Jun 2026 (Q2 FY26) — Aug 6, 2026
Papa John's Q2 FY26 — Transformation Progress Amidst Challenging Environment and Strategic Rebalancing
Read the full callPapa John earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 482 | −8.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.8 | +0.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 8.5 | −10.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $53.25 on 15 Oct 2025 → $19.39. High $55.31 (24 Oct 2025), low $19.21 (14 Oct 2026).
Overview
Call summaries
Papa John's Q2 FY26 — Transformation Progress Amidst Challenging Environment and Strategic Rebalancing
Read the full callEvery analysed call
Financials
Net profit, year on year: −10% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 507 | 531 | 518 | 529 | 508 | 498 | 479 | 482 |
| Expenses | 442 | 501 | 494 | 505 | 492 | 474 | 458 | 459 |
| Operating profit | 65 | 30 | 24 | 24 | 16 | 25 | 21 | 23 |
| Operating margin | 12.9% | 5.6% | 4.6% | 4.6% | 3.2% | 4.9% | 4.3% | 4.8% |
| Profit before tax | 55 | 20 | 14 | 14 | 6 | 14 | 11 | 14 |
| Tax rate | 23.5% | 23.4% | 32.7% | 30.4% | 28.2% | 39.9% | 37.4% | 36.4% |
| Net profit | 42 | 15 | 9 | 10 | 5 | 7 | 7 | 9 |
| EPS ($ per share) | 1.28 | — | 0.28 | 0.28 | 0.14 | — | 0.21 | 0.25 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 242 | 206 | 219 | 183 | 196 | 219 | 242 | 211 |
| Total liabilities | 894 | 790 | 881 | 1,053 | 1,134 | 1,318 | 1,302 | 1,270 |
| Fixed assets | 227 | 212 | 201 | 224 | 250 | 283 | 273 | 251 |
| Total assets | 596 | 731 | 873 | 886 | 864 | 875 | 889 | 838 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 92 | 62 | 186 | 185 | 118 | 193 | 107 | 126 |
| Cash from investing | -39 | -33 | -41 | -64 | -63 | -75 | -17 | -21 |
| Cash from financing | -48 | -35 | -43 | -181 | -76 | -124 | -92 | -106 |
| Net cash flow | 5 | -5 | 102 | -60 | -23 | -7 | -3 | -1 |
| Capital expenditure | -42 | -38 | -36 | -69 | -78 | -77 | -72 | -65 |
| Free cash flow | 50 | 24 | 151 | 116 | 39 | 116 | 34 | 61 |
50 filings between Nov 6, 2025 and Sep 9, 2026.
Nobody bought or sold PZZA on the open market in this window. The filings below are 37 awards and 13 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | VASCONI JOHN KEVIN Chief Digital & Tech Officer | Tax withheld | 1,884 | $40.8K |
| Jul 31, 2026 | Penegor Todd Allan President & CEO | Tax withheld | 8,498 | $254.1K |
| Jun 5, 2026 | Oyler Caroline Miller Chief Administrative Officer | Tax withheld | 251 | $8.0K |
| May 29, 2026 | KOELLNER LAURETTE T Director | Award | 274 | $9.4K |
| May 29, 2026 | Gibbs Stephen L Director | Award | 156 | $5.3K |
| May 29, 2026 | KOELLNER LAURETTE T Director | Award | 55 | $1.9K |
| May 29, 2026 | Medina Sonya E Director | Award | 274 | $9.4K |
| May 29, 2026 | Coleman Christopher L. Director | Award | 378 | $12.9K |
| May 29, 2026 | Garratt John W Director | Award | 156 | $5.3K |
| May 29, 2026 | MILLER JOHN C Director | Award | 159 | $5.4K |
| May 29, 2026 | Mangan Jocelyn C Director | Award | 271 | $9.3K |
| May 11, 2026 | Garratt John W Director | Award | 4,494 | $0 |
| May 11, 2026 | Coleman Christopher L. Director | Award | 7,041 | $0 |
| May 11, 2026 | Gibbs Stephen L Director | Award | 4,494 | $0 |
| May 11, 2026 | Medina Sonya E Director | Award | 4,494 | $0 |
| May 11, 2026 | MILLER JOHN C Director | Award | 4,494 | $0 |
| May 11, 2026 | KOELLNER LAURETTE T Director | Award | 4,494 | $0 |
| May 11, 2026 | Mangan Jocelyn C Director | Award | 4,494 | $0 |
| Mar 25, 2026 | Oyler Caroline Miller Chief Administrative Officer | Tax withheld | 714 | $23.6K |
| Mar 25, 2026 | Thanawala Ravi CFO & President, North America | Tax withheld | 1,816 | $60.1K |
| Mar 4, 2026 | Oyler Caroline Miller Chief Administrative Officer | Tax withheld | 406 | $12.5K |
| Mar 4, 2026 | Thanawala Ravi CFO & President, North America | Tax withheld | 774 | $23.8K |
| Mar 3, 2026 | Oyler Caroline Miller Chief Administrative Officer | Tax withheld | 708 | $22.6K |
| Mar 3, 2026 | VASCONI JOHN KEVIN Chief Digital & Tech Officer | Tax withheld | 923 | $29.5K |
| Mar 3, 2026 | Penegor Todd Allan President & CEO | Tax withheld | 5,966 | $190.9K |
| Mar 3, 2026 | Thanawala Ravi CFO & President, North America | Tax withheld | 1,801 | $57.6K |
| Mar 2, 2026 | Penegor Todd Allan President & CEO | Award | 100,188 | $0 |
| Mar 2, 2026 | Oyler Caroline Miller Chief Administrative Officer | Award | 19,568 | $0 |
| Mar 2, 2026 | Collins Christopher K SVP Corp Finance & PAO | Award | 3,288 | $0 |
| Mar 2, 2026 | Thanawala Ravi CFO & President, North America | Award | 39,136 | $0 |
| Mar 2, 2026 | Collins Christopher K SVP Corp Finance & PAO | Award | 7,867 | $0 |
| Mar 2, 2026 | VASCONI JOHN KEVIN Chief Digital & Tech Officer | Award | 19,568 | $0 |
| Feb 27, 2026 | Oyler Caroline Miller Chief Administrative Officer | Tax withheld | 252 | $7.9K |
| Feb 20, 2026 | MILLER JOHN C Director | Award | 106 | $3.3K |
| Feb 20, 2026 | Medina Sonya E Director | Award | 230 | $7.3K |
| Feb 20, 2026 | Mangan Jocelyn C Director | Award | 226 | $7.1K |
| Feb 20, 2026 | KOELLNER LAURETTE T Director | Award | 58 | $1.8K |
| Feb 20, 2026 | KOELLNER LAURETTE T Director | Award | 230 | $7.3K |
| Feb 20, 2026 | Gibbs Stephen L Director | Award | 103 | $3.3K |
| Feb 20, 2026 | Garratt John W Director | Award | 103 | $3.3K |
| Feb 20, 2026 | Coleman Christopher L. Director | Award | 304 | $9.6K |
| Nov 28, 2025 | MILLER JOHN C Director | Award | 78 | $3.3K |
| Nov 28, 2025 | Coleman Christopher L. Director | Award | 223 | $9.4K |
| Nov 28, 2025 | Medina Sonya E Director | Award | 169 | $7.1K |
| Nov 28, 2025 | Mangan Jocelyn C Director | Award | 166 | $7.0K |
| Nov 28, 2025 | KOELLNER LAURETTE T Director | Award | 43 | $1.8K |
| Nov 28, 2025 | KOELLNER LAURETTE T Director | Award | 169 | $7.1K |
| Nov 28, 2025 | Gibbs Stephen L Director | Award | 75 | $3.2K |
| Nov 28, 2025 | Garratt John W Director | Award | 75 | $3.2K |
| Nov 6, 2025 | Sieve Joseph Chief Restaurant & Development | Tax withheld | 31 | $1.3K |
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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