BJ's Restaurants slightly beats Q4 revenue expectations

BJs Restaurants

25/02/2026 21:37

Overview

Casual dining brand's fiscal Q4 revenue slightly beat analysts' expectations

Adjusted EBITDA fo missed analyst expectations

Company repurchased 167,000 shares for $5.4 mln

Outlook

BJ's Restaurants anticipates 2026 comparable restaurant sales growth of 1% to 3%

Company expects 2026 restaurant level operating profit of $221 mln to $233 mln

BJ's forecasts 2026 adjusted EBITDA between $140 mln and $150 mln

Result Drivers

TRAFFIC GROWTH - BJ's achieved its sixth consecutive quarter of comparable restaurant sales and traffic growth, with traffic increasing by over 4%

OPERATIONAL FUNDAMENTALS - Strong operational fundamentals and compelling value and product news contributed to increased traffic and sales

Company press release: ID:nGNX9jzmCp

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$355.40 mln
$354.09 mln (10 Analysts)
Q4 EPS
$0.58
Q4 Adjusted EBITDA
Miss
$35.60 mln
$37.41 mln (9 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy."

Wall Street's median 12-month price target for BJ's Restaurants Inc is $43.00, about 6.5% above its February 24 closing price of $40.38

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)