BJ’s Restaurants Q4 performance exceeds expectations, operational fundamentals improve

LootboxPhobia · 2026-02-26T02:03:13+00:00

BJ's Restaurants announced a Q4 earnings of $0.66 per share, with revenue increasing by 3.2% to $355.4 million, surpassing expectations. The company has achieved comparable sales and traffic growth for six consecutive quarters, with restaurant operating profit increasing by 8.2%. The company expects fiscal year 2026 sales to grow by 1% to 3%.

LootboxPhobia

2026-02-26 02:03:13

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Huntington Beach, California - BJ’s Restaurants, Inc. (NASDAQ:BJRI) announced its fourth quarter adjusted earnings per share of $0.66, surpassing analyst expectations of $0.64. Revenue increased 3.2% year-over-year to $355.4 million, slightly above the market consensus of $354.94 million.

Following the earnings release, the stock price remained stable.

This casual dining chain reported a 2.6% increase in comparable restaurant sales in the fourth quarter, marking its sixth consecutive quarter of growth in comparable sales and customer traffic. Operating profit at the restaurant level grew 8.2% to $57.2 million, with profit margins expanding 70 basis points to 16.1%. The company reported an adjusted EBITDA of $35.6 million, up 7.4% from $33.1 million in the same period last year.

CEO and President Lyle Tick stated, “In the fourth quarter, we continued to fulfill our mission to build a stronger, more stable BJ’s, achieving six consecutive quarters of growth in comparable restaurant sales and customer traffic, along with a fifth consecutive quarter of expansion in restaurant-level operating profit margins. This achievement, combined with strong and improving operational fundamentals, attractive value, and product innovation, helped us achieve over 4% customer traffic growth this quarter.”

For fiscal year 2026, BJ’s issued guidance expecting comparable restaurant sales to increase by 1% to 3%. The company projects restaurant-level operating profit between $221 million and $233 million, with a midpoint of $227 million. Adjusted EBITDA is expected to be between $140 million and $150 million, with a midpoint of $145 million. The company also plans to repurchase up to $50 million worth of shares, depending on market conditions.

During the fourth quarter, BJ’s repurchased approximately 167,000 shares at a cost of $5.4 million. The company operates 219 restaurants across 31 states.

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