Q2 FY2026 EarningsQ2 FY26 significantly beat consensus across top and bottom lines, with revenue of $550.9M exceeding the $525.4M estimate and Diluted EPS of $0.28 comfortably ahead of the $0.26 mean expectation. Growth was driven by an 17.4% expansion in shop count and a robust 8.3% increase in company-operated same-shop sales. Despite rising coffee costs, the operating margin benefited from sales leverage and price adjustments, while 2026 guidance was reinforced by strong year-to-date performance.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Dutch Bros(BROS) the Revenue is 550.85 M (+32.48%), Beat estimate;the EBIT is 70.41 M (+28.81%), Beat estimate;the EPS is 0.28 (+40%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.55B32.48%
0.53B26.35%
+0.03B6.13%
EBITExceed expectations
0.07B28.81%
0.07B21.20%
+0.00B7.61%
EPSExceed expectations
0.2840.00%
0.275937.95%
+0.00412.05%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf