Brinker International Posts $2.49 EPS, $1.46B Revenue in Q4

Brinker International reported strong financial results for Q4 2025, with earnings of $107 million, or $2.30 per share, and revenue of $1.46 billion, marking a 20.9% increase from the previous year. Adjusted earnings per share exceeded expectations at $2.49, supported by a 21.7% year-over-year revenue rise, driven by sales growth across its Chili's and other restaurant brands. The company projects fiscal 2026 revenue between $5.60 billion and $5.70 billion and anticipates non-GAAP EPS ranging from $9.90 to $10.50, indicating confidence in continued growth. Operating margins improved significantly to 9.8%, with same-store sales rising 19.8% year over year, while the number of locations increased slightly to 1,628. Despite this positive outlook, analyst consensus remains a hold rating with average price targets around $171, although valuation models suggest a potential downside risk from current prices. Insider activity includes recent stock sales, and brokerages have adjusted price targets and ratings, reflecting mixed sentiment about future performance.