Jun 2026 (Q2 FY26) — Aug 5, 2026
Portillo's Q2 FY26 — Strategic Reset and Operational Strengthening
Read the full callPortillo's (PTLO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Portillo's earnings: last reported Wed, 5 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 | 199 | +5.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.9 | −2.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.9 | −20.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$4.79 +2.79% · +$0.13
Performance −21.7% 1Y
1Y: $6.12 on 14 Oct 2025 → $4.79. High $6.5 (22 Apr 2026), low $3.5 (25 Sept 2026).
- Previous close
- $4.66
- 52-week range
- $3.5 – $6.5
- One year
- −20.56%
Overview
- Symbol
- PTLO
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Portillo's earnings calls (PTLO)
Financials
What the filings say
Net profit, year on year: −20% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 178 | 185 | 176 | 188 | 181 | 186 | 183 | 199 |
| Expenses | 136 | 139 | 140 | 144 | 145 | 145 | 148 | 156 |
| Operating profit | 16 | 14 | 10 | 18 | 5 | 10 | 4 | 14 |
| Operating margin | 9.0% | 7.5% | 5.9% | 9.3% | 3.0% | 5.6% | 2.5% | 6.9% |
| Profit before tax | 11 | 14 | 5 | 14 | -0 | 5 | -1 | 9 |
| Tax rate | 22.4% | 13.3% | 25.4% | 26.8% | 268.2% | −14.5% | 24.4% | 19.8% |
| Net profit | 7 | 11 | 3 | 9 | 1 | 6 | -0 | 7 |
| EPS ($ per share) | 0.12 | — | 0.05 | 0.13 | 0.02 | — | -0.01 | 0.10 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | — | — | — | — | — |
| Reserves | — | 0 | -16 | -5 | 14 | 43 | 62 |
| Total liabilities | — | 569 | 576 | 847 | 925 | 1,010 | 1,109 |
| Fixed assets | — | 175 | 191 | 227 | 296 | 359 | 420 |
| Total assets | — | 910 | 1,000 | 1,280 | 1,386 | 1,500 | 1,607 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 43 | 58 | 43 | 57 | 71 | 98 | 72 |
| Cash from investing | -22 | -21 | -36 | -47 | -88 | -88 | -90 |
| Cash from financing | -12 | -18 | -9 | -5 | -17 | 3 | 15 |
| Net cash flow | 10 | 19 | -2 | 5 | -34 | 12 | -3 |
| Capital expenditure | -22 | -21 | -36 | -47 | -88 | -88 | -90 |
| Free cash flow | 21 | 37 | 7 | 10 | -17 | 10 | -19 |
Insider filings
64 filings between Oct 31, 2025 and Sep 22, 2026.
Open market
decisions to buy or sellPurchases
$2.08M
3 purchases by 1 insider
Sales
None
No insider sold shares.
Compensation
not trading decisions- 35
- 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: 1 conversion.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LEE EUGENE I JR | $2.08M | — | Aug 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 22, 2026 | Lauer Denise Peggy Chief Marketing Officer | Tax withheld | 6,545 | $24.5K |
| Sep 5, 2026 | Kaiser Kelly M General Counsel and Secretary | Tax withheld | 437 | $1.9K |
| Aug 12, 2026 | LEE EUGENE I JR Director | Purchase | 65,355 | $300.0K |
| May 31, 2026 | Kaiser Kelly M General Counsel and Secretary | Award | 3,161 | $12.2K |
| May 31, 2026 | Waite Jill Francine Chief People Officer | Tax withheld | 33 | $127 |
| May 31, 2026 | Correia Keith M Chief Information Officer | Tax withheld | 2 | $8 |
| May 31, 2026 | Waite Jill Francine Chief People Officer | Award | 1,146 | $4.4K |
| May 31, 2026 | Kaiser Kelly M General Counsel and Secretary | Tax withheld | 92 | $355 |
| May 31, 2026 | Correia Keith M Chief Information Officer | Award | 73 | $282 |
| May 11, 2026 | LEE EUGENE I JR Director | Purchase | 70,165 | $300.3K |
| May 2, 2026 | Correia Keith M Chief Information Officer | Tax withheld | 1,226 | $8.0K |
| May 2, 2026 | Waite Jill Francine Chief People Officer | Tax withheld | 1,840 | $11.9K |
| May 2, 2026 | Kaiser Kelly M General Counsel and Secretary | Tax withheld | 1,840 | $11.9K |
| May 2, 2026 | Hook Michelle Greig CFO & Treasurer | Tax withheld | 3,992 | $25.9K |
| Apr 22, 2026 | Correia Keith M Chief Information Officer | Tax withheld | 601 | $3.9K |
| Apr 15, 2026 | Kaiser Kelly M General Counsel and Secretary | Tax withheld | 1,805 | $10.0K |
| Apr 15, 2026 | Pecoraro-Striepling Jennifer Chief Development Officer | Award | 40,760 | $0 |
| Apr 15, 2026 | Lauer Denise Peggy Chief Marketing Officer | Award | 40,760 | $0 |
| Apr 15, 2026 | Correia Keith M Chief Information Officer | Tax withheld | 1,206 | $6.7K |
| Apr 15, 2026 | Hook Michelle Greig CFO & Treasurer | Tax withheld | 3,945 | $21.8K |
| Apr 15, 2026 | Kaiser Kelly M General Counsel and Secretary | Award | 40,760 | $0 |
| Apr 15, 2026 | Waite Jill Francine Chief People Officer | Tax withheld | 1,818 | $10.0K |
| Apr 15, 2026 | Hook Michelle Greig CFO & Treasurer | Award | 90,579 | $0 |
| Apr 15, 2026 | DARDEN TONY J Chief Operating Officer | Tax withheld | 2,182 | $12.0K |
| Apr 15, 2026 | DARDEN TONY J Chief Operating Officer | Award | 58,876 | $0 |
| Apr 15, 2026 | Waite Jill Francine Chief People Officer | Award | 40,760 | $0 |
| Apr 15, 2026 | Patterson Brett President & CEO | Award | 271,739 | $0 |
| Apr 15, 2026 | Correia Keith M Chief Information Officer | Award | 27,173 | $0 |
| Apr 15, 2026 | LEE EUGENE I JR Director | Award | 12,681 | $0 |
| Apr 14, 2026 | DARDEN TONY J Chief Operating Officer | Award | 1,034 | $0 |
| Mar 13, 2026 | Bordelon Ann G. Director | Conversion | 17,789 | $0 |
| Mar 13, 2026 | Hart Gerard Johan Director | Option exercise | 50,070 | $266.9K |
| Mar 13, 2026 | LEE EUGENE I JR Director | Purchase | 286,000 | $1.48M |
| Mar 2, 2026 | MILES MICHAEL Director | Award | 47,004 | $0 |
| Feb 28, 2026 | Waite Jill Francine Chief People Officer | Award | 404 | $1.9K |
| Feb 28, 2026 | Kaiser Kelly M General Counsel and Secretary | Tax withheld | 25 | $120 |
| Feb 28, 2026 | Correia Keith M Chief Information Officer | Award | 28 | $135 |
| Feb 28, 2026 | Kaiser Kelly M General Counsel and Secretary | Award | 730 | $3.5K |
| Feb 28, 2026 | Hook Michelle Greig CFO & Treasurer | Tax withheld | 50 | $240 |
| Feb 28, 2026 | Hook Michelle Greig CFO & Treasurer | Award | 1,501 | $7.2K |
| Feb 28, 2026 | Waite Jill Francine Chief People Officer | Tax withheld | 13 | $63 |
| Feb 2, 2026 | MILES MICHAEL Interim President & CEO | Award | 70,796 | $0 |
| Jan 2, 2026 | Glass Noah H. Director | Award | 26,143 | $0 |
| Jan 2, 2026 | Bordelon Ann G. Director | Award | 26,143 | $0 |
| Jan 2, 2026 | Dodson Paulette R. Director | Award | 26,143 | $0 |
| Jan 2, 2026 | Hartung Jack Director | Award | 43,572 | $0 |
| Jan 2, 2026 | Hart Gerard Johan Director | Award | 26,143 | $0 |
| Jan 2, 2026 | MILES MICHAEL Interim President & CEO | Award | 87,145 | $0 |
| Jan 2, 2026 | LEE EUGENE I JR Director | Award | 49,019 | $0 |
| Jan 2, 2026 | Lutzker Joshua Adam Director | Award | 46,840 | $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.
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