Q4 25 EPS
$2.49
BEAT +0.76%
Est. $2.47
Q4 25 Revenue
$1.46B
BEAT +10.91%
Est. $1.32B
vs S&P Since Q4 25
-3.0%
TRAILING MARKET
EAT +13.6% vs S&P +16.6%
Full Year 2025 Results
FY 25 EPS
$8.90
BEAT +0.35%
Est. $8.87
FY 25 Revenue
$5.38B
BEAT +0.37%
Est. $5.36B
Market Reaction
Did EAT Beat Earnings? Q4 2025 Results
Brinker International closed fiscal 2025 with a standout fourth quarter, posting adjusted EPS of $2.49 against a consensus estimate of $2.47, a beat of 0.81%, while revenue of $1.46 billion topped expectations of $1.44 billion by 1.38% and rose 21.0%… Read more Brinker International closed fiscal 2025 with a standout fourth quarter, posting adjusted EPS of $2.49 against a consensus estimate of $2.47, a beat of 0.81%, while revenue of $1.46 billion topped expectations of $1.44 billion by 1.38% and rose 21.0% year-over-year. The driving force behind the results was unmistakably Chili's, where comparable restaurant sales surged 23.7% on the strength of a 16.3% traffic increase, a rare achievement in the casual dining segment that CEO Kevin Hochman credited to menu innovation, amplified marketing investment, and value-focused advertising that kept guests returning. GAAP operating income nearly doubled to $142.70 million, and the brand's restaurant operating margin reached 18.2% for the quarter. With momentum firmly established, Brinker guided fiscal 2026 total revenues of $5.60 billion to $5.70 billion and non-GAAP diluted EPS of $9.90 to $10.50, while the Board expanded share repurchase authority to $507.00 million total, signaling confidence in the company's continued trajectory.
Key Takeaways
- • Chili's comparable restaurant sales increased 23.7% in Q4, driven primarily by 16.3% traffic growth
- • Menu innovation and advertising highlighting industry-leading value encouraged guest trial
- • Operational improvements drove repeat guest visits
- • Favorable sales mix and menu pricing contributed to revenue growth
- • Sales leverage improved margins, with restaurant operating margin reaching 17.8% (non-GAAP) for the total company
- • Company-owned comparable restaurant sales increased 21.3% in Q4
- • System-wide comparable restaurant sales increased 19.8% in Q4
EAT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
EAT Revenue by Segment
With YoY comparisons, source: SEC Filings
“Chili's delivered another strong quarter with sales +24% driven by traffic of +16%. We now have delivered a Q4 2 year sales growth of +39% and 3-year of +45%. With that sustained momentum along with a strong pipeline of initiatives, we are confident in our ability to grow sales and traffic throughout Fiscal 2026. Chili's is officially back, baby back!”
— Kevin Hochman, Q4 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% |