Chili's owner Brinker posts higher Q4 revenue

Brinker International

13/08/2025 11:55

Overview

Brinker Q4 fiscal 2025 revenue rises 21%, beating analyst expectations, per LSEG data

Adjusted EPS for Q4 fiscal 2025 beats consensus, reflecting operational efficiencies, per LSEG data

Co authorizes additional $400 mln for share repurchase program, indicating financial confidence

Outlook

Brinker expects fiscal 2026 revenue between $5.60 bln and $5.70 bln

Company forecasts fiscal 2026 EPS excluding special items at $9.90-$10.50

Brinker anticipates fiscal 2026 capital expenditures of $270 mln-$290 mln

Company sees fiscal 2026 weighted average shares at 45 mln-46 mln

Result Drivers

CHILIS SALES GROWTH - Driven by increased traffic, menu innovation, and advertising, per CEO Kevin Hochman

OPERATIONAL IMPROVEMENTS - Contributed to traffic gains and repeat guest visits

MAGGIANOS SALES DECLINE - Due to lower traffic, partially offset by menu pricing

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.46 bln
$1.44 bln (15 Analysts)
Q4 Adjusted EPS
Beat
$2.49
$2.45 (18 Analysts)
Q4 EPS
$2.3
Q4 Like-For-Like Growth
21.3%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 15 "hold" and no "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 Brinker International Inc is $167.00, about 7.3% above its August 12 closing price of $154.88

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn7ycg9ga

(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.)