Wingspire equipment finance is a portfolio company of Blue Owl, formerly known as Liberty Commercial Finance. Offers sale-leaseback arrangements, equipment lines of credit. Industry agnostic. They did $700M of total volume all of 2025, have done several GPU deals this year; this is relatively large one for them. Wingspire has a warehouse lending facility from BofA and WFC.

WINGSTOP $WING Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $185.1M (Est. $193M) 🔴; +5.3% YoY 🔹 Adj. EPS: $1.08 (Est. $1.02) 🟢; -1% YoY 🔹 System-wide Sales: $1.4B; +6.0% YoY 🔹 Domestic Same Store Sales: -5.4% FY26 Guide: 🔹 Same Store Sales: -6.5% to -7% 🔹 Global Net New Units: 440-450 🔹 SG&A: $138M-$140M 🔹 Stock-Based Compensation: ~$21M 🔹 D&A: ~$35M 🔹 Interest Expense: ~$41M Announcements: 🔹 Restaurant Openings: 76 net new openings Other Q3 Metrics: 🔹 Domestic AUV: $1.85M 🔹 Digital Sales: 73.7% of system-wide sales 🔹 Adjusted EBITDA: $64.0M; +0.5% YoY Comments: 🔸 “While we are not satisfied with our third quarter results and the improvement in sales performance is taking time, we are encouraged by the early indicators from the changes we've made and remain focused on returning to sustained sales growth.”

Wingstop $WING +7% today. Revenue growth has slowed for six quarters in a row, but has the stock adjusted enough? It's gone from 26x sales, to 6x, and from 0.5% FCF yield, to 2.5%. Still far from cheap, but a lot better than it was...

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