.2x Adjusted EBITDA.”
“Pro forma net leverage ratio improves to 3.3x Adjusted EBITDA with IMO divestiture.”