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National Vision Holdings, Inc. EYE Services and plans — Total net revenue

Other product segments

Eyeglasses and sunglasses
$1.27B+10.8%
Products
$439.5M+6.5%
Contact lenses
$324.2M+5.5%
Exams
$254.7M+9.0%
Product protection plans
$73.57M+1.0%
Eyecare clubs
$54.63M+1.7%
Accessories and other
$11.27M+11.6%

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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-Q, filed May 14, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is National Vision Holdings, Inc.'s services and plans — total net revenue?
National Vision Holdings, Inc. (EYE) reported services and plans — total net revenue of $104.38M in Q1 2026.
How has National Vision Holdings, Inc.'s services and plans — total net revenue changed year-over-year?
National Vision Holdings, Inc.'s services and plans — total net revenue increased by 7.0% year-over-year, from $97.56M to $104.38M.
What is the long-term trend for National Vision Holdings, Inc.'s services and plans — total net revenue?
Over 3 years (2021 to 2025), National Vision Holdings, Inc.'s services and plans — total net revenue has grown at a 2.0% compound annual growth rate (CAGR), from $361.18M to $382.9M.
What does services and plans — total net revenue mean?
This metric represents the total gross revenue generated specifically from the provision of vision care services, eye examinations, and associated service plans. It captures the income stream derived from professional service offerings distinct from the sale of physical optical products like frames or lenses. Monitoring this revenue helps investors assess the growth and adoption of the company's service-based business model.