Valvoline Inc.
Valvoline Inc. is classed by the SEC under Miscellaneous Products of Petroleum & Coal (industry code 2990), based in Lexington, KY. In its latest annual figures on file, for the fiscal year ended 2025-09-30, it reported revenue of $1.7 billion and a profit of $211 million (its filed statements).
Sector peers: KWR
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 2990, Miscellaneous Products of Petroleum & Coal); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.5 out of ten, 9 of 9 metrics filed: past 5.8 out of ten, present 5.8 out of ten, future 4.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.5 out of ten. No warning events in its filings since 2017. 75th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 3.8 out of ten. -2.4% a year over 9 filed years; profitable in 9 of 9. 38th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 7.5 out of ten. Share count shrank 10.7% a year. 100% of cash flow returned. Insiders: 6 sales, 6 purchases. 75th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.0 out of ten. ROE 62%: 62¢ of profit per shareholder dollar. Leverage 87%: owes 87¢ per asset dollar. 50th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.8 out of ten. top 42% of 2 in its family; net margin 12.3%. 58th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 7.5 out of ten. top 25% of 2 in its family for leadership; chief executive since 2023. 75th percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 4.2 out of ten. bottom 42% of 2 in its family for room to expand. 42nd percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 6.3 out of ten. top 37% of 2 in its family for growth drivers. 63rd percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.2 out of ten. bottom 42% of 2 in its family for expectations against reality. 42nd percentile among 2 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2025-11-21 for the period ended 2025-09-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2016. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Oil Changes 73%, Non Oil Changes 22%, Franchise 6%. By geography: United States 97%, Non-U.S. 3%. As tagged in its annual report (Form 10-K, filed 2025-11-21).
Who runs it
Flees, Lori Ann (President & CEO); Willis, J Kevin (Chief Financial Officer); Fulcher, Linne (Chief Operating Officer); Worsham, Adam C. (SVP, Chief Franchising Officer); O'Daniel, Julie Marie (Chief Legal Officer); Denny, Jordan M. (Chief Accounting Officer); Caldwell, Jonathan L. (Chief People Officer); Sturgeon, Dione (Chief Accounting Officer); Patel, Hitesh C. C. (Chief Technology Officer); Fogertey, Katherine Irene (director); and 10 more. 20 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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