Overview

* Brinker ( EAT ) Q4 fiscal 2025 revenue rises 21%, beating analyst expectations, per LSEG data

* Adjusted EPS for Q4 fiscal 2025 beats consensus, reflecting operational efficiencies, per LSEG data

* Co authorizes additional $400 mln for share repurchase program, indicating financial confidence

Outlook

* Brinker ( EAT ) expects fiscal 2026 revenue between $5.60 bln and $5.70 bln

* Company forecasts fiscal 2026 EPS excluding special items at $9.90-$10.50

* Brinker ( EAT ) anticipates fiscal 2026 capital expenditures of $270 mln-$290 mln

* Company sees fiscal 2026 weighted average shares at 45 mln-46 mln

Result Drivers

* CHILIS SALES GROWTH - Driven by increased traffic, menu innovation, and advertising, per CEO Kevin Hochman

* OPERATIONAL IMPROVEMENTS - Contributed to traffic gains and repeat guest visits

* MAGGIANOS SALES DECLINE - Due to lower traffic, partially offset by menu pricing

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $1.46 $1.44

Revenue bln bln (15

Analysts

)

Q4 Beat $2.49 $2.45

Adjusted (18

EPS Analysts

)

Q4 EPS $2.3

Q4 21.3%

Like-For

-Like

Growth

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 15 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the restaurants & bars peer group is "buy."

* Wall Street's median 12-month price target for Brinker International Inc ( EAT ) is $167.00, about 7.3% above its August 12 closing price of $154.88

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)