Companies /Consumer Cyclical

Brinker International Inc

NYSE: EAT Restaurants
$233.22
▼ $7.71 (−3.20%) today
Markets closed · 4:25am ET

Q4 2025 Earnings

Reported Aug 13, 2025, 8:08am ET · SEC source
$2.49
Beat +0.76%
EPS · est. $2.47
$1.5B
Beat +10.91%
Revenue · est. $1.3B
−5.4%
Trailing market
EAT vs S&P since report
1 quarter
Consecutive EPS misses

Market Reaction

% change · around the report
−12%−8%−4%0Aug 13Aug 14report 8:08am ETearnings+0.0%−5.8%
−12%−8%−4%0Aug 13Aug 14earnings+0.0%−5.8%
EAT −5.8%S&P 500 +0.0%
−12%−8%−4%0Aug 13Aug 14report 8:08am ETearnings−0.4%−5.8%
−12%−8%−4%0Aug 13Aug 14earnings−0.4%−5.8%
EAT −5.8%NASDAQ −0.4%
−8%−4%0Aug 12Aug 21report 8:08am ETearnings−1.5%−7.9%
−8%−4%0Aug 12Aug 21earnings−1.5%−7.9%
EAT −7.9%S&P 500 −1.5%
−8%−4%0Aug 12Aug 21report 8:08am ETearnings−3.4%−7.9%
−8%−4%0Aug 12Aug 21earnings−3.4%−7.9%
EAT −7.9%NASDAQ −3.4%
+1.61%
Day of report
+0.44%
Next session
−3.04%
One week
−2.88%
30 days

S&P 500 over the same 30 days: +2.48%.

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% 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

“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!”

Brinker International CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2026, Brinker expects total revenues of $5.60 billion to $5.70 billion, non-GAAP diluted EPS of $9.90 to $10.50, capital expenditures of $270.0 million to $290.0 million, and weighted average diluted shares of 45.0 million to 46.0 million. Management expressed confidence in the ability to grow sales and traffic throughout fiscal 2026 based on sustained momentum and a strong pipeline of initiatives.

EAT YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$500.0M$1.0B$1.5B$1.2B$1.5BRevenue$73.1M$142.7MOperating Income$57.3M$107.0MNet Income
$0$500.0M$1.0B$1.5BRevenueOperating IncomeNet Income

EAT Revenue by Segment

Chili's$1.3B+23.5%
Maggiano's$122.3M

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