BJ's Restaurants Reports Strong Q4 & FY25 Results, Issues Positive 2026 Outlook, Continues Share Buybacks
BJRI sits 43% above its 52-week low of $28.46.
Summary
BJ's Restaurants reported strong Q4 and full-year 2025 financial results, including significant EPS growth and margin expansion, issued a positive 2026 outlook, and continued its share repurchase program.
Key Events · Earnings and Guidance · BJRI
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Strong Q4 2025 Financial Performance
Total revenues increased 3.2% to $355.4 million, comparable restaurant sales grew 2.6%, and diluted net income per share was $0.58, a significant turnaround from a net loss of $0.23 in the prior year quarter. Adjusted diluted net income per share rose 39.2% to $0.66.
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Robust Full Year 2025 Results
For fiscal year 2025, total revenues increased 3.1% to $1.4 billion, comparable restaurant sales increased 2.0%, and diluted net income per share surged 207.3% to $2.16. Adjusted diluted net income per share increased 46.8% to $2.26.
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Positive 2026 Financial Outlook
Management anticipates comparable restaurant sales growth of 1% to 3%, restaurant level operating profit between $221 million and $233 million, and Adjusted EBITDA of $140 million to $150 million for fiscal 2026.
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Continued Share Repurchase Program
The company repurchased approximately 167,000 shares for $5.4 million in Q4 2025, bringing total fiscal year 2025 repurchases to 2.0 million shares for $67.8 million. As of February 25, 2026, $93.2 million remained available under the authorization, with plans to repurchase up to $50 million in 2026.
Analysis · BJRI · Trade & Services
BJ's Restaurants delivered robust financial results for both the fourth quarter and full fiscal year 2025, demonstrating significant operational improvements and a strong return to profitability. The substantial increase in diluted net income per share, coupled with consistent comparable restaurant sales growth and expanding operating profit margins, indicates effective execution of the company's strategic plan. Furthermore, the positive financial outlook for 2026, including continued sales and profit growth, alongside a commitment to significant share repurchases, signals management's confidence in sustained performance and shareholder value creation. Investors should view this as a strong indicator of the company's health and future prospects.
At the time of this filing, BJRI was trading at $40.82 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $864M. The 52-week trading range was $28.46 to $47.02. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.