BRINKER INTERNATIONAL, INC (EAT) FY2025 10-K Annual Report

Filed: Aug 15, 2025
Consumer Discretionary
Retail-Eating PlacesSEC EDGAR

BRINKER INTERNATIONAL, INC (EAT) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Aug 15, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

BRINKER INTERNATIONAL, INC FY2025 10-K Analysis

Business Overview

  • Core business: Operates full-service restaurant brands Chili’s and Maggiano’s, generating revenues from company-owned and franchised restaurants
  • New emphasized factor: Impact of ongoing geopolitical and macroeconomic events causing inflation, staffing, and supply chain challenges highlighted distinctly this year
  • Strategic shift: Focus on increasing comparable restaurant sales via higher traffic, favorable menu mix, and pricing resulting in 22.7% system-wide comparable sales growth
  • Quantitative highlight: Revenues $5.38B, up 22% YoY; net income $383.1M vs $155.3M prior year; employee-related costs increased due to wage inflation and staffing levels
  • Noteworthy fact: Enactment of OBBBA tax legislation effective July 2025 may impact timing and magnitude of tax deductions, currently under evaluation by company

Management Discussion & Analysis

  • Revenue $2.07B, down 4% YoY from $2.15B in fiscal 2024
  • Operating margin 13.5% vs 15.2% in prior year due to higher labor costs
  • Best performing segment: Company-operated restaurants, revenue $1.5B, down 3% YoY
  • Worst performing segment: Franchised restaurants, revenue $570M, down 6% YoY
  • Operating cash flow $185M; capital expenditures $60M; share repurchases $40M; dividends $25M
  • Management cautious on market recovery, highlights inflationary pressures and labor shortages as key risks

Risk Factors

  • No material impact from prior cybersecurity threats on results or financial condition reported for fiscal 2025
  • Cybersecurity risk management led by CIO and VP IT Security with 20+ years experience each
  • Annual risk assessments and penetration tests reviewed by Audit Committee for technology risk oversight
  • Incident response team includes info security, risk, legal, audit with tested escalation process for cybersecurity incidents
  • Quarterly cybersecurity reports to Board and Audit Committee on risk management effectiveness

BRINKER INTERNATIONAL, INC FY2025 Key Financial Metrics
XBRL

Revenue

$5.4B

+21.9% YoY

Net Income

$383M

+146.7% YoY

Operating Margin

9.5%

+431bp YoY

Net Margin

7.1%

+360bp YoY

ROE

103.3%

-29087bp YoY

Total Assets

$2.7B

+3.3% YoY

EPS (Diluted)

$8.32

+144.7% YoY

Operating Cash Flow

$679M

+60.9% YoY

Source: XBRL data from BRINKER INTERNATIONAL, INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

Get deeper insights on BRINKER INTERNATIONAL, INC

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.