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Driven Brands Holdings (DRVN) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 6, 2026 · Driven Brands Holdings (DRVN) Q2 2026 earnings results →

Q2 2026 Revenue up 7% year over year to $507M · 7¢ of every $1 of revenue kept as net profit · operating margin 14.4%

Driven Brands Holdings made $507M in Q2 2026 (+7% Y/Y): Company-operated store sales $353M, Supply and other revenue $73.1M, Franchise royalties and fees $51.7M. Operating margin 14.4%, net earnings $34.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 6, 2026.

Revenue$507M
Year over year+7%
Operating margin14.4%
Net earnings$34.2M
Operating cash flow$75.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $507.4M in Q2 2026, up 7% year over year and up 5% from the previous quarter. Company-operated store sales was the largest line at 69% of revenue. Company-operated store sales added $19.3M year over year (up 6%), 60% of the total change.

Operating profit was $73.0M, a 14.4% margin (up 4.5 points year over year). Of the extra revenue versus Q2 2025, 81% reached operating profit, above the 10% margin then. Total costs grew 1% against revenue growth of 7%. Net earnings were $34.2M, down 37% year over year. The effective tax rate was 28.7%.

Operating cash flow was $75.7M (up 2% year over year), 221% of net earnings. Non-cash charges added back $22.2M of depreciation and amortization and $5.0M of share-based compensation. Working capital and other items added $14.3M. Capital expenditures of $46.8M left free cash flow of $28.9M.

Quarterly history

Driven Brands Holdings revenue by quarterDriven Brands Holdings revenue by quarter$427MQ4 2024$516MQ1 2025$551MQ2 2025$536MQ3 2025$460MQ4 2025$484MQ1 2026$507MQ2 2026
Driven Brands Holdings net earnings by quarterDriven Brands Holdings net earnings by quarter−$307MQ4 2024$17.2MQ1 2025$54.0MQ2 2025$60.7MQ3 2025$41.7MQ4 2025$54.8MQ1 2026$34.2MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 6, 2026$507M+7%14.4%$34.2M$75.7M
Q1 202610-QJun 11, 2026$484M+8%13.9%$54.8M$57.2M
Q4 202510-KMay 19, 2026$460M+8%17.0%$41.7M$90.6M
Q3 202510-QNov 5, 2025$536M+7%11.6%$60.7M$89.4M
Q2 202510-QAug 7, 2025$551M+6%6.9%$54.0M$74.3M
Q1 202510-QMay 8, 2025$516M+7%11.9%$17.2M$76.3M
Q4 202410-KFeb 26, 2025$427M-23%-74.6%−$307M$37.0M

Charts

Driven Brands Holdings: revenue growth, year over year and quarter over quarterDriven Brands Holdings: revenue growth, year over year and quarter over quarterY/YQ/Q-23%Q4 2024+7%+21%Q1 2025+6%+7%Q2 2025+7%-3%Q3 2025+8%-14%Q4 2025+8%+5%Q1 2026+7%+5%Q2 2026
Latest (Q2 2026): Y/Y +7%, Q/Q +5%.
Driven Brands Holdings: where the cash came from (+) and went (−), TTM to Q2 2026Driven Brands Holdings: where the cash came from (+) and went (−), TTM to Q2 2026Net borrowing (+) / repaid (−)−$1.2BAsset & business sales$499MOther financing$470MOperating cash flow$313MOther investing$186MCapital spending−$179MCash drawn (+) / kept (−)−$62.0MAcquisitions−$5.2MTaxes on employees’ shares−$4.0MExchange rates−$1.3M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Driven Brands Holdings: profit against cash, quarter by quarterDriven Brands Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow−$14.9M$105MQ3 2024−$312M$37.0MQ4 2024$17.2M$76.3MQ1 2025$54.0M$74.3MQ2 2025$60.7M$89.4MQ3 2025$41.7M$90.6MQ4 2025$57.2MQ1 2026$34.2M$75.7MQ2 2026
Latest (Q2 2026): Net income $34.2M, Operating cash flow $75.7M.
Driven Brands Holdings: diluted shares by fiscal yearDriven Brands Holdings: diluted shares by fiscal year104MFY2020165MFY2021167MFY2022162MFY2023161MFY2024164MFY2025
+57.1% since FY2020: more shares outstanding (issuance, stock pay).
Driven Brands Holdings: long-term debt falling due (FY2025)Driven Brands Holdings: long-term debt falling due (FY2025)$277M2026$183M2027$830M2028$9.7M2029$622M2030$266MLater
Cash $103M, short-term investments —, long-term debt $1.9B at 2025-12-27.
Driven Brands Holdings in its industry: growth against margin (4 companies, SIC 7500)Driven Brands Holdings in its industry: growth against margin (4 companies, SIC 7500)revenue growth, year over year →↑ operating marginmedian -2%median 1%MNROEVGOPNYGDRVN (+7%, 14%)
Services-Automotive Repair, Services & Parking; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Driven Brands Holdings

Driven Brands is the largest automotive services company in North America with a growing and highly-franchised base of over 4,200 locations across 49 U.S. states and Canada. Our scaled, diversified platform provides high-quality services to an extensive range of retail, commercial, and insurance customers. Our breadth of services covers a wide variety of automotive needs, including routine maintenance services, such as oil changes, as well as paint, collision, glass, and repair services. Our portfolio of brands continues to generate consistent revenue with strong operating margins. Our network generated approximately $1.9 billion in net revenue from approximately $6.1 billion in system-wide sales in 2025.

In its own words, from its 10-K, filed May 19, 2026.

Driven Brands Holdings against its Services-Automotive Repair, Services & Parking peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +7% against the peers' median -2%. Operating margin: 14.4% against the peers' median 0.9%.

CompanyQuarterRevenueY/YOp. margin
DRVN Driven Brands HoldingsQ2 2026$507M+7%14.4%
MNRO MonroQ2 FY27$284M-2%0.9%
EVGO EVgoQ2 2026$82.6M-16%-48.6%
PNYG Pony GroupQ2 2026$31K-29%-161.6%

Source: Driven Brands Holdings 10-Q on SEC EDGAR · CIK 1804745 · Services-Automotive Repair, Services & Parking

13F: who owns DRVN and who is buying

Largest holders of DRVN (13F)Largest holders of DRVN (13F)FMR LLC$133MVanguard Group$86.7MRubric Capital Management LP$73.9MADW Capital Management, LLC$69.7MBlackRock$67.1MBamco$62.8MGoldman Sachs Group$47.2MVanguard Portfolio Management LLC$39.5MVanguard Capital Management LLC$36.5MJupiter Topco LLC$35.2M
Funds' net buying of DRVN by quarter (13F)Funds' net buying of DRVN by quarter (13F)$9.7M2024-09$47.4M2024-12$50.3M2025-03$22.3M2025-06−$15.8M2025-09$97.5M2025-12$58.3M2026-03−$71.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on DRVN

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

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