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Portillo's (PTLO)
NASDAQ:PTLO
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
<0.01Last Year’s EPS
0.05Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: operational and strategic positives (successful Atlanta entry, strong Perks growth, meaningful operational improvements, modest revenue growth and reduced G&A) are offset by notable near-term financial and margin pressures (comp sales decline, rising commodity and labor costs, material margin drag from the Texas expansion, reduced cash from operations and development reset costs). Management outlined a clearer, more measured growth approach and expects positive free cash flow in 2026, but near-term risks and performance headwinds are significant.Company Guidance
Successful Atlanta Market Entry (Kennesaw)
New Kennesaw restaurant opened in November and generated over $2.0 million in sales in its first 8 weeks and $3.8 million in its first 100 days (settling near ~$200k/week). The location uses the smaller Future 1.0 prototype (6,200 sq ft, ~20% smaller) and validates the company's strategy of measured, first-in-market openings.
Perks Loyalty Program Traction
Perks now has more than 2 million members and has driven strong promotional results and improvements in value perception scores; management expects Perks to play a key role in driving transaction growth and frequency in 2026.
Modest Revenue Growth in Q4
Quarterly revenues were $185.7 million, up $1.1 million or 0.6% year-over-year, with non-comp restaurants contributing $7.8 million to growth.
Operational Improvements (Speed, Accuracy, Turnover)
Drive-thru speed improved by nearly 40 seconds with meaningful accuracy gains; hourly turnover declined to under 80% for the year and GM turnover is at historic lows, supporting operational stability and guest experience improvements.
Cost Control in G&A and Lower Interest Expense
General & administrative expenses decreased $0.9 million to $19.4 million (10.5% of revenue) in Q4. Interest expense fell to $5.7 million with an effective interest rate of 6.7% vs. 7.5% prior year.
Outlook for 2026—Positive Free Cash Flow and Margin Targets
Company expects restaurant-level adjusted EBITDA margins of 20.5%–21% in 2026, anticipates adjusted EBITDA to be flat year-over-year, and projects positive free cash flow in 2026 with plans to use excess cash to pay down revolver balances.
PTLO 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
PTLO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $5.79 | $5.33 | -7.94% |
Nov 04, 2025 | $5.24 | $4.86 | -7.25% |
Aug 05, 2025 | $9.49 | $7.28 | -23.29% |
May 06, 2025 | $10.40 | $10.47 | +0.67% |
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 Portillo's (PTLO) report earnings?
Portillo's (PTLO) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Portillo's (PTLO) earnings time?
Portillo's (PTLO) earnings time is at Apr 30, 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 PTLO EPS forecast?
PTLO EPS forecast for the fiscal quarter 2026 (Q1) is <0.01.
