Brinker Delivers Strong Q4, Issues FY27 Guidance Above Consensus, and Authorizes $718M Buyback
EAT has more than doubled off its 52-week low of $100.3.
Summary
Brinker posted a strong Q4 with 5% comparable sales growth and a 30% EPS increase, guided fiscal 2027 above consensus, and authorized a $718M expansion of its share repurchase program.
Updates
· Dow Jones Newswires — Shares surged 7.5% to $237.91 in Wednesday trading, near the 52-week high of $242.775.
Key Events · Earnings and Guidance · EAT
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Q4 Earnings Beat
Company sales rose 5.0% to $1.52B, fueled by a 5.6% increase in Chili's comparable sales. Diluted EPS of $2.99 beat expectations, up 30% year-over-year.
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FY27 Guidance Above Consensus
Management guided fiscal 2027 total revenues to $6.15B–$6.27B and adjusted diluted EPS to $12.60–$13.40, including a $0.70 benefit from a 53rd week. Both metrics exceed Street estimates.
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$718M Buyback Authorization
The board authorized an additional $718 million in share repurchases, increasing total available authority to $750 million. During fiscal 2026, the company repurchased $400 million in stock.
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Chili's Momentum Continues
Chili's delivered its fifth consecutive year of same-store sales growth, with a cumulative 71% increase over that period. July sales accelerated further, driven by the Big Crispy chicken sandwich.
Analysis · EAT · Trade & Services
A standout Q4 saw Chili's same-store sales climb 5.6%, marking five consecutive years of growth. Earnings per share surged 30% to $2.99, while fiscal 2027 guidance came in well above expectations, with adjusted EPS projected at $12.60–$13.40 on revenues of up to $6.27 billion. In a clear signal of confidence in sustained cash generation, the board simultaneously authorized an additional $718 million in share repurchases, bringing total buyback capacity to $750 million. With the stock trading near all-time highs, this report reinforces the thesis that Chili's brand momentum and operational discipline are driving durable, profitable growth.
How filings like this one have moved
In the 30 days to Oct 18, 2026, 43.6% of the 289 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.46%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, EAT was trading at $221.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $9.5B. The 52-week trading range was $100.30 to $232.47. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.