BRINKER $EAT Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.5B (Est. $1.53B) 🟡; +5% YoY
🔹 Adj. EPS: $3.07 (Est. $3.09) 🔴; +23.3% YoY
🔹 Adj EBITDA: $227.6M (Est. $233M) 🔴
🔹 Comp Sales: +5% YoY
FY27 Guide:
🔹 Revenue: $6.15B-$6.27B (Est. $6.15B) 🟡
🔹 Adj. EPS: $12.60-$13.40 (Est. $12.52) 🟢
🔹 CapEx: $265M-$285M
🔹 Diluted Shares: 42M-43M
Segment Net Revenue:
🔹 Chili’s: $1.4B; +6% YoY
🔹 Maggiano’s: $112.8M; -8% YoY
Other Q4 Metrics:
🔹 Chili’s Comparable Sales: +5.6% YoY
🔹 Operating Income: $167M (Est. $177M) 🔴
🔹 Net Income: $131.1M (Est. $136M) 🔴; +23% YoY
🔹 Restaurant Operating Margin: $273.4M; +6% YoY
🔹 Restaurant Operating Margin as a % of Company Sales: 18.0%
Capital Return:
🔹 Common Stock Repurchases: $400M
🔹 Share Repurchase Authorization: $750M
Business Highlights:
🔹 Chili’s Acquisition: 12 restaurants in Alabama and Mississippi
Comments:
🔸 “Q4 2026 completes five consecutive years of Chili's same-store sales growth, delivering an unprecedented 71% cumulative increase over that time,”
🔸 “Our strong brand relevance, industry-leading value proposition, streamlined operations, and significant restaurant investments have created a competitive moat that positions Chili's to deliver sustainable, profitable growth.”
顯示更多