Driven Brands Holdings Inc.
Driven Brands operates automotive service businesses serving retail, commercial and insurance customers across North America. Its services include oil changes, maintenance and repair, collision repair, paint, automotive glass services and parts distribution. Its segments are Take 5, Franchise Brands and Auto Glass Now. Brands include Take 5 Oil Change, Meineke, Maaco, CARSTAR, ABRA, Fix Auto, Uniban, 1-800 Radiator and Automotive Training Institute. As of December 27, 2025, its network includes over 4,200 locations across 49 U.S. states and Canada. Driven Brands earns money from company-operated locations and from franchise fees and ongoing royalties, generally based on franchisees’ gross sales. Its franchise businesses also provide training and services to repair shops, while 1-800 Radiator distributes automotive parts. Auto Glass Now provides glass replacement, repair and calibration through stores and mobile vans. Driven Brands is headquartered in Charlotte, North Carolina.
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No SEC Form 4 filings for $DRVN in the last 30 days.
See all $DRVN insider activity →Driven Brands (DRVN) will restate financials for 2023-2025 due to accounting errors, delaying Q3 earnings. Adjusted EBITDA guidance lowered to $410-$430M. Restatement costs estimated at $50M. Q3 same-store sales up 2.0% (DRVN) and 4.9% (Take 5). Cash: $230M, net debt: $1.4B.
Driven Brands (DRVN) announced a $100M share buyback program and a long-term net leverage target of 2-3x adjusted EBITDA. The company expects to reach 3.0x EBITDA by Q3 2026, ahead of schedule. While Take 5 saw 3.6% same-store sales growth, overall same-store sales grew just 1.4%, and adjusted EBITDA fell 7% YoY to $107M, impacted by $11.8M in non-recurring costs.
ABM (NYSE:ABM) is up 5.7% since reporting, trading at $49.76. CECO Environmental (NASDAQ:CECO) reported 53.7% revenue growth, beating estimates, but its stock is down 2%. Driven Brands (NASDAQ:DRVN) reported mixed results, with stock down 16.4%. Pitney Bowes (NYSE:PBI) beat revenue expectations but stock fell 4.6%. Tetra Tech (NASDAQ:TTEK) beat estimates, stock up 5.6%. Market risks have shifted from AI to geopolitics.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning DRVN (Driven Brands Holdings Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 3 bearish.
Recent DRVN coverage spans earnings and corporate actions.
Guidance cut and restatement create uncertainty and likely pressure on the stock.
The buyback signals confidence in cash flow and may provide price support, while the tighter leverage target could improve credit metrics.
Weak guidance drag leads to a sizable decline, but the information is not new.
Despite meeting revenue expectations and beating EPS, the stock decline implies full-year guidance or other forward signals disappointed.
Earnings beat may support short‑term price upside, but activist pressure and accounting issues create downside risk.
AlphAI scores every news story that mentions DRVN with an AI model for sentiment and relevance, and aggregates insider trades from Driven Brands Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Driven Brands (DRVN) will restate financials for 2023-2025 due to accounting errors, delaying Q3 earnings. Adjusted EBITDA guidance lowered to $410-$430M. Restatement costs estimated at $50M. Q3 same-store sales up 2.0% (DRVN) and 4.9% (Take 5). Cash: $230M, net debt: $1.4B.
3 min readDriven Brands (DRVN) announced a $100M share buyback program and a long-term net leverage target of 2-3x adjusted EBITDA. The company expects to reach 3.0x EBITDA by Q3 2026, ahead of schedule. While Take 5 saw 3.6% same-store sales growth, overall same-store sales grew just 1.4%, and adjusted EBITDA fell 7% YoY to $107M, impacted by $11.8M in non-recurring costs.
2 min readABM (NYSE:ABM) is up 5.7% since reporting, trading at $49.76. CECO Environmental (NASDAQ:CECO) reported 53.7% revenue growth, beating estimates, but its stock is down 2%. Driven Brands (NASDAQ:DRVN) reported mixed results, with stock down 16.4%. Pitney Bowes (NYSE:PBI) beat revenue expectations but stock fell 4.6%. Tetra Tech (NASDAQ:TTEK) beat estimates, stock up 5.6%. Market risks have shifted from AI to geopolitics.
2 min readGEO Group (NYSE:OPLN) reported Q2 revenues of $732.1M, up 15.1% YoY, beating estimates. Copart (NASDAQ:CPRT) reported $1.15B in revenues, up 2.4% YoY, missing EPS estimates. Driven Brands (NASDAQ:DRVN) reported $507.4M in revenues, up 6.8% YoY, with mixed results. Brady (NYSE:BRC) reported $436.9M in revenues, up 10% YoY, also with mixed results. All companies' stock performances varied post-earnings.
4 min readDriven Brands (DRVN) reported Q2 revenue of $507.4M, up 7% YoY, but faces accounting restatements and activist pressure. ADW Capital's $18/share buyout offer was rejected. Take 5 Oil Change showed strong same-store sales growth. Valuation model targets $16/share, implying 25.6% upside over 2.3 years.
3 min readVestis (NYSE:VSTS) reported $661.7M Q2 revenue, down 1.8% YoY, missing estimates by 1.2% but beating EPS. CECO Environmental (NASDAQ:CECO) grew 53.7% YoY, beating estimates. Driven Brands (NASDAQ:DRVN) rose 6.8% YoY, in line with estimates. Cintas (NASDAQ:CTAS) grew 8.9% YoY, beating estimates. Tetra Tech (NASDAQ:TTEK) fell 3.9% YoY, beating estimates. Sector revenues beat consensus by 1.1%, with shares up 1.8% on average post-earnings.
3 min readDriven Brands (NASDAQ:DRVN) reported Q2 revenue of $507.4M, up 6.8% YoY, meeting expectations but missing full-year EPS guidance. Vestis (NYSE:VSTS) reported $661.7M revenue, down 1.8% YoY, missing estimates but beating EPS. Pitney Bowes (NYSE:PBI) reported $451.5M revenue, down 2.3% YoY, beating estimates and meeting full-year guidance. All three stocks declined post-earnings.
3 min readDriven Brands (DRVN) reported Q2 2026 revenue of $507.4 million (+6.8%) and system-wide sales of $1.6 billion (+4.9%). Net income from continuing operations was $37.3 million ($0.23 diluted). Adjusted EBITDA was $107 million and adjusted EPS $0.29. Full-year 2026 guidance: revenue $1.95-$2.05B, adjusted EBITDA $430-$460M, free cash flow $125-$145M; net leverage 3.1x.
6 min readDriven Brands (NASDAQ:DRVN) reported Q2 CY2026 revenue of $507.4 million, up 6.8% year on year and in line with Wall Street expectations, according to the company. Full-year revenue guidance is about $2.0 billion at the midpoint. Non-GAAP EPS was $0.29, up 9% versus analysts’ consensus, but down from $0.36 a year earlier.
4 min readDriven Brands Holdings Inc. (DRVN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Driven Brands Holdings Inc. Reports Second Quarter 2026 Results --Revenue increases 6.8% to $507.4 million with same store sales growth of 1.4%-- --Take 5 same store sales increase 3.6%; 24th consecutive quarter of growth-- --Net leverage ratio improves to 3.1x Adjusted EBITDA--
6 min read
