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Brinker International (EAT)
NYSE:EAT
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
2.88Last Year’s EPS
2.66Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operating and financial picture driven by strong Chili's performance: double-digit multi-year comp momentum, revenue and EPS growth, improved guest metrics, and successful menu and marketing initiatives. Key negatives include lingering underperformance at Maggiano's, some margin pressure driven by investments and commodity/wage inflation, and a near-term ~$20M revenue/ $0.15 EPS impact from winter storm Fern. Overall, positives (sustained sales growth, improved guest perception, raised guidance, buybacks, and a clear reimage/new-unit plan) materially outweigh the lowlights, though management is attentive to commodity and weather headwinds.Company Guidance
Strong Same-Store Sales Momentum at Chili's
Chili's Q2 same-store sales +8.6% (outpacing casual dining by ~680 bps); two-year cumulative comp 43%, three-year cumulative comp 50%, four-year comp 62%; nineteenth consecutive quarter of comp growth.
Company Revenue and EPS Growth
Brinker total revenues $1.45B, up 7% year-over-year; consolidated comp sales +7.5%; adjusted diluted EPS $2.87 vs $2.80 prior year (increase).
Improved Profitability and Cash Generation
Adjusted EBITDA approximately $223.5M, up 3.6% year-over-year; restaurant operating margin at 18.8% (Chili's restaurant operating margin +40 bps year-over-year); management expects to grow restaurant-level margins ~30–40 bps for the full year.
Marketing and Menu Innovations Driving Traffic & Mix
Chili's top-line drivers in Q2: price +4.4%, traffic +2.7%, mix +1.5%; margarita program notably successful (one promo sold ~1.5M incremental drinks in November); chicken sandwich trial in ~200 restaurants performed well ahead of national April launch.
High-Impact Menu Renovations
Reintroductions/upgrades driving outsized results: skillet queso ~+20% vs prior queso lineup, relaunched nachos +170% vs previous nachos, bacon cheeseburger upgrade delivering ~30–43% higher sales vs prior burger; net elimination of six menu items to simplify operations.
Guest Experience & Perception Improvements
Operational guest metrics improved: GWAP (guests with a problem) improved to 2.1% from 2.9% a year ago (was ~5% three years ago); food grade score improved 68% -> 74%; intent to return ~72% -> ~78%; third-party syndicated metrics moved Chili's into top three across seven key metrics.
Capital Allocation & Shareholders
Repurchased $100M of common stock in the quarter; strong free cash flow supports investments and returns; raised fiscal 2026 guidance: revenues $5.76B–$5.83B and adjusted diluted EPS $10.45–$10.85; CapEx guidance $250M–$260M.
Reimage & Growth Roadmap
Completed first four Chili's reimages and will complete another 8–10 in fiscal year; plan to ramp to ~60–80 reimages in fiscal 2027 with full rollout and expanded new-unit program targeted into fiscal 2028.
EAT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $157.29 | $156.64 | -0.41% |
Oct 29, 2025 | $124.26 | $114.98 | -7.47% |
Aug 13, 2025 | $154.88 | $157.38 | +1.61% |
Apr 29, 2025 | $160.67 | $136.89 | -14.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brinker International (EAT) report earnings?
Brinker International (EAT) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Brinker International (EAT) earnings time?
Brinker International (EAT) earnings time is at Apr 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EAT EPS forecast?
EAT EPS forecast for the fiscal quarter 2026 (Q3) is 2.88.