Q2 FY2026 EarningsBJRI Q2 FY26 results were mixed, with a top-line beat but significant margin compression. Revenue of $388.9M exceeded the $377.1M consensus, driven by an 8.3% increase in guest traffic. However, Normalized EPS of $0.86 (calculated from GAAP net income) missed the $0.896 consensus, primarily due to commodity inflation in beef and a $2.7M catch-up depreciation adjustment. Operating profit of $18.4M fell short of the $21.2M expectation as cost of sales rose to 25.5% of revenue.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: BJS Restaurants(BJRI) the Revenue is 388.89 M (+6.37%), Beat estimate;the EBIT is 18.44 M (-13.06%), Miss estimate;the EPS is 0.86 (-11.34%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.39B6.37%
0.38B3.14%
+0.01B3.23%
EBITMiss expectations
0.02B13.06%
0.02B0.01%
-0.00B13.05%
EPSMiss expectations
0.8611.34%
0.8868.66%
-0.02602.68%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf