EYE National Vision Holdings, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: retail and managed vision care services, including eyeglasses and contact lenses sold through stores and online
• • New emphasis on remote medicine solution deployment challenged by inconsistent telehealth regulations across states
• • Strategic focus on navigating regulatory risks in telehealth, managed care compliance, and privacy/security laws to sustain growth
• • Employee and regulatory compliance costs may rise due to complex federal and state healthcare, privacy, and safety regulations
• • Notable risk disclosure around potential suspension or revocation of FirstSight’s California managed care license affecting store openings

Risk Factors

• • Managed care revenue concentration risk: 42% of total revenue in 2025 from few major vision care payors
• • Macroeconomic impact: reduced customer demand in 2025 due to inflation and geopolitical uncertainty affecting consumer behaviors
• • Optometrist availability: recruiting difficulties and wage increases raising costs, pressuring profitability and exam capacity in 2026
• • Competition risk: industry consolidation enabling competitors’ purchasing advantages and management leverage
• • New store opening dependency: 33 opened in 2025, 30-35 planned in 2026, with profitability increasing as stores mature

Management Discussion & Analysis

• • Revenue not explicitly stated; net income from continuing ops $29.6M (1.5% margin) FY2025 vs loss $(27.2M) (–1.5%) FY2024
• • Adjusted Operating Income $102.5M (5.2% margin) FY2025 vs $65.5M (3.6%) FY2024; Adjusted EBITDA $192.9M (9.7% margin) FY2025 vs $155.5M (8.5%) FY2024
• • Best performing measure: Adjusted EBITDA $192.9M (9.7% margin) FY2025; Worst income measure: Net loss $(27.2M) FY2024 continuing ops
• • Operating cash flow $146.3M FY2025, up $12.6M YoY; Capital expenditures $72.8M FY2025 (down from $95.5M FY2024); Repurchased no shares in FY2024 or FY2025, share repurchase authorization $50M expired Jan 2026
• • Management outlook: FY2026 capex $73-78M primarily for new/existing stores and IT; liquidity sufficient from cash, operations, credit; noted risks: working capital needs rise with store growth, partial termination of Walmart partnership in 2024 reduced prior cash outflows

What are the latest EYE SEC filings in 2026?

National Vision Holdings, Inc. (EYE) has filed a 10-K annual report on March 4, 2026, a 10-Q quarterly report on May 14, 2026, an 8-K current report on June 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did EYE file its most recent 10-K annual report?

National Vision Holdings, Inc. (EYE) filed its most recent 10-K annual report on March 4, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view EYE 10-Q quarterly reports?

National Vision Holdings, Inc. (EYE)'s most recent 10-Q quarterly report was filed on May 14, 2026. SignalX displays every EYE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has EYE filed recently?

National Vision Holdings, Inc. (EYE)'s most recent 8-K was filed on June 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find EYE insider trading activity (Form 4)?

SignalX aggregates every EYE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does EYE file with the SEC?

National Vision Holdings, Inc. (EYE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new EYE filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for National Vision Holdings, Inc. (EYE).

What is EYE's SEC CIK number?

National Vision Holdings, Inc. (EYE)'s SEC CIK (Central Index Key) number is 1710155. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1710155 to look up all EYE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find EYE return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from National Vision Holdings, Inc. (EYE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.