Brinker International, Inc. (EAT) Earnings Call Transcripts

Brinker International, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, AmRest Holdings reported revenues of EUR 589 million, reflecting a 1.5% decline year-over-year on a constant basis. EBITDA was EUR 77 million, translating to a 13% margin, while net profit was negative at EUR 17.3 million, primarily due to weaker sales leverage and non-operational factors. Management indicated a commitment to restoring sales momentum and improving profitability, with a focus on cash generation and disciplined capital allocation, despite the challenging macro environment.

Reported metrics

Guidance from management

Management is focused on restoring sales momentum and improving profitability through operational discipline and cash generation. They are optimistic about the trajectory in the Czech market and expect to see improvements in the coming quarters.

What management said

As I said, Lukasz, we are really encouraged with the initial results of all the initiatives that we are putting in place. And right now, we are showing a positive word trend. So the sentiment continues towards the brand is improving. So all these are encouraging that.

I believe, Lukasz, what is important here is that the trend is improving, and that's what we are positive on, and we are working on that, and we are taking that very seriously. The full context, I think gives a better picture of what is happening.

What analysts pressed on

Analysts expressed concerns regarding the performance in the Czech market, questioning the effectiveness of recovery measures and the timeline for returning to previous sales levels. There were also inquiries about the impact of geopolitical risks on future performance.

Main topics on the call

• Revenue Performance — AmRest's revenues for Q1 2026 were EUR 589 million, a 1.5% decline year-over-year on a constant basis. Management noted, 'the quarter ended on a weaker note with inflation accelerating sharply in March,' impacting consum...
• EBITDA and Profit Margins — The company reported an EBITDA of EUR 77 million, yielding a 13% margin. This was impacted by lower sales volumes, as noted, 'the key driver behind the EBITDA decline was lower volumes of sales in select markets.'
• Cash Flow Improvement — Net cash from operating activities increased by EUR 9.5 million year-on-year, reaching EUR 62.6 million. Management emphasized, 'we can protect liquidity and continue to generate cash,' indicating a focus on cash generat...
• CapEx Discipline — Capital expenditures totaled EUR 22 million, down EUR 9 million from the previous year, reflecting a disciplined approach to investment. Management stated, 'we are being more selective in growth, prioritizing projects wi...

Read the full Brinker International, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 54 Brinker International, Inc. earnings call transcripts on record, spanning January 29, 2020 to August 12, 2026. Based on this history, Brinker International, Inc. reports quarterly. The most recent call on file is dated August 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EAT

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

54

First call

January 29, 2020

Most recent

August 12, 2026

Reporting cadence

quarterly