National Vision Holdings, Inc.

NasdaqGS:EYE 株式レポート

時価総額:US$1.4b

National Vision Holdings マネジメント

マネジメント 基準チェック /44

National Vision Holdingsの CEO はAlex Wilkesで、 Aug2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 5.20Mで、 14.1%給与と85.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.021%を直接所有しており、その価値は$ 289.37K 。経営陣と取締役会の平均在任期間はそれぞれ4.2年と5.3年です。

主要情報

Alex Wilkes

最高経営責任者

US$5.2m

報酬総額

CEO給与比率14.13%
CEO在任期間less than a year
CEOの所有権0.02%
経営陣の平均在職期間4.2yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 19

National Vision Holdings: I See An Opportunity (Rating Upgrade)

Summary National Vision Holdings is upgraded to 'buy' as shares have become attractively valued after a 31.7% decline despite solid financial growth. EYE's Q1 2026 revenue rose 6.6% year-over-year to $543.9 million, with net profit more than doubling and broad-based operational expansion. Management guides for FY26 revenue of $2.03–$2.09 billion, driven by 30–35 new stores, 3–6% comparable sales growth, and ongoing premiumization. EYE trades at a discount both absolutely and relative to peers, with margin optimization and store segmentation supporting the bullish thesis. Read the full article on Seeking Alpha
ナラティブの更新 Jun 18

EYE: Military Contract And New Stores Will Support Long Term Upside

Analysts maintained their $39.00 price target for National Vision Holdings, citing relatively stable assumptions for revenue growth, profit margin, discount rate, and future P/E in their updated models. What's in the News for National Vision Holdings National Vision Holdings secured an exclusive contract to provide eye care services on all US Army and Air Force bases, expanding its military footprint to 72 optical locations by adding 20 new sites (source: recent company news, June 4, 2026).
ナラティブの更新 Jun 03

EYE: Store Openings And Margin Improvement Will Support Long Term Upside

Analysts are keeping their $39.00 price target for National Vision Holdings unchanged, citing only modest shifts in discount rate, revenue growth, profit margin assumptions and a slightly lower future P/E as reasons for maintaining their view. What's in the News National Vision Holdings reiterated earnings guidance for the 52 weeks ending January 2, 2027, with expected net revenue in a range of US$2.033b to US$2.091b.
ナラティブの更新 May 20

EYE: Store Expansion And Buybacks Will Support Long Term Margin Outlook

Analysts have maintained their $39.00 price target for National Vision Holdings. The updated view reflects slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that offset each other overall.
ナラティブの更新 Apr 29

EYE: Long Dated Buyback Authorization Will Support Future Upside Potential

Analysts have updated their price target for National Vision Holdings to $35.27. This reflects small adjustments to assumptions around the discount rate and future P/E used in their valuation work.
ナラティブの更新 Apr 15

EYE: Share Repurchases And Store Openings Will Support A Fairly Balanced Outlook

Analysts now see slightly less upside for National Vision Holdings, trimming their fair value estimate from $27.00 to $26.00 as they factor in a modestly higher discount rate, slightly lower revenue growth assumptions, a small improvement in profit margin, and a lower future P/E multiple. What's in the News The Board of Directors authorized a share repurchase plan on March 2, 2026, allowing the company to buy back its common stock (Key Developments).
ナラティブの更新 Mar 31

EYE: New Buyback Authorization Will Support Future Upside Potential

Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).
ナラティブの更新 Mar 17

EYE: Share Repurchases And New Store Openings Will Support Future Upside

Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).
ナラティブの更新 Mar 03

EYE: Reaffirmed Guidance And Margin Assumptions Will Support Fairly Balanced Outlook

Analysts have maintained their $27.00 price target for National Vision Holdings, citing only modest changes to their underlying assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in the updated model. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, indicating that management is maintaining its outlook.
ナラティブの更新 Feb 17

EYE: Guidance Reaffirmation And Margin Outlook Will Shape Fairly Balanced Prospects

Analysts maintained their average price target for National Vision Holdings at $27.00, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E multiple, which together still support the prior valuation level. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, keeping its outlook unchanged for the period.
ナラティブの更新 Feb 03

EYE: Long Term Margin Expansion Plans Will Support Bullish Outlook

Analysts now see fair value for National Vision Holdings at $39, up from $36. They cite revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the updated price target.
ナラティブの更新 Jan 20

EYE: Long-Term Store Expansion And Margins Will Face Execution Risks

Analysts have raised their fair value estimate for National Vision Holdings from US$26.00 to US$27.00, reflecting updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News Reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, with expected net revenue of US$1.970b to US$1.988b (company guidance).
ナラティブの更新 Jan 06

EYE: Long Term Store Expansion Plans Will Support Future Upside

Analysts have trimmed their price target for National Vision Holdings to about $32.82 per share from roughly $32.90, reflecting updated assumptions around the discount rate, projected revenue growth, profit margin, and future P/E multiples. What's in the News Company issued earnings guidance for fiscal 2025 through fiscal 2030 and for fiscal 2026, with expectations for annual net revenue growth in the high single digits from the 2025 base period (Corporate guidance).
分析記事 Jan 04

National Vision Holdings (NASDAQ:EYE) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Dec 23

EYE: Margin Expansion Outlook Will Eventually Prove Unsustainable

Analysts have raised their price target on National Vision Holdings from approximately 22 dollars to 26 dollars. This reflects increased confidence in the company’s ability to expand profit margins despite slightly lower projected revenue growth and a more modest future price to earnings multiple.
ナラティブの更新 Dec 09

EYE: Expansion Plan And Raised Revenue Outlook Will Drive Future Upside

Analysts have modestly raised their price target on National Vision Holdings to 32.90 dollars from 32.90 dollars, reflecting slightly higher assumptions for discount rate, long term revenue growth, profit margin, and future earnings multiples. What's in the News Reaffirmed long term outlook for fiscal 2025 through 2030, targeting high single digit annual net revenue growth, including a planning scenario for fiscal 2026 with similar growth expectations (Corporate Guidance).
ナラティブの更新 Nov 25

EYE: Accelerated Store Expansion Will Drive Outperformance Through 2030

Analysts have raised their price target for National Vision Holdings from $29.80 to $32.90. They cite improved revenue growth forecasts and higher expected profit margins.
ナラティブの更新 Nov 05

EYE: Shares Likely To Outperform As Discount Rate Edges Lower

Narrative Update on National Vision Holdings: Analyst Price Target Revision Analysts have maintained their fair value estimate for National Vision Holdings at $29.80. They cited minor adjustments in growth and profitability outlooks, which only modestly affected underlying financial assumptions.
ナラティブの更新 Oct 22

Analysts Lift Price Target for National Vision Holdings Following Guidance and Brand Updates

Narrative Update on National Vision Holdings Analysts have slightly raised their price target for National Vision Holdings to $29.80, up from $29.15. This change reflects small adjustments to growth assumptions and discount rates.
ナラティブの更新 Oct 08

Managed Care Expansion And Digital Trends Will Unlock Value

Analysts have raised their price target for National Vision Holdings from $28.85 to $29.15. This change reflects improved outlooks around revenue growth and profit margins.
分析記事 Jul 29

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
分析記事 Jul 02

National Vision Holdings (NASDAQ:EYE) Could Be Struggling To Allocate Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 Jun 17

Is National Vision Holdings (NASDAQ:EYE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 May 30

Is National Vision Holdings, Inc. (NASDAQ:EYE) Worth US$20.0 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, National Vision Holdings fair value estimate is US$15.45...
User avatar
新しいナラティブ May 27

Digital Segmentation And Premium Offerings Will Drive Future Growth

Targeting higher-value segments and investing in digital experiences drives customer growth, retention, and margin improvement as vision needs increase across demographics.
分析記事 May 08

Revenues Tell The Story For National Vision Holdings, Inc. (NASDAQ:EYE) As Its Stock Soars 38%

National Vision Holdings, Inc. ( NASDAQ:EYE ) shareholders have had their patience rewarded with a 38% share price jump...
分析記事 Apr 22

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
分析記事 Mar 20

National Vision Holdings (NASDAQ:EYE) Will Be Looking To Turn Around Its Returns

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 Feb 15

Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Dec 18

National Vision Holdings (NASDAQ:EYE) Is Finding It Tricky To Allocate Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 Nov 26

Pinning Down National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S Is Difficult Right Now

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
分析記事 Nov 02

Why National Vision Holdings, Inc. (NASDAQ:EYE) Could Be Worth Watching

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it saw a decent share price...
分析記事 Aug 09

Some Confidence Is Lacking In National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
分析記事 Jul 18

Is National Vision Holdings (NASDAQ:EYE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO報酬分析

National Vision Holdings の収益と比較して、Alex Wilkes の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 04 2026n/an/a

US$47m

Jan 03 2026US$5mUS$735k

US$30m

Sep 27 2025n/an/a

-US$3m

Jun 28 2025n/an/a

-US$15m

Mar 29 2025n/an/a

-US$25m

Dec 28 2024US$2mUS$196k

-US$27m

報酬と市場: Alexの 総報酬 ($USD 5.20M ) は、 US市場 ($USD 5.24M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Alexの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Alex Wilkes (47 yo)

less than a year
在職期間
US$5,198,862
報酬

Mr. Alexander N. Wilkes, also known as Alex, has been Chief Executive Officer and Director of National Vision Holdings, Inc. since August 1, 2025 and was its President since August 19, 2024 until August 1,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
L. Fahs
Executive Chairman of the Board12.3yrsUS$7.29m1.32%
$ 18.6m
Alexander Wilkes
CEO & Directorless than a yearUS$5.20m0.021%
$ 289.4k
Christopher Laden
Chief Financial Officer1.3yrsUS$2.31m0.020%
$ 288.5k
Jared Brandman
Senior VP7.3yrsUS$2.06m0.096%
$ 1.4m
Bill Clark
Senior VP & Chief People Officer7yrsUS$1.64m0.13%
$ 1.8m
Mark Banner
Senior VP & President of America’s Best1.9yrsUS$2.28m0.022%
$ 314.2k
David Cutler
Chief Technology Officerless than a yearデータなしデータなし
Tamara Gonzalez
Vice President of Investor Relationsno dataデータなしデータなし
Joe VanDette
Senior VP and Chief Brand & Marketing Officer4.2yrsUS$1.02m0.058%
$ 811.4k
Jacqueline Grove
Senior VP of Talent8.9yrsデータなしデータなし
Paul Myrick
Senior Vice President of Real Estate8.8yrsデータなしデータなし
Bob McKinzie
Senior Vice President of Manufacturing & Distribution8yrsデータなしデータなし
4.2yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: EYEの経営陣は 経験豊富 であると考えられます ( 4.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
L. Fahs
Executive Chairman of the Board12.3yrsUS$7.29m1.32%
$ 18.6m
Alexander Wilkes
CEO & Directorless than a yearUS$5.20m0.021%
$ 289.4k
David Peeler
Lead Independent Director12.3yrsUS$101.25k0.31%
$ 4.4m
Jose Armario
Independent Director5.3yrsUS$250.02k0.062%
$ 878.8k
Virginia Hepner
Independent Director8.4yrsUS$265.02k0.055%
$ 775.3k
Caitlin Zulla
Independent Director1.8yrsUS$250.02k0.027%
$ 385.3k
Michael Nicholson
Independent Director1.3yrsUS$285.00k0.067%
$ 939.1k
James McGrann
Independent Director1.3yrsUS$285.00k0.013%
$ 188.8k
Naomi Kelman
Independent Director5.8yrsUS$250.02k0.051%
$ 722.8k
Susan Johnson
Independent Director5.7yrsUS$269.57k0.045%
$ 639.4k
Susan O'Farrell
Independent Director2.3yrsUS$275.02k0.028%
$ 393.3k
5.3yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: EYEの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/25 11:52
終値2026/06/25 00:00
収益2026/04/04
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

National Vision Holdings, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Adrienne Yih-TennantBarclays
Alexander MarocciaBerenberg
Robert OhmesBofA Global Research