Q3 25 EPS
$2.66
BEAT +3.59%
Est. $2.57
Q3 25 Revenue
$1.43B
BEAT +2.67%
Est. $1.39B
vs S&P Since Q3 25
-2.2%
TRAILING MARKET
EAT +34.0% vs S&P +36.1%
Market Reaction
Did EAT Beat Earnings? Q3 2025 Results
Brinker International turned in a standout third quarter of fiscal 2025, beating Wall Street on both the top and bottom lines as Chili's value-focused turnaround strategy continued to gain momentum. Non-GAAP diluted EPS came in at $2.66, clearing the… Read more Brinker International turned in a standout third quarter of fiscal 2025, beating Wall Street on both the top and bottom lines as Chili's value-focused turnaround strategy continued to gain momentum. Non-GAAP diluted EPS came in at $2.66, clearing the $2.57 consensus estimate by 3.59%, while revenue of $1.43 billion exceeded expectations by 2.67% and climbed 27.2% year-over-year. The central driver was a 31.6% surge in Chili's comparable restaurant sales, powered by a remarkable 20.9% traffic increase that underscored genuine consumer demand for the brand's value positioning, including its widely promoted "$10.99 3 for Me" offering. That volume translated directly into margin expansion, with restaurant operating margin rising to 18.9% from 14.2% a year ago and adjusted EBITDA nearly doubling to $220.60 million. Brinker also used the quarter's strong cash generation to repay $125.00 million in funded debt. Looking ahead, management raised its full-year fiscal 2025 guidance, now projecting total revenues of $5.33 billion to $5.35 billion and non-GAAP EPS of $8.50 to $8.75.
Key Takeaways
- • Chili's comparable restaurant sales increased 31.6% driven by 20.9% traffic growth
- • Advertising highlighting industry-leading value and encouraging guest trial
- • Operational improvements driving repeat visits
- • Menu pricing contributed 4.4% to comparable sales growth
- • Favorable menu item mix-shift contributed 6.3% to comparable sales growth
- • Sales leverage drove operating income margin expansion to 11.0% from 6.2%
- • Restaurant operating margin improved to 18.9% from 14.2%
EAT YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
EAT Revenue by Segment
With YoY comparisons, source: SEC Filings
“Chili's delivered another positive quarter in our turnaround with +31% same store sales driven by +21% traffic. Our continued progress on the fundamentals of great food, great service in a fun, friendly atmosphere is clearly winning with guests.”
— Kevin Hochman, Q3 2025 Earnings Press Release
EAT Earnings Trends
EAT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
EAT EPS Trend
Earnings per share: estimate vs actual
EAT Revenue Trend
Quarterly revenue: estimate vs actual
EAT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $2.86 | $2.90 | +1.30% | $1.47B | -0.25% |
| Q2 26 BEAT | $2.63 | $2.87 | +9.24% | $1.45B | +2.78% |
| Q1 26 BEAT | $1.77 | $1.93 | +8.79% | $1.35B | +1.28% |
| Q4 25 BEAT FY | $2.47 | $2.49 | +0.76% | $1.46B | +10.91% |
| FY Full Year | $8.87 | $8.90 | +0.35% | $5.38B | +0.37% |
| Q3 25 BEAT | $2.57 | $2.66 | +3.59% | $1.43B | +2.67% |