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National Vision Holdings, Inc. EYE Contact lenses — Total net revenue

Other product segments

Eyeglasses and sunglasses
$1.27B+10.8%
Products
$439.5M+6.5%
Exams
$254.7M+9.0%
Services and plans
$104.38M+7.0%
Product protection plans
$73.57M+1.0%
Eyecare clubs
$54.63M+1.7%
Accessories and other
$11.27M+11.6%

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WRBYContacts Products — Net revenue
$24.29M+23.4%
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WRBYContacts — Net revenue
$24.18M+5.2%
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JNJCONTACTLENSESOTHER — Sales to customers (Note 9)
$969M+5.4%
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WRBYEyewear — Net revenue
$201.44M+7.2%
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BLCOVision Care — Total revenues
$711M+8.4%
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WRBYEye care — Net revenue
$16.82M+30.0%

Other financials

Income statement

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Revenue$543.9M+6.6%
Gross profit$324.7M+6.4%
Operating income$45.2M+73.1%
Net income$31.2M+120%
EPS (diluted)$0.38+111%

Balance sheet

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Cash & equivalents$69.6M-15.0%
Total debt$692.1M-14.0%
Total equity$898.0M+7.4%
Total assets$2.0B+0.5%

Cash flow

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Operating cash flow$61.7M+91.4%
CapEx$17.6M-13.1%
Free cash flow$44.1M+267%

Valuation

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Market cap$1.41B-22.0%
Enterprise value$2.03B-19.7%
P/E30.3×
P/S0.7×-0.3×

Profitability

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Gross margin58.8%+0.6pp
Operating margin3.9%+3.5pp
Net margin2.3%+1.7pp
FCF margin4.4%

Returns & leverage

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Return on equity5.4%+3.9pp
Debt / equity0.8×-0.2×
Current ratio0.6×+0.1×

Where this comes from

Reported directly by National Vision Holdings, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: National Vision Holdings, Inc.’s 10-K, filed March 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is National Vision Holdings, Inc.'s contact lenses — total net revenue?
National Vision Holdings, Inc. (EYE) reported contact lenses — total net revenue of $81.05M in Q4 2025.
How has National Vision Holdings, Inc.'s contact lenses — total net revenue changed year-over-year?
National Vision Holdings, Inc.'s contact lenses — total net revenue increased by 5.5% year-over-year, from $76.83M to $81.05M.
What is the long-term trend for National Vision Holdings, Inc.'s contact lenses — total net revenue?
Over 4 years (2021 to 2025), National Vision Holdings, Inc.'s contact lenses — total net revenue has grown at a -10.7% compound annual growth rate (CAGR), from $509.99M to $324.2M.
What does contact lenses — total net revenue mean?
This metric represents the total gross sales generated from the retail distribution of contact lenses, net of returns, discounts, and allowances. It serves as a key indicator of consumer demand for recurring vision correction products and the company's ability to capture market share within the contact lens category. Tracking this revenue stream helps investors evaluate the performance of the optical retail segment's product mix and customer retention strategies.