Jun 2026 (Q4 FY26) — Aug 12, 2026
Brinker International Q4 FY26 — Chili's Sustains Traffic Growth and Margin Expansion
Read the full callBrinker International (EAT) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Brinker International earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,536 | +5.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 10.9 | +1.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 131 | +22.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
58 of 62 judged targets kept · 102 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Advertising expense as a share of sales | Fairly stable near Q2 FY26 level of 2.9% | Dec 2025 | Advertising expenses for the fourth quarter were 3% of sales | Achieved* |
| Annual commodity inflation | Mid-single digits | Mar 2026 | planned commodity and wage inflation in the low-single digits | Revised Up |
| 53rd-week EPS contribution | Approximately $0.70 incremental EPS | Jun 2026 | $0.70 in incremental earnings per share. | New |
4 of BRINKER INTERNATIONAL, INC's 164 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 161 more targets are in the full ledger.
Claimed
- Chili's same-store sales increased 5.6% in Q4 FY26, marking the 21st consecutive quarter of growth and a 50% 3-year cumulative comp.
- Adjusted diluted EPS for Q4 FY26 rose 23% to $3.07, up from $2.49 last year.
- Restaurant operating margin improved 20 basis points year-over-year to 18% in Q4 FY26.
- Sales of the Big Crispy chicken sandwich increased 175% to 55 per restaurant per day by the end of Q4 FY26.
- The company repurchased $100 million of common stock in Q4 FY26, bringing the FY26 total to almost $400 million, with $750 million remaining authorization.
Qualified
- Maggiano's comp sales were negative 2.5% in Q4 FY26, with traffic down 5.3%, and its turnaround is slower than planned.
- Food and beverage costs increased 80 basis points in Q4 FY26, driven by 4.4% commodity inflation, primarily from higher beef costs and a temporary spike in tomato prices.
- FY27 restaurant operating margin improvement is projected to moderate to 20-40 basis points (52-week basis), or up to 50 basis points (53-week basis).
Price
$197.89 −3.06% · −$6.25
Performance +54.8% 1Y
1Y: $127.85 on 17 Oct 2025 → $197.89. High $253.94 (24 Aug 2026), low $102.29 (6 Nov 2025).
- Previous close
- $204.14
- 52-week range
- $102.29 – $253.94
- One year
- +52.48%
Overview
- Symbol
- EAT
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
58 of 62 judged targets kept · 102 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Advertising expense as a share of sales | Fairly stable near Q2 FY26 level of 2.9% | Dec 2025 | Advertising expenses for the fourth quarter were 3% of sales | Achieved* |
| Annual commodity inflation | Mid-single digits | Mar 2026 | planned commodity and wage inflation in the low-single digits | Revised Up |
| 53rd-week EPS contribution | Approximately $0.70 incremental EPS | Jun 2026 | $0.70 in incremental earnings per share. | New |
Claimed
- Chili's same-store sales increased 5.6% in Q4 FY26, marking the 21st consecutive quarter of growth and a 50% 3-year cumulative comp.
- Adjusted diluted EPS for Q4 FY26 rose 23% to $3.07, up from $2.49 last year.
- Restaurant operating margin improved 20 basis points year-over-year to 18% in Q4 FY26.
- Sales of the Big Crispy chicken sandwich increased 175% to 55 per restaurant per day by the end of Q4 FY26.
- The company repurchased $100 million of common stock in Q4 FY26, bringing the FY26 total to almost $400 million, with $750 million remaining authorization.
Qualified
- Maggiano's comp sales were negative 2.5% in Q4 FY26, with traffic down 5.3%, and its turnaround is slower than planned.
- Food and beverage costs increased 80 basis points in Q4 FY26, driven by 4.4% commodity inflation, primarily from higher beef costs and a temporary spike in tomato prices.
- FY27 restaurant operating margin improvement is projected to moderate to 20-40 basis points (52-week basis), or up to 50 basis points (53-week basis).
The full ledger
Open BRINKER INTERNATIONAL, INC’s full ledger
A free account opens 5 company ledgers a month. All 164 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q3 FY26) — Apr 29, 2026
Brinker International Q3 FY26 — Chili's Sustains Strong Momentum with Chicken Sandwich Launch
Read the full callEvery analysed call
Brinker International earnings calls (EAT)
Financials
What the filings say
Net profit, year on year: +23% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,139 | 1,358 | 1,425 | 1,462 | 1,349 | 1,452 | 1,470 | 1,536 |
| Expenses | 1,083 | 1,202 | 1,268 | 1,319 | 1,231 | 1,284 | 1,304 | 1,369 |
| Operating profit | 56 | 156 | 157 | 143 | 118 | 168 | 167 | 167 |
| Operating margin | 5.0% | 11.5% | 11.0% | 9.8% | 8.7% | 11.6% | 11.3% | 10.9% |
| Interest | 14 | 15 | 13 | 11 | 11 | 11 | 10 | 9 |
| Net profit | 39 | 119 | 119 | 107 | 100 | 129 | 128 | 131 |
| EPS ($ per share) | 0.86 | 2.67 | 2.68 | — | 2.23 | 2.92 | 2.96 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 18 | 7 | 7 | 7 | 6 | 6 | 6 | 6 |
| Reserves | 2,771 | -397 | -266 | -148 | -352 | -197 | 187 | 674 |
| Total liabilities | 2,037 | 2,835 | 2,578 | 2,753 | 2,631 | 2,554 | 2,308 | 2,371 |
| Fixed assets | 755 | 805 | 775 | 817 | 808 | 880 | 953 | 967 |
| Total assets | 1,258 | 2,356 | 2,275 | 2,484 | 2,487 | 2,593 | 2,679 | 2,815 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 213 | 245 | 370 | 252 | 256 | 422 | 679 | 789 |
| Cash from investing | 321 | -194 | -91 | -234 | -174 | -192 | -263 | -231 |
| Cash from financing | -531 | -20 | -299 | -28 | -80 | -180 | -461 | -467 |
| Net cash flow | 3 | 31 | -20 | -10 | 2 | 50 | -46 | 91 |
| Capital expenditure | -168 | -104 | -94 | -150 | -185 | -199 | -265 | -232 |
| Free cash flow | 45 | 141 | 276 | 102 | 71 | 223 | 414 | 558 |
EAT revenue by segment
Maggianos Restaurants shrank from 10% to 7% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Chilis Restaurants | 90% | 89% | 92% | 92% | 93% | 91% | 93% | 93% | +6.2% |
| Maggianos Restaurants | 10% | 11% | 8% | 8% | 7% | 9% | 7% | 7% | -7.8% |
| Corporate and Other | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
114 filings between Nov 7, 2025 and Sep 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$59.20M
30 sales by 14 insiders
17% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 51
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 24
- Tax withheld — shares kept back by the company to cover tax
Also filed: 8 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Hochman Kevin | — | $29.96M | Aug 17, 2026 |
| DePinto Joseph Michael | — | $5.76M | Aug 28, 2026 |
| Felix George S | — | $5.09M | Aug 14, 2026 |
| Fuller Daniel S | — | $4.99M | Aug 25, 2026 |
| White Aaron M | — | $4.99M | Aug 14, 2026 |
| Butler James M | — | $2.40M | Aug 21, 2026 |
| Ware Michaela M | — | $1.52M | Sep 1, 2026 |
| Comings Douglas N. | — | $1.40M | Aug 14, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Katzman James C Director | Sale 10b5-1 plan | 650 | $143.1K |
| Sep 4, 2026 | Allen Frances L. Director | Sale | 500 | $117.3K |
| Sep 1, 2026 | Ware Michaela M EVP, Chief Financial Officer | Sale | 3,030 | $707.4K |
| Aug 31, 2026 | Ware Michaela M EVP, Chief Financial Officer | Tax withheld | 497 | $114.5K |
| Aug 31, 2026 | Hochman Kevin Pres. & CEO | Tax withheld | 7,214 | $1.66M |
| Aug 31, 2026 | Felix George S EVP, Chief Marketing Officer | Tax withheld | 922 | $212.4K |
| Aug 31, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Tax withheld | 722 | $166.3K |
| Aug 31, 2026 | Butler James M SVP Chief Supply Chain Officer | Tax withheld | 762 | $175.5K |
| Aug 31, 2026 | Comings Douglas N. SVP & COO, Chili's | Tax withheld | 762 | $175.5K |
| Aug 31, 2026 | White Aaron M EVP, COO and CPO | Tax withheld | 1,203 | $277.1K |
| Aug 28, 2026 | Hochman Kevin Pres. & CEO | Tax withheld | 7,237 | $1.69M |
| Aug 28, 2026 | Caldwell Christopher M SVP, Chief Information Officer | Tax withheld | 370 | $86.3K |
| Aug 28, 2026 | DePinto Joseph Michael Director | Sale | 25,000 | $5.76M |
| Aug 28, 2026 | Comings Douglas N. SVP & COO, Chili's | Tax withheld | 652 | $152.1K |
| Aug 28, 2026 | Ware Michaela M EVP, Chief Financial Officer | Tax withheld | 423 | $98.7K |
| Aug 28, 2026 | Butler James M SVP Chief Supply Chain Officer | Tax withheld | 516 | $120.4K |
| Aug 28, 2026 | White Aaron M EVP, COO and CPO | Tax withheld | 884 | $206.2K |
| Aug 28, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Tax withheld | 633 | $147.7K |
| Aug 28, 2026 | Felix George S EVP, Chief Marketing Officer | Tax withheld | 669 | $156.1K |
| Aug 27, 2026 | Hochman Kevin Pres. & CEO | Award | 14,964 | $0 |
| Aug 27, 2026 | DePinto Joseph Michael Director | Award | 460 | $0 |
| Aug 27, 2026 | Ware Michaela M EVP, Chief Financial Officer | Award | 1,543 | $0 |
| Aug 27, 2026 | Liberio Frank D Director | Award | 166 | $0 |
| Aug 27, 2026 | GILES WILLIAM T Director | Award | 308 | $0 |
| Aug 27, 2026 | Hood Ramona Director | Award | 166 | $0 |
| Aug 27, 2026 | Davis Cindy L Director | Award | 166 | $0 |
| Aug 27, 2026 | Felix George S EVP, Chief Marketing Officer | Award | 1,286 | $0 |
| Aug 27, 2026 | JOHNSON TIMOTHY A Director | Award | 166 | $0 |
| Aug 27, 2026 | White Aaron M EVP, COO and CPO | Award | 1,543 | $0 |
| Aug 27, 2026 | Caldwell Christopher M SVP, Chief Information Officer | Award | 1,029 | $0 |
| Aug 27, 2026 | Katzman James C Director | Award | 289 | $0 |
| Aug 27, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Award | 1,029 | $0 |
| Aug 27, 2026 | EDELMAN HARRIET Director | Award | 166 | $0 |
| Aug 27, 2026 | Comings Douglas N. SVP & COO, Chili's | Award | 1,029 | $0 |
| Aug 27, 2026 | Allen Frances L. Director | Award | 166 | $0 |
| Aug 27, 2026 | Butler James M SVP Chief Supply Chain Officer | Award | 814 | $0 |
| Aug 25, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Sale | 1,909 | $484.0K |
| Aug 21, 2026 | Butler James M SVP Chief Supply Chain Officer | Sale | 10,000 | $2.40M |
| Aug 17, 2026 | Hochman Kevin Pres. & CEO | Sale 10b5-1 plan | 40,000 | $9.73M |
| Aug 17, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Sale | 9,960 | $2.42M |
| Aug 17, 2026 | Comings Douglas N. SVP & COO, Chili's | Gift | 500 | $0 |
| Aug 17, 2026 | Fuller Daniel S SVP, Chief Legal Officer | Sale | 1,837 | $451.6K |
| Aug 14, 2026 | White Aaron M EVP, COO and CPO | Sale | 16,220 | $3.83M |
| Aug 14, 2026 | Comings Douglas N. SVP & COO, Chili's | Sale | 5,000 | $1.18M |
| Aug 14, 2026 | Felix George S EVP, Chief Marketing Officer | Sale | 14,349 | $3.41M |
| Aug 13, 2026 | Felix George S EVP, Chief Marketing Officer | Award | 19,730 | $0 |
| Aug 13, 2026 | White Aaron M EVP, COO and CPO | Award | 25,736 | $0 |
| Aug 13, 2026 | Butler James M SVP Chief Supply Chain Officer | Tax withheld | 5,802 | $1.42M |
| Aug 13, 2026 | Katzman James C Director | Gift | 3,900 | $0 |
| Aug 13, 2026 | Butler James M SVP Chief Supply Chain Officer | Award | 16,298 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for BRINKER INTERNATIONAL, INC
Free account. Everything above stays public.
Write why you follow BRINKER INTERNATIONAL, INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading