10-Q quarterly report · filed Dec 30, 2025

Darden Restaurants (DRI) Q4 2025 10-Q Quarterly Report

Short answer

Darden Restaurants (DRI) filed its Q4 2025 10-Q quarterly report on Dec 30, 2025 for the quarter ended Nov 23, 2025. Quarterly revenue was $3.1B (up 7.3% year over year) with net income of $237M.

Q4 2025 key financials · XBRL

Revenue
$3.1B
+7.3% YoY · +1.9% QoQ
Net income
$237M
+10.3% YoY · −8.0% QoQ
Operating margin
10.3%
Gross margin
18.7%
EPS (diluted)
$2.03
+11.5% YoY · −7.3% QoQ

Source: XBRL data from the Darden Restaurants (DRI) Q4 2025 10-Q on SEC EDGAR. USD.

Darden Restaurants Q4 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $3.10B Q2 FY2026, up 7.3% YoY from $2.89B; 6-month $6.15B, up 8.9% YoY from $5.65B
  • Operating margin 10.3% Q2 FY2026 vs 10.1% YoY; 6-month 10.7% vs 9.9%; net earnings $237.2M Q2, up 10.3% YoY
  • Best segment: Olive Garden profit margin 21.8% Q2 vs 21.5% YoY; Worst: LongHorn Steakhouse margin down 16.2% Q2 vs 19.0% YoY
  • Operating cash flow flat $663.2M 6-mo vs $661.8M, capital expenditures up to $375M 6-mo from $314.5M, share repurchases $407.1M 6-mo
  • Outlook: FY2026 sales growth guidance 8.5-9.3%, same-restaurant sales 3.5-4.3%, capital expenditures $750-775M, 65-70 new restaurants expected

Risk Factors

  • No material changes to risk factors from most recent 10-K for fiscal year ended May 25, 2025
  • Supply chain disruptions risk remains, potentially impacting restaurant operations and costs
  • Labor market competition risk continues, affecting recruitment and wage expenses
  • Credit facility availability remains critical for liquidity management and debt service
  • Consumer demand volatility risk persists amid shifting dining preferences and economic conditions

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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