Companies /Consumer Cyclical

Dominos Pizza Inc

NYSE: DPZ Restaurants
$350.98
â–² $18.92 (+5.70%) today
Markets open · 2:22pm ET

Q4 2025 Earnings

Reported Feb 23, 2026, 6:05am ET · SEC source
$5.35
Miss −0.68%
EPS · est. $5.39
$1.5B
Beat +1.12%
Revenue · est. $1.5B
−5.7%
Trailing market
DPZ vs S&P since report
3 quarters
Consecutive EPS misses

Market Reaction

% change · around the report
−3%0+3%Feb 23Feb 24report 6:05am ETearnings−0.1%+2.9%
−3%0+3%Feb 23Feb 24earnings−0.1%+2.9%
DPZ +2.9%S&P 500 −0.1%
−3%0+3%Feb 23Feb 24report 6:05am ETearnings+0.4%+2.9%
−3%0+3%Feb 23Feb 24earnings+0.4%+2.9%
DPZ +2.9%NASDAQ +0.4%
−4%−2%0+2%Feb 23Mar 3report 6:05am ETearnings−1.8%−0.5%
−4%−2%0+2%Feb 23Mar 3earnings−1.8%−0.5%
DPZ −0.5%S&P 500 −1.8%
−4%−2%0+2%Feb 23Mar 3report 6:05am ETearnings−1.8%−0.5%
−4%−2%0+2%Feb 23Mar 3earnings−1.8%−0.5%
DPZ −0.5%NASDAQ −1.8%
+4.10%
Day of report
+3.46%
Next session
+0.25%
One week
−9.45%
30 days

S&P 500 over the same 30 days: −3.75%.

Did DPZ Beat Earnings? Q4 2025 Results

Domino's Pizza closed out fiscal 2025 on a mixed but broadly encouraging note, posting Q4 revenue of $1.54 billion, ahead of the $1.52 billion consensus by 1.23% and up 6.4% year over year, while diluted EPS of $5.35 fell just short of the $5.39 estimate by 0.68%. The quarter's top-line strength was driven primarily by higher supply chain revenues, reflecting both volume growth and a 1.7% food basket pricing increase, alongside rising U.S. franchise advertising and royalty income, all underpinned by U.S. same-store sales growth of 3.7%, a sharp acceleration from just 0.4% in the prior-year period. A notable drag on the bottom line came from U.S. company-owned store margins, which contracted 5.4 percentage points on higher insurance costs, labor rate increases, and food basket inflation. Full-year free cash flow surged 31.2% to $671.50 million, and the board rewarded shareholders with a 15% dividend increase. With Berkshire Hathaway recently raising its stake and CEO Russell Weiner targeting meaningful U.S. market share gains in 2026, sentiment around the franchise model remains constructive heading into the new year.

Key Takeaways
  • U.S. same store sales growth of 3.7% in Q4, accelerating from 0.4% in Q4 2024
  • Higher supply chain revenues driven by volume growth and 1.7% food basket pricing increase
  • International same store sales growth for 32nd consecutive year
  • Lower effective tax rate of 21.2% vs 23.3% in prior year Q4
  • Share repurchases reducing weighted average diluted share count
  • Global net store growth of 392 in Q4 and 776 for fiscal 2025

“In 2025 we demonstrated that when we execute our Hungry for MORE strategy it delivers MORE sales, MORE stores, and MORE profits. In our international business, we delivered a remarkable 32nd consecutive year of same store sales growth. In our U.S. business, we gained another point of market share, pacing well ahead of the QSR Pizza category, which grew again in 2025.”

Domino's Pizza CEO, on the earnings call

Forward Guidance & Outlook

CEO Russell Weiner expressed confidence that Domino's will meaningfully increase U.S. market share in 2026 within a QSR pizza category that continues to grow. The company plans to leverage its value and scale advantages, a new brand campaign, and a revamped e-commerce site to drive sales growth and improved customer experiences.

DPZ YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$500.0M$1.0B$1.5B$1.4B$1.5BRevenue$565.9M$609.5MGross Profit$273.7M$295.7MOperating Income$169.4M$181.6MNet Income
$0$500.0M$1.0B$1.5BRevenueGross ProfitOperating IncomeNet Income

DPZ Revenue by Segment

Supply Chain$935.6M
Supply chain
U.S. Franchise Royalties and Fees$212.7M
U.S. Franchise Advertising$171.7M
U.S. franchise royalties and fees
U.S. franchise advertising
U.S. Company-Owned Stores$108.4M
International Franchise Royalties and Fees$107.4M

Figures from SEC filings and company reports. Not investment advice.